Automation
Program validation
As you build your program you may notice the yellow box in the Validation control updating. This is where you can keep track of actions that need to be done before your program is complete. You can save an invalid program but you will not to be able ...
Using decisions to branch automated programs
The decision node is used to create a branch in your marketing automation program. Within the decision controls you create a rule, or set of rules; all contacts satisfying the rule(s) will proceed down the 'Yes' route; all others down the 'No' route. ...
Configuring program start rules
The Start node is the only node on the canvas to begin with. This is the first node of your program requiring your attention. Click on the Start node to define the criteria for when contacts are added to your program. A panel of options will slide in ...
Configuring program delays
Let's say that you'd like to wait for a set period of time until you follow up a campaign that was sent with another automatic campaign: this is where you will want to add a Delay node to your program. In the example we run through here, the program ...
Managing your automated programs
Your list of programs can be found on the My programs page, in the Automation section of the application. Here your programs are listed by name and you can: Create new programs Search for programs Copy programs Delete programs Edit / view programs ...
Activating and deactivating automated programs
Activating a program As you build a program, it is in a draft state. Once you are completely happy with your program, click Save first and then Activate. This will turn your program on and put it into an active state. Note that a program can no ...
Getting Started with the Program Builder
Contents Building a program » Node settings » Connecting nodes » Creating branches Validation Saving and activating Summary The program builder features nodes - actions, delays, decisions and end points - linked with connectors, enabling you to ...
Automated and Triggered Campaigns - An Overview
Summary You can use the platform to automate your emails, which means your email marketing is working even when you're not, turning your lead and conversion generation into an automated production line. Powerful triggered campaigns can be used for a ...
Using quantity splits in programs
Summary The Quantity split node is used to create a split of contacts in your marketing automation program based on a specified number reaching the node first. The first X contacts to reach the node go down one route and the rest go down another ...
Using exit conditions to remove contacts from a program
Summary You can add exit conditions to a program to remove contacts at any step along the way, providing the contact meets the exit rules that have been set up. This is extremely useful in the case of: lead nurturing programs - if you have a series ...
Working with the program builder canvas interface
Contents Working with program nodes Working with program connectors » Naming end nodes » Moving, duplicating and deleting nodes » Annotations Finding your way around the program canvas » Zooming in and out Undoing and redoing Summary Whenever you ...
Using decisions to branch automated programs
Contents Condition » Behavioural decisions » Contact data decisions » Segment decisions » Marketing preferences decisions Maximum wait time Summary The Decision node is used to create a branch in your marketing automation program. Within the decision ...