This procedure will cover how to build a Marketing Automation campaign. If using behavior conditions, it is important to set up Click Tracking (fka WebTrax) prior to activating or establishing the Marketing Automation process. This allows Click Tracking to use the embedded links in email campaigns and once the customer clicks the link, they’re identified, and tracked.
Step 1 Create a flow chart to determine the campaigns and rules for each campaign, as well as what data fields will be needed in the extract.
After defining the flow chart and requirements for each campaign, the Marketing Automation can be built.
Step 2 Log into the Digital Communication platform
Step 3 Use the product drop-down arrow to select On Demand
Step 4 Use the module drop-down arrow to select Marketing Automations
Step 5 Click Begin to add a new Marketing Automation
Step 6 Type a Name for the Marketing Automation Campaign
Step 7 Select a field on which to track
Note: The tracking field is used to count how many times a record receives an offer. By default, Email Address will be selected. If something different will be used, Custom must be selected.
Step 8 Click Continue
Step 9 Click Manage Fields in the upper right-hand side of the page
Step 10 Click the Add Field button to add it to the list
10.1 Type a Name for the field
10.2 Select the Type of the field being added: Text, Number, Date, Month and Day
Step 11 To remove a field from the list, click the trash can icon
next to a specific field
11.1 Click Yes to the confirmation message
Step 12 To edit a field from the list, type a different Name, and/or select a different field Type
12.1 Click Save
Note: The fields must be managed to ensure the proper fields are in place for any rules to be applied to the campaigns.
Step 13 To add an email campaign, click Add New Offer
13.1 Type in the offer Name
13.2 Click the drop-down arrow to choose the Maximum Sends
13.3 Click the drop-down arrow to select the desired time frame for the maximum sends
13.4 Click Create
Step 14 The default condition on the campaign will be Send to everyone once
Step 15 To modify the condition, click on + icon
Step 16 For the field Type, click the Data radio dial
16.1 Using the search or navigation bar, locate and click the desired field to which the condition is to be applied
16.2 Select an Operator
16.5 Choose the Value
16.6 Click Save
Step 17 To add another condition, click the plus symbol and repeat the previous steps
Once all conditions are in place, the next offer can be added
Step 18 Click Add New Offer
18.1 Type in the offer Name
18.2 Click the drop-down arrow to choose the Maximum Sends
18.3 Click the drop-down arrow to select the desired time frame for the maximum sends
18.4 Click Create
Step 19 Repeat previous steps to build out conditions
Note: If the conditions or setup from a previous offer in the Decision Tree can be used, click the Copy existing offer box. This will allow for a faster setup process. Select the desired offer to copy from the list and make any necessary changes after the copy is created.
Step 20 To remove a condition, click the trash can icon to the left of the condition
20.1 Click Yes to complete the removal process
Step 21 To edit the condition settings, click the Edit icon to the left of the offer box
21.1 Click Save
Step 22 To remove an offer, click the trash can icon located to the right of the offer
22.1 Click Yes to complete the removal process
Step 23 To edit the offer settings, click the Edit icon to the right of the offer
23.1 Make the desired changes
23.2 Click Update
Step 24 Once an offer is setup, select the campaign
Step 25 Within the offer, click Configure Campaign
25.1 Select when to Deliver Mail, immediately or after a designated period of time
25.4 Using the search or navigation bar, locate and click the desired campaign
25.5 Preview the selected campaign on the right
25.6 Click Save
Once setup is complete, the Marketing Automation is ready to be Published
Step 26 Click Dashboard
Step 27 Click the desired Marketing Automation within Drafts
Step 28 Click Publish
28.1 Click Yes to the confirmation message
Once the Marketing Automation setup has been complete and Published, the configuration to automate the Marketing Automation within Digital on Demand must be completed within the Configuration Tool on your server. Those procedures can be found within the Digital Configuration Tool procedural document.
Article Reference: DMX347