Table of Contents
CRM Marketing
Automation Training Manual
1. Overview: What is Marketing Automation in this CRM?
2. Big Picture Process: From Zero to a Running Campaign
3.1. Check Permissions for Marketing Automation
3.2. Configure Email Sending (SMTP)
4. Core Configuration: Categories, Assets, Points, and
Stages
4.2. Assets (Files for Use in Emails)
5. Preparing Contacts: Segments, Forms, and Ways to Add
Leads
5.1. Segments (Filtered Groups of Leads)
5.2. Forms (Capturing New Leads)
5.3. Ways to Add Contacts into Marketing Automation
6. Designing Email Templates and Emails
7. Creating a Marketing Automation Campaign
7.2. Steps to Create a Campaign
7.3. Using the Workflow Builder
7.4. Good Beginner Example: Simple Onboarding Campaign
8. Running the Campaign: Cron Job and Valid Dates
8.2. Behavior of Nodes and Re-running
How to Create a
Complete Marketing Automation Campaign from Start to Finish
Table
of Contents – Marketing Automation Training Manual
Part 1
– Introduction
Part 2
– System Access and Email Configuration
3.1 Check
Permissions for Marketing Automation
3.2 Configure
Email Sending (SMTP)
3.2.1 Understanding
the SMTP Settings Screen
3.2.2 Configure
SMTP Using AWS Simple Email Service (SES)
3.2.3 Configure
SMTP Using Sendiio
3.2.4 Recommended
SMTP Practices for Non-Technical Staff
Part 3
– Core Configuration
4.1 Category Settings
The Category section is primarily for broad, reusable groupings.
You generally do not want to create a brand-new Category for every individual
Campaign. Use Categories as a high-level filing system, and then use names,
descriptions, and segments to handle the more granular, campaign-specific
detail.
1. What Categories Are Really For
In this Marketing Automation system, Categories are:
Think of Categories like drawers in a filing cabinet, not the
file folders themselves.
2. Broad vs. Specific – How to Decide
Broad Categories (Recommended Default)
Use broad Categories that describe the strategic purpose or type
of the item, such as:
These categories stay relevant and do not change every time you
run a new campaign. You can then run dozens of campaigns under “Evergreen
Nurture Campaigns” without needing new categories each time.
Recommended Categories to Create
In Settings
→ Category, create the following categories. For each row below:
You may
choose any color you like for visual grouping.
1. Stage Categories
(You usually only need one Stage category to group all your
funnel stages.)
2. Point Action
Categories
3. Asset Categories
If you
want to be more granular, you may add:
3.2 Name: Landing Page Assets
Type: Asset
Description: Use this category for files used on landing pages or
thank-you pages that are linked from campaigns.
4. Email Categories
5. Email Template
Categories
6. SMS Categories (If SMS
Is Used)
7. Segment Categories
8. Campaign Categories
4.2 Assets (Files for Use in Emails)
4.3 Points (Lead Scoring)
4.4 Stages
(Funnel Steps)
Part 4
– Preparing and Managing Contacts
5.1 Segments
(Filtered Groups of Leads)
5.2 Forms
(Capturing New Leads)
5.3 Ways
to Add Contacts into Marketing Automation
Part 5
– Designing Emails and Templates
6.1 Email
Templates
6.2 Emails
(Channel → Emails)
Part 6
– Building and Running Campaigns
7.1 Campaign
Definition and Basic Settings
7.2 Campaign
Workflow Concepts
7.3 Using
the Workflow Builder
7.3.1 Flow
Start Node
7.3.2 Condition
Nodes (Waits and If/Then Logic)
7.3.3 Action
Nodes (Stage, Segment, Points, and Other Changes)
7.3.4 Filter
Nodes
7.3.5 Email
Nodes in Campaigns
7.4 Beginner
Example Workflow – Simple Onboarding Campaign
8.1 Cron
Job Requirements and Campaign Validity
8.2 Node
Execution Rules and Re-Running Campaigns
Quick
Reference – Uploaded Files and Manual Sections
You can
keep this as a separate quick-reference list at the end of your TOC or as an
appendix.
Marketing
Automation in this CRM is a set of tools that helps you:
·
Collect
contact information (Leads and Customers)
·
Organize
those contacts into Segments or Groups
·
Communicate
with them automatically using Emails (and optionally SMS)
·
Track
their behavior using Points and Stages
·
Run
Campaigns that follow pre-designed workflows, triggered and executed
automatically
A
Campaign is the central engine of
Marketing Automation. It uses:
·
Contacts: Leads or Customers that you want
to communicate with
·
Channels: Emails (and possibly SMS) that
are sent automatically
·
Components: Forms, Assets, Points, Stages,
Segments, etc.
·
Workflow Builder: A visual flowchart where you
define the logic of your Campaign (who gets what, when, and under which
conditions)
This
manual explains how to configure all necessary pieces and then launch an actual
Marketing Automation Campaign.
Before we
dive into the system, here is the recommended sequence:
1.
Verify
User Permissions for the Marketing Automation module
2.
Configure
Email Sending (SMTP) so the system can send Emails
3.
Set
up Categories (for Stages, Points, Assets, Forms, Emails, Segments, Campaigns)
4.
Prepare
Assets (images, PDFs, etc.) for use in Email Templates
5.
Define
Points (how many points to assign for different actions)
6.
Define
Stages (funnel stages such as New Lead, Warm Lead, Qualified Lead, etc.)
7.
Create
Segments (filtered groups of Leads)
8.
Create
Forms (to capture new Leads)
9.
Design
Email Templates and Emails
10.
Add
Contacts to Marketing Automation via Segment, Form submissions, or Customer
Groups
11.
Create
a Campaign and build the workflow
12.
Run
the Cron Job so Emails and actions actually execute
13.
Monitor
Campaign results and adjust over time
The
sections that follow explain each step in detail.
Only users
who are granted permission can see and use the Marketing Automation functions.
Steps to create or edit Permissions
14.
In
the main menu, go to Settings.
15.
Click
Permissions.
16.
To
create a new permission set:
·
Click
Add.
·
In
the User field, select the employee
who should have access.
·
Select
the Marketing Automation-related screens (such as Segments, Forms, Campaigns,
Points, Stages, Emails, Assets, etc.).
·
Click
Submit to save.
17.
To
edit an existing permission:
·
Locate
the user in the Permissions list.
·
Click
Edit next to that record.
·
Adjust
the selected screens/functions.
·
Click
Submit to save.
18.
To
delete a permission:
·
Click
Delete on the line you want to
remove.
Trainer note: For new staff who will set up
campaigns, ensure they can access:
·
Marketing
Automation → Segments
·
Marketing
Automation → Forms
·
Marketing
Automation → Emails / Email Templates
·
Marketing
Automation → Campaigns
·
Marketing
Automation → Points
·
Marketing
Automation → Stages
·
Components
→ Assets
Marketing
Automation cannot send Emails until the email server is configured.
There are
two methods: use the system’s default SMTP or a separate SMTP for the Marketing
Automation module.
19.
Go
to the Marketing Automation module.
20.
Click
Email Configuration.
Method 1: Use System
Default SMTP
·
Choose
System default SMTP.
·
The
Marketing Automation module will use the main system email configuration to
send Emails.
*Method 2: Use Separate SMTP for Marketing Automation
·
Choose
Other SMTP.
·
Fill
in the SMTP settings provided by your email service (for example, host, port,
username, password, security type).
·
Save
the configuration.
Trainer tip for beginners:
If unsure,
start with System default SMTP if it
is already working for other system Emails. Confirm by sending a test Campaign
to a test Lead.
Configure Email Sending
(SMTP)
Marketing
Automation cannot send any Emails until an email server (SMTP server) is
configured. This section walks through:
All
instructions are written for users with no technical background.
3.2.1.
Understanding the SMTP Settings Screen
When you
select “Other SMTP” in the Email Configuration screen of the
Marketing Automation module, you will typically see fields similar to these:
You will
not invent these values. They must be copied carefully from the SMTP provider
you are using (AWS or Sendiio).
3.2.2.
Option A – Configure SMTP Using Amazon Web Services (AWS SES)
This
option uses Amazon Simple Email Service (SES) as your SMTP server.
High-level
steps:
All steps below are written for a novice.
Step A1
– Log in to AWS and Open Amazon SES
Step A2
– Verify Your Sending Domain or Email Address
Amazon SES
will only allow you to send from domains or email addresses that you have
verified.
You have
two simple choices:
Option
1 – Verify a domain
Option
2 – Verify a single email address (quick test)
Step A3
– Check Sandbox vs Production Mode
New SES
accounts often start in Sandbox mode, which limits who you can send
Emails to.
You can
still complete a test in Sandbox by sending only to verified addresses.
Step A4
– Create SMTP Credentials in SES
You must
create SMTP credentials specifically for sending Emails via SMTP.
Step A5
– Identify the SMTP Host and Port
The SMTP
host is based on your SES Region. Common formats:
You can
confirm the exact hostname in the SMTP settings section of SES.
Ports:
SES usually supports the following ports:
For most
CRMs, use:
Step A6
– Enter AWS SES SMTP Details in the Marketing Automation Email Configuration
Step A7
– Send a Test Email
3.2.3.
Option B – Configure SMTP Using Sendiio
Sendiio is
an Email marketing and autoresponder platform that can also provide SMTP
delivery (depending on your account and add-ons). In this scenario, you will
use Sendiio’s SMTP credentials as the SMTP server in your CRM.
The exact
menu labels in Sendiio may evolve, but the process follows the same pattern:
Step B1
– Log in to Sendiio
Step B2
– Locate Your Sendiio SMTP Settings
Depending
on your Sendiio version and plan, you may see a menu similar to:
Look for
any section that refers to:
Inside
that section, you should see one of two possibilities:
These
instructions assume your Sendiio account includes SMTP delivery that exposes
SMTP credentials.
Step B3
– Generate or Copy Sendiio SMTP Credentials
If Sendiio
provides a default From Email or requires that you verify domains /
addresses, follow any on-screen prompts to complete that verification.
Step B4
– Enter Sendiio SMTP Details in the Marketing Automation Email Configuration
Step B5
– Send a Test Email via Sendiio SMTP
If the
Email arrives in your inbox:
If the
Email does not arrive:
If
Sendiio’s dashboard has an Email logs / Delivery logs section, check
there for error messages related to your test send.
3.2.4.
Recommended Practice for Non-Technical Staff
For staff
who are completely new to SMTP:
This way,
any new Marketing Automation operator can follow the written steps, plug in the
correct values, and get Email sending working without needing deep technical
knowledge.
Categories
are used to group many different types of data: Stages, Point Actions, Assets,
Forms, Emails, SMS messages, Email Templates, SMS Templates, Segments, and
Campaigns.
Use case:
You might
have Email Categories such as “Newsletters,” “Promotions,” and “Onboarding.”
This makes it easier to find and manage records later.
How to create a
Category
21.
Go
to Settings → Category.
22.
Click
Add.
23.
Fill
in:
·
Name: A clear reminder name (e.g.,
“Onboarding Campaigns”).
·
Type: Choose what this category is for
(Stage, Point action, Asset, Form, Email, SMS, Email Template, SMS Template,
Segment, Campaign).
·
Color: Pick a color to visually identify
this category in lists.
·
Description: Explain the purpose of this
category in plain language. Example: “Email templates for new customer
onboarding series.”
24.
Click
Save.
You
can later Edit or Delete Categories from the same screen.
Assets are
files (images, audio, video, PDFs, ZIP, Word, Excel, etc.) that you want to
insert into Emails or link to in Campaigns.
How to create an
Asset
25.
Go
to Components → Assets.
26.
Click
Add.
27.
Fill
in:
·
Name: A clear name for the file (e.g.,
“Welcome Banner Image”).
·
Category: Choose a Category of type Asset.
·
Color: Select a color tag for easy
visual sorting.
·
Published:
·
Set
to Yes to make this Asset available
when designing Emails.
·
Set
to No if you are not ready for it to
be used.
·
Description: Describe what this file is and
when to use it.
·
Upload file: Choose the file from your
computer.
28.
Click
Save.
If uploads fail:
If a file
type is refused, go to Settings →
Accepted file format and add the extension (for example, .png, .pdf, .mp4)
as allowed.
Viewing and using
Assets
·
Use
View on an Asset to see:
·
Copy link: To copy a direct download link
for use in Emails or on a website.
·
Download: To download the file to your
computer.
·
Chart statistics: To see the number of times the
Asset has been downloaded over time.
Points
measure how interested a contact is in your brand based on their actions. The
Campaigns will use these Points to prioritize follow-up.
Examples of actions and Points:
·
Opening
an Email: +5 Points
·
Clicking
a link: +10 Points
·
Submitting
a form: +20 Points
·
Unsubscribe:
−50 Points
How to create a Point
Action
29.
Go
to Points in the Marketing
Automation menu.
30.
Click
Add.
31.
Fill
in:
·
Name: Describe the action clearly
(e.g., “Opened Welcome Email”).
·
Category: Select a Category of type Point action.
·
Change points (+/−):
·
Enter
a positive number to reward engagement (e.g., “+10”).
·
Enter
a negative number to penalize disengagement (e.g., “−20”).
·
Published:
·
Set
to Yes so this Point action becomes
available in Campaigns.
·
Add point by country (optional):
·
If
you want different Points by country, turn this on and set country-specific
values.
·
Description: Explain when and why this Point
action is applied.
32.
Click
Save.
Viewing and analyzing
Points
·
Use
View on a Point action to see:
·
Point Action over time chart: Shows how many leads earned this
action by date.
·
Point Action Stats by Campaign
chart: Shows in
which Campaigns this Point action occurred and how often.
·
Leads tab: Shows the Leads who have this
Point action applied and their total Points (aggregated across all actions).
Stages
represent positions in your sales or nurturing funnel (for example, “New Lead,”
“Engaged Lead,” “Qualified Lead,” “Customer”). Contacts move through Stages
automatically via Campaign actions.
How to create a Stage
33.
Go
to Stages.
34.
Click
Add.
35.
Fill
in:
·
Name: e.g., “New Lead,” “Warm Lead,”
etc.
·
Weight: A number that indicates position
in the funnel.
·
Lower
numbers = earlier stages
·
Higher
numbers = later stages
·
Contacts
cannot move back to a Stage with a lower weight.
·
Color: Choose a color tag for easy
identification.
·
Category: Choose a Category of type Stage.
·
Description: Describe clearly what qualifies a
Lead for this Stage.
36.
Click
Save.
Viewing a Stage
·
Use
View to see:
·
Total number of leads in this Stage
·
Number of active campaigns using this Stage
·
Number of campaigns participated (past campaigns using this Stage)
·
Leads in time chart (leads entering/leaving over time)
·
Stage statistics by campaign (which Campaigns involve this
Stage)
·
Leads tab: list of Leads currently in this
Stage, including their total Points.
Segments
allow you to group Leads according to specific conditions. Campaigns often
start from a Segment.
Example segments:
·
“Newsletter
Subscribers”
·
“Leads
from Google Ads in last 30 days”
·
“Leads
tagged ‘VIP’”
How to create a
Segment
37.
Go
to Segments.
38.
Click
Add.
39.
On
the Details tab:
·
Name: e.g., “New Subscriber Segment”.
·
Category: Select a Segment Category from
the Category settings.
·
Published: Check this to make the Segment
available in Campaigns.
40.
Switch
to the Filters tab:
·
Add
conditions based on Lead fields (for example, Tag, Email, Source, Country,
etc.).
·
Example:
Tag is not empty AND Email contains “@”.
·
The
system will pull matching Leads from the Lead module.
41.
Click
Save.
Viewing Segment
analytics
·
Use
View:
·
Total number of leads: How many Leads currently match
the Segment.
·
Number of active campaigns: Campaigns using this Segment,
still within their valid period.
·
Number of campaigns participated: Past Campaigns using this
Segment.
·
Leads in time chart: Leads added/removed over time.
·
Segment statistics by campaign: How many Segments are used per
Campaign.
·
Leads tab: List of Leads in the Segment at
present.
Forms are
online forms used to collect user information and bring it into the CRM as
Leads. These can be used for event registration, newsletter sign-up, or lead
magnets.
Important behavior:
When a
user submits a Form, the data is saved in the Leads module. The Form’s Total
Submissions increases, and those new Leads can be used in Campaigns.
How to create a Form
42.
Go
to Components → Forms.
43.
Click
Add.
Step 1: Form
information
Fill out
the initial Create Form screen:
·
Source: Where the traffic comes from
(Google, Facebook, Bing, etc.).
·
Status: Lead status when the form is
submitted (e.g., New).
·
Responsible (Assignee): Staff member responsible for
Leads from this form.
·
Language: Form language (e.g., English).
·
Submit button text: Text on the submit button (e.g.,
“Sign Up Now”).
·
Message to show after form is
successfully submitted:
Confirmation text (e.g., “Thank you for signing up!”).
·
Notification settings:
·
You
may notify specific staff, staff with certain roles, or the responsible person
whenever someone submits the Form.
·
Auto mark as public:
·
If
checked, new Leads from this Form are automatically visible to all staff.
·
Allow duplicate lead to be inserted
into database:
·
If
checked, duplicate Leads are allowed (for example, the same email submitted
multiple times).
·
If
unchecked, you must select the field used to detect duplicates (such as Email).
Click Save.
Step 2: Design the
Form
After
saving, you are redirected to the Form builder page:
·
Form builder tab: Drag and drop fields (Name,
Email, Phone, etc.) to design your Form.
·
Form Information & Setup tab: Shows the configuration you just
set; you can edit here.
·
Integration Code tab: Provides:
·
Embed
code to place the Form on a website
·
Options
to adjust width/height for embedding
View a Form
44.
Go
to Components → Forms.
45.
Select
a Form and click View to see its
details and design.
There are
three main ways to bring contacts into Marketing Automation Campaigns:
46.
By
Segment (for Leads stored in the Lead module)
47.
By
Form submissions (Leads who filled out a specific Form)
48.
By
Customer Groups (for Contacts that are Customers, not Leads)
#### 5.3.1. Add Leads by Segment
49.
Make
sure you have created a Segment with
filters that select the correct Leads (see Section 5.1).
50.
When
creating a Campaign (explained later), you will choose this Segment in the Flow Start node so the system can pull
those Leads into the Campaign.
#### 5.3.2. Add Leads by Form
51.
Ensure
a Form exists and is embedded on
your website.
52.
When
visitors submit the Form:
·
They
become Leads in the Lead module.
·
The
Form’s Total Submissions increases.
53.
In
your Campaign’s Flow Start node, you
can choose to start from that Form instead of from a Segment.
#### 5.3.3. Add Customers by Group
54.
Create
a Customer Group in the Customer
module (outside Marketing Automation).
55.
In
your Campaign, you can choose that Customer Group instead of a Segment or Form,
so the Campaign runs on Customers instead of Leads.
Email
Templates are reusable structures used when creating Emails. They hold layouts,
logos, and overall design.
How to create an
Email Template
56.
Go
to Settings → Email Templates.
57.
Click
Add.
58.
Fill
in the basic Template information as required and click Save.
59.
After
saving, you will see the Template information and a design screen.
60.
Click
Add Country in the Preview tab:
·
Choose
the Country you are designing for
(for example, United States).
·
The
system sends Emails to Leads based on their Country.
61.
Click Design:
·
Use
the drag-and-drop editor to add sections: headers, text blocks, images,
buttons, etc.
·
Insert
Assets (logos, banners, PDFs) that you prepared earlier.
·
Save
your design.
62.
If
needed, use Clone Design to copy
this template to another language:
·
Adjust
text for the new language.
Emails are
the actual messages that will be sent during Campaigns. They use Email
Templates for layout and styling.
How to create an
Email
63.
Go
to Channel → Emails.
64.
Click
Add.
65.
On
the Information tab, fill in:
·
Subject: The email subject line (visible
to recipients).
·
Internal name: Internal label (for staff; not
seen by recipients).
·
Description: Internal description of purpose
and content.
·
Language: Language of the Email (for
example, English).
·
Category: Choose a Category of type Email.
·
Email Template: Select an Email Template created
earlier.
·
Color: Color tag for sorting/search.
·
Published:
·
Select
Yes to make this Email available in
Campaigns.
66.
On the Advanced tab:
·
Attachment: Optionally attach files (e.g.,
PDF brochures).
67.
After
saving, you will see the information and a Preview
tab.
68.
Click
Add Country:
·
Choose
the Country for which you are designing this Email.
69.
Click
Design:
·
Use
drag-and-drop editor to write the Email content and layout.
·
Place
text, images, buttons, and links.
·
Remember
that an Unsubscribe function is
present: if a Lead/Customer clicks it, the system will no longer send Emails to
that address.
70.
Click
Save.
71.
Optionally,
use Clone Design to copy to another
language and adjust text.
Now that
you have Segments or Forms, Emails, Points, and Stages, you can build a
Campaign.
A Campaign
is a marketing activity that coordinates content (Emails, SMS, Points, Stage
changes) through a workflow to achieve a specific goal (for example, welcome
new Leads, promote a product, or re-engage inactive Leads).
The workflow:
·
Starts
from a Segment, Form, or Customer Group
·
Applies
Conditions (wait times and actions
triggers)
·
Executes
Actions (send Email, change Stage,
adjust Points, move Segments, etc.)
·
Can
include Filters to include/exclude
certain contacts
·
Runs
automatically using the Cron job
####
Step 1: Open the Campaigns Screen
72.
Go
to Marketing Automation → Campaigns.
73.
Click
Add.
####
Step 2: Fill in Campaign Details
In the
Campaign basic information screen, fill in:
·
Name: A descriptive name (for example,
“New Subscriber Onboarding – October”).
·
Category: Choose a Category of type Campaign from Category settings.
·
Color: Color tag for easier recognition.
·
Published:
·
Select
Yes if you want this Campaign to be
active after it is saved and has a valid date range.
·
Start date:
·
The
date when the Campaign becomes valid.
·
Must
be less than or equal to the current date for the Cron job to run it.
·
End date:
·
The
date when the Campaign stops being valid.
·
Must
be greater than the current date while you still want the Campaign to run.
·
Description:
·
Describe
what this Campaign is intended to do (e.g., “Send three Emails over 7 days to
welcome new newsletter subscribers and assign Points based on engagement”).
Click Save. The system will take you to the General Details screen for this
Campaign.
After
saving, click the Builder function
to open the Workflow Builder.
You will
see a design canvas where you drag and drop elements to create your flow:
·
Flow Start
·
Condition
·
Action
·
Filter
·
Email
General controls:
·
Drag
an element from the palette to the canvas.
·
Use
Ctrl + scroll to zoom in or out.
·
Connect
nodes by dragging lines from one node’s output to another’s input (visual
connections may differ by implementation, but follow on-screen cues).
#### 7.3.1. Flow Start
This is
where you define who enters the Campaign.
·
Source options:
·
Segment:
·
Select
a pre-created Segment (for Leads from the Lead module).
·
Form:
·
Select
a Form. Leads who submit this Form are included.
·
Customer Group:
·
Select
a Customer Group if you want to run the Campaign on Customers.
Place Flow Start on the canvas and configure
it:
74.
Choose
whether you are using Segment, Form, or Customer Group.
75.
Select
the specific Segment/Form/Group.
76.
Save
this node.
#### 7.3.2. Condition Node (Waits and If/Then Behavior)
Conditions
tell the workflow to wait and then decide how to proceed based on a Lead’s
action.
Example:
“Wait 2 days to see if the Lead opened the Email.”
How to configure a
Condition node:
77.
Drag
a Condition node into the canvas and
connect it after the previous node (for example, after an Email).
78.
Set:
·
Wait time: e.g., 2 days, 3 hours, etc.
·
Condition type: e.g., did the Lead open Email X?
click a link?
79.
The
node typically has:
·
A
positive (green) path for Leads who
meet the condition (for example, opened the Email).
·
A
negative (red) path for Leads who do
not (for example, did not open within 2 days).
Then you
drag the next nodes (Email, Action, etc.) onto the appropriate paths.
#### 7.3.3. Action Node
Actions
apply changes to a Lead or Customer, such as:
·
Change
Segment
·
Change
Stage
·
Change
Points (directly)
·
Apply
a Point Action (using definitions
from the Points module)
·
Delete
Lead
·
Remove
from Campaign (for Customer)
Example
configurations:
·
After
a Lead opens a key Email, add +10 Points using a Point Action.
·
After
a Lead finishes the Campaign, move them to “Nurtured Leads” Segment.
·
If
a Lead never opens any Emails, move them to a “Disengaged” Stage.
#### 7.3.4. Filter Node
Filters
further narrow who proceeds in the workflow based on conditions.
Example:
·
Proceed
only if the Lead’s country is “US”.
·
Proceed
only if Points > 50.
Drag a Filter node into the canvas, connect
it, and define the filter conditions based on Lead/Customer fields.
#### 7.3.5. Email Node
This node
sends an Email to Leads or Customers.
80.
Drag
an Email node into the workflow.
81.
Choose
the Email you created earlier
(Section 6.2).
82.
Connect
it in the logical place in your flow (for example, immediately after the Flow
Start, or after another Action).
When
the Campaign runs, this node sends the selected Email to the contacts at the
right moment.
Assume:
·
Segment:
“New Subscribers – Newsletter”
·
Email
1: “Welcome Email”
·
Email
2: “Getting Started Guide”
·
Stage:
New Lead → Warm Lead
·
Point
Action: Opened Welcome Email (+10 Points)
Workflow:
83.
Flow Start:
·
Source:
Segment → “New Subscribers – Newsletter”.
84.
Email node:
·
Send
“Welcome Email”.
85.
Condition:
·
Wait
2 days.
·
Condition:
Did Lead open “Welcome Email”?
·
Positive
path (Yes):
·
Action: Apply “Opened Welcome Email”
Point Action (+10 Points).
·
Action: Change Stage to “Warm Lead”.
·
Email: Send “Getting Started Guide”.
·
Negative
path (No):
·
Email: Send a “Reminder: Did you see
this?” Email.
·
Optionally:
Action: Adjust Stage or Points
accordingly.
After
designing this workflow, Save the
Campaign.
Campaigns
are not executed instantly by clicking Save. They depend on a scheduled
background process called a Cron job.
·
You
must set up the Cron Job and run it so Campaigns send Emails and perform
actions.
·
The
Start date of the Campaign must be
less than or equal to the current date.
·
The
End date must be greater than the
current date for the Campaign to be considered valid.
·
The
system will only re-run nodes that have not
yet been executed.
·
Nodes
that have already run for a Lead will not
run again.
·
Once
all nodes in a Campaign have run for all Leads, that Campaign is effectively
complete for those Leads.
·
If
you need to run a similar flow again, create a new Campaign instead of trying to reset the old one.