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Automate Your Campaign
dotmailer includes three prepared automation templates, plus a blank template that you can use to create custom programs. When setting up an automated campaign, you can use existing campaigns, or create placeholders for new ones. This example uses a prepared template to create a simple Welcome campaign with a follow-up message that is sent a week later.
|1.||On the dotmailer menu, choose Automation. Then, tap New program.|
|2.||To choose the Welcome program template, hover over the tile and tap Select. Then, do the following:|
|3.||When prompted, enter the Program name. For now, you can accept the Programs folder location. Then, tap Continue.|
The Edit program workspace includes a flowchart of the program logic. Each box in the diagram is a node. The panel on the left has a selection of nodes that can be added to the program. You can create sophisticated automations using these simple building blocks.
|1.||In the flowchart, click the Start node.|
The panel on the left provides an overview of the process, and walks you through each step.
|2.||Under 1. Enrolment scheduling, tap Set enrolment schedule.|
|a.||By default, the Welcome program is scheduled to run Daily at 11:00 AM. ‘|
|b.||For this example, accept the default scheduling. Then, tap Apply.|
|3.||Under 2. Enrolment rule, tap Trigger from contact date field.|
The options describe the event that triggers the rule. For this program, the welcome email campaign will be triggered whenever a new account is created.
Complete the trigger description as follows:
|a.||Accept the option to Trigger from contact date field.|
|b.||To determine when contacts are added to the program, accept the default entry, default entry 0 days after.|
|c.||Set the Date field to
|d.||When complete, tap Apply.|
|4.||Under 3. Enrolment limits, tap Set enrolment limits. Then, do the following:|
|a.||For this program, accept the default option to re-enrol contacts every day they meet the start criteria.|
This option ensures that every person who signs up for a new account will be included in the next scheduled mailing.
|5.||Review the options in the Start panel. Then, tap Apply.|
|1.||In the flowchart, click the Campaign node. Then, do the following:|
|a.||To choose an existing campaign, tap Select campaign.|
|b.||Tap Create campaign.|
|c.||Enter the Campaign name, and accept the Campaigns folder as the default Campaigns location.|
The name of the new campaign appears in the Campaign box.
|1.||In the flowchart, click the next Campaign node.|
|2.||Enter the Campaign name, and accept the Campaigns folder as the default Campaigns location.|
|3.||Tap Create. Then, tap Apply.|
Your follow-up campaign is added to the workflow.
All programs have defined starting and end points.
|1.||Click the End node.|
|2.||For this example, you can accept the default name of the end point.|
If you added placeholders for new campaigns, you still need to complete the definition of each campaign. However, if you used existing campaigns, your Welcome program is good to go!
|1.||On the Automation menu, choose Trigger campaign content.|
|2.||Find the campaign in the list, and click Edit ( ).|