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Workflow Example: Event Promotion, Updates, and Feedback
Let's say you are getting ready to promote your annual conference event. You will want to send automated emails to your members to let them know about the event and remind them to register. When they do register, you want to keep them informed of updates or changes. After the event is over, you also want to send out …
Add Steps to Your Workflow
The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication. * On the Marketing Automation screen, select the Workflow to which you wish to add steps and cli…
Definitions of Workflow Step Types
* Wait : This option will allow you to pause your work flow for a number of months, weeks, days. For example, if you are creating a new member onboarding workflow, you may wish to wait a certain number of days between your initial email, and a follow-up email. Options for the Wait step type * Wait Until : Thi…
Creating a New Workflow
Before creating a workflow, be sure to complete the prerequisites : * For each workflow, you will need to create the desired email templates to be used in your campaign. See Create and Manage Email Templates . * For each workflow, you will need to specify/create the desired lists/committees as needed. See Lists…
Creating a Landing Page
Landing Pages give you the ability to create a simple web page to engage the contacts in a Marketing Automation flow. This can be a static page or you can include a form/survey and gather responses to questions as contacts proceed through the workflow. Within a Logic Branch step, you have the ability to select eith…
