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Marketing Automation

Learn how to configure automated marketing workflows.

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Understanding Automation

This article will help you get started with marketing automation, or automated workflows.

What Is Automation?

"Automation" is an automatic workflow completed by Oncord, which can be triggered by an event such as a purchase, form submission, or when a contact is moved into a group. Popular uses of automation include:

  • Sending an e-mail campaign to users who have abandoned their shopping carts.
  • Sending a series of e-mail marketing messages over a period of time
  • Sending a welcome e-mail campaign to new contacts
  • Sending follow-up emails to customers with unpaid invoices
  • Adding contacts to certain groups after they perform a specific activity (eg. Fill out a form, purchase a product or amount of products)

How Do I Enable Automation?

Navigate to Dashboard > Marketing > Automation to view all your automated workflows, and create new automation workflows. If the Marketing tools do not display in the left-hand menu of your Dashboard, you will need to upgrade your plan to include our suite of Marketing Tools. Upgrading your plan is a very simple, instant process. Simply contact us and we will update your plan for you. 

The Automation Trigger

The "Trigger" is the event that starts the automation workflow. We provide a flexible number of options for triggers including;

  • A new contact registering,
  • a user being added to a group,
  • a certain product being purchased,
  • or when a form is submitted.

After defining the trigger, you will be presented with additional options related to your chosen trigger. You may then begin defining your automated workflow, which details the steps to be completed by Oncord after the trigger.



Email Automation

Creating an automated e-mail campaign is a great way to get started with automation. For the purposes of this tutorial, we will be creating an automated e-mail campaign which is triggered when a contact is added to a group. 

Step One: Create the E-mail Campaign

There are two types of e-mail campaigns - Automations and Broadcasts. Think of Broadcasts as your newsletters or general e-mail campaigns, and automations as templates to be used by the automation engine. 

The first step of this tutorial is to create the e-mail marketing campaign which will be sent by automation.

Navigate to Dashboard > Marketing > E-mail Marketing. Click the "New Message" button towards the top of the screen, and create a new e-mail marketing message. When editing the e-mail marketing message, click the "Additional Attributes" tab in the top editor bar, and click the link "Convert to Automation". This will convert the e-mail message to be of the type 'Automation', rather than 'Broadcast'.

Step Two: Create the Automation

Navigate to Dashboard > Marketing > Automation, and click the "New Automation" button to get started. 

Define a sensible title for the automation title field for your own reference. A best practice is to label the automation by the activity it is performing (eg. "On Newsletter Group Add > Send E-mail Campaign"). 

In the drop-down menu for the "Upon Event" field, select the option "Groups - When someone is added to a group". The groups you have configured through Dashboard > Customers > Groups will display, allowing you to specify which group(s) will trigger the automation.

For the first workflow step, select the option "Send E-mail to Customer". You will then change the drop-down message from "None-selected" to the automation e-mail campaign you would like to send. 

To test the automation, you select the option "Test Mode", and specify an e-mail address to use instead of sending the message to the customer. Otherwise, select the "live mode" option to send the e-mail campaign to the contact. 

When you are ready for the automation to go live, tick the option "Enable this Automation" and click the "Save Automation" button. 

Congratulations

You have created your first automation! To test, move your own administrator contact record into the group you specified in the automation trigger and you should receive the campaign.



If you still have questions, please message us at www.oncord.com/company/contact-us/ and we will get back to you as soon as we can.