Step | Navigation path | Description |
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1 | Audience > Segmentation > Segmentation Builder | - Create a new segment called "Engaged_1Month_Walkers" using these criteria:
- Contact Profile > Group Membership. Select the Group "Master_Email",
- Contact Profile > Profile Attribute. Select Activity Preference "Walking".
- Email Activity > Link Clicked.
- Clicked: Yes
- Link Type: Any Link
- Additional criteria: Group
- Group name: "Master_Email".
- Number Of Occurrences: Greater than 0.
- In Timeframe:
- Relative Date Range
- Relative to Run Date: Before Run
- From: Before, 1 month before run date
- Save and Publish
For more information, see Segmentation Builder. |
2 | Content > Email > Email Messages | - Edit the message called "Walking Promotion"
- Click Prepare Sendout to set the Group to "Master_Email", and then select the Segment created in Step 1: "Engaged_1Month_Walkers".
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3 | Audience > Segmentation > Segmentation Builder | - Create a new segment called "Inactive_6Months" using these criteria:
- Contact Profile > Group Membership. Select the Group "Master_Email",
- Email Activity > Received.
- Received: Yes
- Additional criteria: Group
- Group name: "Master_Email".
- Check Membership: Yes
- Number Of Occurrences: Greater than 0.
- In Timeframe:
- Relative Date Range
- Relative to Run Date: Before Run
- From: Before, 6 months before run date
- Email Activity > Link Clicked.
- Save and Publish
For more information, see Segmentation Builder. |
4 | Automations > Whiteboards | - Create a recurring Whiteboard called "Reactivation Campaign" with the following criteria:
- Setup > Recurrence Rules: every 3 months
- Whiteboard Audience:
- Group name: "Master_Email".
- Segment: "Inactive_6Months"
- Send Email:
- Email Message: "Reactivation Email"
For more information, see Whiteboards. |
5 | Audience > Segmentation > Segmentation Builder | - Copy the segment "Inactive_6Months", rename it to "Inactive_12Months" and change the timeframe to:
- In Timeframe:
- Relative Date Range
- Relative to Run Date: Before Run
- From: Before, 12 months before run date
- Save and Publish
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6 | Automations > Whiteboards | Create a recurring Whiteboard called "Remove Inactive" with the following criteria: - Setup > Recurrence Rules: every 12 months
- Whiteboard Audience:
- Group name: "Master_Email".
- Segment: "Inactive_12Months"
- Add To / Remove From Group:
- Membership Change: Remove or Unsubscribe from Group
- Remove from Group: Specific
- Group: "Master_Email"
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