Scenario​

Schedule automated import of new contacts on a weekly basis. After import, you send a welcome message to the new members. The program includes a follow-up message to all new subscribers who don't click the welcome message.

Hint:

In this scenario you create a selection for new members. This is mandatory. Otherwise, the welcome message will be sent to existing group members and new members.

Benefits​

  • Import new contacts and kick-start your welcome program - all in one automation!

  • Get your customer relationship off to a great start with an enthusiastic, genuine welcome mail and a targeted follow-up.

  • Encourage new subscribers to make the leap to purchasers.


Marketing Inspiration​

  • Don't forget to set up a profile enrichment program so that you continuously gather data about your contacts. See Profile Enrichment​.


Procedure​

This procedure has three steps.

A) Create two messages: a welcome message and a follow-up message.

B) Create two selections. The first identifies contacts imported on the current date. The second identifies contacts who were added to the group a week ago, but who didn't click on the welcome message.

C) Automate the import and sendout processes on a whiteboard. A delay between import and sendout is mandatory. This gives Mapp Engage time to import all of the contacts in the file.


A) Create the Messages​

​WelcomeMessage​

Save the message as a prepared message.

For more information, see Save Draft as Prepared Message​.

​ReminderMessage​

Hint:

You can update the content of the prepared message at any time. For example, you can easily add or change a coupon or update the graphics. There is no need to change or pause the automation. Sendout with the new content continues as scheduled.


B) Create the Selection​

In the ​Recipients​ > ​Selection​ area, create two new selections with the following conditions.

​NewMemberSelection​

This selection filters for members who were only added to the group on today's calendar date.

Basis for Condition: ​Group​

Select the group into which you import new contacts.

Click ​Add.​

Rule: ​Member Creation Date​

Time range: ​Selection run date, exactly before, 0 days​






​NewSubscribers_NoClick​

This selection filters for members who added to the group 7 days ago and didn't click on the welcome message.

Condition 1: Selects contact who did not click on the special introductory offer email.

Basis for Condition: ​Message​

Group: Select the group.

Message: ​Prepared Message​. From the ​Prepared Message​ drop-down list, select the ​WelcomeMessage​ message.

Click ​Add​

Status: ​Link clicked, No, Any link ​

Condition 2: Selects contacts who were added to the group

Basis for Condition: ​Group​

Select the group into which you import new contacts.

Attribute: ​Member Creation Date​

Click ​Add​

Match: ​Selection run date, exactly before, 7 days​

C) Create Automations

  1. In the ​Automation​ area, create a new whiteboard.
  2. Drag 1 ​Time​ module and 3 ​Time-based job​ modules onto the whiteboard.
  3. Drag and drop between the  symbols to connect the modules as shown above.
  4. Define the module settings as follows:

    a. Time Module

    Field

    Entry

    Name

    Enter a name for the module.

    Date

    ​Recurring Date​

    Time

    Define the desired schedule.

    Period

    Week(s)

    Value

    1

    b. Time-based Job Module

    Field

    Entry

    Name

    Enter a name for the module.

    Job

    ​Import Contacts​

    Import Mode

    Add

    New Contacts Are

    Added without Message

    Settings

    Define the remaining settings and the server address where your file is stored. See Import Contacts​.

    Group Name

    Select the group the contacts are imported into.

    c. Time-based Job Module

    Field

    Entry

    Name

    Enter a name for the module.

    Job

    ​Send Prepared Message to Group​

    Message

    ​WelcomeMessage​

    Defer Sendout

    Add a delay of several hours. A delay between import and sendout is mandatory. This gives Mapp Engage time to import all of the contacts in the file.

    Selection

    Select the ​NewMemberSelection​.

    d. Time-based Job Module

    Field

    Entry


    This module sends the ​ReminderMessage​.

    Name

    Enter a name for the module.

    Job

    ​Send Prepared Message to Group​

    Message

    ​ReminderMessage​

    Defer Sendout

    1 week

    Selection

    Select the ​NewSubscribers_NoClick​.

  5. Click ​Next​.
    ⇒ The ​Whiteboard​ wizard opens to step two.
  6. Define the desired time frame and notifications.
  7. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.
    ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.