This screen allows you to edit the properties of a Campaign Profile so it will create an e-mail campaign based on a certain action that a Visitor or User performs on the website.
Name: | This is the name of the Auto Campaign Profile. This is informational only and used so you can keep track of any E-mail Campaign created as a result of this Profile. |
Enable: | Select this to enable this Auto Campaign to create a new e-mail Campaigns for
any "reachable recipient" (a Contact with a valid e-mail address that has not
opted-out) that performs the Action specified as the trigger for this
Profile. Deselect this option if you wish to suspend creating any new e-mail campaigns for future Actions. Auto Campaign Profiles are forward looking so no e-mail campaigns will be created for past Actions if this Profile is re-enabled. |
Action: | An Action is an event on the website that triggers the creation of a new
e-mail campaign to the recipient. Actions can any of the following events
completed by a reachable recipient to the website: Calendar Event was reserved: Select this Action if you want an e-mail campaign created whenever a Calendar Event reservation is ordered. This Action is great for reservations or ticketed events where you want to set reminders before and after the Event date. NOTE: This option is only selectable by specific Calendar Managers, as well as all Site Administrators, Site Designers, and Site Managers. Custom Form Submitted: Select this Action if you want an e-mail campaign created whenever a specific Custom Form is submitted. This Action is great for sending follow up e-mails to a recipient at some point after they have submitted information through the website. NOTE: This option is only selectable by specific Form Editors, as well as all Site Administrators, Site Designers, and Site Managers. Order Completed: Select this Action if you want an e-mail campaign created whenever any Order is completed (submitted successfully) on the website. This Action is great for sending a follow up e-mail to the Customer at some time period after the Order. NOTE: This option is only selectable by Commerce Managers, as well as all Site Administrators, Site Designers, and Site Managers. Product Ordered: Select this Action if you want an e-mail campaign created whenever you want to send an e-mail campaign to a Customer at some point after they have ordered a specific Product. NOTE: This option is only selectable by Commerce Managers, as well as all Site Administrators, Site Designers, and Site Managers. Auto Campaign Sent: Select this Action if you want an e-mail campaign created whenever another Auto Campaign is sent successfully. This feature allows you to create 'drip campaigns' by daisy chaining Auto Campaigns together. For example, let's say you create an Auto Campaign Profile to send an informational e-mail campaign that builds on the previous e-mail message. You want the initial e-mail to be sent 2 days after a Product is ordered from your website. Then let's say you want to send a second build-up e-mail 1 week after that and perhaps a third and final grand finale e-mail 1 week after that. Using multiple Auto Campaign Profiles you can create this drip campaign scenario, with each campaign only being created if the previous e-mail was sent. NOTE: This option will display only Profiles that the User creating this Profile has access too. |
Campaign Profile for Campaign that was sent: |
Select the Auto Campaign that this Profile will use to trigger the creation
of a new Auto Campaign to the same recipient as soon as the selected Auto
Campaign is successfully sent. This option is only available for 'Auto Campaign Sent' Actions. |
Calendar Event: | Select the Calendar Event that this Profile will use to trigger the creation
of a new Auto Campaign to the recipient as soon as a successful reservation is
captured (ordered) by the recipient. This option is only available for 'Calendar Event was reserved' Action. |
Custom Form: | Select the Custom Form that this Profile will use to trigger the creation of
a new Auto Campaign to the recipient as soon as a successful submitted form is
captured by the recipient. NOTE: You must include an E-mail Address field on your
Custom Form and make it required or the recipient will not be "reachable" and no
Auto Campaign can be created. This option is only available for 'Custom Form Submitted' Action. |
Product: | Select the Product that this Profile will use to trigger the creation of a
new Auto Campaign to the recipient as soon as the Product (any quantity) is
Ordered by the recipient. This option is only available for 'Product Ordered' Action. |
E-Mail Message |
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Subject: | Enter the subject of the e-mail campaign that this Profile will create. |
Format: |
Select the format of the body of the e-mail campaign that this Profile will create. Plain Text: If you wish to enter plain text message, then
you can do so in the box provided. ^^name^^ Format: ^^value^^%%format%% Examples: NOTE: For "relative" date/time formatting, once the date goes beyond one month, the full date and/or time is displayed. |
Body: |
Enter the text message you wish to send as the e-mail campaign. This option is only available if you select 'Text' Format. If a plain text footer has been entered in the Site Settings, then it should appear at the bottom of this field for you. Feel free to update or remove the footer, as necessary. You can safely update it here without affecting the default footer in the Site Settings. |
My Page to Send: | Select the Page you wish to send as the e-mail campaign. This option is only available if you select 'HTML' Format. |
To: | This is the e-mail campaign "To" field that will contain the recipient's Contact E-mail Address Field. This value is not editable. |
BCC E-mail Address: | If you want to audit all e-mail campaigns created by this Profile, enter a valid e-mail address and receive a Blind Carbon Copy of the e-mail that is sent to the recipient. |
From Name: | Enter the organization name or person's name that identifies who sent the e-mail message (e.g. "ABC Company" or "Johnny Appleseed", etc). |
From E-mail Address: | Enter the organization or person's e-mail address that identifies what e-mail address sent the e-mail message (e.g. "abc.company@company.org" or "johnny.appleseed@example.org"). |
Reply to E-mail Address: | Enter the organization or person's e-mail address that all replies to the e-mail message should be routed too (e.g. "abc.company@company.org" or "johnny.appleseed@example.org"). |
E-mail Schedule |
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Send e-mail: | Specify the future time period after the Action occurs when all e-mail campaigns created by this Profile will be sent to the recipient. For Events, this value can be some time before or after the Event date and time. |
Send at a specific time: | Since any Action that triggers the creation of a new e-mail campaign could
occur late at night or early in the morning, the actual time of day that the Auto
Campaign should be sent may not be the best time, so you can enter a time of day
to adjust the sending date/time of each campaign so that it is sent at the best
time for the recipient. For example: Let's say you setup an Auto Campaign Profile to send a "thank you survey" 2 weeks after any Customer orders from your website. Say a Customer is up late one night and decides to place an order on your website at 1 AM. Without a way to adjust the schedule of the auto e-mail campaign, in 2 weeks the e-mail message would be sent to the Customer at 1 AM. Not an optimal time to make an impact with your message in their inbox! But, if you set 'Send at a specific time' to 11 AM, then the scheduled campaign would be adjusted to the closest 11 AM to the original scheduled date/time. Now you message is sent when it's optimal for you and your Customer. |
NOTE: The scheduled date & time is always at least the full length (e.g. 1
day) away from the action/event date & time. Then, if there is a specific time set,
the scheduled date & time is pushed either further back in time (for "before") or
pushed further forward in time (for "after") to the next occurrence of the specific
time. For example, if the event start date & time is on Friday at 12:00 PM, and the
profile is set so that the e-mail is sent 1 day before the event starts, with a
specific time of 1:00 PM, then the scheduled date & time will be Wednesday at 1:00
PM. The scheduled date & time is not set to Thursday at 1:00 PM because that is not
a full day before the event start date & time.