You can send automated daily or weekly update campaigns to your contacts using the program builder.
The structure is straightforward and features just three key steps:
For example:
Start – Enrol all relevant contacts every day at 12:00
Campaign – Send a daily update campaign
End – Contacts exit the program, ready to be enrolled again tomorrow
Top tip
Sending the same campaign to contacts every day or week may seem like an odd practice, but this is quite valid if you're using an external source to populate the content.
You can populate campaign content from an external source using either:
External dynamic content, which requires a web developer to produce the content for you.
RSS feeds, which you can add using EasyEditor, but you need an active RSS feed to ensure the same content doesn't repeat every day. You can set RSS feeds to refresh on each send of a campaign, ensuring this content is always up to date.
Configure the start node
In the start node, you have three settings:
1. Enrolment scheduling
Select Daily to send a campaign at the same time every day, or select Weekly and choose the days of the week you want enrolment and sending to happen.
If you select Monday to Friday, your campaign is sent every weekday and not at the weekend.
2. Enrolment rule
Create a segment that includes all of the contacts you want to send the campaign to.
3. Enrolment limits
There are three enrolment limit options:
Enrol contacts in the program only on the first time they meet the start criteria
Use this option in an automated customer lifecycle program that starts when contacts make their third purchase, for example. This option is selected automatically if you create a program using a segment rule, to prevent the program triggering daily to the same contacts.
Re-enrol contacts on the program every day they meet the start criteria
Use this for a birthday or contract renewal program, for example. This option is selected automatically if you create a program using the standard automate from a date contact data field rule, because contacts only enrol again if their contact data field is updated or if it's an anniversary rule. You can also use this to automate the same actions every day (or week) to a given list.Re-enrol contacts on the program if the meet the start criteria, but not if they have been enrolled in the last X days
Use this for a re-engagement program, for example. Contacts can enrol in the program more than once, but only after a set delay time from their last enrolment.
Once you've configured your start node:
Select APPLY.
Add a campaign node with the campaign you want to send.
Add an end node.
Activate your program.
Your program sends a daily or weekly campaign at the scheduled time to all of the contacts identified by your start rule.