There are three ways to enroll a recipient into a campaign: Enrollment Triggers, Email Lists or Manual Enrollment
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Enrollment triggers are part of a campaign's general settings. To manage them, navigate to the Autoresponder Auto Responder home page.
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Main Menu → Operation Operations → Marketing → Email (tab) → AutoresponderAutoResponder |
From there, scroll down to the Campaign section and click on a campaign's edit button. The triggers are listed in the general settings of the campaign.
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It is very rare for an enrollment trigger to be used in conjunction with an email list. If you need the combination of the two, be very careful.
Re-enrollment
By default, a recipient (i.e. an email address) may be present only once in a campaign. It helps to think of it like this: a person can only be in one place at a time.
If unchecked: any requests to enroll an email address will be denied if an email address is already in the campaign, even if that email has a status of Finished.
If checked: any request to enroll an email address will be denied if the email is currently In Progress. However, if the recipient is finished, then any enrollment requests will move the recipient back to the start step, effectively re-enrolling them in the campaign.
This is desirable for enrollment triggers like Abandoned Cart where you may wish to present a coupon to a recipient each time they abandon a cart.
Enrollment StoreFronts Filter
Check one or more screen branding themes to filter for those themes.
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For example, consider the result if you add an item id, such as 'SOMEPDF' to the enrollment items field and check the enrollment trigger 'Purchased Product'. With that configuration, only purchases of SOMEPDF items will result in enrollment. This is useful if you wish to upsell certain items or provide item specific marketing material.
- Enrollment Items only affect triggers. Enrollment Items are meaningless without triggers.
- Enrollment Items affect all triggers. There is no pairing certain items with certain triggers. If you need different items for your triggers, create separate campaigns.
- Zero Enrollment Items is the default. With this default, triggers will fire for all items. Remember that Enrollment Items act as filters.
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To manually enroll someone in a campaign, first navigate to the Autoresponder AutoResponders home page.
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Main Menu → Operations → Marketing → Email (tab) → AutoResponder AutoResponders |
From within the Administration section, click the Manual Enrollment link as shown below.
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Manual enrollment is a two step process. Select a campaign on the initial screen. Selecting a campaign allows the site to compile a list of campaign steps. With this list, it is possible to add a new recipient at any point in a campaign.
When the next screen loads, fill out the fields to enroll a recipient.
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When finished, click the Enroll button to complete the enrollment.