There are three ways to enroll a recipient into a campaign,
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: Enrollment Triggers, Email Lists or Manual Enrollment
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Enrollment Triggers
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 Marketing Autoresponder → Operations → Marketing → Email (tab) → AutoResponder |
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.
The triggers are hooks to the shopping experience that allow for automatic enrollment to a campaign based on an event. There are five six triggers.
- Abandon Cart – This trigger will enroll any abandoned cart with an email address into the campaign.Purchased Product – This trigger will enroll any customer making a purchase into the campaign. Enrollment Items can restrict enrollment.
- Auto Order Decline Canceled – This trigger will enroll any customer who has an auto order declinedcanceled.
- Auto Order CC Expiration – This trigger will enroll any customer who has an auto order credit card expired.
- Auto Order
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- Decline – This trigger will enroll any customer who has an auto order
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- declined.
- Purchased Product – This trigger will enroll any customer making a purchase into the campaign. Enrollment Items can restrict enrollment.
- Return Email –
When checked, any trigger will cause the order or abandoned cart associated with each trigger to be enrolled into this campaign. Typically, you will only have one trigger checked for a campaign unless you're using very generic emails.
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.
When checked:
- only carts associated with selected themes will be enrolled in the campaign.
When unchecked:
- the enrollment triggers and enrollment items are the sole determining factors for enrollment. This is the default behavior of the campaign before screen branding filters were introduced.
Enrollment Items
The enrollment items work in conjunction with the enrollment triggers. They are filters for the triggers. If you provide a list of items, then only events with those items will trigger an enrollment.
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 with 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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Email Lists are managed in a different part of the site. Navigate to Main Menu Marketing Email Lists to manage lists> Operations > Marketing > Email (tab) > Email Lists. By associating an email list with a campaign, the site will, on a regular basis, scan the list and enroll any new emails. Click on the edit button for a campaign to manage the Email Lists associated with it. The Campaign section of this documentation has additional tips and warnings about Email Lists.
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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 Marketing Autoresponder |
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→ Operations → Marketing → Email (tab) → AutoResponders |
From within the Administration section, click the Manual Enrollment link within the Administration sectionas shown below. 
Figure 84 - Link for Manual Enrollment
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 in to add a new recipient at any point in a campaign. 
Figure 85 - Step One for Manual Enrollment
When the next screen loads, fill out the fields to enroll a recipient. 
Figure 86 - Step Two for 
The following describes each of the fields for the Manual Enrollment
Field | Description |
First Step | Select the step where the recipient will begin. This will typically be the start step, but there may be times when a recipient should be started mid-stream depending on the relationship with the customer. |
Email Address | The recipient's email address |
Display Name | The friendly name of the recipient. If this is unknown, then enter the email address here as well. |
The Display Name is required. | |
Desired Format | Select HTML or TEXT. If text, the customer will not receive html emails. If HTML is selected, the decision is then left up to the settings for the email template. |
When finished, click the Enroll button to complete the enrollment.