How to create automatic shipping flows
In this article, we'll show you how to create an automated email marketing campaign flow using the Icomm platform. With simple steps, you can create compelling content and schedule personalized responses for your campaigns.
The first step to creating a successful automated email campaign flow is to design the content of your emails. You can use the Icomm editor, which offers an intuitive and easy-to-use interface for creating attractive and effective emails. You can choose the option to load HTML if you want to add your own designs to tailor them to your brand. It's also important at this point to create buttons that will generate automatic response actions.
Check the step-by-step guide for performing this procedure before configuring the automated sending flow: Pre-actions for Automated Sending.
Once the pieces are loaded and the buttons are configured, proceed to set up the automated sending flow.
Once you have designed your content, it's time to set up the automated sending flow in Icomm. From the Automate module, you can create a New Flow for automated sending and configure the triggers that will activate automatic responses. You can select events such as subscription, opening an email, or making a purchase to trigger specific responses.
After configuring the triggers, choose the type of automatic response you want to send. You can choose from welcome responses, abandoned cart reminders, thank-you messages, among others. Customize the content of each automatic response to fit the needs and preferences of your subscribers.
Go to Automation menú
Enter New Flow or select the New button
Complete Name: use something descriptive
Complete Objective: it is the goal to be achieved with the automation of the campaign
Clic Save
You will be redirected to the settings screen.
Clic the + Trigger button
The trigger is the button or call to action that will trigger an automatic response from the platform.
A configuration screen will be displayed.
Fill in the Trigger Name
Configure the Event
The event is the action that will trigger the response from the platform.
Choose a Newsletter
It is the piece that will carry the triggers or call to action (for example: a button to BUY).
Select an Event
The options are:
View
Click
Lead
Adquisition
No View
No Click
No Lead
No Adquisition
Define ON
Select the button or call to action within the Newsletter where the contact will hold the event. (For this it is important to identify each linkref within the piece).
Once the previous steps have been completed, the Event should be configured as the following example:
In this case, the system will trigger an automatic response when the contact clicks on the "SHIRTS" button within the Newsletter.
Configure the Response
Choose the Newsletter
It is the response piece that the contact that performs the event will receive. (Must be previously loaded on the platform).
Subject
Write the reason for the communication
From
It is generally the same email that is used for regular delivery and carries the domain of the platform.
From name
It is the sender name, who sends the message. Generally the name of the Brand or Company
Reply
It is the same as the one used in a regular shipping setup. It is the email to which the responses of the contacts will arrive.
Delay
Indicates the time that will pass from when the event is carried out until the response is sent
End date
Indicates the expiration date and time of the trigger. Use the calendar and clock tool.
Once the steps are completed, the response will be configured as the following example:
In this case, the user will receive the response Newsletter after clicking on the trigger of the first piece they received.
Click on Save
The configuration will be loaded in the internal list of the flow where you can view its metrics and perform advanced actions.
Before configuring the automatic shipping flow, make sure to test all the pieces that it will carry.
Once the automated flow is created, you must configure the sending of the trigger newsletter. This is the part that will trigger the automatic responses as they were previously configured.
This shipment must be configured from the Schedule Shipments module.
Enter the Schedule Shipments module
Select New Settings
Write the name of the new configuration
Select the campaign
In this case it is crucial to select the campaign in which the newsletters were created for the automatic flow.
Select the news trigger
From the Choose a Newsletter button, select the piece created as a trigger.
Fill in the shipping details.
Select the target audience for your shipment
Send the part
Before submitting the automatic flow, make sure to test all the created parts.
Triggers, unlike submissions, will not appear in the Results section of the platform. Access to the campaign flow to obtain information about its metrics.
Events
It is the number of Responses sent. That is, how many times the trigger was fired and sent the scheduled response.
Views
It is the number of users who opened the response (that is, the second email).
Clicks
It is the number of users who clicked on the answer (that is, newsletter no2).
Leads
It is the number of records that have been generated based on the scheduled response (that is, newsletter no2).
ADQ
It is the number of sales that were generated based on the scheduled response (ie, newsletter #2).
Modify and suspend flow settings
Select the arrow button located next to each of the settings.
Select the option:
Edit: Modify the settings
Pause: to pause the configuration
Copy: make a copy of the configuration
Delete: delete the configuration
Access a quick and detailed view of the configuration from the View icon
When entering the Automation module, the platform shows a list of flow configurations.
The initial screen shows the configurations uploaded by creation date on the Icomm platform.
From there you can perform direct actions such as Pause, Delete or Modify the configuration.
Create Pieces and Configure Buttons
The first step to creating a successful automated email campaign flow is to design the content of your emails. You can use the Icomm editor, which offers an intuitive and easy-to-use interface for creating attractive and effective emails. You can choose the option to load HTML if you want to add your own designs to tailor them to your brand. It's also important at this point to create buttons that will generate automatic response actions.
Check the step-by-step guide for performing this procedure before configuring the automated sending flow: Pre-actions for Automated Sending.
Once the pieces are loaded and the buttons are configured, proceed to set up the automated sending flow.
Create a New Automated Sending Flow
Once you have designed your content, it's time to set up the automated sending flow in Icomm. From the Automate module, you can create a New Flow for automated sending and configure the triggers that will activate automatic responses. You can select events such as subscription, opening an email, or making a purchase to trigger specific responses.
After configuring the triggers, choose the type of automatic response you want to send. You can choose from welcome responses, abandoned cart reminders, thank-you messages, among others. Customize the content of each automatic response to fit the needs and preferences of your subscribers.
Step by Step
Go to Automation menú
Enter New Flow or select the New button
Complete Name: use something descriptive
Complete Objective: it is the goal to be achieved with the automation of the campaign
Clic Save
You will be redirected to the settings screen.
Configure Flow triggers
Clic the + Trigger button
The trigger is the button or call to action that will trigger an automatic response from the platform.
A configuration screen will be displayed.
Fill in the Trigger Name
Configure the Event
The event is the action that will trigger the response from the platform.
Choose a Newsletter
It is the piece that will carry the triggers or call to action (for example: a button to BUY).
Select an Event
The options are:
View
Click
Lead
Adquisition
No View
No Click
No Lead
No Adquisition
Define ON
Select the button or call to action within the Newsletter where the contact will hold the event. (For this it is important to identify each linkref within the piece).
Once the previous steps have been completed, the Event should be configured as the following example:
In this case, the system will trigger an automatic response when the contact clicks on the "SHIRTS" button within the Newsletter.
Configure the Response
Choose the Newsletter
It is the response piece that the contact that performs the event will receive. (Must be previously loaded on the platform).
Subject
Write the reason for the communication
From
It is generally the same email that is used for regular delivery and carries the domain of the platform.
From name
It is the sender name, who sends the message. Generally the name of the Brand or Company
Reply
It is the same as the one used in a regular shipping setup. It is the email to which the responses of the contacts will arrive.
Delay
Indicates the time that will pass from when the event is carried out until the response is sent
End date
Indicates the expiration date and time of the trigger. Use the calendar and clock tool.
Once the steps are completed, the response will be configured as the following example:
In this case, the user will receive the response Newsletter after clicking on the trigger of the first piece they received.
Click on Save
The configuration will be loaded in the internal list of the flow where you can view its metrics and perform advanced actions.
Before configuring the automatic shipping flow, make sure to test all the pieces that it will carry.
Configure automatic flow sending
Once the automated flow is created, you must configure the sending of the trigger newsletter. This is the part that will trigger the automatic responses as they were previously configured.
This shipment must be configured from the Schedule Shipments module.
Enter the Schedule Shipments module
Select New Settings
Write the name of the new configuration
Select the campaign
In this case it is crucial to select the campaign in which the newsletters were created for the automatic flow.
Select the news trigger
From the Choose a Newsletter button, select the piece created as a trigger.
Fill in the shipping details.
Select the target audience for your shipment
Send the part
Before submitting the automatic flow, make sure to test all the created parts.
Metrics
Triggers, unlike submissions, will not appear in the Results section of the platform. Access to the campaign flow to obtain information about its metrics.
Events
It is the number of Responses sent. That is, how many times the trigger was fired and sent the scheduled response.
Views
It is the number of users who opened the response (that is, the second email).
Clicks
It is the number of users who clicked on the answer (that is, newsletter no2).
Leads
It is the number of records that have been generated based on the scheduled response (that is, newsletter no2).
ADQ
It is the number of sales that were generated based on the scheduled response (ie, newsletter #2).
Advanced Actions
Modify and suspend flow settings
Select the arrow button located next to each of the settings.
Select the option:
Edit: Modify the settings
Pause: to pause the configuration
Copy: make a copy of the configuration
Delete: delete the configuration
Visualize
Access a quick and detailed view of the configuration from the View icon
List Flows
When entering the Automation module, the platform shows a list of flow configurations.
The initial screen shows the configurations uploaded by creation date on the Icomm platform.
From there you can perform direct actions such as Pause, Delete or Modify the configuration.
Updated on: 01/26/2024
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