Automation Designer

Automation Designer is a visual drag & drop canvas that allows you to build automatic Marketing and Sales processes from start to finish with minimum effort. You can even setup decision based actions. Once you run a campaign, the CRM will even monitor the interactivity with recipients and visitors on the other end so that you don’t miss any new opens, reads or leads.

What is Automation Designer? – Intro

 

Whether your business needs single touch campaign or multiple touch campaigns to plan your Sales and Marketing strategy, Soffront Automated Campaign designer fits for any requirement.

This article helps you to understand Automated Campaign designer feature provided by Soffront.

  1.  Click on Automated Campaign under Marketing.
  2. Click on Add to create a new Touch Campaign
  3. Mouse Over the templates then click on Use this template to select the type of template for your campaign.
  • Blank Template: Start your campaign from scratch
  • Simple Email Nurturing: Send out touch campaign
  • Capture Lead and Nurture:  Send out email campaign to leads captured from Web Forms.
  • Capture leads using a landing and nurture: Send out email campaign to leads captured from Landing Pages.
  • Track Web Page visit and Nurture: Send out customized campaigns when someone visits a link.

 

Example Video of the Simple Email Nurturing Template: – Example Video

 

 

4.  We will select a blank template for this article. Simple Email Nurturing, Capture Lead and Nurture, Capture leads using a landing and nurture and Track Web Page visit and Nurture already has default process setup for you where you can just select the templates, decisions and actions. For a blank template you can build your campaign from scratch.

  • Text box at the top has been used to provide the Automated Campaign Name.
  • Save button is being used to save the designed Automated Campaign.

Toolbar:

On the left hand side of the Automated Campaign page there is a toolbar which contains various Triggers, decisions and actions, these are used to design the desired Marketing or Sales process in the campaign designer canvas. Toolbar can be collapsed by clicking on the  left arrowhead  icon or expand by clicking on the  right arrowhead icon at the top right hand side of the Campaign Name

Canvas:

Canvas is your drawing board where you design your business strategy by using various triggers, decisions and actions. Canvas looks like a graph paper which helps you to drag items from the item tool bar and place onto the canvas in proper position.

Canvas is big enough to accommodate any complex business strategy if it has been utilized effectively.

Start with:

A start with represents the event from where you want to initiate the marketing or sales strategy. Soffront provides three such starting points any one of which may be potential entry point.

i) Web Form:

If you want to initiate your sales process just after capturing Accounts through any web form then drag this block onto the canvas. For this block you need to pick a Web Form from the existing Web Forms. Automated campaigns initiated with Web Form will be triggered when any of your prospects submits their information through that web form.

In this block either you can pick any existing Web Form or you can create a new one. If you want you can modify any Web Form before using it in your Automated Campaign.

ii) Touch Campaigns:

Once you drag Touch Campaign on to the canvas, Touch Campaign as well as a block for the first message of that Touch has been added. For the touch campaign you need to provide the Name, choose Group or Filter as Target audience and provide a start date. It will continue to run until the main Automated Campaign record has been stopped.

For the first Add Touch Mail block, you need to choose a Template. For the first message there is no need to provide an interval, it executes as per the start date provided for the Touch Campaign.

After the first Add Touch Mail block, click on  to add n number of Add Touch Mail blocks as per your business requirement. For these messages you need to provide the interval in days.

iii) Website Visited:

You can setup a Touch campaign to go out or get notifications if someone visits your website. Drag the Website Visited icon on the canvas. Then type in the  website name and save. Now you can attach any decisions to the website Visited block and set up actions for them.

iv) Landing Page: Capture leads using a landing and nurture” template is a predesigned processes where you can add an existing Landing page and set it up email templates to start a campaign.

Decisions:

A decision represents a point or criteria through which you are filtering or channelizing your Accounts into different routes as per your requirement. Soffront provides four such decision points.

These four decision points can be added after any Start with options.

i) Link Clicked:

Link clicked decision item is used to qualify people by the criteria whether they are clicking on the link provided on a particular email message or not. If you have more than one link on your email message, you can add the link in the box for which you need a yes or no decision.  Link click decision block has two paths under it, Yes and No

When you want decision on more than one link attach all the links to the Add Touch Mail box as shown below.

Actions you want to perform after any recipient click on the link provided in the email message or on your website should be added under Yes.

Actions you want to perform if any recipient does not click on the link provided in the email message should be added under No.

ii) Email Opened:

Email open decision item is sued to qualify contacts by the criteria whether they are opening a particular email message or not. Email opened decision block has two paths under it, Yes and No. It can be added after Add touch Mail.

Actions you want to perform after any recipient open the email message should be added under Yes.

Actions you want to perform if any recipient does not open the email message should be added under No.

iii) Unsubscribed:

Unsubscribed decision item is used to identify the contacts who are not interested to get any email from your Organization. Unsubscribed decision block has two paths under it, Yes and No. No path is always disabled as because this is not applicable for the Unsubscribe decision block.

Actions you want to perform after any recipient unsubscribes from your email message, should be added under Yes.

iv) Score Reached: 

Score Reached Item is used to identify the contacts who has scored or exceeded a particular Lead score point defined by you. This is directly connected to your lead score points and can add points or deduct them depending upon the lead score point setup . Score reached decision block has two paths under it, Yes and No.

Type in the score reached point then click on Add. You will notice that there is only one option “yes” under Score Reached box “No” path is always disabled as because this is not applicable for the Score Reached block.

Actions you want to perform after the Score has been reached  should be added under Yes.

 

Actions:

Actions are activities you want CRM should perform automatically without user intervention. You can add actions after any decision block to define the set of tasks CRM should do once that decision criteria has been fulfilled. Soffront provides eight such actions.

i) Send One-Off Email:

Send One-Off Email action basically added after a Yes or No decision. This action sends a single email message to the recipients depending on their decision.

Example: After the touch campaign recipient clicks on a link they get a one time email .

 

ii) Change Group:

This action can be added in a path only after any decision block event. This action allows you to automatically associate people to a certain group or remove them from a group or move to a new group from the current group.

Change Group action can be added anywhere in the Automated Campaign after Link Clicked ,Email Opened, Unsubscribed, or Score Reached decision block.

Select Group drop down list populates all the Groups which are in Active status. If you want, you can create a new group also by clicking on the plus icon beside the Select Group drop down list.

iii) Add Note:

Add Note action can be added in a path only after any decision block or Web Form event. This action automatically adds a Note against the qualified Account.

Add Note action can be added anywhere in the Automated Campaign after Link Clicked ,Email Opened, Unsubscribed, or Score Reached decision block.

While configuring Add Note action, Add Note dialog opens up this is available throughout the Soffront CRM application. Note type drop down list populates all the available note types.

iv) Add Task:

Add Task action can be added in a path only after any decision block or Web Form event. This action automatically adds a Task against the qualified Account.

Add Task action can be added anywhere in the Automated Campaign after Link Clicked ,Email Opened, Unsubscribed, or Score Reached decision block.

You can assign the task to the concerned person who would be responsible for completing that task and also set a reminder in form of either email or pop-up.

v) Notify:

Notify action can be added in a path only after any decision block or Web Form event. This action automatically sends notification email to the responsible person.

Notify action can be added anywhere in the Automated Campaign after Link Clicked or Email Opened or Unsubscribed decision block.

You can configure automatic notification email for Campaign Sender or Sales rep of the qualified Account or for any User.

vi) Update Field:

Update action can be added in a path only after any decision block or Web Form event. This action automatically updates fields of Accounts or Contacts record as per configuration done by you.

Maximum four fields can be updated for Accounts or Contacts. While choosing fields for update either you have to select field from Accounts or fields from Contacts.

vii) Assign:

Assign action can be added in a path only after any decision block or Web Form event. This action allows you to automatically assign the Account to the responsible person.

You can pick the responsible person to whom you want the Account should be assigned automatically from a drop down list.

This list allows you to search any user also.

viii) Convert:

Convert action can be added in a path only after any decision block or Web Form event. This action allows you to automatically convert the Account status as per your organization need.

If there are multiple workflows available for Account then desired workflow can be chosen from the Workflow drop down list of the Convert dialog.

Depending on the selected workflow, respective Status values are populating in the Current Status drop down list field.

ix) Wait:

Wait action is not available in the left tool bar. This action will be added automatically once user connects an action with the No path under Link Clicked or Email opened decision block. Through this action you can define how long system will wait before channelizing any Account to No path under Link Clicked or Email Opened decision block.

You can set wait interval in days. Default wait interval is five days.