This use case presents an example involving a cross-channel delivery workflow. The general concept of cross-channel deliveries is presented in this section.
The objective is to segment an audience from the recipients of your database into different groups with the aim of sending an email to a group and an SMS message to another group.
The main implementation steps for this use case are as follows:
Creating a Query activity to target your audience.
Creating an Email delivery activity containing a link to an offer.
Using a Split activity to:
To define your target, create a query to identify the recipients.
Create a campaign. Learn more in this page.
In the Targeting and workflows tab of your campaign, add a Query activity to your workflow. For more on using this activity, refer to this section.
Define the recipients who will receive your deliveries. For example, select ‘Gold’ members as the target dimension.
Add filtering conditions to your query. In this example, select recipients who have an email address and a mobile number.
Save your changes.
Create an email delivery.
Design the message and insert a link including an offer into the content.
For more on integrating an offer into the body of a message, refer to this page.
Save your changes.
Right-click the Email delivery activity to open it.
Select the Generate an outbound transition option to recover the population and the tracking logs.
This will enable you to use this information to send another delivery depending on the recipients’ behaviors when receiving the first email.
Add a Wait activity to let a few days for the recipients to open the email.
Once your target is identified and your first delivery created, you need to segment the target into different populations using filtering conditions.
Add a Split activity to the workflow and open it. For more on using this activity, refer to this section.
Create three segments from the population computed upstream in the query.
For the first subset, select the Add a filtering condition on the inbound population option and click Edit.
Select Recipients of a delivery as the restriction filter and click Next.
In the filter settings, select Recipients who have not opened or clicked (email) from the Behavior drop-down list and select the email including the offer you want to send from the delivery list. Click Finish.
Proceed similarly for the second subset and select Recipients who have not clicked (email) from the Behavior drop-down-list.
For the third subset, after selecting the Add a filtering condition on the inbound population and clicking Edit, select the Use a specific filtering dimension option.
Select Recipient tracking log from the Filtering dimension drop-down list, highlight Filtering conditions from the List of restriction filters and click Next.
Select the filter conditions as follows:
Click Finish to save your changes.
Add the relevant activities to your workflow after the three subsets resulting from the Split activity:
Double-click the delivery activities in your workflow to edit them.
Double-click the List update activity and select the Generate an outbound transition option.
Click the Start button in the action bar to execute the workflow.
The population targeted by the Query activity will be segmented to receive an email or an SMS delivery according to the recipients’ behaviors. The remaining population will be added to the database using the List update activity.