3.1 Segments :
In Marketic system, (Dynamic) lists are defined as a segment. If lists are already available with you, it is advised to import them with specific tags so that later you can segment them.
3.1.1 Go to the Segment Section:
3.1.2 Create new Segment, fill Segment/ List name. From filter tab, collect your list Id’s based on tags, date added or other conditions.
Now your segment is ready to be used inside Campaign / Email Campaigns
3.2 Create Broadcast Email Campaigns:
3.2.1 Go to the Section Channels ---> Emails , Selectnew Email Type “New Segment Email “
3.2.2 Write Subject line, Campaign name and select segment ( list ) from drop down menu.You can also set UTM tags here.
3.2.3 Select an email template or code/simple mode and go to the builder section. Design your mailer here.
3.2.4 Now save and close the Segment Email. Now you can see the send option, click on that.
3.2.5 It will ask you to put the number of emails to be sent out per batch. Put a number you want to send. And send out the mailer.
3.3 Lead Scoring :
This is the area from where you can manage Contact scoring based on visitors/ Subscribers activity.
3.3.1 Manage Actions :
126.96.36.199 Define scoring rules based on Visitors/ Subscribers activity.
3.3.2 Point Triggers: Here you can set automation trigger based on Profile Score.
188.8.131.52 Go to Point Trigger Option : Add New
184.108.40.206 Fill the name/description, set the score that will trigger the events.
220.127.116.11 Defined the triggered events.
3.4 Stages / Progressive Profiling :
3.4.1 Go to Stage section and create new stage
Put their equivalent weight ( As stage,3.4.2 Define contact as per your convenience ) .
3.5 Automated Campaigns:
Campaigns are central to creating an automated workflow to assist with your marketing efforts.
3.5.1 . Go to Campaigns Section, Create new
3.5.2 . Put the campaign name as per your requirement and add their description.
3.5.3 Go to Campaign Builder Section, choose a “contact source” to trigger the campaign.
3.5.4 Now you can see three options from the Trigger Point:
Decision : A decision is made when a contact decides to take action or not (e.g. opened an email).
Action: An action is something executed by Mautic (e.g. send an email).
Condition: A condition is based on known profile field values or submitted form data.