Here is a description of all items currently available


Triggers

Identified by the green. These are the dates, events, etc. that will trigger the execution of the campaign.

Trigger nameDescription

Récurring

Launches the campaign repeatedly, according to the selected frequency.

Dates

Launches the campaign on the dates and times indicated.

After import

Launches the campaign after each import of contacts into the project, either automatically or on-demand.

On-demand (Batch)

Allows you to launch the campaign manually

On-demand (Unitary)

 

Allows you to launch the campaign for one contact at a time, from his or her profile, or via web services or through a customized process.

Contact creation

Launches the campaign as soon as a contact is created in the project.

Contact updated

Launches the campaign as soon as a contact is updated.

Contact opt-in

Launches the campaign as soon as a contact subscribes.

Contact opt-out

Launches the campaign as soon as a contact unsubscribes.

Visited pages

Launches the campaign when a contact visits one or more web pages

Viewed productsLaunches the campaign according to one or more consulted products (available only if you have the e-commerce module)
Abandoned cartsLaunches the campaign when a contact is engaged in a buying process but abandons his shopping cart (available only if you have the e-commerce module)



Actions

Identified by the blue color. Actions are performed automatically as contacts progress through the campaign.

Action name

Description

Send an email

Sends an email to targeted contacts.

Send a SMS

Sends an SMS to targeted contacts.

Send a Web Push Notification

Sends a web push notification to targeted contacts.

Export contacts

Extract data according to a defined selection.


*To use this action, an SFTP server must have been configured for your account beforehand (see Configuring an SFTP Server).

Update contacts

Changes the value of a field in the contact profile.


*Only general fields are available; administrative and subscription fields cannot be modified by this action, nor can those that are part of the unique key.

Unsubscribe contacts

Allows you to unsubscribe or deactivate contacts.



Delay

Identified by the grey color. This item defines a waiting period before continuing the campaign.

Delay name

Description

Delay

Indicates the time to wait for the next action



Conditions

Identified by the mauve color. Conditions are used to select the contacts that meet or do not meet the defined criterion(s).

Condition nameDescription

Contact data

Checks if the contact meets the condition based on a profile data or in a relational table. 

Groups (Segments)

Targets contacts that belong to one or more groups.

Multiple conditions

Allows you to define several conditions.

Personas

Targets the contacts that correspond to one or more personas.


* To use this condition, you must have created personas.

Engagement

Targets contacts who may or may not have interacted with at least one email of the selected communication type(s).

*Delivery

Selects the contacts to whom a message has been successfully delivered. 


*Place a delay before this condition to allow time for recipients to interact with your message.

*Opens

Selects the contacts who opened a given message. 


*Place a delay before this condition to allow time for recipients to interact with your message.

*Clicks

Selects contacts who have clicked on one or more links in a message. 


*Place a delay before this condition to allow time for recipients to interact with your message.

*Opt-outSelects contacts who have unsubscribed from a communication type
*Spam complaintsSelects the contacts that have made a spam complaint in connection with a sending.


*These conditions are part of the conditions on send, and must absolutely be placed after a message has been sent or after a delay. 



Endings

Identified by black. Campaign endings are used to determine whether or not the intended objectives have been achieved.

Endings name

Description

Success

Corresponds to the desired result of your campaign.


In the campaign report, you will see the success rate of the contacts that reached this result.

Abandon

Contacts reaching this end will be removed from the campaign.

Failure

Arbitrary end allowing you to define that the end is of the failure type.


Unlike Success and Abandon, this end does not do any processing on the contacts.

Neutral

Arbitrary end allowing you to define that the end is neutral.


Unlike Success and Abandon, this ending does not do any treatment on the contacts.