Marketing Automation¶
The Flectra Marketing Automation app automates a variety of marketing tasks by combining specific rules and filters to generate timed actions. Instead of manually having to build each stage of a campaign (such as a series of timed massmails), the Marketing Automation app allows marketers to build the entire campaign, and all of its stages, in one place on one dashboard.
Create a campaign¶
To create a new automated marketing campaign, open the Marketing Automation app and click Create. On the Campaign page, there are the following smart buttons and fields:
Templates: represents the number of pre-configured mail templates being used in this particular campaign. (Templates can always be created on-the-fly as well).
SMS: represents the number of personalized SMS messages connected to this campaign.
Clicks: represents the number of times attached links have been clicked by recipients of this campaign.
Participants: represents the number of contacts that have directly participated in this campaign.
Target: this field is a drop-down menu to choose which model is targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity, etc.).
Campaign filters¶
To add a filter to the target audience, click Add Filter, and a node field will appear. In the node field, a custom equation can be configured for Flectra to use when filtering who to include (and exclude) in this specific marketing campaign.
When the first field of the node is clicked, a nested drop-down menu of options appears on the screen where specific criteria is chosen based on needs of the campaign. The remaining fields on the node further define the criteria which determines which records to include (or exclude) in the execution of the campaign.
To add another node, simply click the + (plus sign) icon to the right of the filtering rule. To add a branch of multiple nodes at the same time, click the … (ellipses) icon.
For further information on filters, refer to this documentation page.
Note
Records represent the number of contacts in the system that fit the specified criteria for a campaign.