EMMA: Welcome Journey Automations
FOR LIVE EXAMPLE: Please log into Emma, choose “TLS – Business Name – ESP# | Category Types | Programs” account, go to Automation, and see all three Welcome Journey Campaigns as well as all three types of Welcome Workflows.
“MANUAL: WELCOME” AUTOMATION WORKFLOW
Go to Automation
Create a New Workflow
Workflow Name: Manual: Welcome
Audience: Any contact in my audience (Click Confirm)
Trigger Event: Choose date-based event (Click Next)
- Select: Welcome Email (Click Next)
- Select: Only on this exact date, including year (appointments, events, etc.) (Click Next)
- Click Confirm
Click on “immediately on date in Welcome Email field”
- Choose “after” from the drop down
- Enter “1 day”
- Click Done
Click the + in the Box
- Select Send Mailing
- Choose your Mailing: Welcome Offer
- Subject Line: Welcome to our VIP Email Club!
- Click Save & Publish
Click the + in the Box
- Click Wait: Choose 3 Days
- Click Done
Click the + in the Box
- Choose: Send Mailing
- Choose: Profile Update
- Subject Line: Keep those VIP Rewards coming!
- Click Save & Publish
Click the + in the Box
- Choose: Wait
- Select: 27 Days
- Click Done
Click the + in the Box
- Select: Branch Workflow
- Choose: Has opened
- Select: Welcome Offer
- Click Done
Under NO: Click the + in the Box
- Choose: Send Mailing
- Choose: Still Interested?
- Subject Line: Did you forget about us?
- Click Save & Publish
Save Worklflow
IGNORE THIS ONE FOR NOW –> NEW “MANUAL: WELCOME” AUTOMATION WORKFLOW
Go to Automation
Create a New Workflow
Workflow Name: Manual: Welcome
Audience: Any contact in my audience (Click Confirm)
Trigger Event: Choose “Contact Import” (Click Next, Click Next, Click Confirm)
Click ADD ACTION
Select Send Mailing
• Choose your Mailing: Welcome Offer
• Subject Line: Welcome to our VIP Email Club!
• Click Save & Publish
Click the + in the Box
• Click Wait: Choose 3 Days
• Click Done
Click the + in the Box
• Choose: Send Mailing
• Choose: Profile Update
• Subject Line: Keep those VIP Rewards coming!
• Click Save & Publish
Click the + in the Box
• Choose: Wait
• Select: 27 Days
• Click Done
Click the + in the Box
• Select: Branch Workflow
• Choose: Has opened
• Select: Welcome Offer
• Click Done
Under NO: Click the + in the Box
• Choose: Send Mailing
• Choose: Still Interested?
• Subject Line: Did you forget about us?
• Click Save & Publish
Save Worklflow
WHEN IMPORTING FOR THIS WORKFLOW: You need to select the box next to: “Should this import trigger a manual import workflow if applicable? Yes, trigger manual import workflows from this import (import may take longer to complete)”
“AUTOMATIC: WELCOME” AUTOMATION WORKFLOW
Go to Automation
Create a New Workflow
Workflow Name: Automatic: Welcome
Audience: Any contact in my audience (Click Confirm)
Trigger Event: Choose Email Sign Up (Click Next)
- Choose: All (Click Next)
- Click Confirm
Click: Add Action
- Choose: Send Mailing
- Choose Mailing: Welcome Offer
- Subject Line: Welcome to our VIP Email Club!
- Click Save & Publish
Click the + in the Box
- Click Wait: 3 Days
- Click Done
Click the + in the Box
- Choose: Send Mailing
- Choose: Profile Update
- Subject Line: Keep those VIP Rewards coming!
- Click Save & Publish
Click the + in the Box
- Choose: Wait
- Select: 27 Days
- Click Done
Click the + in the Box
- Choose: Branch Workflow
- Select: Has opened
- Choose Mailing: Welcome Offer
- Click Done
Under NO: Click the + in the Box:
- Choose: Send Mailing
- Select Mailing: Still Interested?
- Subject Line: Did you forget about us?
- Click Save & Publish
Save Workflow