Welcome Program (Import)

Scenario​

Schedule automated import of new contacts on a weekly basis. After import, you send a welcome message to the new members. The program includes a follow-up message to all new subscribers who don't click the welcome message.

Hint:

In this scenario you create a selection for new members. This is mandatory. Otherwise, the welcome message will be sent to existing group members and new members.

Benefits​

• Import new contacts and kick-start your welcome program - all in one automation!

• Get your customer relationship off to a great start with an enthusiastic, genuine welcome mail and a targeted follow-up.

• Encourage new subscribers to make the leap to purchasers.

Marketing Inspiration​

• Don't forget to set up a profile enrichment program so that you continuously gather data about your contacts. See Profile Enrichment​.

Procedure​

This procedure has three steps.

A) Create two messages: a welcome message and a follow-up message.

B) Create two selections. The first identifies contacts imported on the current date. The second identifies contacts who were added to the group a week ago, but who didn't click on the welcome message.

C) Automate the import and sendout processes on a whiteboard. A delay between import and sendout is mandatory. This gives Mapp Engage time to import all of the contacts in the file.

A) Create the Messages​

	​WelcomeMessage​	Save the message as a prepared message. For more information, see Save Draft as Prepared Message​.
	​ReminderMessage​

Hint:

You can update the content of the prepared message at any time. For example, you can easily add or change a coupon or update the graphics. There is no need to change or pause the automation. Sendout with the new content continues as scheduled.

B) Create the Selection​

In the ​Recipients​ > ​Selection​ area, create two new selections with the following conditions.

​NewMemberSelection​ This selection filters for members who were only added to the group on today's calendar date.

Basis for Condition: ​Group​ Select the group into which you import new contacts. Click ​Add.​ Rule: ​Member Creation Date​ Time range: ​Selection run date, exactly before, 0 days​

C) Create Automations

1. In the ​Automation​ area, create a new whiteboard.

2. Drag 1 ​Time​ module and 3 ​Time-based job​ modules onto the whiteboard.

3. Drag and drop between the   symbols to connect the modules as shown above.

4. Define the module settings as follows:

   a. Time Module	Field	Entry
   	Name	Enter a name for the module.
   	Date	​Recurring Date​
   	Time	Define the desired schedule.
   	Period	Week(s)
   	Value	1

   b. Time-based Job Module	Field	Entry
   	Name	Enter a name for the module.
   	Job	​Import Contacts​
   	Import Mode	Add
   	New Contacts Are	Added without Message
   	Settings	Define the remaining settings and the server address where your file is stored. See Import Contacts​.
   	Group Name	Select the group the contacts are imported into.

   c. Time-based Job Module	Field	Entry
   	Name	Enter a name for the module.
   	Job	​Send Prepared Message to Group​
   	Message	​WelcomeMessage​
   	Defer Sendout	Add a delay of several hours. A delay between import and sendout is mandatory. This gives Mapp Engage time to import all of the contacts in the file.
   	Selection	Select the ​NewMemberSelection​.

   d. Time-based Job Module	Field	Entry
   This module sends the ​ReminderMessage​.	Name	Enter a name for the module.
   	Job	​Send Prepared Message to Group​
   	Message	​ReminderMessage​
   	Defer Sendout	1 week
   	Selection	Select the ​NewSubscribers_NoClick​.

5. Click ​Next​.
   ⇒ The ​Whiteboard​ wizard opens to step two.

6. Define the desired time frame and notifications.

7. Click ​Activate​ to immediately activate the whiteboard. Only active whiteboards are executed by the system.
   ⇒ The whiteboard is saved and activated. The automation has the status ​Running​ if the start date is immediate and ​Scheduled​ if the start date is in the future.