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Whiteboard Basics
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Whiteboards are versatile tools that help you automate tasks, from sending personalized messages to executing system tasks. This guide provides the essentials to get started.
Types of Whiteboards
Event-based
React to contact activities in real-time. For example, Send a personalized message when a contact subscribes to your newsletter.
Learn more about creating an Event-Based Whiteboard Plan
Scheduled
Launch tasks automatically at a specific date and time. For example, you could start a message campaign for a group of contacts on a particular date.
Learn more about creating a Scheduled Whiteboard Plan
Recurring
Create automated campaigns that repeat at set intervals. Example: Send birthday greetings daily to contacts with upcoming birthdays.
Learn more about creating a Recurring Whiteboard Plan
System Whiteboards
Scheduled and Recurring Whiteboards can also execute system tasks, such as importing contacts or generating reports.
Select Create System Whiteboard in the New Whiteboard Plan screen to create a System Whiteboard.
Learn more about System Whiteboards
Set Up and Logic
To create, edit, or copy a Whiteboard, ensure you have the required System Permissions. Contact your Customer Success Manager or Administrator for access
General Rules
Contacts move sequentially through steps without skipping or repeating steps.
Split paths allow contacts to follow one path based on predefined conditions.
A Time Element can introduce delays between steps.
Each Whiteboard starts with an event or job. You cannot add a delay or filter directly after the first event.
Real-time validation ensures only compatible components are displayed during setup.
Components
Events
React to actions taken by your contacts, such as subscriptions or message activity. Events can split paths, directing contacts based on whether they complete the defined action.
Jobs
Actions triggered by Mapp Engage when a contact reaches a step. Examples:
Send an email, SMS, or push notification.
Add or remove contacts from groups.
Update contact profile attributes.
Filters
Check contact behavior or profile attributes. Filters can create splits:
Segment: Filter contacts by predefined criteria.
Email Reaction: Check email opens or clicks.
Attribute Value: Verify contact profile values.
Group Membership: Check group membership status.
Random Split: Randomly divide contacts by percentage.
Time
Delay contact movement until a specified time or duration has passed.
Learn more about Time Elements
Whiteboard Goals​
Whiteboard goals are events that signal the completion of a contact's journey, such as:
Entering an audience.
Responding to an email.
Leaving a group.
Once a contact reaches a goal, they exit the Whiteboard. If a goal event is also placed on the Whiteboard, the goal event takes priority.
Split Configuration
A split divides one path on the whiteboard into a positive and negative path. Each contact follows one of the two paths, depending on whether the contact completes the action that is defined in the event.
Positive Paths
Contacts are directed down paths based on matching conditions and checked in top-to-bottom order.
Add multiple positive paths as needed.
Define specific events within each path.
Negative Path
Contacts who do not meet any conditions are directed here. A timeout must be set to check actions before moving contacts.
Timeout Unit: Choose from minutes, hours, days, or weeks.
Timeout Value: Maximum of four weeks.
Limitations
The alternative_email
feature supports outbound messaging but does not trigger automation for replies. For reply-triggered automation, ensure the primary email (user.Email
) is active.
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Find more information in the course Mapp Engage - Whiteboards.