Whiteboard Basics
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    Whiteboard Basics

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    Article summary

    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.

    Learn more about Events

    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.

    Learn more about Jobs

    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.

    Learn more about Filters

    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.

    Visit

    Find more information in the course Mapp Engage - Whiteboards.


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