Marketing Automation

Marketing Automation Overview

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The GrowthZone Marketing Automation module provides the functionality to set up automated workflows designed specifically around varying communication goals. For example, you may want to have a work flow for new prospects, or perhaps a drip campaign for new members. A workflow can be tied to a campaign list, that will then allow you to automatically send targeted information to key individuals and groups.

Marketing Automation Pre-requisites

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• Create the desired email templates to be used in your campaign. See Create and Manage Email Templates.
• Create the desired lists/committees, as needed. See Working with Lists/Committees.

Setup your Marketing Automation Workflows

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1. Click Marketing Automation in the left-hand navigation panel. A list of all current workflows will be displayed.

   

2. Click the Add Workflow button.

   

3. Configure the following:
   • Name: Enter a name for the workflow.
   • Description: Enter a description of this workflow. This is optional.
   • Schedule: The schedule option allows you to define how frequently the system will check to see if a contact needs to be moved to the next step in the work-flow process.
   • Sources: Lists/Committees are used for workflows. Click the orange plus, to select the desired Lists/Committees that you wish to include in this workflow.
4. Auto Remove From Workflow: Select this option if you wish the entire list/committee to be removed from the workflow after all steps are completed.
5. Is Active: Once this is selected, your workflow process will begin. When selected, and you click Done, the system will begin the first step in your workflow process.
6. Click Done.

Once you have completed the initial setup of your workflow, you will add your work flow steps, described below.

Add Steps to Your Workflow

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The workflow steps allow you to to build a campaign workflow by defining specific emails that will be sent under this program, including the sequence of the communication and time frame between each communication.

1. On the Marketing Automation screen, click the Workflow to which you wish to add steps.

   

2. Click the Workflow Steps tab.
3. Click the Add Step button.

   

4. Select the Workflow Step Type from the drop-down list. See definitions of workflow steps below. Additional options will require configuration dependent on the type selected.
5. Click the Is Active check-box.
6. Complete additional settings for the selected Workflow Step Type.
7. Click Done.
8. Repeat steps 3 - 7 to add additional workflow steps to your workflow.

Definitions of Workflow Step Type

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• Wait: This option will allow you to pause your work flow for a number of months, weeks, days. For example, if you are creating a new member on-boarding workflow, you may wish to wait a certain number of days between your initial email, and a follow-up email.

• Wait Until: This option allows you to pause the work flow until a specific date. Enter or select the date that you wish to work-flow to restart in the Wait Until text-box.

Send Email: This option allows you to select an email template to be sent out. All email templates you have configured in your system will be available for selection in the Email Template drop-down list.

• Create Follow Up Reminder: This option allows you to create a follow-up reminder. You may select a Project .

1. • Add to List: This option will allow you to add a campaign participant to a specific list. Select the desired
   • Remove From List: This option allows you to add a contact to a specific list.
   • Move to List:
   • Add Tag:
   • Logic Branch:
   • Exit Workflow: