VIP Campaign Message Workflow Template

The VIP Campaign Message workflow template allows you to send a thank you message and offer special discounts to contacts who have been identified as high spenders.

About this task

The VIP Campaign Message workflow template is triggered when contacts are added to a specific segment. This workflow can be used to target either contacts who spend over a certain dollar amount or contacts who order a large quantity of products. You'll use the settings for the segment to determine which group of contacts this workflow targets. When contacts enter this workflow they are sent a message that acknowledges their orders and, if desired, includes a coupon.

Before you use the VIP Campaign Message workflow template you need to:
Note: The node labels in this template have been renamed to help guide you through the template. To see which nodes were used, mouse over the node label. You can also edit any of these custom labels.

What you need to do:

Procedure

  1. Go to Automation > Workflows.
  2. Copy the VIP Campaign Message Template:
    1. In the Template Workflows section, select the box for VIP Campaign Message Template.
    2. Click Copy.

      A window appears asking if you are sure you want to copy the template.

    3. Click Copy.
  3. In the Your Workflows list, click on the name of the copy you made.

    The copy of the template opens in the workflow builder.

  4. To edit the name and/or description of the workflow:
    1. Click on the workflow name, located above the workflow builder.
    2. Enter a new name in the Name box.
    3. Enter a new description in the Description box.
    4. Click Ok.
  5. In the Use Segment Template for "VIP Purchasers" node, indicate what segment you want to use to trigger the workflow:
    1. Click a segment located in the node text.
    2. Click on the name of the segment you want to use.
    3. Click Select.
  6. In the Send VIP Congratulations Message node, select the email message that will be sent to the contact:
    1. Click an email message in the node text, click the name of the email message you want to send, then click Select.
    2. Click a name in the node text, enter the from name to be used for the email message in the From Name text box, then click Done.

      If you already see the correct name here you can skip this step.

    3. Click email address in the node text, enter the email address to be used for the message in the Email Address text box, then click Done.

      If you already see your email address here you can skip this step.

    4. Click the bold text on for Sender authentication if you wish to disable this feature.
    5. Click the bold text off for Reply Tracking and/or Frequency cap overrides if you wish to enable either of these features.

      For more information about frequency caps see Set Email Frequency Caps For Your Account.

  7. In the Change 'VIP Contact' Checkbox to Checked node, set the workflow to update the custom node with a verification that the contact received this email.
    1. Click field, click on the custom field you created for this workflow, then click Select.
    2. Click not checked, click in the box so it is checked, then click Done.
  8. Click Save Changes.
  9. If you are ready to start using your workflow, click the Inactive toggle to activate the workflow.

    The workflow starts working immediately after it is activated, so only do this if you want to start sending your welcome messages to new contacts.