Use Case #1: Welcome to %%Company%% Program Goal:

Facilitate the onboarding

of new employees and

provide a series of

automated, personalized

communications about

their employment,

benefits, 401k and

access to corporate

support systems.

1

Use Case: Why Automate the Onboarding Process?

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Free up resources for other HR Tasks

2

Use Case: Why Automate the Onboarding Process?

Clearer communication and improved user experience

3

Use Case: Why Automate the Onboarding Process?

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Tip: Use contact insight to verify a

contact was sent a specific mailing

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Use Case: Managing Data & Employees

5

Built in Landing pages/webforms

to easily tie input back to database

fields used for Programs criteria

Use Case: Insider Tip Use Autoresponder

Program –Event Triggered Entry

Send pre-hire

paperwork

(opted in or submitted webform)

Send a reminder

Email if not

downloaded in 2

days

Alert HR via Lead

Route action if not

downloaded in 1

additional day6

Lead Route – use Classic

Programs

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Use Case: Building the Welcome Program: Classic Programs

The welcome campaign begins on the employee’s first day, sending

emails daily to all new hires for the first week, and then a benefits

enrollment reminder after 20 days.

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Tip: Place the criteria in Decision 1

into your contact source query.

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Use Case : Building the Welcome Program: New Programs

This is the same campaign can be built now in New Programs.

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Insider Tactic: Double Opt-In in Programs Program Goal:

Capture and record

consent in Engage (and

CRM) for new leads and

contacts. Challenge

email and confirmation

landing page must be in

the recipient’s native

language.

The full features of the consent recording are not

covered in this example due to the advanced nature of

working with javascript.

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Insider Tactic: How the Program Works

Two Primary Fields:

• Pre-Opt In (Default is “No”)

• Double Opt In (Default is “No”)

Program triggers when:

• Pre-Opt In = Yes

• Double Opt In = No

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Insider Tactic: Multi-Language Email Using Dynamic Content

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Insider Tactic: The Landing Page

Updates hidden fields on page:

• Pre-Opt In

• Double Opt In

• Consent Timestamp (js)

• IP Address (js)

Hidden form submits when

values are populated.

Confirmation page looks exactly

the same as landing page

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Insider Tactic: Data-Driven Programs Program Goal:

• Data management and

ongoing hygiene

• Enhance

segmentation

capabilities or

• Automate the analysis

of data points stored in

your database.

13

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Insider Tactic: Data-Driven Programs

Programs don’t have to just send messages

• Analyze and update data

• Build new segmentation

• Send spreadsheets of contacts who meet

criteria

Data-Driven Programs: Tips & Words of Wisdom

1. These types of programs work best when run on a regular, recurring

basis (daily or weekly). Use repeat settings to limit re-entry.

2. Anytime a field value is updated, the record’s “Last Modified” field is

updated too.

3. Having Automated Behavior Updates enabled will be a great help to

you. Check it out!

4. Some tasks could possibly be recreated using scoring models – it is

completely dependent on the task you wish to perform.

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Insider Tactic: Use Automated Behavior Updates

Question How to

Who are we not sending email to? WHEN ABU Last Send is blank

Who haven’t we sent email to since

our Valentine’s Day promotion?

WHEN ABU Last Send is before 2/14/2016

Who haven’t we sent email to in 180+

days?

WHEN ABU Last Send is not within the last 180 days

Who is not opening/clicking the email

we send? Like, ever.

WHEN ABU Last Open is blank

WHEN ABU Last Click is blank

Who is not opening/clicking the email

we sent once I took over?

WHEN ABU Last Open is not within the last 60 days

WHEN ABU Last Click is not within the last 60 days

Who is not opening/clicking the email

we send?

WHEN ABU Last Open is not within the last 365 days

WHEN ABU Last Click is not within the last 365 days

Ways to use Automated Behavior Updates data

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Program Settings:

• Add all contacts from the

contact source

• Continuously while the

program is active

• Allow contacts to repeat

program 1 day after contact

exits the Program

• Tip: Be sure you have a

Move to Exit

Data-Driven Programs: Activity Status Example

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Data-Driven Programs: Activity Status Example

Has contact

open email

in last 6

months?

Active Track

Go to Active Track

Go to Inactive Track

Inactive Track

Update Profile

Activity Status =

Active

Update Profile

Activity Status =

Inactive

Exit

Exit

Yes

No

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Data-Driven Programs: Advice

• Be careful to fully map out

your programs so you don’t

inadvertently have overlap or

a gap in coverage.

• Bring a buddy. It’s very easy

to second-guess yourself.

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