Send an email to the "RFM - Champions" customer segment to announce a sales campaign before communicating this to the rest of your contacts, to increase loyalty and sales volume during this period.
In this article, you’ll learn how to create an email offering priority access to sales.
Objective: Conversion.
Difficulty: Beginner.
When to use it: In any sales campaign.
This strategy is part of our pool of templates. To implement it in your account, access your Connectif account and go to “Workflows Create new workflow”. In the Create from template section, enter the name of the workflow in the search engine (Priority sales access) then click Select and Create.
How it works
In order to send the priority email to a segment, we first check if they belong to the "RFM - Champions" segment. If so, the email is sent to the contact immediately. If they do not belong to the segment, a four-hour wait elapses before the email is sent.
Workflow configuration
Before configuring your workflow, create the following elements:
- Two emails, one for priority contacts and one for the rest.
STEP 1. "Start" node
(This node will set the target audience for the action).
1. Click (Edit node settings) for the “Start” node.
2. Under Select limitation, check "All my list" and select "Contacts with email".
3. Under Select data source, check “All existing”.
4. Click Update.
STEP 2. “Check value” node
(This node will identify whether the contact belongs to the "RFM - Champions" segment).
5. Click (Edit node settings) of the “Check value” node.
6. Drag the "RFM-segment" field from "Contact" to the block on the left.
7. Under Operator, select "Is selected”.
8. Drag the "Literal" value to the block on the right and select "Champions".
9. Click Update.
If you want to learn more about the "Check value" node, click here.
STEP 3. First “Send email” node
(This node will send the email to priority contacts).
10. At the junction of this node with the previous one, click on the circle until "Yes" appears.
11. Click (Edit node settings) in the “Send email” node.
12. Select the email you want to send and click Next .
13. In the Send to section, select "Contact".
14. Indicate the "Newsletter" type of email.
15. Configure the parameters section of "Send to contact".
16. Under Google Analytics, click "Enable Google Analytics" then Next .
17. Click Complete .
STEP 4. "Wait" node
(This node will initiate a waiting period before continuing the workflow).
18. At the junction of this node with the previous one, click on the circle until "No" appears.
19. Click (Edit node settings) for the “Wait” node.
20. Under Define the time delay, select "A period of time" and enter "4" Hours.
21. Click Update.
STEP 5. Second “Send email” node
(This node will send the email to non-priority contacts).
22. Click (Edit node settings) in the “Send email” node.
23. Select the email you want to send and click Next .
24. In the Send to section, select "Contact".
25. Indicate the "Newsletter" type of email.
26. Configure the parameters section of "Send to contact".
27. Under Google Analytics, click "Enable Google Analytics" then Next .
28. Click Complete .
Success!
Your workflow to send an email with priority access to sales ready.
Do you have questions?
Don’t forget, our Connectif specialists are here to help you. To contact them, just open a Support ticket by clicking the blue “Help” button on your dashboard.
Keep learning!
To make the most of your Connectif account, we recommend reading these articles next:
- Segmentation by paid media campaigns, to segment contacts that visit the website from a paid media campaign.
- Cart recovery, to send an abandoned cart email to contacts who abandon a cart on the site.
- Segmentation according to leads from Facebook and Instagram, to segment according to visits to the website from a Facebook or Instagram campaign.
- Segmentation according to user's device, to segment users according to their type of device.