Help Center

In this article

Automation: Entry points, Actions, Conditions & Triggers

  • Help
  • Automation
  • Automation: Entry points, Actions, Conditions & Triggers

Automation in Touchdown allows to set automated and dynamic paths for the leads & contacts and manage all leads and campaigns in one place. 

To create a new scenario:

  • Go to Scenario
  • Click on + New (top bar)
  • Enter Name
  • Select scenario scenario type
  • Click on Add an entry point
  • Select one of the entry points
  • Add Actions/Triggers/Conditions depending on your needs

Note: 

  • Only STATIC marketing lists can be used in the automation scenario
  • Entry point member type (contact/lead) is the determined member type for the whole scenario
  • Combining contact/lead member types is not compatible

Entry points

To start the scenario:

  • Click on Add an entry point
  • Select one or several of the following:
    • New member is added to your list
    • Member is removed from your list
    • Member’s date field is matched
    • Member is manually added to the scenario
    • Add all list members on scenario activation

New member is added to your list 

To start the scenario when a new member is added to a marketing list:

  • Click on Add an entry point
  • Select New member is added to your list
  • Select existing marketing lists.
  • Click OK

E.g. Everytime someone fills up a contact form or is manually added to the selected marketing list, they automatically enter the scenario.

Member is removed from your list

To start the scenario when a member of selected marketing list is removed:

  • Click on Add an entry point
  • Select Member is removed from your list
  • Select existing marketing list. 
  • Click OK

E.g. Everytime someone unsubscribes from a marketing list they will no longer receive emails about the specific topic.

Member's date field is matched

To start the scenario based on a specific date, like birthday:

  • Click on Add an entry point
  • Select Member’s date field is matched
  • Select what will determine the date match (Created On, Birthday, Last Included in Campaign…)
  • Select the frequence
  • Select the launch for the scenario
  • Select the time for the first trigger
  • Click OK

E.g. When the participants have birthday they receive an email wishing happy birthday.

Member is manually added to the scenario

To start the scenario when the participants are manually added to the scenario:

  • Click on Add an entry point
  • Select Member is manually added to the scenario
  • Click OK

E.g. Sending a newly created lead to an existing scenario to engage it. 

Add all list members on scenario activation

To start the scenario by including all the members of a specific marketing list :

  • Click on Add an entry point
  • Select Add all list members on scenario activation
  • Select marketing list
  • Click OK
  • All the members of this list will participate in the scenario when you publish it by clicking on Go Live (top bar)

E.g. Engaging all the leads in “Potential partners” marketing list.

Actions

To add an action to the scenario:

  • Click on Execute an action
  • Select one of the following:
    • Email Send
    • SMS Send 
    • Add member to list
    • Remove member from list

Send Email

To send an email in the scenario step:

  • Click on Execute an action
  • Select Send Email
  • Select the brand identity sender
  • Select marketing list depending on the Entry point
  • Select blacklist depending on the Entry point
  • Enter the Subject
  • Select the email creation (Drag-and-drop emailbuilder, HTML code or Plain text)
  • Test the campaign by sending it to chosen email address(es)
  • Run the anti-spam analysis
  • Click OK

Send SMS

To send an SMS in the scenario step:

  • Click on Execute an action
  • Select Send SMS
  • Select the sender name (top ot the phone)
  • Select blacklist depending on the Entry point
  • Select the default country code
  • Write and personalise the message
  • Test the SMS by sending it to chosen phone number(s)
  • Click OK

Add member to list

To include participants in a marketing list:

  • Click on Execute an action
  • Select Add member to list
  • Select marketing list
  • Click OK

Note: Depending on the previous scenario step, for example a memer is added to the selected marketing list after replying to an email.

Remove member from list

To remove participants from a marketing list:

  • Click on Execute an action
  • Select Remove member from list
  • Select marketing list
  • Click OK

Note: Depending on the previous scenario step, for example a member is removed from the selected marketing list after not replying for a long period of time.

Triggers

To put the participants on hold until a specific action is carried out:

  • Click on Put on hold until trigger 
  • Select one of the following :
    • Email interaction
    • SMS interaction
    • Timer
    • Specific time and date
    • Hours and days
    • Manual proceed

Email interaction

To put the participants on hold until there is an interaction with the Email send: 

  • Click on Put on hold until trigger
  • Select Email inetraction
  • Select the following type:
    • Open or click
    • Click on link
    • Bounce
    • Reply 
    • Unsubscribe
  • Enter expiration delay (hours our days)
  • Click OK

SMS interaction

To put the participants on hold until there is an interaction with the SMS send: 

  • Click on Put on hold until trigger
  • Select SMS inetraction
  • Select the following type:
    • Click on link
    • Reply
    • Bounce 
    • Unsubscribe
  • Enter expiration delay (hours our days)
  • Click OK

Timer

To put the participants on hold until a specific time period: 

  • Click on Put on hold until trigger
  • Select Timer
  • Select the waiting period for the member before moving onto next step
  • Click OK

Specific time and date

To put the participants on hold until a specific time and date:

  • Click on Put on hold until trigger
  • Select Specific time and date
  • Select the exact time when the members proceed onto next step
  • Click OK

Hours and days

To put the participants on hold until another action during only specified hours and days: 

  • Click on Put on hold until trigger
  • Select Hours and days
  • Select the following allowed time for the membet to proceed onto next step by checking them
    • Monday
    • Tuesday
    • Wednesday
    • Thursday
    • Friday
    • Saturday
    • Sunday
  • Select the hours  and time zone

Manual proceed

To put the participants on hold until you go to the participation and manually allow them to proceed.

  • Click on Put on hold until trigger
  • Select Manual proceed
  • It is automatically added to the scenario

E.g. When you need to separate the participations and verify the participants before the following scenario steps.

Conditions

To add a condition to your scenario:

  • Click on Check a condition
  • Select one of the following :
    • Field value
    • List member

Field value

To verify specific information about the scenario participants:

  • Click on Check a condition
  • Select Field value
  • Select the field (available field, relevant to your needs)
    • e.g. First name
  • Select the value (Equal, Begins with, Ends with, etc.)
    • e.g. equals
  • Enter the value to match
    • e.g. Adriana
  • Click OK

E.g. When the participants First name (selected in the field) equals (selected value to match) Adriana, the participant receives the email in the following sceario step.

List member

To verify a condition concerning marketing lists:

  • Click on Check a condition
  • Select List member
  • Select existing static marketing list

E.g. If a customer is not a member of newsletter they will not receive it.

automation
Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?

Leave a Reply

Your email address will not be published.

Badge RGPD

Your privacy matters to us. We use cookies to improve your user experience on our website by analysing statistics on collected data.