iPresso allows you to set various conditions the meeting of which may automatically trigger specific marketing actions.
The conditions are divided into internal (based on data available in iPresso) and external (based on data collected from other sources) ones.
Fulfillment of a set of conditions may result in a specific action being turned on or off, with the use of features such as Marketing Automation scenarios, actions on sites, actions in applications, and recovery of abandoned processes.
In order to launch Satellite conditions, first you need to open a scenario, where in the field The period of receiving contacts you have to select Determined by iPresso Satellite. In the API key field enter any value.
To start setting up conditions navigate to Automation, and then to Satellite.
In the Settings screen, define the name of your configuration, the period for which the conditions will be valid, and the time interval in which they will be checked.
You have three options here:
1. Check once every specified period of time Example: Check conditions every 45 minutes.
2. Check once every specified number of days at a specified hour Example: Check conditions every 3 days at 12:30
3. Check once every specified day of week, at specified hours Example: Check conditions on Tuesdays, Thursdays, and Saturdays, at 8:15 and 18:30 each day
Then move to Conditions. There are two types of conditions - internal and external ones. Internal conditions are based on data that comes directly from iPresso, such as the number of contacts in a particular segment. In the case of external conditions, the data will be collected from other sources, for example, from weather forecast providers. Such a condition may be met, for example, when the temperature in the city you selected rises above the level you specified.
When using external conditions (e.g. weather) you need to specify which particular weather conditions you want to track, and provide name of country and city to which the condition will apply. In the case of internal conditions (segment count), select the relevant segment and define the number of contacts which will signify the fulfillment of the condition.
You can also combine internal and external conditions within one configuration. For example, a set of conditions may include the temperature in London being above 15°, and segment count being equal to 500.
After defining conditions, move to Features.
Here you can employ Marketing Automation scenarios, actions on sites, actions in applications, and recovery of abandoned processes.
In this step, you need to specify which particular feature is going to be launched when the conditions are met.
Importantly, condition fulfillment may trigger either turning on or turning off of a feature. Moreover, it may also result in the change of a feature's status from turned-on to turned-off and vice versa.
There are three statuses available here:
Turned-on - the feature will be turned on upon the fulfillment of specific conditions, any further condition changes will not affect its status.
Turned-off - the feature will be turned off upon the fulfillment of specific conditions, any further condition changes will not affect its status.
Turned-on or turned-off - the feature will be turned on when specific conditions are met, and turned off when they cease to be met. In this case, the feature may repeatedly change its status depending on condition changes.
After setting up Features, move to Summary where you can save and launch your iPresso Satellite configuration.