The Marketing Automation Scenarios are one of iPresso's tools for automating dialog with users. This tool allows you to design paths for communication with customers based on their characteristics and activities.
To create a scenario go to the Automation section, then select Scenarios. When you click Create a new scenario, you will see a view with the scenario settings.
Configure the following items:
- Scenario Name - this will allow you to identify your scenario. Only iPresso operators can see this name.
- Start date - the date from which contacts will be accepted into the scenario.
- Finish date - the date until which the scenario is to be active. Setting the end date is not mandatory.
- Contact selecting mode - it can be one-time or recurring. One-time mode allows a specific contact to enter this scenario only once. This means that if the contact goes through the entire path in the scenario and reaches the End block, then after meeting the criteria for the scenario entry again, they will not enter it again. Recurrent mode, on the other hand, allows for an infinite number of entries for a given contact into a single scenario.
- Method of putting contacts into scenario - contacts can be added using criteria or passed through the API. Passing contacts through API can be used, for example, when you want to add a segment to a scenario. If you choose to add contacts via API, add an API key in the box below.
- Scenarios tags - do not confuse these with contact tags. These are tags that allow you to tag a scenario, e.g. for reporting purposes.
- Groups of scenarios - allow you to group scenarios for easier management - e.g. spring promotions, discounts for regular customers.
- Save in contacts' history - if you want the Entry to scenario action to be recorded in the contact activity history, move the slider to yes. Saving this action is not necessary.
If you have selected to add contacts by criteria, go to the Recipients tab. Here you can specify the criteria your contacts should meet to enter the scenario. These are selected the same way you create a segment.
Once you have defined the recipients’ groups, go to the Scenario tab. You will see a board with the Start block set by default and with options to choose from on the left, divided into three blocks.
Action blocks - these are actions that can be done by iPresso. For example, sending campaigns, changes of consent, changes in contact’s attribute.
Conditional blocks - these are the activities and other elements you will want to check during the scenario. For example, opened e-mail, link click, visit on the monitored website.
Other blocks - here you can choose e.g. a delay until a specific time when the action should be performed or the scenario should end.
If you want to use a particular block, drag it to the board. Remember that each block has to be configured and connected with another block. To configure a block, click on the red pinwheel on the selected block. Once the block is correctly configured, the pinwheel will turn gray.
You don't have to create the communication path yourself - you can use our ready-made templates. To do this, click Templates in the upper right corner and choose the most suitable one for you.
When you are creating an extended scenario or preparing it with a larger group of employees, it can be helpful to add notes or areas.
Notes are helpful when, for example, you are creating a scenario with a larger group of people and you want to leave a message for them.
Areas can help you, for example, when you are creating an elaborate scenario and your campaign consists of several stages
Once you have created the communication path, remember about the scenario end block. It is mandatory. You can add it at the end of each path or create only one and associate each path with it. To make sure you have correctly linked and configured all blocks, click the blue Check if correct button.
If the scenario has been configured correctly, go to the Summary tab. Make sure that all of the scenario settings are as you expect, as you cannot edit already running scenarios. To be able to save and launch the scenario, all the fields should be green or yellow (yellow ones indicate optional changes or settings, e.g. scenario finish date). A red field means the wrong configuration of a given option.
You can also save the created scenario as a template so that you can use it in the future.
If the scenario and all steps have been configured correctly, save the scenario. Congratulations! Your scenario is ready to launch! Now click the red save button and the scenario will ready, then go to the Active tab. If you want to launch now the scenario → press the blue launch button to the right side of your screen.
When you run a scenario, you can preview it, view the pipeline report, navigate to contacts rejected from that scenario, change the basic scenario settings, stop it completely, copy, delete, or suspend it for new contacts.
In the pipeline report, you will see a funnel that reflects the number of contacts at the beginning, during, and at the end of the scenario.
The rejected contacts are those meeting the conditions of the scenario once again, but because the scenario is a one-time event, they won't be pulled again.
While the scenario is running, you can change its description, add or change the finish date, and change the setting for saving actions to the scenario.
You can pause the scenario for the new contacts, meaning the contacts in the scenario will complete the communication path, but no new contacts meeting the entry criteria will be added.
Stopping the scenario completely will disable further scenario blocks for all contacts.
You can additionally watch our explainer video below.