First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Responsivity
- Building Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Using AI in the Email Editor
Omnichannel
- Setting Up Widgets for Your Site
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Using Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
Automation
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Linking Workflow to the Button
The algorithm of scenario adding to the button is universal. So, let’s analyze the whole event triggered marketing process in steps for illustrative purpose; we will use the sample of mailing for contacts segmenting.
Let us suppose that you have a quite large contact database but you don’t know anything but email addresses about your subscribers. If you don’t want to annoy them with trifles but send only the relevant content you need to know their interests and expectations. For this purpose, we send subscriber a trigger email that contains request to tell more about himself/herself and special scenario attached to it.
Basic segmentation
The simplest example is automated email marketing campaign including the question "What kind of products would you like to get?" There are three buttons below: "Men", "Ladies" and "All types". Your goal is to build email scenario that will segment contacts into certain segments accordingly to clicked buttons.
Each email scenario runs only after being added to some certain event. Events may be transferred to our system via API (you can find more details in “Events" article), or you can create them yourself.
Creating an event
To configure email by event, go to “Automation” group, select “Event Types” category there and then click "Create New Event" button.
A pop-up window will appear; you need to fill in "Name" and "Category" fields there.
How to add event to the button
The next step is done right in the adaptive email editor. After you added some link to the button you need to click "Select event" smaller window at the bottom of the editor. You will see a full list of events for your account. Choose the one you’ve just added.
Configuring the scenario
The final step is to build the scenario. To do this, go to "Automation" section, select the "Workflows" group and click "New workflow" button.
For a new email trigger, you have to choose the name and set the sequence of actions based on "Start - Add to Segment - End" scheme. When you set the "Add to Segment" action, don’t forget to specify the exact destination segment in the right column.
This method allows you to create more complex and sophisticated email triggers. For example, "Start - Add to Segment - Email - End". Just don’t forget to add parameters to the right column (segment name, email subject etc.)
Then, save the email scenario.
Click "Trigger configuration" button to activate it. You will see the pop-up window with conditions to run email trigger. Choose "On event" option and select the event to add it to the button you need.
If you want your scenario to initiate the immediate recommendation messaging you must fill in "Start no more than once in..." block. If this parameter is not specified and subscriber accidentally clicked the button several times, scenario will run anyway sending several identical messages to one person. Then, click "Apply".
That's all for now. Now every subscriber who clicks the button with a product he is interested about will be added to the corresponding segment automatically. This way, you will get the target audience segments for emailing campaigns with relevant content. Using the same principles you can generate new events arranging much more complex scenarios and adding them to buttons, pics, and even text links in your trigger emails.