Outbound in marketing campaigns
Before installing the Beesender Outbound app, make sure you have the Beesender Bot Master app installed
Installing an application from a file
Open the Application Center
Click New Application
Select Install from file
Click Select File
Select the Beesender Outbound package
Click Open
Done. The Beesender Outbound application has been successfully installed on your environment
Creating a campaign with mailing
To create a campaign using a mailing list, you need to create a mailing list with launch on command, without specifying recipients. If the corresponding mailing has already been created, proceed to the points of creating a campaign.
Go to the Marketing workspace, Campaigns section
Click New
Enter a campaign name
Open the company card and click on Edit campaign flow
The “Default campaign execution frequency” setting sets the frequency of campaign launch.
The campaign will be re-sent at the specified frequency to participants who have not received the newsletter.
In the window that opens, add the following items:
Add audience - add campaign participants
Outbound - select a outbound from the directory
Exit from campaign - enter a filter to exit participants from the campaign
Exit from the element Outbound can be customized, for this purpose add a Conditional flow from the element Outbound and configure the following settings:
Enable delay before executing an element? - select a value from the list:
No, execute after the previous one - Do not use this value if you plan to use the condition Step Result - Customize Responses for Participant Transmission
Yes, for specified time period - fill in the blanks:
Participants switch to the element “Exit from campaign” after the specified delay time and the next time the campaign is launchedDelay unit - select days or hours
Quantity - enter an integer value
Timer validity - check the checkbox “Exact time” and specify time in the corresponding field, or leave the checkbox empty
What is the result of the Outbound step? - select a value from the list:
Transfer participants regardless of their response
Set up responses for transferring participants, select one:
When using this value, specify the delay time before the next item is executed, for example 1 hour for a mailing to 500 recipients
Participants switch to the element “Exit from campaign” the next time the campaign is launched and the setup condition is metSent - only those participants to whom the mailing was sent will be passed to the next item (see the status the Recipients tab in the outbound card)
Not sent – only the participants for whom the mailing was not delivered will proceed to the next element (see the status on the Delivery recipients tab in the outbound card)
Reacted – only the participants who replied (sent a response message) to the outbound will proceed to the next element
Important! There should be no chats with the campaign participant who sent the message during the time specified in the system setting “Reaction to delivery time”.
Which conditions must the contacts meet to transition to the next step? - select a value from the list:
No additional filtering conditions are needed
Set up filtering conditions - select a filtering object from the list and add filtering conditions
Example of setting up a transition condition: only those participants to whom the outbound was sent will switch to exiting the campaign.
A customized Conditional flow can be saved as a template and used in subsequent campaign schemes
Click Save
In the campaign card on the Campaign flow tab, the created scheme will be displayed, and the Start button will become active in the sidebar
Fill out the campaign profile to your liking
Click Start
As a result of the campaign launch, a new mailing will be created in the Outbound section, which will be a copy of the mailing selected in step 6 in the item Outbound. The campaign participants will be listed on the Recipients tab what was specified in step 6 in the element Add audience