Automated Program Basics and Best Practices
Automated Program setup help, tips for success, and common questions answered.
Steps to Build a Program
- Map the journey
- Build the content
- Define segments and tracking
- Create the emails
- Build the AP
- Review and improve
Best Practices
Tips covered in the video include:
- Use a Master List
- Start every program with a 'Wait' step
- Create early exit conditions that update your contacts' information or move them between segments
- Use the 'CRM Task' step to notify and engage your Sales team
- Add a 365-day wait step at the bottom of a program if you want to keep contacts available for future sends in this program
FAQs
Questions answered in the video include:
- How do you set up a program for a monthly newsletter?
- How do you test an Automated Program?
- If your Sales reps provide a list, what's the best way to add it to a program?
- Should I set up a program to early exit suppressed contacts?
Comments
2 comments
how do you do reporting on Automated Programs
Hi Dee - the reporting within Automated Programs is largely available from the Program Dashboard. It includes information on entrances and exits, so you can see who made it through the flow vs. who exited early due to different criteria. Hope that helps!
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