Campaign Management

To personalize email template body and email subject you can use email personalization tags directly inside the email subject line and it will work for the campaigns automatically.

List of all email personalization tags are available here.

For example, you want to get the subject line like this:

[First Name], This is the subject line

Then you can update the subject line like this – inside email template and email campaign:

{contactfield=firstname}, This is the subject line

Above tag, {contactfield=firstname} will automatically resolve into contacts first name inside the sent campaigns.

Note: These email personalization tags might not work inside the test email campaigns.

You can quickly clone or copy an automation campaign from the Automation Campaign dashboard. To do this, you need to head to Automation Campaign from left menu and from the dashboard, select a campaign from right and click on Clone button.

After this, you will get to the setting of new Automation Campaign; save the campaign and get back to the dashboard.

Since the contact and company profiles inside the Aritic PinPoint are unique values, it is not recommended to make a clone or copy of a contact and company. That is why, the Contact and Company are unique values so, they cannot be cloned or copied inside Aritic PinPoint.

Marketing assets, segments, marketing stages, lead scores, score triggers and campaigns can cloned.

When you start building your automation campaign, you can put down the exact directives for your email engagement. For instance, here we will see how you can automate another segment update for those contacts who open your email template in a particular campaign within the Aritic PinPoint campaign builder.

Follow the steps below:

1. Go To Aritic PinPoint dashboard.

2. Click on Automation campaign.

3. Click on New.

4.  Fill the initial entries and click on “Launch Campaign Builder”.

5. Click on Contact Segment.

6. Choose the Segment to move the contact from that segment to another segment and Click on ADD.

7. Create the campaign and the decision as OPEN inside it accordingly. Now you can create the “Action” under the given decision, click on “Action”. 

8.  Select “Modify Contact Segments”.

9. Choose all the required entries in the given window and click on “ADD” button, and now by doing this, all the contact will move into a new segment if they open an email.

10. The contact segment data will move to the another created action.

11. Click on “Save & Close” button to save all the information and go back to the previous screen.

Inside Automation Campaign of Aritic PinPoint, Actions > Send an Email option, you can find options to send an email as Marketing or Transactional Email.

When Transactional email is selected, then the same email template will be delivered to the contact multiple times when it has been selected inside the same automation campaign multiple times or inside the other automation campaign for the same email template.

When Marketing email is selected, then the same email template will not be delivered again to the contact multiple times when it has been selected inside the same automation campaign multiple times or inside the other automation campaign for the same email template.

When you select Marketing email then, you will have to select priority and number of time the email will be sent to a contact. Once this number has reached and the contact has already received the email template, then this action step inside the Automation Campaign Workflow will automatically skip, taking the contact to next step of Workflow.

To setup Marketing or Transactional setup inside Automation campaign, follow this tutorial.

Email signature setting is found under Accounts setting, and you can update it by going to Accounts from top right round menu.

This is how you can find the email signature setting:

Note: This email signature is dependent on the Aritic PinPoint owner’s account and when used inside the email template asset and email campaign as {signature} token then this token is resolved from the Aritic PinPoint owner’s account. This Aritic PinPoint owner’s account is fetched from the email template asset and email campaign settings.

Also, {signature} is completely independent of “From Name” and “From Email” tag used inside email template asset and email campaign settings.

Once you have understood the difference between the Marketing and Transactional emails uses inside Automation Campaign, then you can follow these tutorial:

How to setup and use Marketing and Transactional emails:

1.Go to Automation Campaign from left menu.

2.Select New Campaign, fill the initial entries.

3.Click on “Launch Email Builder.”

Here you can create the new campaign of your choice and can send the type of campaign accordingly.

To schedule, a Campaign for next event, select “Action”  and then choose “Send Email.”

A new pop-up box will appear, here fill all the entries, and you can select the respective “Email Type”  such as “Marketing or Transactional Email”.

4.Click on “Add” button.