Use the Adestra Automation Program Builder (APB) to build customer focused automation programs using a drag-and-drop canvas, simplifying working processes to send timely and relevant content.
Tip:
the APB can use other Adestra automation features. For more info on these features, refer to:
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The advanced campaign documentation for Follow-up Campaigns and the Campaign Approval Process,
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Conversion captures for reminder emails such as abandoned cart, and
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Promotion Codes for unique code association with contacts.
Getting started with the APB
From your Workspace menu:
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Select Automation.
The program table will show your existing automation programs.
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Select a program in the table to view or edit the program, or
Press the + Create Program button to add a new program to the table.
Creating a new automation program
On the program creation form:
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Give the program a name. This is its identifier and should be memorable and relevant.
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Add a description (optional) - provide additional information for the use and purpose of your Program.
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Choose the owner of the Program using the Select User button. This defaults to you as the current user.
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Decide whether contacts should be able to go through the Program multiple times or just once.
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Select the core table that you wish to associate to the Program. This is the Core Table that contacts will be added to when they enter the Program.
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Press the Save button to add your program to the table and go to the program editor.
Tip: you can edit these settings at a later stage by opening a program and going to the Settings tab.
Building automation flows
Use the program editor to build detailed and personalised customer journeys. The core steps in building and managing a program are:
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Managing contacts that enter your program.
Your automation program can be as simple or complicated as you need based on the steps you add, from creating a simple onboarding campaign to a nurturing program that utilises contact behaviour or a more complex system based on previous purchases.
To see more about the capability of our APB and how it has helped our clients improve their marketing performance, take a look at the case studies in the Adestra Resource Library.