As the marketer, you have your hands full, working with most (if not all) areas of the platform. You're responsible for getting contacts and associated data into the system, creating and sending batch and automated messages, and building reports and analytics. Your role most likely crosses over into the designer and developer roles as well—so it's good to become acquainted with their responsibilities, too.
Below are some links to helpful articles to get you up to speed. You can also check out our Cordial Basics article for an overview of all things Cordial. We've included a list of external links at the bottom of this page for additional guidance.
Tour the Platform
If you'd like to get an overview of the whole platform, we made a video for that.
Watch the platform overview video:
Work with Your Data
What Data is Available
Watch the Data Overview video to learn more:
Before you can send messages to contacts, you'll need to get them in your account. You can either import them one by one (might take a while) or import a CSV of all of them.
Watch the video on importing contacts to learn more:
Before importing contacts for the first time, it's always a good idea to do some list hygiene. Sending to bad addresses can affect your reputation or get you caught in SPAM traps. Check out the following deliverability articles for more information.
Search and Segment Your Data
Once data is flowing into your account, you can search and segment it using audience rules. The audience builder is a feature that you'll see throughout the platform when creating, saving, and recalling audiences for use in sending messages and filtering reports.
Once your contacts are in your account, you can start sending messages. There are two main message types: batch messages and automated messages.
Batch messages are used for one-time sends—either immediately or scheduled for a future date. Check out the following articles to learn more about batch messages.
- Batch Message Overview
- Build an Audience
- Schedule and Throttle a Batch Message
- Batch Message Performance
Watch the Batch Messages video:
Automated messages are used for triggered message sends. They can be triggered by an event, an API call, or a recurring schedule. Check out the following links to learn more about automated messages.
Or if you'd like to sit back and learn it all in one video, we have you covered.
Watch the Automated Messages video:
Create Messages Using the Sculpt Editor
When creating message content for both Batch and Automated messages, you can use either the HTML editor and work with the raw HTML code—or you can use Sculpt, a no-code editor that allows you to drag content blocks into templates and edit using intuitive form controls.
Watch the Sculpt Message Editor video to learn more:
Use Podium to Orchestrate Campaigns
Podium orchestrations provide an easy way to create, visualize, and monitor cross-channel triggered campaigns for each customer touch point.
You can launch multiple automations using a single trigger, making welcome, abandon, and re-engagement campaigns a breeze to set up.
Learn more about creating orchestrations using Podium here.
Watch the Podium overview video:
Personalization is often overlooked, but it is a powerful tool within Cordial. It's often used for simple tasks such as rendering a name or an address, but using Cordial's template syntax (Smarty), you can access all of your data and render it using conditional logic—all within a message.
When a message is sent, Cordial processes the code and uniquely personalizes content for each contact. This makes it possible to display content in different languages, products recently purchased or browsed, items currently in a cart, or even external content such as blog articles or Instagram feeds.
The following articles will get you started with personalization using Smarty.
Reporting and Analytics
After you get some messages out the door, you can build analytics reports to check their performance. You can view and build custom dashboards filled with charts, track audience populations over time, or download message performance reports. Visit the following articles to learn more.
You should have a good start on using the Cordial platform after reading the recommended articles above. Our support team is always here to help, so if you get stuck, feel free to reach out by submitting a ticket or sending an email to firstname.lastname@example.org.
The following resources can be useful when creating and testing your messages.
- Email boilerplate: The folks at Litmus have put together several responsive email templates to get you started building email code.
- CSS inliner tool: To make sure your HTML and CSS are email friendly, use this CSS inliner tool from Zurb.
- Character converter: If you use special characters in your messages, they may need to be converted to their respective HTML entities. This HTML Character Converter will do it for you.
- Rendering tests: Both Litmus and Email on Acid provide great tools to test email rendering.
- Smarty documentation: smarty.net/docs/en is the official guide for Smarty. Keep in mind that not all functions and modifiers are supported in Cordial. Check out our full list of supported functions and modifiers here.
- JSON validator: JSONLint is an awesome tool for checking your JSON for errors when making API calls. (Sometimes it's something as small as one comma causing the problem.)
- HTML, JS, and JSON beautifier: jsbeautifier.org will beautify your code and make it easier to read.