Podium orchestrations provide an easy way to create, visualize and monitor cross-channel triggered campaigns for each customer touch point.
You are able to launch multiple automations using a single trigger, making welcome or abandon campaigns a breeze to set up.
Podium Insights, a set of performance metrics and indicators, will be displayed within published orchestrations, without the need to exit Podium. Immediately visible insights for each automation component include overall metrics for status, filtered and action categories, with detailed indicators coming into view upon hovering over each category.
Orchestration goals can be used to remove contacts who meet the desired goal from an orchestration based on their real-time behavior.
Orchestrations support draft, published and past versions for powerful version control.
You can add detailed descriptions to every component of the orchestration, making it easy to visualize the strategy of each automation. You are also able to print the orchestration for sharing with other team members.
Creating a New Podium Orchestration
Navigate to Message Automation -> Podium Orchestrations and click New.
Give the orchestration a name, add any tags and click Continue. You will be taken to the Podium orchestration main page. The order of operations for every automation follows exactly how components are stacked, starting with message send delay (or "Wait Until" trigger), followed by filter/audience criteria, and finally the action. If a contact is filtered out of an automation, they will be ineligible for any subsequent child automations (directly below). However, they will remain eligible for any sibling automations (directly to the right) provided they pass those filters.
From the main orchestration page, you are able to configure the orchestration with settings defined in the table below.
Defining the Trigger
The first step in an orchestration is defining a trigger. Clicking on the trigger component will open a window containing trigger options:
- A contact's profile is updated - triggers an orchestration based on a profile change.
- A contact's real time behavior - triggers an orchestration based on an action a contact takes.
- A date or timestamp - triggers an orchestration based on the proximity of a date or timestamp.
A Contact's Profile Is Updated
This trigger is used for starting orchestrations when a change is made to a contact's profile.
For example, you can start a series of automations when a contact is added to the newsletter list or when a contact's loyalty attribute is changed.
Use Case - Welcome Series
Use this trigger when setting up a welcome series. Learn more about setting up a welcome series using Podium.
A Contact's Real Time Behavior
This trigger is used for starting orchestrations based on a real-time behavior a contact makes.
For example, you can start a series of automations when a contact opens or clicks a previously sent automation, or when a contact performs a custom event (browses a page on your website, adds something to the cart, places an order, etc).
Use Case - Abandon Campaign
Use this trigger when setting up an abandon cart/browse/search campaign. Learn more about setting up an abandon cart campaign using Podium.
A Date or Timestamp
This trigger is used for starting orchestrations based on a date.
For example, you can start a series of automations based on birthdate, an anniversary, an expiration, etc.
Use Case - Expiration Notification
Use this trigger when setting up an expiration campaign such as when a contact's membership is about to expire.
Setting the Delay
Once the trigger is defined, you have the option to set a delay before the automation is sent.
The delay may be set as immediate (no delay) or a specified number of minutes, hours or days. A delay cannot be set for orchestrations using a data/timestamp trigger. The delay component will be greyed-out being that the automation will trigger immediately based on the desired date or timestamp trigger.
Setting the Audience Filter
The audience filter allows you to filter the recipients of the automation by an Audience Rule. You are able to set up a new audience or load a saved audience.
Defining the Action
The last component in an automation is the action. Clicking on the action component will open a window containing the three action options:
- Send an email - sends contacts an automated email message.
- Send an SMS (if enabled in the account) - sends contacts an automated SMS message.
- Send a push notification (if enabled in the account) - sends contacts an automated push message.
- Make an Open channel request (if enabled in the account) - makes a RESTful API call to a specified endpoint.
- Run a Data Automation job (if enabled in the account) - runs a data job to transform the collection data specified.
Clicking on either of the above Action options will open up the automated message creation page. You are able to use either the Sculpt or HTML editor to compose message content.
You will have access to the same message creation features and functionality found in other automated messages, except the ability to edit the sending method.
Adding Additional Automations
Podium supports multiple automations in a single orchestration. Clicking the Plus button will add an additional automation either next to (sibling) or below (child) the current automation.
If an automation is added below, there will be an option to set an additional trigger: Wait Until.
Setting the Orchestration Goal
The orchestration goal is used to set a primary objective for the orchestration. This objective is defined by a custom event such as "placed an order", "viewed a webpage", etc. When contacts complete the objective, they can be excluded from, or continue through, the remaining actions within the orchestration. Note that the orchestration goal is optional and not required before an orchestration can be published and enabled.
Clicking on the Goal icon will display options to set a goal for the orchestration. Give the goal a name, select a custom named event and define what happens to a contact when the goal is met. There are options to keep or exclude the contact from an orchestration.
Adding Descriptions and Printing
When a component is configured, a default description is added. You can easily edit the description by clicking and typing text in the description field.
You can zoom in or out of an orchestration and print for sharing with other team members.
Publish and Enable
Once all components are configured and message content is created, you can publish the entire orchestration by clicking the Publish Draft button.
If any components are left incomplete, you will see an error with the incomplete components highlighted.
After successfully publishing the orchestration, you can enable it using the Enable/Disable dropdown. In the published state, the delay, filter and action components are read-only until the orchestration is copied to draft.
When an orchestration is running and then disabled, all message sending will be stopped for that orchestration, even if the contact is in the delayed state. Once the orchestration is enabled again, contacts will continue on the path from their last state, and all updates to Podium insights will resume.
Once published, you have the option to Copy as Draft and make any edits to the orchestration without affecting the live published version. All previously published versions will be saved under the Past Versions tab. Past versions are saved using the orchestration published date and time. The orchestration enabled date is not displayed in this view.
Viewing Podium Insights
Podium Insights are available for the entire orchestration and for every automation within the orchestration. Once an orchestration is published, enabled and sending, you can gain insight into its performance all the way down to individual automation components.
Goal performance will be displayed at the top of the orchestration page. Results can be viewed as total or unique values and applied to the current version only, or aggregates, which includes past versions of the orchestration.
- Total/Unique Triggered - total or unique number of contacts that triggered the orchestration
- Current Version - display results for the currently published version only
- Aggregates - display results for all versions of the orchestration, current and past
Component summary metrics will be displayed to the right of individual automations. Hovering over each category (status, filtered, action) will display detailed indicators.
- Waiting - number of contacts waiting to be triggered according to to the Wait until trigger
- Delayed - number of triggered contacts in the delayed state
- Filtered Out - number of contacts that didn't meet the audience criteria and were filtered out of the automation
Note that tracked indicators for the Action component differ depending on the channel used to send the message.
- Email Sent - number of contacts that received the email message
- SMS Sent - (if enabled in the account) number of contacts that received the SMS message
- Push Sent - (if enabled in the account) number of contacts that received the push message
If viewing Podium Insights for past orchestration versions, you will see all campaign metrics up until the point that version was re-published.
Copy as Draft
Copying to draft provides an easy way to modify all aspects of the orchestration. When an enabled orchestration is copied to draft, the existing orchestration will continue to run until the new draft is republished.
When copying to draft and adding a new action, the contact that received the initial message will need to re-trigger the orchestration to receive messages created with the new action, assuming the contact met the audience criteria and were not filtered out.