Podium Orchestrations

Overview

Podium orchestrations provide an easy way to create, visualize, and monitor cross-channel triggered campaigns for each customer touchpoint. Here are some key features we'll explore in this article:

Set up campaigns with ease: Using Podium, you can launch multiple automations using a single trigger, making welcome, abandon, and re-engagement campaigns a breeze to set up.
Performance metrics: Podium Insights, a set of performance metrics and indicators, are displayed within published orchestrations. Immediately visible insights for each automation component include overall metrics for status, filtered, and action categories. These detailed indicators are visible when you hover over each category.
Set goals: Orchestration goals can be used to remove contacts who meet the desired goal from an orchestration based on their real-time behavior.
Version control: Orchestrations support draft, published, and past versions for powerful version control.
Visualize your strategy: You can add detailed descriptions to every component of the orchestration, making it easy to visualize the strategy of each automation. You can also print orchestrations for sharing with your team members.

Podium Overview Video

Create 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 your components are stacked, starting with message send delay (Wait Until trigger), followed by filter/audience criteria, and ending with the action.

Note: If a contact is filtered out of an automation, they will be ineligible for any subsequent child automations (added below the automation using the Plus button). However, they will remain eligible for any sibling automations (added to the right of the automation using the Plus button), provided they pass those filters.

Orchestration Settings

From the main orchestration page, you can configure your orchestration with settings defined in the following table.

Name	Description
Orchestration name	Name the orchestration
Enable/Disable	Enables or disables the orchestration. An orchestration must be published before it can be enabled. Disabling a published orchestration will stop any messages from being sent.
Save Draft	Saves an orchestration draft.
Publish	Publishes an orchestration draft. If viewing a published orchestration, there will be an option to Copy as Draft.
Version View	Displays the orchestration version view (draft, published, or past versions).
Goal View	Displays the orchestration goal.
Orchestration View	Displays the orchestration view.
Trigger Component	Defines the initial trigger for the orchestration. Trigger Options: Contact's profile is updated, a contact's real time behavior, a date or timestamp, or recurring interval.
Delay Component	Defines the delay time before contacts are sent through the automation after they meet the initial orchestration trigger. Delay Options: Immediate, minutes, hours, or days.
Filter Component	Filters the recipients of the automation using an Audience Rule.
Action Component	Defines the action for the automation. Action Options: Send an email, SMS (if enabled in the account), mobile push (if enabled in the account), an API request using Open channel to a third party system (if enabled in the account), or a Data Automation job (if enabled in the account).
Wait Until Component	Defines the trigger for subsequent automations. Trigger Options: Do not wait for previous message event (opened, clicked, or bounced), or wait for other event (message event or custom named event).
Add Action	Adding an action using the Plus icon below an existing automation will add a new child automation starting with the Wait Until trigger component. Adding an action using the Plus icon to the right of an existing automation will add a new sibling automation starting with the Delay component.
Print	Prints the orchestration page.
Zoom	Zooms in or out of the orchestration.
Automation Insights	Overall performance metrics for status, filtered, and action components are displayed to the right of each automation. A deeper view into these metrics becomes visible when you hover over the desired category to display indicators.

Add Descriptions and Print

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 it to share with your team.

Define the Trigger

The first step in an orchestration is defining a trigger. Clicking on the trigger component will open a window containing the following 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.
Recurring interval: triggers an orchestration on a recurring schedule based on Audience Rules.
API sending method: triggers an orchestration via an API call.

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. Selecting this trigger type will display options for choosing either a contact attribute or a list, with dropdown menus for all available attributes or lists in your account.

Use case: Use this trigger when setting up a welcome series. Learn more about setting up a welcome series using Podium here.

A contact's real time behavior

This trigger is used for starting orchestrations based on a contact's real time behavior. 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.). Selecting this trigger type will display a list of message events and custom named events to choose from.

Note: The trigger frequency interval does not reset when an orchestration is copied to draft and republished.

Use case: Use this trigger when setting up an abandon cart/browse/search campaign. Learn more about setting up an abandon cart campaign using Podium here.

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, or any other relevant date. Selecting this trigger will display a list of system dates and custom dates to choose from.

Note: Date or Timestamp triggers will only count as triggered if the contact meets both the trigger rule and the audience filter.

Use case: Use this trigger when setting up an expiration campaign, such as when a contact's membership is about to expire.

Recurring interval

This trigger is used for starting orchestrations automatically based on a recurring schedule and a set of Audience Rules. With all of the Audience Builder rules at your disposal, the potential use cases are near limitless.

Note: Please contact your CSM for details about enabling the Recurring Interval trigger for your account.

Sending Interval: Schedule recurring sends to occur every day, week, or month. If weekly or monthly, specify day of the week or date in a month.
At what time: Choose the send time and timezone.
Start date: Specify recurring send start date.
Add end date (optional): Specify recurring send end date.

Note: For the daily sending interval, you can use the recurring interval scheduler to send a message only once by setting the end date to one day later than the scheduled start date.

Use case: Use this trigger when setting up a retargeting campaign for contacts who have not opened a specific message within a defined period of time. For example, using the Recurring Interval you can set up a win-back campaign to automatically retarget an audience segment that has not opened the monthly clearance sale message within 15 days of message send time.

Recurring Trigger Notes:

Recurring triggers are always followed by a single Action component.
Additional sibling action components can be added parallel to one another.
A full automation consisting of Wait Until, Delay, Filter, and Action components can be added below the initial action component(s).

API sending method

This trigger is used to start an orchestration using an API POST. For example, if you work with a third party partner to notify clients of an upcoming delivery, your partner can POST the call with the orchestration ID, which is available in the orchestration trigger setup.

With API triggers, the orchestration will automatically kick off when you receive the delivery notification API call, deploying the appropriate messages to contacts who meet the criteria.

Note: API calls can be tested using the Swagger interface: Orchestrations - v2/orchestrations/{orchestrationID/trigger

Set 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 according to a specified number of Minutes, Hours, or Days.

Note: A delay cannot be set for orchestrations using a date/timestamp trigger. The delay component will be grayed out since the automation will trigger based on the desired date or timestamp trigger.

Changes to the delay period in a previously published orchestration will be effective for contacts who meet the trigger following the change. They will not apply to contacts who are already in the delayed state.

Note: When an orchestration is disabled, copied to draft, or republished, the delay timer will not be reset, suspended, or interrupted. If an orchestration is disabled longer than the delay period duration, the message will not be sent the next time orchestration is enabled. If the message is removed entirely and orchestration is republished, the delay period will be canceled.

Delay Custom Event Triggered Messages

Unlike immediate sending, delayed sending presents an opportunity for the contact to trigger custom events more than once during the delay—and before the message is sent. This is especially true when the trigger is based on custom events such as browse, product view, add to cart, or other behaviors.

Settings for handling events triggered during delay will become available in the Delay component when the orchestration trigger is based on a custom event.

Use case: Browse Abandonment

Your contact may be interested in a particular jacket on your website. They view the product page but leave without making a purchase. You are able to send them a follow-up message based on this activity after a specified period of time.

The best suited orchestration trigger for this use case is A contact’s real time behavior based on a custom event called browse_product.

Conditional event properties allow you to consider only those browse events that match specific criteria—in this case, when the product name is Cordial Blue Jacket.

Note: Multiple conditional event properties are linked with an AND operator, and all have to be met in order for the orchestration to be triggered.

Available orchestration trigger frequency options include:

Once only: Contact can trigger this orchestration one time.
Unlimited: There is no limit to how many times the contact can trigger this orchestration.
Once an hour: Contact can trigger this orchestration once every hour.
Once a day: Contact can trigger this orchestration once per day.
Custom interval: Specify the number of times the contact can trigger this orchestration per number of days or hours.

Once the trigger is configured, opening the Delay component will reveal If/Then conditions for handling contact activities (events) while the delay timer counts down.

In the following example, the initial If condition will auto-populate with the browse_product custom event that is set as the orchestration trigger.

The Then statement can be configured to handle recurring custom event triggers according to the following options:

Fire a unique action each time: Send a message for every occurrence of the custom event trigger within the specified delay time. For example, if the delay is set for 10 minutes, a contact who triggers the custom event at 3:00 PM, and again at 3:09 PM, will receive two messages: one at 3:10 PM and the other at 3:19 PM.
Note: The trigger frequency determines how many times the orchestration can be triggered by a contact. If set to Once only, the Fire a unique action each time option will not be applicable because the custom event can be triggered no more than once. In the example above, the trigger frequency is set to Unlimited to compliment sending multiple messages any time the custom event is triggered during the delay.
Continue the delay time: The delay timer will be unaffected by subsequent custom event triggers. For example, the first browse_product event could be triggered at 3:00 PM, and a subsequent one at 3:04 PM. Because subsequent triggers are ignored, only one message is sent at 3:10 PM.
Restart Delay time: The delay timer will restart from the beginning each time the custom event occurs until it is allowed to expire in absence of repeated triggers.

Tip: Multiple If/Then conditions can be added to further automate message sending based on a contact's real-time behavior.

Set the Audience Filter

The audience filter allows you to filter the recipients of the automation by an Audience Rule. You can set up a new audience or load a saved audience.

Define the Action

The last component in an automation is the action. Clicking on the Action component will open a window containing the following 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 mobile push notification (if enabled in the account): sends contacts an automated mobile 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.

Message Creation

Selecting an Action option will open the automated message creation page. You can use either the Sculpt or HTML editor to compose your message content. You will have access to the same message creation features and functionality found in other automated messages—except for the ability to edit the sending method.

Note: Automated messages created in Podium can only be viewed and edited within the orchestration. Podium automations are not accessible outside of Podium.

Pass Data from Action to Action

You can use the SessionStore Smarty utility to pass data from one action to the next. Using getSessionStore returns data stored in a previous action for use in the current action.

Use Case: If you send customers unique coupon codes in a welcome series, you can use the SessionStore utility to send a follow-up message to specific customers who haven't used their coupons, including the customer's unique coupon code in the message.

Used in: Message Automations Data Automations
Syntax: {$data = $utils->getSessionStore()}

{$coupon = '12345'}
<h1>{$coupon}</h1>
{$utils->updateSessionStore($coupon)}

{$coupon = $utils->getSessionStore()}
<h1>{$coupon}</h1>

Here is your coupon code: <strong>{$coupon.code}</strong>

Here is your coupon code: 12345

Parameter	Description	Required	Expected	Default
key	A unique key created by the user for a stored session.	required	String	N/A
filteroptions	A filter used to query session records by date. Only indexed fields can be queried.	optional	Array	[]

Add 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.

For child and sibling automations, you have options for Do not wait, wait for previous message events (opened, clicked, or bounced), or wait for other event (message event or custom named event) before the automation will send.

If adding a child automation, you have the option to set an additional trigger: Wait Until.

Orchestration Experiments

Orchestration experiments provide a simple yet powerful way to create and test multiple automations against one another—with the ability to select the best performing automation.

Experiments can be used in a variety of ways. For example, set one trigger to launch an experiment with as many paths or variants you need. Or create an experiment after a customer has taken action. Or create an experiment using different channels, like SMS versus email, to see which message performs better.

Features

Ability to add an experiment component anywhere within the orchestration.
Visual variant and control paths.
Set audience splits by percentage or static values.
View experiment analytics in the orchestration.
Select an experiment winner.
Supports Email, SMS, Push, and Open channel experiments.

Add Experiment

To get started, create a new Podium orchestration or open an existing orchestration. To add an experiment to the orchestration, hover over the Plus button and select Add experiment.

Experiment Settings

In the Experiments pop-up, enter the name of your experiment, select how you want to split your audience, and add variants.

Split per Variant or Allow a Control Variant

The Experiments settings pop-up gives you the ability to split the audience evenly per variant or allow a control variant.

Splitting per variant will divide your audience evenly across the number of variants you have created. For example, if you split the variant evenly across four variants, 25% will receive variant A, 25% will receive variant B, 25% will receive variant C, and 25% will receive variant D.
Allowing for a control variant will divide your audience either by Percentage of total audience or a specified Number of contacts.

Note: The control variant isn’t part of the experiment and will send messages at the same time as Variant A and Variant B.

If Percentage of total audience is selected, a slider bar will appear, and you can set the percentage of the audience that receives the variants and the control. For example, if you have two variants and a control, and you indicate that 50% of the tests will go to the variants and the other 50% will go to the control, then 25% will go to Variant A and 25% to B, with the remaining going to the control variant when the experiment is enabled.

If Number of contacts is selected, an input field will display where you can set the number of contacts that receive each variant. For example, if you have two variants and a control, and you indicate that 100 contacts should receive the variant, the tests will go to the 100 variants and the remaining contacts will receive the control variant.

Once your experiment settings are complete and you click the continue button, you will see the different variants and/or control variants in the orchestration. The Delay, Filter, and Action components can be created.

View Experiment Analytics

When an orchestration is published and enabled and the trigger is initiated, orchestration analytics will display.

Delayed: the number of triggered contacts in the delayed state.
Filtered Out: the number of contacts filtered out of the automation.
Email Sent: the number of contacts that received the email message.
SMS Sent: the number of contacts that received the SMS message (if SMS is enabled in the account).
Push Sent: the number of contacts that received the push message (if Push is enabled in the account).
Message Stopped: the number of contacts that met the Message Stopped criteria.

Note: When a draft orchestration containing one or more experiments is republished, all Podium Insights will be reset.

Note: It is possible for a child automation within an orchestration to have more trigger contacts than are displayed in the Total Triggered. The reason is that when you republish, the delayed contacts move over to the new version of the orchestration. You need to look at past and published stats for a holistic view.

Select an Experiment Winner

Once you’ve determined which automation within the experiment performs best, you can select a winner and start using it in a new draft. To select the winner, click the Copy to Draft button and hover over the Experiment component. The Select Winner drop-down will display. Click on Select Winner, and a new draft will be created.

Note: Once a winner is selected and the orchestration republished, the analytics will restart.

Set 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" or "Viewed a webpage." When contacts complete the objective, they can be excluded from or continue through the remaining actions within the orchestration.

Note: 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 also options to exclude contacts from an orchestration.

Publish and Enable

Once all components are configured and your 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 as a 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.

View 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 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.

Tracked Indicators

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.
- Available insights: Sent, Delivered, Opened, Opened (adjusted), Clicked, Bounced, Opt-outs, Complaints, Total Revenue, Direct Revenue, Indirect Revenue (if enabled in account).
- Message Stopped: number of messages that have been stopped when the {stopMessage} Smarty function is used in an email action. This number is shown below the Email Sent action indicator when hovering over the action indicator itself, and the event can be used as a filter in Event Data Reports.

SMS Sent (if enabled in the account): number of contacts that received the SMS message.
- Available insights: Sent by Cordial, Delivered by the carrier, Delivery Failed, Clicked, Revenue.
Mobile Push Sent (if enabled in the account): number of contacts that received the push message.
- Available insights: Sent, Push Sent, In-App Sent, Inbox Sent, Delivery Failed, Push Opened, In-App Displayed, Inbox Read, Revenue.
REST Sent: number of REST API calls sent.
- Available insights: Sent, Failed.
Data Jobs: number of contacts that triggered the job.
- Available insights: Data Job (# of data job), Successful Jobs, Failed Jobs.

Note: When viewing Podium Insights for past orchestration versions, you will see all campaign metrics up until the point that version was re-published.

Drafts and Past Versions

Copying to draft provides an easy way to modify all aspects of the orchestration. When an enabled orchestration is copied to draft, the live published version will continue to run until the new draft is published.

Note: When a draft orchestration is published, existing Podium Insights will not be affected unless the orchestration contains one or more experiments, in which case the republished version insights will be reset.

All previously published versions will be saved under the Past Versions tab. Past versions are saved using the Published timestamp. The enabled date is not displayed in this view.

Note: 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 they met the audience criteria and were not filtered out.

Multi-user Collaboration in Podium

Podium orchestrations can be accessed by multiple users at the same time. With the introduction of multi-user collaboration, only one user can be an editor, while other users will have read-only access to the orchestration.

Note: Contact your CSM to enable multi-user collaboration in your account.

The first user who opens the orchestration becomes an editor. All other users are warned that the orchestration is currently in use. They can access the orchestration as viewers only. Viewers can open the orchestration and its components but can’t make any changes.

When the editor leaves the orchestration, that orchestration is unlocked after two minutes and can then be edited by another user. Whoever tries to edit the orchestration after those two minutes becomes the new editor. If a user enters the orchestration as a viewer, but later becomes the editor, the user will be notified that they are now the editor of the orchestration. If the editor's session times out, the orchestration gets unlocked and can be edited by another user.

User badges are displayed next to the orchestration name in the orchestration list view when any user opens an orchestration. User email and role (editor or viewer) can be seen when hovering over the role icon.

The same user badges are displayed in the navigation toolbar when the orchestration is opened. There can be only one editor (blue badge) and several viewers (gray badge) in the orchestration.

In This Section

Overview

Podium Overview Video