Podium orchestrations make it super easy to set up a welcome series for contacts when they join your program. Using Podium, you are able to build the trigger, delays, filters and message content all in a single orchestration view.
Once the orchestration is published and enabled, you are able to check performance stats on each automation of the series.
Passing the Trigger Data
In order for the welcome messages to send, there needs to be data sent to the system that will trigger the automation.
In the case of a welcome message, we will use the trigger of when a contact is added to a list. Learn more about how to create list attributes.
There are 2 implementations you can use to send the data to Cordial:
This strategy utilizes 1 primary piece of data.
- List attribute
- Purpose: Used to flag a contact as "in" or "out" of a specific list. It's recommended that "Date Tracking" is enabled on the list, which tracks the date each contact is added to this list.
- Data type: A list is a type of contact attribute. This value is passed as a boolean true/false value.
Creating a Welcome Series
Creating the Orchestration
Navigate to Message Automation -> Podium Orchestrations and click New.
Give the orchestration a name (we'll name this orchestration Welcome Series), and click Continue. You will be taken to the main orchestration page where you can set the trigger, delay, filter and message content.
Defining the Trigger
This welcome series orchestration will be triggered by a contact being added to the Newsletter list.
To set up this trigger in Podium, click the Trigger component and complete the follwing fields:
- Select the option for A contact's profile data is updated
- Select the option for When a contact is added to a list
- Choose the list (newsletter in this example)
Once the trigger is set, you can build out each automation in the welcome series by configuring the delay, the audience filter and the message content.
Defining the Delay
Clicking on the Delay component allows you to set a delay for the message send after the trigger is met.
For the first message in our welcome series we'll set the Delay for Immediate. This way a contact will receive the initial welcome message as soon as they are added to the list.
Defining the Filter
Clicking on the Filter component allows you to set an audience filter for the automation to include or exclude contacts. You are able to create an audience from scratch or recall a saved audience.
For this message, we won't add a filter because we want to send to all contacts who meet the trigger criteria.
Defining the Action
Clicking on the Action component allows you to define the action for this automation. We'll be using the email channel for this welcome series, so we'll choose Send an Email.
Note: Additional channels such as SMS and Mobile Push are provided through 3rd party integrations and require additional configuration. Please contact your Client Success Manager for more information.
Complete the fields for Message Name, Message Tags, and choose the Message Editor Type.
Clicking Continue will take you to the familiar Compose Message page.
Here you are able to configure the Message Header, Message Content as well as Goals & Tracking and Delivery Settings. If the message has been sent, you are also able to view Message Performance for both individual and aggregate sends.
Once the message has been created successfully, Publish the message.
After composing the first message in the series, you can easily add additional messages. Clicking on the Plus icon to the right of the first message will create a new automation under the initial trigger. You can then add the Delay, Filter and Action.
For example, if you would like the second message to be sent a day after the initial trigger, choose to delay the second message by one day. You can then add additional messages with the desired delays from the initial trigger.
After adding two additional messages to our series, we now have a welcome series consisting of three messages, each delayed by a day.
It's also possible to add additional triggers by clicking the Plus icon below the initial automation.
When a secondary trigger is added, it will be labeled as Wait Until, denoting that the message will not be sent unless the specified behavior is performed by the contact.
There are options for:
- Do not wait
- Wait for previous message events (opened, clicked or bounced)
- Wait for other event (message event or custom named event)
For example, if a contact engages with the initial message or visits your website, you could trigger a follow up message.
Publish and Enable
Once all components are configured and messages are published, you can publish the entire orchestration by clicking the Publish Draft button.
If any components are not complete or there are unpublished messages, you will see an error with the incomplete components highlighted.
After successfully publishing the orchestration, you can then enable it using the Enable/Disable dropdown.
Congratulations, you successfully created, published and enabled your welcome series orchestration!
Once messages start sending, you'll be able to view message performance stats right in the orchestration.