Vendor training notes

Account settings tab:

• Administrators - you will see API keys, event data, any errors

• User management - add users and select their role

• Once a user is added you cannot delete them but you can inactivate them which frees up a seat

• Max messages tab - a limit can be set on how many messages can be sent to customers per day; this can be edited (good for not spamming); option with campaign builder where this option can be overridden

• Web hooks  - to send event data to certain places

• Attribution - set by default to 7 days - if user receives email and makes a click and a purchase; good way to monitor how the sends are doing

• Setup click stream tracking - shows all the events (sent from our system) - model score events, list add events, etc.

• Identify call updates the customer profile info; events can be exported; shows events that have errored

• Setup channels -setup which ESP you will be using for different channels

• You have to be an admin to see certain things

Customer data:

• Attributes, groups, and lists

• Attributes: customer data that has been uploaded to BS; emails address, email valid, customer device

• Can search specific attributes such as email  = freyes@14west.us, if there is a match you can bring up their profile

• Customers uploaded are assigned a number 0-100 BSFT control bucket number - this is for A/B testing or random testing; this number never changes for the customer

• Activity - visits, location, if they ordered anything

• (WE WILL NOT BE USING THIS FEATURE) Customer data lists - where you can upload a specific emails via a text file

Segments:

• Shows you the total amount of customers and how many are emailable

• Emailable means not hard bounced, not unusbbed, and have not reported an email as spam

• Basic segment editor - give segment a name - a segment is pulling in users who have a specific criteria you want them to match

• Calculate counts - find the people that match this condition; segment counts refresh every 3-5 minutes; segments can be refreshed with the little circle symbol next to the magnifying glass

• Attributes are the fields you want the segment to include which will be shown in a drop down menu; such as people who clicked in the last month; exact timestamp use moving window - any user from past month to now - this is a little bit more accurate; between a fixed window between march 10 - April 2nd

• Customer lists - can pull in customer email lists that were uploaded through the customer data tab; OUR COMPANY WILL NOT BE USING THIS FEATURE ACCORDING TO KENT - We will build our customer lists through Advantage and the data will be pulled in the segments : target people who are active on this Advantage email list; will be using segmentation through attributes

• Messaging tab - find a customer that was soft bounced from a send in the past certain amount of time - shows you the matching users; users who clicked spammed report and shows you the matched users

• Transactions - events that we are sending BS - transactions are stored for 365 days, sub purchase, product order, etc.

• Recent activity - Filtering users by activity from the past 30 days

• Traffic source - joined at date and the source of the signup

• User affinity - hour, item and messaging channel; calculating the likelihood of a customer opening an email in a specific time of day; messaging channel - which method is a user more likely to open or interact with something in

• Demographic - gender; location (gathered by IP address), proximity,

• Lifetime activity - total number of orders or revenue that  customer has incurred, can select these customer to use in a segment

Creatives:

• Types of creatives: emails, push, SMS, shared assets, Images

• Email:

• Creating a template - blank HTML if you already have the source code

• Otherwise you can select a layout - design already made; a lot more layouts will be added

• Template name needs to be unique

• Any campaigns that are associated with this this template will be shown under campaigns

• Under recommended content, you can see which attributes are available for a particular user, extended attributes - attributes brought into BS

• Test send option - add email address you'd like to send the message to; advanced section - personalize for particular customer; use personalization to ensure they send correctly, you can select the email adapter, you can select segment to do a test from

Campaigns:

• One time, recurring, event triggered, segment triggered

• Skip messaging limits check - in the account setting you can limit the amount of message that can be sent to customer per day but can be overridden at the campaign level; automatically defaults to no

• Send to unsubscribed users option; automatically defaults to no

• Send summary report will be sent to the person that created the campaign and to other select users (optional)

• Seed list - another way to make sure campaign is sending correctly, send to internal list; this is similar to add additional recipients in MC

• Once campaign information is saved, you can create the first trigger

• Option to optimize send time - has to do with the user affinity

• You can add subject lines test

• Non- use custom percentage - look at documentation for further info

• Segment triggered campaign - based on when a customer enters or matches segment criteria

• Triggers can be named

• Trigger builder - select the email template, ability to send when the user is most likely to engage (user affinity)

• Hour affinity - send when the user is most likely to open

• Subject line can be overwritten and percentage of who you would like to test with can be changed 50/50

• Optimize creative allocation - lets you use automatic winner selection - send the subject line that won

• Editor preference - you can turn on auto save and if you want to preview the template

• URL tracking parameter can be added if advanced setting are turned on under editor preferences

• Recurring - on a repeating schedule (once every 30 days)

• SEGMENT TRIGGERED campaigns - option to send continuously - if customers meets segment criteria they would be messaged

• Daily - would send once each day

• Immediately - entered segment but you can set a wait time (for example send a 9am but wait 2 hrs after they enter segment to send - would send at 11am)

• Send continuously could be welcome email - send as soon as someone enters the segment

• EVENT TRIGGERED CAMPAIGN - an event (purchase) is created, then send an email - most do not have an end date but there can be one

• Event could be a signup and could be a welcome email

• Welcome series could be a series of triggers - 1st trigger can be as soon as they enter the segment(welcome email), 2nd could be 1 day after they enter the trigger, 3rd could be 2 days after they enter the trigger and so on