In the educational program you send a contact acquaintance in various e-mails. The type of knowledge and the starting moment depend on the knowledge you share. For example, a contact can sign up for an educational campaign to learn more about a topic, such as plant care. Or you can use an educational program as a welcome campaign for new subscribers. Or after a purchase, where your customer learns more about the purchased product.
In Spotler we have a standard template for an Educational program with the aim of successful onboarding of new subscribers. For example, subscribers to a gym who want to tell you in a number of e-mails how you can get the most out of the sports subscription (in other words: the purchased product).
Getting started
Spotler therefore contains a standard template for an educational program. You can always expand or adjust the campaign flow as desired. Suppose you want to use an educational program that someone specifically registers for, then you adapt the trigger to a form trigger. The campaign flow of the template educational program looks like this:
Click on the image to enlarge
Goal= Onboarding of your product or service
Trigger= Subscription date. When someone ends up in your database, the campaign starts.
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Trigger subscription date applies to every contact in your database Be aware that every contact in your database has a subscription date. When you use the subscription date as a trigger, this campaign will go off for everyone in your database. Don't you want this? Then apply a filter to the trigger: How do I apply a filter to a trigger, action or condition? Or use a different date as a trigger. Like a personal date field. An example of a personal date field can be product purchase date. |
Campaign= A day after a contact has been registered, he will receive the first message of the onboarding process at 10:00 am.
If someone clicks on a specific link in the message, for example: view the manual, the Onboarding tag is given and it is increased with a score of 1 point. This is then repeated until the fourth and last message of the onboarding process.
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Timeline of the campaign Contacts who click continue immediately after the Yes- path. As a result, they skip the waiting time of 4 days. This means that clicking contacts go through the campaign faster than contacts that don't click. Do you want to have a clear overview when a contact receives what? Then use the test schedule. Read more about this in the article: Editor Automations. |
You go through the following steps when you use our default template:
You use the following modules for this:
1. Compose messages
For this campaign, you compose four messages:
- Onboarding Week 1
A small introduction about your product and service. With a link to a manual to take the first step. - Onboarding Week 2
A start has been made, what is the next next step? With a link to a manual to take the second step. - Onboarding Week 3
What other steps are needed to use your product? With a link to a manual to take the third step. - Onboarding Week 4
The last step to complete the onboarding. With a link to a manual to take the last step.
2. New automation
You go through the following steps in the Automations module:
- Click on the yellow button New automation
- In step 1 you enter a name in the Properties, for example; Educational program product X
- In step 2 you choose whether you want to make a choice from the default templates or a template that you have saved. By default, the choice is on Default templates. Click the Educational Program template and click Save & Next.
- In step 3, click on the blue Edit button to open the editor.
- The campaign flow looks like this in the editor:
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The trigger:
The trigger is the subscription date by default. Everyone who ends up in your Spotler account will immediately receive a registration date. If it is not desired that every contact in your account receives this campaign, you can of course adjust the trigger to your liking.
Action 1:
Different products? Use filters
Do you have different products with different onboarding processes? Then apply a filter to the trigger. A filter is based on a dynamic list or a static list.Create a list with a selection of a specific product and link it to the trigger using a filter. Want to know how to apply filters in a campaign? Read the article: How do I apply a filter to a trigger, action or condition?
Everyone who has a registration date will receive a first onboarding email a day later at 10:00. You will see that the Send action is not yet fully set up. The correct message has not yet been selected. Click on the send action and then you can select the message on the left that you created earlier, namely; Onboarding Week 1.
Condition 1:
4 days after the first email has been sent, a check is made on the click in the message. The condition is not yet fully set. Click on the condition and select the message: Onboarding Week 1. Then select the link to be checked, in this example the link to the manual.
Yes-path
Is the link clicked? Then a tag is immediately given from Onboarding with a score increase of 1 point. You still need to set this action Contact action. Click on the action and select the tag on the left and increase the score by 1.
Don't have an Onboarding tag in your account yet? Then type Onboarding in the input field under Select tag and press Enter. Do you already have this tag in your account? Then use the input field under Select tag as search field by typing.
No-path
No action needed
Action 2:
7 days after the interaction of a contact, a second onboarding email is sent at 10:00 AM.
You will see that the Send action is not yet fully set up. The correct message has not yet been selected. Click on the send action and then you can select the message on the left that you created earlier, namely; Onboarding Week 2.
Condition 2:
4 days after the second e-mail has been sent, a check is made on the click in the message. The condition is not yet fully set. Click on the condition and select the message: Onboarding Week 2. Then select the link to be checked, in this example the link to the manual.
Yes-path
Is the link clicked? Then a tag is immediately given from Onboarding with a score increase of 1 point. You still need to set this Contact action. Click on the action and select the tag on the left and increase the score by 1.
No-path
No action needed.
Repeat the previous steps for the Onboarding Week 3 and Onboarding Week 4 emails.
3. Publish automation
Activate the automatic campaign by publishing it in the Publisher. You can read more about this in the article: Publisher.