BCERTin's Automatic Drive Gadget sends a string of Campaigns automatically based on specific conditions. To access the Automatic Drive Editor, go to the Automatic Drive subtab and select a project space. This will determine what Campaigns you have access to later. You may receive a message saying there are no Automatic Drives yet in this project space. Click OK and then Add New Drive.
Requirements for using the Automatic Drive:
- User role access to tab
- Pre-created Campaigns
- A Send list
Plan out your send
You can save a lot of time by planning it all out before creating an automatic drive.
- Using groups, favorites or a search, craft the list of recipients.
- Plan out what to send to the contacts who open your initial email, click links within, or leave it unopened. This will become easier as you learn what tools are available with Automatic drives.
- Design and write all the campaigns that you would like to send.
- Create a new Automatic drive and set the conditions.
Set the conditions
While planning and setting up the Autodrive, keep it "Disabled" with the checkbox to prevent a premature send.
Enter the Email Addresses to be used for confirmation purposes in the Confirmation Addresses text field. Once you add the first Email Address, an additional field will be displayed into which you can add another Email Address. Click Delete for an Email Address line that you’ve added if you decide not to use that Email Address.
Click Edit Recipient List and follow the process described within the Campaign Creator section of the document to select the Recipients to associate with the Automatic Drive.
Use the Expires fields to set an expiration date for the Automatic Drive. The system sets an expiration date for an Automatic Drive at 3 months from the time of its creation, you can modify that date using the Calendar icon to select a different date and the Time lists to select a different time.
Within the Dynamic Additions portion of the screen, you can add Contacts important to a Campaign and its Automatic Drive by selecting their Tag from the Tag list. For example, you might want only VIP leads to receive a campaign such as “Come see our exclusive properties.” In that case, you would select the VIP tag from the Tag list.
Within the Dynamic Exclusions portion of the screen, you can exclude Contacts who you might not want to include in the Campaign by selecting their Tag from the Tag list. For example, you might be running a Campaign such as “10 %0ff”, “Free Shipping” and not want to bother Contacts you have tagged as VIP, so you would select the VIP Tag from this Tag list to exclude them.
In the Schedule portion of the screen, enter a name for the first step's template Template Name text field.
Use the Calendar icon to enter a Start Date for the Automatic Drive Template in the Start Date text field, if necessary. Warning: The date that you are creating the Automatic Drive is selected by default!
Click the symbol to add another step to the autodrive.
Notice the "Recipients" is no longer grayed out in the new step. There is also the dropdown "From Step 1". This is how you create multi-layered automatic drives, with many steps linked to a previous step and so on.
Use "When" to time your sends. "Choose a Date" may change to a "How many days after..." field depending on your selection.
To turn off the Automatic Drive, select the Disabled checkbox above the "Automatic-Drive Name" field to deactivate it.
Use the "Expires" fields to set an expiration date for the Automatic Drive. The system sets an expiration date for an Automatic Drive at 3 months from the time of its creation, you can modify that date using the Calendar icon to select a different date and the Time lists to select a different time.