ROLLER Mail Journeys

With ROLLER Mail, there is the ability to create automated journeys that allows a series of emails to be sent triggered by specific events, dates or subscriber activity

This article outlines the best way to make use of the integration and focuses on journey configuration & certain common scenarios that can be easily achieved. To read up on the basics of automation, please click here.

❗️It is important to note that segment data that is passed through currently only sends through date information, so it's best practice to use days and not hours when configuring journeys


Sending an email prior to a customer's visit

Prior to a customer's visit, a reminder email may be a nice touch to get them excited about their visit or to relay important information they may need to know, such as:

  • information about parking
  • requirements prior to attending e.g. coming 15 minutes prior to their booking time or a signed waiver

To accomplish this scenario, follow the steps below:

  1. Set 'What will trigger this journey' to 'A date' so that an email is sent every time prior to a booking date
  2. Under 'Recipients', select the list this applies to
  3. 'When should this journey start' should be sent to 'Before' 'Booking Date', the best practice is to have a minimum of 24 hours or one day, in this example, it is set to 2 days
  4. Create content or add the template for the email to be sent for this journey

Screen_Shot_2018-08-14_at_2.19.08_pm.png

 

Sending a customer an email after their visit

After a visit, perhaps feedback is required or it's a goal to encourage a repeat visit, with this configuration you could send:

  • a feedback survey
  • discount
  • upcoming offers or other products offered

To accomplish this scenario, follow the steps below:

  1. Set 'What will trigger this journey' to 'A date' so that an email is sent every time after attendance
  2. Under 'Recipients', select the list this applies to
  3. 'When should this journey start' should be set to 'On' 'Attendance Date'
  4. Add a 'delay', with a minimum of 24 hours or one day, in this example, it is set to 2 days
  5. Create content or add the template for the email to be sent for this journey

Screen_Shot_2018-08-14_at_2.03.32_pm.png

 

Creating a pre and post-visit email journey

Perhaps there is a need to create a journey that combines both of the aforementioned scenarios whereby:

  • before the visit, customers receive a welcome or reminder email
  • after the visit, customers that have attended receive a feedback email
  • after the intended booking date, customers that did not attend, receive a 'Sorry, we missed you' email

To accomplish this scenario, follow the steps below:

  1. Set 'What will trigger this journey' to 'A date' so that an email is sent every time prior to the booking date
  2. Under 'Recipients', select the list this applies to
  3. 'When should this journey start' should be sent to 'Before' 'Booking Date', the best practice is to have a minimum of 24 hours or one day, in this example, it is set to 1 day
  4. Create content or add the template for the email to be sent for this action in the journey
  5. Add a 'delay', in this example, it is set to 2 days
  6. Create a 'condition' and set the rule to 'Is Attendance Date provided?'
  7. If 'Yes', set the email template as required, whether it's a feedback survey or other promotional/informational content required
  8. If 'No', set the email template as required, whether it's an email encouraging them to rebook or a discount code to get them back to the venue

    Screen_Shot_2018-08-14_at_2.44.24_pm.png

 

 

 

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