Enroll and Unenroll Contacts
The enrollment tab is the other important part of a Flow where you’ll establish goals of the Flow as well as logic about how recipients or contacts are enrolled and unenrolled.
Enrolling Contacts
Enrolling contacts to Campaign Flows is done similarly to adding a contact to a Trigger Drip Campaign, with a few notable features.
To begin, click “Enrollment” in the top left tabs.
To enroll contacts into a Campaign Flow, a workflow is needed within your CRM or automation tool, similar to setting up a workflow for a Triggered Drip Campaign. Each Campaign Flow has its own API endpoint, therefore when selecting the source to send the data to, you will select the Campaign Flow, rather than a Triggered Drip Campaign.
CRM and Automation Tool Integrations
For CRM Contact based flows, create a workflow within your CRM in the same manner you would for a Triggered Drip Campaign. Then, when selecting the source to send data to, select the Campaign Flow you’ve set up within Postalytics.
Some integrations require adding an endpoint URL to the workflow. This can be found on the right hand side of the Enrollment page.
Enroll a List
Along with adding contacts through CRM integrations or the API, there is also an option to enroll a list that has been uploaded into the account. Any Flow can have lists added for enrollment. For Flows using an integration, the lists must be imported into Postalytics using the same integration that was used to create the Flow.
Important notes about Enrolling a List:
Automated File Campaign based Flows can enroll any list uploaded to the account, including from the List Builder feature.
If you’ve built a Triggered Drip based Flow using webhooks or Zapier, you are able to enroll any list from any source that has been imported into Postalytics.
From the Enroll a List section, click “Select a List” and search for the list.
Unenrolling Contacts and Goals
Just as important as establishing who to enroll in a Flow is establishing when to remove your contacts from a Flow. There are several ways to set up rules that will automatically unenroll your contacts. Often, when a recipient converts or makes a purchase, you may want to remove them from a Flow. That’s why the Goal Criteria is set up here.
Goals and Goal Criteria
Goals for your Flow are tracked in the Performance tab, they can help you understand the effectiveness of your Flow. By clicking the “Goal Criteria” button, you’ll expose a series of settings that you can manage to determine what constitutes a goal for the Flow you’re building.
You can create two types of goals within a Flow - goals that you track via suppression list or via Postalytics events such as pURL Opened or pURL Completed.
Suppression List Membership Goals
You can select one or more suppression lists to have your Flow monitor to determine if a goal has been achieved. An example might be a customer list. If you maintain a list of customers who’ve purchased from you, that can be uploaded into Postalytics and maintained (manually, via API or via the List Append tool). When chosen, your Flow will keep track of contacts that are in the campaign and will consider those on the suppression list as having reached your goal.
Postalytics Event Goals
You can also choose to select Postalytics production, delivery and response events as indicators that a contact has reached a goal. For example your offer might drive recipients to scan a QR code and fill out a form. If you’ve captured the form complete URL as your Campaign Goal in the campaign setup, Postalytics will monitor for recipients who hit the goal URL and count them as having reached a goal of the Flow.
You have the option of automatically unenrolling your contacts when they reach a goal.
Unenrollment is used to manage contacts by limiting which contacts enter the flow, or by specifying conditions for contacts to leave the flow. Click “Unenrollment Criteria” to get started.
Options for Unenrolling a Contact
Unenrolled contacts are immediately removed from further processing through the flow, and there are a few methods which can be used for the unenrollment of a contact. Use the guide below to learn more about each method.
1 - Goal is Reached: If a Goal action is set up within the flow, or the contact matches any of the goal criteria listed in the flow’s settings, the contact will be unenrolled when it reaches that step in the flow.
Click “Save Settings” once selections are made.
2 - Suppression List(s): Including suppression lists ensures a contact will be unenrolled if they are matched to any of the suppression lists added to the flow. A flow, unlike a campaign, can check multiple suppression lists at once.
Useful in tandem with the “Add To List” action, allowing flows to logically tell themselves or any other flow to remove a contact from further flow actions.
Click “Add” to save the list. Each list is selected and added individually.
Click “Save Settings” once all lists have been added.
3 - Campaign Event: If a contact has any of the selected Direct Mail Events from one of the campaigns in the flow, it is removed from the flow.
Useful for direct mail events such as “return to sender” so as not to continue mailing undeliverable mail.
Click “Save Settings” once selections are made.
4 - Manual Unenrollment: Click “Unenroll a Contact”, then select one or multiple contacts. If needed, use the search feature on the left. Click “Unenroll Selected” to complete.
Duplicate Contacts
Campaign Flows will automatically remove duplicate records. If you wish to mail to duplicate contacts, select “Allow Duplicates” and then “Save Settings”.
