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Cockpit : Funnel Marketing for Client

Cockpit: Funnels

1. Creating a funnel

Go to Cockpit > Funnel > Listing > Create funnel

There are 2 ways to create a funnel :

  • Create from scratch
  • Created from a template ( template is created by User and may be used by the Clients as a guideline or example to further edit and make this their own funnel. This is part of a content service provided by Management User for their Clients )

1.1 Creating a funnel from scratch

1. First, you select your scenario. Scenario is the trigger point for the funnel to start.

2. Enter the Title and Description of your funnel.

Select if you want to start this funnel i) triggered by scenario starts or based on a fixed date after the scenario has started.

3. Configure the time range of this funnel when it is active

When a funnel passes the end date, the status will automatically change to“Inactive”. And mailings(under this funnel) will not be sent out after this date.

What is Stop a Funnel ?

On the same [Create funnel] form, there is a configuration where you can stop this funnel if the recipient under this funnel has joined another funnel.

The reason for this function is: when a user receive a mailing to promote them on a membership ( for example ) , if on the secound mailing, the user has decided to join membership, in that case, this action will trigger another set of funnel mailings, and this initial funnel will no longer needed. Due to the objective of selling the user a membership has been achieved.

After a funnel is created, it will appear on the funnel listing.

2. Creating Mailings for a funnel

One funnel can include multiple mailings. Thus click on { Create Mailings } to create them one by one.

STEP 1 : Create the Subject of your mailing and the title of your mailing. Then select the senders of this mailing.

STEP 2 : Choose a template (mailing template) to edit or design the mailing from scratch by skipping this, and click NEXT

STEP 3 : Create your mailing via the editor

NEXT : Finished up this mailing by clicking {submit} !

When a mailing is successfully created, it appears under Funnel > Mailing > Listing

3. Assign Mailings to a funnel

A funnel is incomplete without any mailings assigned to it.

When you’ve finished creating the mailings, now go to Funnel > Update Funnel to do the magic.

Click on the Pencil icon of the funnel, go to { Add Mailing } tab:

Select a mailing from the pull down menu. In this example, I selected Mailing-Jess-test-online1.

3.1 Setting the frequency of the mailings

  • There are a few configuration here :
    [ x ] day (sending the first mail) → for this, if no value is added, then the first mail will be sent out immediately after triggered by scenario orsent on the Date configured.
    • As for the secound mail or the rest of mailing, we can set the mail to send out [ x ] days after the previous mail is sent.
    • Example, if the value keyed in is [3] days, then the secound email is sent out three days after the first email.
  • Time to send the mail → this is to configure what time you like the mail to be sent. By default, this is set at 8am based on your local computer time.

Note: the time here follows the setting of your computer time

4. Funnel Recipients

4.1 Active Recipients

All users who perform a certain action on the webpage that matches the scenario, and will receive mailings from the funnel…these users are Funnel Recipients.

Once a user enters a funnel, they will become { Active Recipients ]

4.2 Blacklist Recipients

Blacklist Recipients here are sync from Newsletter blacklist recipients.

If a user is blacklisted, it has to be displayed here as well, and this user will not receive any mailings from the Clients.

4.3 Upload Bulk Recipients

This is where Users can bulk upload Recipients into existing funnels. Once a recipient is added to the funnel, then he/she will start receiving the mailings.

5. Creating Senders

This page allows you to add senders to the funnels → where you can configure during STEP 1 of Creating Mailing (screenshot below)

>> Sender - the email address that is sending the mailing

6. Group

This is where you can view the full listing of funnels created, together with the recipients within that group.

7. How to configure Marketing Funnels with different scenario types

Platform: Cockpit

7.1 Scenario B: User Fill in a Web Form

Workflow :

  1. Create Funnel
  2. Create Mailings
  3. Add Mailings
    • Above 3 are explained from page 7 to page 12
  4. Create a web form
  5. On the web form there are 3 things you need to configure :

5.1 Set which funnel will be triggered when a user fills in this web form on any pages of the site, or landing page.

5.2 Add Email Text field as one of the elements

and sets it as a required field

  • User’s email is mandatory for the system, if this web form is set as a marketing funnel form

5.3 Create a checkbox element, and set this element as [ marketing funnel checkbox ]

  • Checkbox is required in this form, as to allow the user to tick this checkbox and allows the system to trigger funnel mailing and send them out to the email provided in this form.

Example of the checkbox :

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