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Cockpit : Funnel Marketing for Client

Cockpit: Funnels

This component on Cockpit allow Client to create and manage marketing funnels for their campaigns.

1. Creating a funnel

Staging URL : https://cockpit-staging.proof-point-suite.com/#/dashboard/marketing-funnels/listings/funnels

Screenshot 2024-11-07 at 4.39.05 PM.png

Click on "Create Funnel"

  • Scenario : Choose the Scenario for your funnel
  • Title : Give this funnel a title
  • Description : Give this funnel a description
  • Select how the funnel start sending Mailings --> Choose [ Start if triggered ] or [ Start on a fix day ]

  • Stop Funnel : this feature allows configuration of ending this funnel ( Stop sending the Mailings ) when any of the funnel recipients enters another Funnel.

  • Time range this funnel is active : Allow Center Admin/Client to configure a duration when this funnel is Active.
  • Status : Allow Center Admin/Client to set a status for this funnel 

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.

2. Creating Mailings

One funnel consists of multiple mailings. Mailing page is where Center Admin/Client creates these mailings and manage them.

Staging URL : https://cockpit-staging.proof-point-suite.com/#/dashboard/marketing-funnels/listings/mailings

Screenshot 2024-11-07 at 4.53.43 PM.png

Click on 'Create Mailings'

  • Subject : Set a subject for this Mailing. This is the email subject for funnel recipients.
  • Title : Set a title for this Mailing.
  • Status : Status configuration
  • Select Senders: Select which senders are this Mailing from

After filling the above, click 'Next' :

Here, Center Admin can choose to 'Select a template' and build the Mailings from this template, OR build from scratch.

If no template is chosen, click 'Next' and Center Admin/Client will enter the next page which has the editor for creating the Mailing content.

After finished building the content, click 'Submit'

3. Assign Mailings to a funnel

Go to the Funnel Listing :

Staging URL : https://cockpit-staging.proof-point-suite.com/#/dashboard/marketing-funnels/listings/funnels

Click 'Edit', go to 'Add Mailing' tab :

Screenshot 2024-11-07 at 5.01.17 PM.png

All Mailings created earlier will be shown on this dropdown menu. Select a mailing and click 'Add'. 

Here, Center Admin can set the Mailing frequency, same as the steps HERE :

 

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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