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
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
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 :
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 .
4. Funnel Recipients
4.1 Active Recipients
A user who is added to a funnel is known as { Active Recipients }.
4.2 Blacklist Recipients
Blacklist Recipients here are sync from Newsletter blacklist recipients.
If a user is blacklisted on newsletter, it will be blacklisted under Funnel as well, and will not receive any mailings from Client.
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
On this page, Center Admin/Client can creates 'Senders Email' , which is mandatory data during Mailing Creation process.
Example screenshot of the Mailing Creation :
Staging URL : https://cockpit-staging.proof-point-suite.com/#/dashboard/marketing-funnels/sender
Click "Create Sender". Fill in the fields and click 'Submit'.
6. Group
A 'Funnel Group' will be created when a 'Funnel' is created.
On the listing, it will display all the funnels created by Center Admin/Client. Click on the 'View' buttons to view Active Recipients added onto this Funnel Group.
7. Configure Marketing Funnels with Webform Scenario
Scenario : User Fill in a Web Form
This is the only scenario available in our system. Below are Steps on how to assign a webform to Funnel modules, so that when a visitor fill in and submit the webform, this user is added to a Funnel.
Step by Steps Guide
- Create a Webform
- This webform must have an 'Email Text field'
- Configure the Webform :
- Go to 'Marketing Funnel' tab
- Select the funnel which you've created earlier
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- Go to the 'Email Text Field' created earlier, and set it as a 'Required field'
- Create a checkbox. The function of the checkbox is providing users an option to give approval for Clients to add them into the Funnel.
An example of the checkbox are like below :
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- Checkbox Configuration : It is mandatory to check "Is a marketing funnel checkbox" so that this webform, after it is assigned to a Funnel, the checkbox allows user to provide approval and allow their email to be added to the funnel.
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