Website Campaign Creation

Click to visit section:

Create
Schedule and Publish
Advanced Workflow
Adding an Automation Object

Create

Create a campaign that generates code for use on website pages to display a form or survey.

Menu > Marketing > Website > Create

Choose the type of website campaign workflow you want to create.

There are many different workflows to choose from - some with more steps than others. If you can choose a workflow that is closest to what you would like to achieve, it will get you majority of the way there, with edits being able to be made under the Advanced Workflow.

The simplest campaign you can create can be achieved by selecting Website Contact Form.

Note: Depending on the complexity of the workflow you choose/create, depends on what workflow view you see. The Standard Workflow (below) will show for simpler campaigns with fewer steps in a list style view. The Advanced Workflow will always show for more complex workflows in a more visual style, and as a result you will not be able to view the campaign in the Standard Workflow.

Give your campaign an internal name that is easily identifiable to the platform users to filter and refer back to.

This is the code to copy and paste on the website page in a HTML block or equivalent. The form/survey will then build out on the page.

Select the form /survey template you want to include in your campaign by hovering over the form/survey options Edit > Your Templates > choose a template.

Enter the name of the list/s to automatically drop the contact into upon submission of the form/survey.

Select the email template you want to include in your campaign by hovering over the email workflow options Edit > Your Templates > choose a template.

Whenever you select a template within a campaign, this is now a copy of the original under the Template section in the platform. If you need to make an update to the template do one of the following:

Update the template directly in the campaign
Update the template under the Template section in the platform and then re select the template in the campaign workflow to reflect the changes

Learn more about Form and Survey Creation

Note: If the list you want to drop the contact into already exists in the platform, a type ahead in this box will allow you to select the required list. If the list doesn't exist, type in the name of the list and press Return key - as soon as the first contact submits the form/survey, the list will be created under Contacts > Static Lists.

Schedule and Publish

Choose when the website campaign will be made live by Publishing for immediate visibility or Schedule Publish for a later date and time.

Click on the grey "Click Here" wording > choose date and time > Done > Schedule Publish

Note: You can choose to work solely from the Advanced Workflow upon selecting you workflow and clicking the Advanced Workflow button top right of the screen.

Advanced Workflow

You can edit any workflows you have selected or create a workflow from scratch in the Advanced Workflow. There are numerous Automation Objects available to enhance workflows and they include:

Forms
Surveys
Funnel Markers
Delays between actions
Check Email Status
Retries
Create Opportunities
Email Alerts

And many more!

Learn more about the Advanced Workflow.

Adding an Automation Object

Start in the Advanced Workflow.

The process for adding an automation object is the same no matter what the object is. For this example we will create a well rounded campaign that includes the following automation objects:

Email Form or Survey
Inbound Submission
Redirect to URL
Add to List
Send Email

Drag and drop these automation options from the list on the left onto the main page.

Connect the nodes to each other as demonstrated in the image.

Note: Hovering over the black nodes will show you what can and cannot be connected together - a single click on the node will secure the connection to the top of the desired automation object.

To populate the automation objects simply click on the option, enter the data and Save.