This article describes the details of the FTMBA Admit Email Series Campaign Automation.
- What LRM process controls the FTMBA Admit Email Series?
- When is an admitted applicant added to the marketing list?
- When does the admitted applicant start receiving admit series emails?
- How can I stop an admitted applicant from receiving admit series emails?
- How do I change an email template associated with the admit series?
FTMBA Admit Email Series is managed by a plugin, a Campaign Automation series, a corresponding marketing list, 15 different email send workflows, 3 workflows to send out a congratulations email to the right program and add them to the marketing list, and a workflow to remove people who decline their offer.
The campaign automation is active and firing on anyone included on the corresponding marketing list. If you would like to modify the campaign automation process, please submit a request to the LRM Dev team at support.wsb.wisc.edu. The campaign automation defines the "wait" period between email sends, and which email send process to fire.
Navigate to Workplace, Marketplace, and then Campaign Automation.
Marketing List = FTMBA - Admit Series (Auto) 6_20_2016
Admitted candidates will be automatically added to the marketing list (a plugin fires when the decision is published, which launches a series of workflows which send a congratulations email and then add them to this marketing list). You will never have to manually manage this marketing list UNLESS you want to remove someone from the list to stop them from receiving the email series.
Processes (Workflows) = CD App: FTMBA Admit Series Email 1-15
Each process is built to fire a specific email template associated with the admit series.
Navigate to Workplace → Settings → Processes.
Switch the view from 'My Processes' to 'Activated Processes.'
Find or search for 'CD App: FTMBA Admit'
The process first checks to ensure the Application Program stored on the Person Record > Administration = Full-Time MBA. Then, the process will check to see which Application Plan (stored on the Person Record > Administration) is associated with the contact. The process will fire the corresponding email template.
The from name/from email/subject line are managed within each process under "view properties" section.
An admitted applicant is added to the marketing list on the "Publish Decision" date. When the "Publish Decision" date is reached, the contact is sent the standard admit decision email (Email Template Name = CD App: Application decision Email - Admit - FTMBA (Auto)). This first email is not included in the Admit Series Campaign Automation. Then the contact is added to the FTMBA - Admit Series (Auto) Marketing List, which triggers the Campaign Automation to begin on this contact.
The timing of the Admit Email Series is defined by the Campaign Automation builder details. The first step in the process is to Wait 1 Day. Thus, after the contact is added to the marketing list, the first step that occurs is Wait 1 Day. After 1 day, the first email send process will fire and then wait the next number of days defined by the Campaign Automation details. The Campaign Automation will continue to work through the details of the Nurture Program until completed.
The final step in the Campaign Automation is "Remove contact from Marketing List." Thus, at the end of the 15 series email send, the contact will be removed from the marketing list. The marketing list will eventually contain no contacts, and be ready for use in the next admissions year.
To remove a contact from the Admit Email Series, you must manually remove the contact from the FTMBA - Admit Series (Auto) marketing list. Contacts will be removed by certain criteria such as declining their offer as well.
Whenever possible, make updates to the existing email template. The existing email template is linked to the email send process. Any updates of the email template will be reflected the next time the email is queued to send. If a completely new email template needs to be linked to the email send Process, then you will need to Deactivate the process and replace the linked template (not recommended).