Transactional

CREATED: MAY 11, 2016  |  LAST UPDATED: MAY 11, 2016  |   BOOKMARK  |   COPY URL


Marketing transactional automations allow you to provide a better customer experience with quick responses and relevant content to guide the customer through the buying cycle based on their interactions. Transactional Automations enable you to trigger campaigns based on set criteria and customer interactions. For example, you can set conditions to send a follow up email based on what the recipient has submitted on a form, or send an SMS promotional code if a recipient has clicked on a link in the email. Transactional automations can be simple or you can build a more complex model dependant on the campaign requirements.

You need to have all your individual emails, SMS’s and forms set up in TractionNext before you can enter them in a transactional automation.

Tip: We recommend you plan and structure the detail of your workflow in a diagram before setting it up in TractionNext.

Automation definitions:

Start Automation: Click on this blue button to enable automation flow and accept new entries.

Stop Automation: Click on this blue button in the details tab to stop new items entering the automation flow. Items currently in the flow will continue processing.

Send an email: Selecting this action, you will be asked to enter the email address for the email trigger should be sent to. If your database contains multiple email address fields for a contact, you will see the options to select here. Click Select email to select which email campaign to use in the trigger. Click Done.

Send SMS: Selecting this action, you will be asked to enter the mobile number for the SMS trigger should be sent to. If your database contains multiple mobile number fields for a contact, you will see the options to select here. Click Select SMS to select which SMS campaign to use in the trigger. Click Done.

Update Contact: Selecting this action, you will be asked to enter the contact field which you wish to update. When the form is submitted, the particular contact field will be updated with the value provided in the form.

Wait: Selecting this action means the workflow will be kept in a pause state based on the specified waiting period. Select minutes, hours, days or weeks.

Branch: Creating a new branch will allow you to create more complex rules associated with the same condition

Copy branch: This action will copy the entire branch from the point selected downwards.


If: This is to build the condition logic, which will execute action "A" if yes and action "B" if NO. You can build logic based on the value the user submits via the contact field or the form field.

When: Is a specific time when a condition is carried out.

Form Submitted: If recipient has submitted the form within the selected time period or specific date

Form not Submitted: If recipient has not submitted the form within the selected time period or specific date

Email Clicked: If recipient has clicked on the email within the selected time period or specific date

Email not Clicked: If recipient has not clicked on an email within the selected time period or specific date

Email Opened: If recipient has opened an email within the selected time period or specific date

Email not Opened: If recipient has not opened an email within the selected time period or specific date

Exclusive choice: This is based on IF/Else condition to build a logic which will execute action "A" if yes and action "B" if No. There are eight condition types.

Trigger: This is the condition that sets an action in motion

Rule: This is a measure?

Cut/copy/delete: This allows you to cut copy or delete the selected condition the same way you would in a Word doc. To paste a cut or copied condition, click on the + symbol where you wish to paste or insert into the workflow and click Paste from the drop down menu.

Refresh: This is a page reload or reset. If information hasn’t been saved it will be lost.

Undo: Undoes the last edit made to the automation

Redo: This reinstates the last change