It’s time to take Lifecycle Marketing to the next level. In September, we released the new drag-and-drop Lifecycle Marketing UI, allowing our Professional Edition customers to create automated drip campaigns. Since then, we’ve released additional advanced features to help you take your Lifecycle Marketing up a notch.

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2. TWEET!
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Follow us on Twitter!
@WhatCounts
@MattlrWC
Tweet about this webinar using
#HowDoYouLifecycle

3. MATTHEW RAMOS
Director, Strategic Account Management
INTRODUCTIONS
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4. AGENDA FOR TODAY’S WEBINAR
Simple Agenda for today’s call:
• is new to Lifecycle marketing?
• are some advanced campaigns we can do via Lifecycle?
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5. THINGS THAT HAVE BEEN ENHANCED
•Archive Campaigns
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6. … ENHANCED
•When creating a NEW lifecycle campaign, you must also include a Default Notify Email Address.
•What does this do?
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c

7. … ENHANCED
•Building a Lifecycle Campaign –
–Incomplete steps are now highlighted in red.
•Deploy Email – requires you to fill out an email tracking name.
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c

8. … ENHANCED
•Deploy Campaign – Notify when step complete is new.
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c

9. … ENHANCED
•Data Check –
– Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB.
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10. … ENHANCED
•Update Data –
–Allows you to update a data field in the DB to a specific value to help trigger future campaigns or create suppression or segmentation rules.
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11. … ENHANCED
•Editing existing Lifecycle campaign subscriptions
–You must deactivate a Lifecycle campaign to make changes.
–If you edit an active lifecycle it will only allow you to save changes to a Lifecycle Definition (which will NOT take place in the Lifecycle itself).
–A deactivated campaign will show just SAVE. An active Lifecycle will only show “Save As Definition”.
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12. …. ENHANCED
•New insert vs. new subscription change:
–How it worked before: Only new inserts to the realm and database would be eligible for a Lifecycle campaign.
–How it works now: We updated the logic to where anyone who is added to a new list will be eligible to receive any Lifecycle campaign that’s tied to that list.
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13. NOW LET’S DIG IN
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14. TUTORIALS
•Let’s create a re-engagement campaign together.
–Create a 3 touch series.
–Create the segmentation rule.
–Schedule it to deploy on the calendar.
•Let’s create a campaign using a data check together.
–Use data check to create a welcome by source.
–Have a “generic” welcome sent to all and then break it out by data check / source type.
•Let’s create a campaign that includes an Update Data piece.
•Test via API
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15. USING LIFECYCLE VIA API
•API call –
–Let’s add a record via an API call which will trigger a Lifecycle Campaign.
•http://api.whatcounts.com/bin/api_web?r=realmname&p=realmpassword0&c=sub& list_id=listid#&data=email,first^mramos%2B3@whatcounts.com,Mateo
•http://api.whatcounts.com/bin/api_web?r=whatcounts_matthew&p=password&c=sub&list_id=23280&data=email,first^mramos%2B3@whatcounts.com,Mateo
–Let’s take that same record and add them to another LIST via another API call.
•http://api.whatcounts.com/bin/api_web?r=whatcounts_matthew&p=password&c=sub&list_id=19546&data=email,first^mramos%2B3@whatcounts.com,Mateo
•Success message looks like this:
–SUCCESS: Total Records Processed 1, Total Subscriptions 1, Records Added 0, Records Updated 1, Records Ignored (Optout Error) 0, Records Failed Other Error 0
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16. API – ADDTOLIFECYCLE CAMPAIGN
•API Call –
–Addtolifecycle API call
•https://api.whatcounts.com/bin/api_web?r=whatcounts_matthew&p=stababoy3270&c=addtolifecyclecampaign&lc_campaign_name=WelcomeSeriesTest1117&data=email^lfcycletest3@yahoo.com
•SUCCESS message looks like this:
–SUCCESS: 1 record(s) processed. 1 users added to Lifecycle Campaign WelcomeSeriesTest1117
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17. REACH OUT TO US
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WhatCounts
3630 Peachtree Road, NE Suite 900 Atlanta, GA 30326 1-866-804-0076
www.whatcounts.com
Twitter: @whatcounts
mramos@whatcounts.com

18. THANK YOU FOR ATTENDING!
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