1

TWEET

2

Follow us on Twitter

WhatCounts

MattlrWC

Tweet about this webinar using

HowDoYouLifecycle

MATTHEW RAMOS

Director Strategic Account Management

INTRODUCTIONS

3

AGENDA FOR TODAYrsquoS WEBINAR

Simple Agenda for todayrsquos call

bull is new to Lifecycle marketing

bull are some advanced campaigns we can do via Lifecycle

4

THINGS THAT HAVE BEEN ENHANCED

bull Archive Campaigns

5

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

TWEET

2

Follow us on Twitter

WhatCounts

MattlrWC

Tweet about this webinar using

HowDoYouLifecycle

MATTHEW RAMOS

Director Strategic Account Management

INTRODUCTIONS

3

AGENDA FOR TODAYrsquoS WEBINAR

Simple Agenda for todayrsquos call

bull is new to Lifecycle marketing

bull are some advanced campaigns we can do via Lifecycle

4

THINGS THAT HAVE BEEN ENHANCED

bull Archive Campaigns

5

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

MATTHEW RAMOS

Director Strategic Account Management

INTRODUCTIONS

3

AGENDA FOR TODAYrsquoS WEBINAR

Simple Agenda for todayrsquos call

bull is new to Lifecycle marketing

bull are some advanced campaigns we can do via Lifecycle

4

THINGS THAT HAVE BEEN ENHANCED

bull Archive Campaigns

5

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

AGENDA FOR TODAYrsquoS WEBINAR

Simple Agenda for todayrsquos call

bull is new to Lifecycle marketing

bull are some advanced campaigns we can do via Lifecycle

4

THINGS THAT HAVE BEEN ENHANCED

bull Archive Campaigns

5

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

THINGS THAT HAVE BEEN ENHANCED

bull Archive Campaigns

5

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull When creating a NEW lifecycle campaign you must also include a Default Notify Email Address

bull What does this do

6

c

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull Building a Lifecycle Campaign ndash

ndash Incomplete steps are now highlighted in red

bull Deploy Email ndash requires you to fill out an email tracking name

7

c

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull Deploy Campaign ndash Notify when step complete is new

8

c

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull Data Check ndash

ndash Allows you to create a mini segmentation rule within the Lifecycle to target specific segments based off data you have available in the DB

9

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull Update Data ndash

ndash 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

10

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull Editing existing Lifecycle campaign subscriptions

ndash You must deactivate a Lifecycle campaign to make changes

ndash 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)

ndash A deactivated campaign will show just SAVE An active Lifecycle will only show ldquoSave As Definitionrdquo

11

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

hellip ENHANCED

bull New insert vs new subscription change

ndash How it worked before Only new inserts to the realm and database would be eligible for a Lifecycle campaign

ndash 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 thatrsquos tied to that list

12

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

NOW LETrsquoS DIG IN

13

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

TUTORIALS

bull Letrsquos create a re-engagement campaign together

ndash Create a 3 touch series

ndash Create the segmentation rule

ndash Schedule it to deploy on the calendar

bull Letrsquos create a campaign using a data check together

ndash Use data check to create a welcome by source

ndash Have a ldquogenericrdquo welcome sent to all and then break it out by data check source type

bull Letrsquos create a campaign that includes an Update Data piece

bull Test via API

14

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

USING LIFECYCLE VIA API

bull API call ndash

ndash Letrsquos add a record via an API call which will trigger a Lifecycle Campaign

bull httpapiwhatcountscombinapi_webr=realmnameampp=realmpassword0ampc=subamp

list_id=listidampdata=emailfirst^mramos2B3whatcountscomMateo

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=23280ampdata=emailfirst^mramos2B3whatcountscomMateo

ndash Letrsquos take that same record and add them to another LIST via another API call

bull httpapiwhatcountscombinapi_webr=whatcounts_matthewampp=passwordampc=subamplist_id=19546ampdata=emailfirst^mramos2B3whatcountscomMateo

bull Success message looks like this

ndash SUCCESS Total Records Processed 1 Total Subscriptions 1 Records Added 0 Records Updated 1 Records Ignored (Optout Error) 0 Records Failed Other Error 0

15

API ndash ADDTOLIFECYCLE CAMPAIGN

bull API Call ndash

ndash Addtolifecycle API call

bull httpsapiwhatcountscombinapi_webr=whatcounts_matthewampp=stababoy3270ampc=addtolifecyclecampaignamplc_campaign_name=WelcomeSeriesTest1117ampdata=email^lfcycletest3yahoocom

bull SUCCESS message looks like this

ndash SUCCESS 1 record(s) processed 1 users added to Lifecycle Campaign WelcomeSeriesTest1117

16

REACH OUT TO US

17

WhatCounts

3630 Peachtree Road NE

Suite 900

Atlanta GA 30326

1-866-804-0076

wwwwhatcountscom

Twitter whatcounts

mramoswhatcountscom

THANK YOU FOR ATTENDING

18

THANK YOU FOR ATTENDING

18