How do I create a System Event task in an an Email Drip Campaign template?

How do I create a System Event task in an an Email Drip Campaign template?

When making a drip campaign, using a system event will allow you to set contact information, move a contact to a new node in the program, or move the contact into an entirely new campaign.  

Opening the System Event Menu:

In any drip campaign template, select the system event option.


System Event Menu Options:
a) Move to Program - This allows you to place the contacts into the drip into a subsequent drip campaign 
b) Go to Event - This allows you to move contacts around within the drip, usually based on a condition of the contact (such as whether or not they opened a particular email)
c) Update Contact Info - This allows you to fill in or check off fields within the contact records of the contacts within the drip (such as if they have completed the drip)
d) Create Tasks - This allows you to create a To-Do task for users within your company

This will open up the “System Event” window.

Moving a contract to a send event

To move a contract to a send event, give the event a name, and then click on the “Go to event” tab.

 

 

To select an event click on the “Choose Item” box.

 

 

This will take you back to the “Drip Template Editor”. From there, click on the “Send Event” that you would like the contact to receive.

 

 

This will open up the system event window again. From there, click on the “Submit” button.  

 

 

Now, when the contact reaches the “Go to Event” phase of the drip campaign, they will receive a new copy of the “new template” email.

 

 

Using system event to update a contact record

 

To use system event to update a contact record, click on the system button again.

 

 

This will open up the System Event window. From there, click on the “Update Contact Info” tab.

 

 

You can change you can change any aspect of a contact’s information, based on where they are in the drip campaign and what actions they have taken. The most commonly used features can be found in the “Preferences” tab, which is what we will look at for this tutorial.

 

 

In this tab, you can specify what type of contact he or she is and where the contact is in the buyer's journey. For this tutorial, we will specify that any contact who has reached this point in the campaign is “prospect”  of medium interest, who is in the prospecting phase of the buyer’s journey.

 

 

When you are finished, click “Submit”.

 

 

Using the “System Event” tab to create tasks

To use the system event tab to create tasks, click on the “Create tasks” tab.

 



In the “Send To” drop down, we can assign tasks to a specific sales user.

 

 

In the “Memo(to-do)” box, you can write a description of what you want your contact to do.

 

When you are finished, click on the submit button. 

 

Removing a contact from the drip campaign

To automatically remove a client from a drip campaign, click on the “System” icon.



In the system event window, click on the “remove contacts” tab.

 

 

Click on the “Remove contacts from drip” box, and then choose “Submit”.

 



    • Related Articles

    • How do I create tasks from a system event in a drip campaign?

      Who would use this? Users responsible for contact management and structuring marketing drip campaigns - Usually a Marketing Manager or Marketing Coordinator. For information on how to access and use the drip template editor, see How to Create a ...
    • How to Run, Stop, and Schedule an Email Drip Campaign

      Email Drip Campaigns are a series of emails that can be run, scheduled, or stopped. These campaigns are designed as a triggered sequence of automated emails sent on a predefined schedule to a targeted audience. [Learn more about creating one here: ...
    • How do I Create a Social Media Drip Campaign Template?

      Social Media Drip Campaigns are a series of social posts that can be run, scheduled, or stopped. These campaigns are designed as a triggered sequence of automated posts sent on a predefined schedule. [Learn more about creating one here: How to Run, ...
    • How do I edit the email templates in an Email Drip Campaign?

      Along with editing and creating email campaigns individually, by template you can also edit the email templates already in a drip from the Email Drip Campaign editor. This helps streamline your edits so you're not switching back-and-forth between ...
    • How do I add contacts to a drip campaign?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. There are three ways to add contacts to a drip campaign: 1. Adding contacts from the ...