Design#
The Marketing Automation Module introduces the following concepts:
Scenario#
A Scenario provides the entry point for records into an automated marketing campaign. Each selected record can only enter a scenario once and follow the Activities.
Scenario Reporting#
The Scenario Reporting computes per period the number of Records entering the Scenario and being blocked.
Activity#
An Activity defines the action to execute when a record matches the condition and the event has been triggered by the parent activity.
Actions#
The available actions are:
Send EMail#
The email is composed using an HTML Genshi
template with record in the evaluation context.
All <a> elements have their href replaced by a shortened version used
to trigger children activities.
If the href value is unsubscribe, it is replaced by the URL which
allows the recipient to block their record for the scenario.
A empty image is automatically added at the end of the <body> to track when
emails are opened.
Activity Reporting#
The Activity Reporting computes per period the number of Record Activity entering the Activity and being blocked.
Reports#
Unsubscribe#
The Unsubscribe Report is an HTML page displayed when a recipient click on the unsubscribe link.
Record#
A Record keeps track of the records entered in each scenario. The record can be blocked such that no Activity will be triggered for it.
Record Activity#
A Record Activity the state and the due date of a record for an Activity of a Scenario.