Marketing automation walkthrough - Creating the process

Kentico EMS required

Features described on this page require the Kentico EMS license.

With the testing users and roles prepared, you can start creating the new automation process.

Creating the automation process

Add the process itself and set its recurrence settings:

  1. Log in to Kentico as Travis.
    • Go to http://<yourdomain>/Admin and enter Travis as the user name.
  2. Open the Marketing automation application.
  3. Click New process and type Coffee Merchandise Lead Nurturing as the Display name.
  4. Click Save.
    • The system creates the process and opens the General tab of the process editing interface.
  5. Under Start the process, choose If it hasn’t been run before.
  6. Click Save.

By setting the recurrence setting to If it hasn’t been run before, you make sure that the process cannot run more than once for the same contact. This ensures that contacts will not receive the same marketing information twice.

See also: Working with marketing automation processes

Creating a trigger

Create a trigger that runs the automation process whenever a new contact is created:

  1. Open the Triggers tab of the process’s editing interface.

  2. Click New trigger andset the details as follows:

    • Display name: UK and US Contacts
    • Type: Contact created
  3. Click Edit next to the Condition field.

    • The Edit macro condition dialog opens.
  4. In the Available rules list, select Contact is from country and click Add rule ().

    • You can now see the rule in the designer on the left side of the dialog.
  5. Click the select countries parameter.

    • The Set parameter value dialog opens.
  6. Click Select, choose USA and United Kingdom (you can use the filter at the top of the dialog)and confirm by clicking OK twice.

  7. Select Contact was created on a specific date in theAvailable rules list and click Add rule () again.

  8. Click the select date parameter.

  9. Click and OK.

    Adding a trigger condition

  10. Close the Edit macro condition dialog by clicking Save & Close again.

The trigger runs the process for contacts from the UK and USA created from now onwards.

See also: Setting triggers for automation processes

Next page: Designing the process