Overview

A marketing sequence, flow or campaign, is made up of a series of steps. These steps allow you to create more sophisticated marketing .

Adding a Step

Within the campaign or flow editor, click on the plus button as shown below.

Next a dialog will appear asking for the type of step you want to add. Only the steps that are appropriate for the location will be displayed in the drop down list.

List of Step Types

Step Type	Description
Time Delay	Sets a time delay before the next step is processed.
Conditional Delay	Defines a delay based on a condition.
Rate Limiter	Enforces Rate limiter for outgoing messages.
Setup / Modify cart	Creates a new cart or modifies an existing cart.
Send Email	Sends email to customer.
Resend Email	Resends email to customer.
Send Post Card	Sends physical postcard to customer.
Send Webhook	Sends webhook.
Loyalty Points	Adds loyalty points to customer profile. (*If no profile exists for customer, one will be created, along with “magic” login link.)
Condition	Process a defined condition.
Split	Splits the flow into separate steps.
Merge	Allows you to rejoin the 'Yes/No' sides of a condition step, or Left and Right sides of a Split step.
Update Profile	Make an update to customer profile.
Experiment	Process a defined experiment.
List Subscribe	Subscribe customer to a mailing list.
List Unsubscribe	Unsubscribe customer from a mailing list.
Third Party	Interact with a 3rd party script.

Send Email

The send email step is the most important step to familiarize yourself with, since most campaigns and flows will contain one or more email steps. The first two fields are the most important piece text you will configure on your email. The subject and preview text are visible to the customer within their inbox. Write something catchy to get their attention.

Important Message Regarding Email Copy Review Requirement

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Emails Require Approval by UltraCart

UltraCart uses Amazon SES for email delivery. Amazon has strict rules regarding email delivery. Therefore, UltraCart review new Emails for use in Email Campaigns, in order to keep SPAM to a minimum.

Helpful Tips for Approval

• Subject Line - The subject line must contain your Company name for transparency.

• Body Content - Should not contain high SPAM keywords.

  The following services may be useful in testing out your email copy for email delivery:

• https://www.mail-tester.com/
  Simply send your email to the address listed, then click "Check Your Score." Mail-Tester will then give you a free email deliverability score based on the email that was sent to the unique email address.

• https://mailtrap.io/
  This email testing tool that allows you to perform email experiments in a safe testing environment.

• https://spamcheck.postmarkapp.com/
  Spamcheck tool allows you to paste a plain text message into a text box and analyze it for any language that might trigger spam filtering. You’ll receive a score based on what's included and not included in the email body

Next you’ll pick a template type. There are six different templates available to give you a variety of layouts to work with. The first three templates contain headers while the last three templates do not.

The smart email option will be enabled by default. When this option is enabled, if the customer has received an email within the last 24 hours then this email will be skipped to avoid annoying the customer with too many emails. Be careful turning off this setting.

Next click on “Save and Customize Email” to launch the StoreFront Visual Builder.

If your flow or campaign is utilizing either a cart or an order object, an intermediate dialog will appear for you to specify items or an order id. Selecting these values will allow the editor to show a contextually complete email to modify.

The standard StoreFront Visual Builder editor will appear. The screenshot below points out the Test button (will send a copy of the email to you) and the save button.

Wait (Time Delay)

The second most common step in a sequence is the time delay step. The settings on a wait step are shown below.

Setting	Description
Enabled	If unchecked, the wait step will be skipped
Delay until specific date	Wait until a specific date
Set delay for	Wait a specific number of Minutes, Hours, Days, Weeks or Months.
Delay until a specific time of day	Wait until a specific time of day. All times are in EST.
Wait until customer most active	Waits until the customer’s most active time of day as determined by their interaction with your website.
Delay until specific day(s) of the week	Allow you to wait for a specific day of the week. Useful to make sure marketing interactions go out during business days for example.

Wait Step Release Option

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You may wish to bypass the wait step in order to immediate process the customers in the wait step.

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You can immediate release customers currently queued in a wait step by clicking the three-dots menu in the right side of the Wait Step bubble.

Condition

A condition step allows you to check the customer’s profile for a particular activity or property and then branch the sequence based upon matching the condition. The condition step settings allow you specify the customer filter and flip the yes/no sides.

After creating a condition the sequence will look like the screenshot below. By default Yes is on the left and No is on the right. Use the optional setting to reverse that behavior. Click on the + button underneath either side to add additional steps.

The merge step below will allow you to rejoin the Yes and No sides of the sequence.

Experiment

An experiment step allows you to test one or more emails against each other. By default an experiment will have two variants split 50/50 as shown below.

Within the settings of the experiment you have the option to perform a limited test. A limited test will send a particular number of customers through the experiment and then route the remaining customers to the winning variant. An experiment within a flow will use a fixed number of customers as shown below.

An experiment within a campaign, a certain percentage will be sent the email first and then after a set amount of time the variants are evaluated and the remaining customers are sent to the winner.

List Subscribe / List Unsubscribe

The list subscribe step will place the customer on the specified list. For example at the end of a campaign you might have a conditional step that evaluates the customers behavior and then decide to subscribe them to a list.

Likewise, the List Unsubscribe button will allow you to remove a customer from a list.

Merge

The merge step allows you to rejoin the Yes and No sides of a Condition step or Left and Right sides of a Split step. After the last step on the right side click on the plus button and then select the Merge step type. The two sides of the sequence will then rejoin as shown below.

Rate Limiter

The Rate Limiter step is one of the most sophisticated steps available. The settings for this step are shown below.

A description of each setting for the rate limiter is described in the following table.

Menu Option	Steps	Description
Edit	All	Edit the settings associated with the step
Cut	All	Remove the step from this spot in the sequence. Click the + button somewhere else in the sequence to paste the step.
Copy	All	Copy the step. Click the + button somewhere else in the sequence to paste the step.
Delete	All
Edit Content	Email, Postcard	Open the visual builder to edit the content
Send Test Email	Email	Send a test email
Start Experiment	Email	Transform an email into an experiment. A duplicate copy will automatically be created for the second variant
Preview postcard	Postcard	Sends a rendered preview of the postcard to your email as PDFs.
Add Variant	Experiment	Create a new variant of the email for testing within the experiment
Declare Winner	Experiment	Make the variant the winner of the experiment. Transforms the experiment step back to a single email step.
Delete Email	Experiment	Remove the variant from the experiment.

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