Introduction to Marketing Automation in InTarget

Marketing Automation is a crucial module in InTarget that allows you to manage your marketing campaigns and the rules for Data-Driven Segments. With this powerful tool, you can automate complex campaign workflows to engage with your audience and drive conversions effectively.

Getting Started with Campaign Creation

1. Creating a New Campaign:

Navigate to the Marketing Automation section. You will see a general view of all campaigns you have created previously and can manage them directly from this dashboard.
Click on the Create New Automation Campaign button.

2. Configuring General Settings:

Name: Enter a name for your campaign. Choose a name that is clear and descriptive, as it will be visible to your team.
Description: Provide a brief description of the campaign’s purpose (optional).
Recurring Campaign: Enable this if you want participants to re-enter the campaign after completing it. When turned on, users who reach the exit step will loop back to the start. Keep in mind: if the exit step has a conversion timing delay, the user will remain on the exit step until that waiting period is over before being sent back to the start. Use this option carefully to avoid sending repetitive messages to the same players.

You can start your campaign from:

Segment — A list of players will be collected automatically after you press "Start Campaign" according to the rules you saved in the Manual Segment. No new players would be added to the started campaign even if they match your rules. For example, you created a Manual Segment with the "Deposit count > 1" rule. While the campaign started, you had 100 players that matched this condition. If, after several days, you get 50 new players with "Deposit count > 1", they won't appear in this campaign.
Data-Driven Segments — A list of players would be taken from Data-Driven Segments. The campaign starts with all players in the list of Data-Driven Segment + on all new players that would be added later. For example, you have a Data-Driven Segment that collects players according to the rule "Wait Until Deposit Count > 1"; for now, you have 100 players. Your campaign will start with 100 players, and when new players are added to this segment — they will also appear in the campaign.
Event — we have several predefined events to start the campaign (works only with API integration):
1. Registration — a new player in the system
2. Login — any login
3. Transaction — any transaction
4. Casino Game — any casino game was played
All Players
1. Registered — add to the campaign all registered players
2. Unregistered — add unregistered players, like users who subscribed to push notifications without registration
3. Add new players after the campaign starts — option to add new players to the campaign. For example, if a player registers tomorrow — he will appear in the campaign.
Trigger campaign by a webhook (optional) — you may add any player to any campaign by sending playerID and campaignID to the following URL: https://api.intarget.app/rest/campaign-customer/create?access-token=

Please request your access token at [email protected]

Request body example:
```
{
"player_id": "97c88f99-9eba-435c-9c4e-90a6ebdf8415", 
"campaign_id": 699
}
```

Advanced Settings

Start date and time — select the date and time if you would not like to launch your campaign immediately. After the campaign starts, it will wait for this time to collect players on the first step — optional field
Stop date and time — select the date and time if you would like to stop your campaign at the specific time — optional field

Delivery Intervals

This powerful tool allows you to control the exact times your SMS and Email messages are delivered, ensuring they reach your audience at the most optimal times.

Set Your Time Preferences:

• Start Time: Choose the earliest time you want your messages to be delivered.

• End Time: Choose the latest time for delivery.

Example: If you don’t want messages delivered early in the morning, you might set the start time to 09:00 and the end time to 21:00.

A player would remain on the communication step until the selected delivery interval.

3. Workflow Configuration

You can find sets of rules or actions to run your campaigns on the left.

Flow controls:

A/B Test — option to divide your players. You could use this block to create 50%/50% tests or to create a control group of players to check the performance of your campaigns.
True/False — option to divide your players according to conditions. For example, Deposit Count > 1 during the last 7 days. For True and False you could make different flows.
Add to segment — option to add players to a Data-Driven Segment
Remove from segment — option to remove players from a Data-Driven Segment
Move to step — move players to a particular step in the same campaign. The step number is indicated in the right corner of the block
Move to campaign — move players to a particular campaign.
Exit — required block to finish flow for a player

Messages:

Email message — option to send Email
SMS message — option to send SMS
Webhook — option to send webhook from InTarget to any URL you indicate.

Request body example:
- messageId
- userId
- campaignName
- campaignId
- payload — additional information you may want to send (optional field)
- secret — contact us to add a unique secret key for your product (optional)

Delays:

Time Delay — option to delay campaign to several minutes/hours/days
Wait Until — wait until the player matches the rule you indicate. For example, you could Wait Until a player gets at least one deposit. The Player will remain at this step until he matches this condition.
Wait Window—Wait during a particular period for a user to match the condition. For example, deposit count >= 1, wait for one day. If the user deposits in one day, he will go to the True Branch. If the user does not deposit during that day, he will go to the False Branch.

Closed Branch Blocks

With the introduction of closed branch blocks (True/False, A/B Test, Wait Window), you can now build more flexible flows. This feature allows for common steps to be shared across entire branches, making your campaign structure more organized and efficient.

How to Use:

Select a block to create a branch.
Notice how the branch blocks are now closed, enabling shared steps for the entire branch.

Drag-and-Drop Functionality

Our improved drag-and-drop functionality allows you to move branch blocks to any position within your flow. This enhancement allows you to rearrange and refine your campaign structure easily.

How to Use:

Click and hold a block to drag it.
Move the block to your desired position within the flow and release.

Block Copying

We have introduced the ability to copy blocks to streamline your workflow. Depending on your needs, you can copy blocks along with their child blocks (internal blocks) or without them.

How to Use:

Click on the block you want to copy.
Select "Copy" on the top right side.
Choose whether to copy with or without child blocks.
Click on the "plus" icon in the desired location.

Flow Zoom

We have added a zoom feature to make navigating and editing complex flows easier. This feature allows you to zoom in and out of the entire flow for better visibility and control.

How to Use:

Use the zoom slider located at the top of the campaign builder.

Campaign Controls:

Update icon. Mainly works to update campaign statistics
Start — Starts your campaign
Pause — No new players will be added to the campaign, but current players will finish the flow
Stop — No new players will be added to the campaign; current players will NOT continue the flow
Cancel — Returns to the Marketing Automation Campaigns main page
Save/Update — Update your settings in the campaign

How to create your first campaign

1. Set Up the Basic Details:

Title: Begin by naming your campaign. Choose a clear and descriptive title, which will help you and your team identify the campaign easily.

2. Define the Starting Point:

Starting Point Settings: Choose the players you want to add to the campaign. This could be based on a segment of players or a specific player action, such as a registration.

3. Build Your Workflow:

Select Workflow Blocks: Add necessary blocks to your workflow. For instance, if you want to send an email, choose the 'Email Message' block, specify the email subject and select an appropriate template from the list.
Add an Exit Block: Ensure that an exit block is included to define where the campaign flow should end for players.

4. Save Your Campaign:

Click the Save button to save the configuration of your new campaign. Remember to save your progress as you make changes to avoid losing any settings.

5. Update as Needed: