Automated Marketing organizes operations into an automated marketing flow. These operations include sending text messages and emails, push marketing, WeChat marketing, and creating audiences. The flow is built using marketing action, conditional control, and flow control components.
Feature overview
An automated marketing flow consists of four parts:
Trigger conditions:
Behavioral event trigger: This trigger adds users to the flow when they perform a specified behavioral event. You can add conditions based on event properties and the number of occurrences.
Behavioral events can be obtained from the following sources:
Your app, Mini Program, webpage, or third-party system can collect and report user behavioral event data to Quick Audience. For more information, see Event Management.
Your app, Mini Program, or webpage can collect and report user behavioral event data using Quick Tracking. For more information, see Data Collection API.
If you purchase the Social Interaction feature package, user behavioral event data from the Social Interaction module is automatically synchronized to Automated Marketing.
Specific audience trigger: This trigger adds a specified audience to the flow. You can set the flow to run periodically.
Marketing actions: Operations such as sending text messages, sending emails, push marketing, WeChat marketing, and creating audiences.
(Optional) Conditional control: You can use conditional control components to create multiple branches in the flow. Only users who meet specified conditions can enter a branch. This lets you create targeted marketing flows for different user scenarios.
Flow control: Controls when a flow waits or ends.
Several automated marketing examples are available. On the Automated Marketing page, click Case Studies in the upper-right corner to view them.
Workflow
Purchase the User Marketing and Automated Marketing feature packages. For more information, see Pricing List and Billing Guide.
Features such as sending coupons and social interaction events involve the Social Interaction module. You must purchase the Social Interaction feature package to use them.
This feature can be used by organization administrators, space administrators, and members with the "Social Interaction - Customer Operations" or "Social Interaction - Official Account Operations" roles.
Prepare your marketing target source based on the trigger conditions you need:
Behavioral event trigger: You can report user behavioral event data from your app, Mini Program, webpage, or third-party system. You can also use automatically synchronized social interaction behavioral event data. This lets you filter marketing targets by behavioral events when you create a task. For more information about reporting behavioral data, see Event Management.
Specific audience trigger: You can create audiences from your marketing targets. You can filter target audiences from datasets or Recency, Frequency, Monetary (RFM) or Awareness, Interest, Purchase, Loyalty (AIPL) models. For more information, see Audience Management.
Configure the required accounts and APIs for the channels you want to use:
For WeChat Official Accounts, Umeng Push, U-Oplus, Ocean Engine, Tencent Ad, and Baidu Marketing, configure the corresponding accounts. For more information, see Account Authorization.
For Alibaba Cloud SMS, Alibaba Cloud Mail, third-party SMS, and Umeng Push, an organization administrator must configure the corresponding APIs. For more information, see API Management.
For Kafka push, an administrator must configure the API. For more information, see Create a Kafka API.
Manage text message, email, and WeChat templates, along with SMS signatures, short links, Webhooks, and materials such as images, videos, audio, and Lottie files. For more information, see the template management documents for each channel in the User Marketing module, Webhook Management, and Material Management.
Configure the task. For more information, see Create an automated marketing task.
After the task starts:
View the task execution status and perform management operations. For more information, see Manage automated marketing tasks.
View information such as the number of sends, reads, impressions, and clicks. For more information, see the marketing action subtask documents for each channel.