Auto message sequences

You may also know these as Drip Campaigns

One of the main features you can find in Dashly is our tool for creating auto message sequences. It allows you to build communications with your visitors based on their interaction with previous auto messages you've sent them.

💡Here's a few examples of such scenarios:

  1. User read auto message A, but didn't follow the link in it (didn't reach the goal event) – Send them another email;

  2. User read auto message A, followed the link in it (reached the goal event) – Send them a chat message.

Dashly auto messages have default events that can be triggered by users when they interact with said auto messages (Communication: Message sent/Message read/Answered the message/Clicked on the link in the message/Unsubscribed from the campaign). You can assign unique names to these events in each auto message so you can use it as triggers for other auto messages later. Let's find out how.

It's important: notice that all of the auto messages you want to chain together into your auto message sequence have to be active at the same time, when you're building the sequence. When you pause an auto message at the moment of creating another auto message from the same sequence, you prevent the second auto message from this sequence from working as your users won't be able to trigger it.

1. Create an auto message (pop-up, chat message or email).

2. Choose what interactions with this auto message you want to serve as triggers for subsequent auto messages. To do that, click Events for message sequences and toggle the trigger next to the communication event that you want to serve as a trigger for the next auto message from the sequence. After that, you'll be able to find this event with other trigger events when creating the subsequent auto message.

It's important: We would recommend naming communication events in a similar way: "Communication: <communication type> - <auto message name>". It will let you recognize these events easier. 

It's important: If you're creating a Pop-up builder pop-up, you'll need to create events for message sequences in the Content tab. 

The usual answer events don't get recorded with pop-ups made in Pop-up builder. Answer is what gets sent into the Inbox section after a user have submitted an input field in a pop-up or after they've answered an email or a chat message.

Submitting an input field in a pop-up from Pop-up builder will record the information they've typed in the field to their user card, but won't send this info to the Inbox. 

You can create an event in the Content tab like this:

Click on the Field with a button block. Move to Additional settingsButton event in the menu on the left. Open the droplist and create a new event.

3. Now let's move on to creating the next auto message of the sequence. Choose the event you've set in the previous auto message as a trigger.

If you created a new event instead of choosing an existing one, it will have a red icon next to it, indicating that this event hasn't been recorded yet. As soon as it gets recorded by a user, this icon will disappear and the name of this event will become black instead of gray.

The rest of the auto message creation process goes as usual.

4. If you want this auto message to be followed by another auto message of this sequence, you can set new triggers on the last tab of creating this auto message (similar to step 2).

💡Examples

Let's take a closer look at the process of creating a sequence based on a simple scenario:

  • email No.1 briefly describes what's so good about a product and suggests buying it;

  • email No.2 suggests buying additional products and only gets sent to the customers who have shown their interest by opening and reading the previous message of the sequence.

Step 1

So, email No.1 is already running. Now, to make the condition of the scenario above work, we need to create a new event to be able to automatically determine whether or not a user has opened email No.1.

To do that, edit email No.1 and go to the Review and launch tab.

In the lower right corner of the screen you will see the "Events for message sequences" button, like on this screenshot:

Clicking this button will expand an additional screen, where you can create events that will be recorded when interacting with this auto message. You can also assign names to these events and choose which events you want to track.

Step 2

After you've saved this auto message, the additional events you've set will be added and saved in the event list. You can use them as a trigger for the next auto message of the sequence right away.

Then you can start creating the next auto message (email No.2). In the Trigger tab you will need to choose communication event that you just created in the previous message:

Next, just set up this auto message the usual way and save it. Great, your auto message sequence is now running.

Such sequences will help you fully personalize and automate communication with your visitors. You can create sequences of any length and complexity. 

Powered by