Make your own rules
Set up Automation Rules within your community.
This guide will help you set up automatic rules within your community. This is specifically helpful for marketing campaigns or perhaps to send each of your members a birthday greeting. The information that is integrated from your AMS can be used in a variety of ways.
Sengii’s automation and personalization options allow you to keep in touch with your members without the need to compose messages or discussion posts for each individual.
Example: Welcome To The Group
In the following example, we’ll show you how to set up a welcome message that will be automatically sent when a member joins a group.
- You must have administrator permissions (Super User) to be able to set up automation rules.
- From the homepage of your community, click on Admin.
- Once in Admin mode, look for Marketing Automation in the left menu.
- In Manage Notification Rules, select Create New.
To begin creating a rule:
- Enter a Rule Name (example: Welcome message, Happy birthday, Sign up…)
- As you scroll down, it will ask you what action do you prefer? The options are Post a Discussion or Send a Message. A discussion can only post to a group and posts to everyone in the group. For more targeted actions, send a message instead.
- In the field Run As, enter the name of whomever is sending the message. Typically an account is created with a name matching the name of your community, and using the logo as the profile picture.
- Fill out the Subject field. This will be the subject line in an email or the title of a post.
- Symbols are replaced with information related to the targets of the post, to make the text personalized.
- In the body write your message. You can add media on File Manager (Picture, Video, Youtube Link)
- These are examples of some of the symbols to personalize the message. Each person (or group) will receive the message or discussion post with their own name, email, city, account type, ID, etc, etc. There are distinct possibilities to choose from.
- Specify which group or groups you would like the members to receive your message.
- Under Specifics, select one or more distinguishing characteristics; for example, people who have not posted in a while, 7 days before an event, or who haven't RSVPd.
- Starting and Ending , allows to set a start and end date to run a campaign, promotion, or other event.
- Repeat Days if you want your message to be sent multiple times or just once per person or group.
- On the blue callout you can see how many people or groups would be affected, or have been affected; or download a list of the targets.
- Save, Test, or Run Rule Now.
- Save the rule to take no further action.
- Use Test to receive an email of what the result of your rule might be.
- Run Rule Now to manually invoke the rule immediately.
Send a birthday card, remind them of an upcoming event, or if they haven't RSVPd, if someone has not logged in or posted in some time invite them back. Send a message by age range, position, by group, committee, or a combination. This hidden gem of a feature has many possibilities. If you have any questions, as always please feel free to reach out.
