In order to Implement or install DESelect Engage, there are three requirements you'd need to cover first - a set of configurations necessary to fully implement DESelect Engage.
Stage 01- In this stage, the Customer Success Manager (CSM) will work with the customer to gather the necessary information for the setup. In this case, the customer needs to define certain items. Note that only customers with the Admin Role can set this up in the Admin Panel.
| Topic | Definition | Example | |
| Channels | These are the channels used to send communications to the customer, where you want to control saturation. | We send communications through Email, SMS, and Push, but we want to keep Push out for now, so it will be Email and SMS | See this article on how to create Channels |
| Campaign Types |
Different groups of campaigns that you send, with a different value proposition for the customer. |
Newsletters, Promotional Campaigns, Event invitations, Surveys Note. You don’t need to add all the subtypes of campaigns, only those that will be taken into account for saturation and prioritization. For example, you could have a Monthly Newsletter and a Weekly Newsletter, but if the prioritization/number of Newsletters you want to send is the same, you can group them into a Newsletters type |
See this article on how to create Campaign Types |
| Contact Categories | A customer dimension that could affect the number of communications they can receive. | You want to set rules for each Engagement Level, so loyal customers receive more emails than dormant ones. | See this article on how to create Contact Categories |
| Rules | Definition of the limits that we want to apply. | It’s recommended to start with some hard-limit rules, with very high numbers to get the team used to the new way of working and start limiting from there. | See this article on how to create Rules |
| Priorities |
Definitions of what different priority levels mean and how we assign priority levels to campaigns. Note. Priority 1 is the highest and Priority 100 is the lowest |
Surveys = priority 80 Newsletters = priority 50 Upsells = priority 20 |
See this article on how to create Priorities |
Stage 02- In this stage, the customer can start adding their Planned or Unplanned Send in the Calendar or List View to have a better visual of how saturated or unsaturated their contacts will be. This also allows the customer to see the need to tweak the schedules of some Sends or prioritize some Sends over others.
Learn more about how to create a new Send here.
Stage 03- In this stage, the customer can start using the DESelect Engage component in Journey Builder and see it in action.
Regardless of whether the user starts to use Engage directly within Journey Builder or after creating and prioritizing their Sends, the creation of a Journey remains the same.
When the user starts creating a Journey, they will be able to see the DESelect Engage Decision Split under Flow Controls.
Important note: DESelect Engage component can be used multiple times in your journey as you see fit.
DESelect recommends to do this in 2 phases:
Phase 1 - Use the DESelect Engage component and join the paths back together so it does not impact the Sends.
What happens after this?
- Monitor the profiles Engage is building for contacts and the decisions it’s making utilizing the Dashboard in Engage.
- Become familiar with the solution, gain trust, and tweak rules.
- Change journeys to impact the actual sends (proceed to phase 2)
Phase 2 - Use the DESelect Engage component to impact the Sends.
Related Articles:
Is there a way to test Engage without actually impacting the Sends?
Comments
0 comments
Article is closed for comments.