How do I create a new email event in a campaign?
Adding a new email to a campaign is easy. First, you'll need to start with the Marketing Center.
From the campaigns section in the Marketing Center, you'll want to select the campaign you'd like to add your email event too. We are going to add an event to our Loan Status Updates Campaign. Select the Loan Status Updates Campaign to enter the campaign editor.
Once you are in the campaign editor, click on the button for "Add an event."
The "Add a campaign event" screen allows you to pick which type of event to build. Choose "An email" to start the process of adding an email to your campaign and click "Continue."
The next screen allows you to select the email you'd like to add to your campaign from the Content Library. In this case, we are adding an event for Underwriting Completed to the campaign. Using the filter to the left, you can search for the title of your email using the keyword search. Hover over the email you'd like to add and click the "Choose" button.
The next screen allows you to preview your email before adding it to your event. If the email looks correct, click the "Continue" button to configure the frequency, filter, and recipients of your email.
If necessary, you can click on the "Edit" button from here to make any changes needed to your email.
If this is not the email you are looking for, click the "Back" button to search the Content Library again.
Next, you will be prompted to select the frequency of the email in your campaign. There are three different options for event frequencies.
1. Timeline - This option is best for campaigns with linear events. Once a contact has been added to a campaign, this starts the timeline of events. The campaign starts on Month 1 Day 1 and progresses for as long as you need.
2. Specific Date - This option is best for campaign events that should go out on a specific date every year. This option works great for holiday events (i.e. set the Specific Date to February 14 for events that should be triggered on Valentine's Day every year).
3. Trigger - This option allows you to set an event around a date that has synced over to Intuvo from your loan origination system or core platform. In this instance, we have selected Underwriting Approved as our trigger date. Trigger events also allow options for the timing around when the event can be triggered. For most loan status updates, the best option is 0 days Before and up to 3 days After.*
Once you've set your event, click "Continue" to move forward.
* Day 0 is the actual day of an event. If the Underwriting Approval date is July 30 and Intuvo receives that date field on July 30, the email will fire on July 30 as long as all other conditions were met.
Next, you'll be asked to assign a filter to your event. Assigning a filter allows you to set specific conditions for when this event can fire. In this case, our Underwriting Completed email is only for refinance loans, so we have selected a filter that only allows this event to be sent when the loan purpose is Refinance.
You will most likely need to create or edit your filter in the Grid if there are any other specific conditions that need to be added to your event. If you're having trouble, feel free to reach out to [email protected] for assistance or contact your Account Manager.
You can select any filter and edit the events filter later if needed. Once you've selected a filter, click Continue to move forward.
Lastly, you'll be asked to select the recipients of your campaign. For loan status updates, most likely you'll be choosing Borrower 1 and Borrower 2 as your recipients. However, recipients can be any party in the transaction such as the Processor, Buyer's Agent, Seller's Agent, Escrow Officer or any other party you need to send an event to.
If you'd like to CC or BCC the sender of the event, click on the checkbox for CC or BCC next to the users.email role.
Don't worry if you're not sure right now. You can edit and select new recipients later if needed. If you have questions about who you should select as your recipients, feel free to contact your Account Manager for assistance.
Once you're done click "Save."
Congratulations! You've successfully added a new email event in your campaign. Click "Continue" to go back to your campaign editor and add more events, or edit existing events.