The objective of this article:
This article aims to provide an in-depth understanding of the rules for configuring and sending resources in Plezi's smart campaign.
How does it work?
The Smart Campaign follows a nurturing logic, allowing you to build a relationship with your contacts. Once scheduled, it sends automated emails to contacts based on their phase and interests.
This means that Plezi chooses the right resource to send, at the right time, for each contact! For each one, an eligible and relevant resource will be sent to contacts who haven’t received content for 14 days by default, a customizable delay.
╰┈➤ Visit here to configure your smart campaign !
Automated delivery:
Once set up, the smart campaign automatically sends content by e-mail to contacts who have been inactive for more than 14 days by default.
And guess what? You can even customize this delay! It's as if Plezi were saying, "Let me help you revive those sleeping contacts, but feel free to adjust when you want to wake them up!" 🚀
Inclusion of contacts in the smart campaign
In a smart campaign, the following contacts will be included:
Contacts who have submitted a form on your site.
Contacts imported via a CSV file into your account.
Whether these contacts have tags or not, they can be included in the smart campaign based on the configuration you have set. ⬇ Learn more about tags.
Segmentation case, whether your content has tags or not:
If the segmentation option is enabled, an exact tag match is required between the resource and the contact. This refers to exclusive tags. The contact must have the tag of the resource in order to receive it.
If the segmentation option is not enabled, it is not necessary for contacts to have a tag that matches the resource. In this case, we are talking about preferential tags.
Coming soon:
Contacts created via CRM synchronization or API queries will also be able to be included in the smart campaign
The rule for content delivery:
The smart campaign uses each contact's score to select the appropriate content for each phase. Each active resource in your library is linked to a specific phase, guiding the selection of resources to send:
Contacts with less than 20 points: for content in the discovery phase.
Contacts with 20 to 40 points: content in the evaluation phase.
Contacts with more than 40 points: content in the purchase phase.
This rule will soon be available on your interface.
Personalization and re-engagement:
The smart campaign is conceived to avoid sending the same content twice, and exclude content that has already been read, ensuring effective re-engagement of prospects.
This regular re-engagement approach maintains your presence in prospects' minds, strengthens the relationship, and delivers added value while enabling your marketing team to gain efficiency through automation.
Good to know
In addition to the smart campaign, you can also use workflows to keep your prospects coming back to your website.