Assign Alerts to a GatorMail Group
Contacts being tracked in GatorLeads with a valid email address can be passed back to a group in GatorMail when they take certain actions on your website. Once a contact has fulfilled the alert criteria and been included in the group, that group can be used as an audience in triggered campaigns. Relating the content of the triggered campaign to the alert criteria is often referred to as a Remarketing Campaign.
Prerequisites: To utilise this functionality, you must be running GatorMail and GatorLeads (formerly WOW Analytics)
Go to Groups
1) Hover over the "Audience" tab
2) Select "Groups" from the menu
Create a new Group
1) Click Add New Group
2) Type in a new name
3) Click the Add button
Go to GatorLeads (formerly WOW Analytics)
1) Hover over the "Reporting" tab
2) Select "GatorLeads" from the menu
NOTE: If GatorLeads is missing from the Reporting menu, please contact Support (firstname.lastname@example.org) to upgrade your integration.
Click on the alert button from the top menu inside of GatorLeads.
Create a New Alert
Click on the Create New Alert button to open the alert settings tab.
Set a Schedule Time
1) Select Schedule
2) Add a name for your alert
3) Select the frequency that the alert should process new contacts
4) What time would you like the alerts to be sent
5) Ensure you enable the alert by selecting 'On'
Set the Rules
Now you can select your rules based on different criteria. Ie: Page Visits, Lead Types, Campaigns etc. You can combine rules to make filtering more specific. It is ordinarily best practice to set what you think will be the right filters and monitor the results for a few days before you use the alert to drive an automated email campaign. Certain rule filters will rely on the proper use of other functions in GatorLeads to be useful.
Filter by Page Visits > URL
You can set an alert based on visits to a particular page of your website by entering the URL of the page you wish to monitor.
Either paste the URL into the field or use the icon (1) to select from a list of site pages.
You can set the alert criteria to be based on visiting a single page or multiple pages. If you include multiple pages, you can then set the period (1) over which the alert criteria can be satisfied. So if you select "Within last month", any contact that visits both pages in the last month (any order) will be added to the alert.
Filter by Page Visits > Category
If you have categorised the pages on your site, you can also set the alert to be triggered by visits to a category of pages rather than an individual page. If using this function, you should ordinarily set other criteria such as Lead Band on the same alert to keep the number of alerts to a manageable level.
Filter by Campaign
You can set an alert to filter by Campaigns. To use this function, you must be sending UTM Campaign values to GatorLeads. GatorMail does this automatically when post-click tracking is enabled in the Campaign Setup. UTM Campaign values from other mediums such as social or PPC can also be read, however this may mean there is no email address associated with the contact that fulfils the alert criteria. You can also set the alert to multiple campaigns; e.g; if you only wanted to be alerted when someone had interacted with the website through successive email campaigns.
Filter by Referrer
The Referrer option allows you to restrict alerts to visits generated from specific third party sources. This is useful if you have campaigns driving traffic to a specific page on your website. The "Exact Match" option enables you to fully qualify a singular referrer source as opposed to any traffic from a third party in the more general sense.
Filter by Keyword
To be alerted when certain keywords have driven a visitor to the site, you can enter words or phrases. NOTE: Due to Google's recent changes, UTM Keyword data is less commonly passed in links now.
Filter by Lead Type
To filter alerts by certain types of visitor, select Lead Type and then set the types that you would like to include in the alert. This is important if you are using alerts to drive remarketing campaigns. Excluding customers for instance from emails meant to generate new business opportunities.
Filter by Lead Status
To filter alerts by the status of the visitor, select Lead Status and then set the types that you would like to include in the alert. This is important if you are using alerts to drive remarketing campaigns. Excluding lost or won contacts prevents marketing messages going to those who it may not be appropriate to target.
Filter by Lead Band
To filter your alert by Lead Band, select the relevant band. Note: you can only choose one band per alert. The bands are controlled as part of your Lead Score setup. You could use this to restrict the alert to only include contacts that had recorded a significant amount of activity on your website.
Email the Alert
Once you have set the alert rules, you can select the Send To tab.
First you will be asked which email address you would like the alert to go to.
Type an email address in and click the Add Email Address button. That email address will then receive a notification whenever the alert runs and there are new contacts who fulfil the alert rules criteria.
GatorMail Group Alert
Once the Gator Integration tab has been selected, we can then find the group that we created in GatorMail at the beginning.
Choose the Group
1) Tick the box to enable the Gator Integration
2) Select your group from the drop down list
Click the Save Alert button to save your settings. You will now see contacts in the group inside GatorMail if they have fulfilled the alert criteria and have an email address that is being tracked.
Once your group is populating automatically in GatorMail, it can be used as an audience in campaigns. This will work with static campaigns, but if you want to create an automated remarketing workflow, then you can add the audience to a Refresh Non-Recurring campaign that will automatically send emails whenever a new contact is added to the group by the alert.
Further Reading: Refresh Non-Recurring Campaigns