This article will highlight the steps to follow in order to use SalesWings tags in Salesforce Marketing Cloud journey.
In this example we are going to build a journey for prospects who started a form but did not complete it. We will call it "Abandoned Form Journey". The goal of this automation is to re-engage prospects in order to get them to finalize the form submission.
Step 1: Create the tags in SalesWings cockpit
In this example, we are going to use two main tags:
Form Started - This tag will fire when a prospect opens a form. Depending on how your forms are built, this tag could be triggered via a URL rule in SalesWings cockpit, or a custom event built via Google Tag Manager using SalesWings custom event template.
Form Completed - This tag will fire upon completion of the form. The prospect who submits the form will then loose the previous tag "Form Started". Again, this tag could be triggered via a URL rule in SalesWings cockpit, or a custom event built via Google Tag Manager using SalesWings custom event template.
Step 2: Create the Journey in Salesforce Marketing Cloud
Head to Salesforce Marketing Cloud Journey Builder and create a new Multi-Step Journey.
In this example, we will call this journey "Abandoned Form Journey".
1) Drag the Data extension icon to the entry source component. Select SalesWings main data extension. It should be called SW_Lead_COMPANYNAME
2) Set up a recurring schedule. In this example, we will run this journey on a daily basis. The first time, the journey will evaluate all records. After that, it will evaluate all new records entered the data extension.
3) Add a Decision Split. This step is very important. Essentially, this step will differentiate prospects with the tag "Form Started" to the ones with the tag "Form Completed".
4) Start building the different scenarios of this journey. In this example, prospects who have fired the tag "Form completed" will follow the remainder path (ie. they will exit this journey).
Those who have fired the "Form Started" but not "Form Completed" will receive a first follow up email. After that we will add a wait time of 3 days before adding a new decision split.
The second decision split will look for prospects who received the "Form Completed" tag and will then exit the journey. The prospects who still have the "Form started" tag, and not the "Form Completed" tag will then receive a second follow up email, before exiting the journey.
That's it, you created a first Salesforce Marketing Cloud leveraging SalesWings tags.🥳
The use cases for such journeys are endless. Feel free to schedule a success call with your dedicated Customer Success Manager, and we will be happy to give you some recommendations on poweful Salesforce Marketing Cloud journeys to meet your business goals!
Don't hesitate to schedule a Training Call with us!