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LPE – Use Case 2

How can I trigger a contact event? 

Trigger a contact event in the Maileon system by the Landing Page Editor quickly and easily.

This process is useful for storing data in contact event properties and for immediately sending a trigger mailing or starting a marketing automation flow after a form is submitted on a landing page created with the Landing Page Editor.

1. Choose or create a contact event

Choose the proper contact event or create a new one to start the process. Navigate to List & Contacts and click on Contact Events on the left.

Select the one which you would like to trigger or create a new one (fig. 1).

Fig. 1: First step: Choose a contact event.

Fig. 1: First step: Choose a contact event.

When you create a contact event please assign a name and a description to it. Avoid using underscores and dots (fig. 2).

Fig. 2: Add name and description to the contact event.

Fig. 2: Add name and description to the contact event.

Select Further processing checkbox if you only want to store the data without using it in contact filters and/or marketing automations (fig. 3).

Fig. 3: Selecting the ‘Further processing’ checkbox is an option to store data.

Fig. 3: Selecting the ‘Further processing’ checkbox is an option to store data.

Please note: If you set the retention period Not specified,  the contact event remains without expiring (fig. 4).

Fig. 4: Selecting the retention period ’Not specified’ means the contact event will remain without an expiration date.

Fig. 4: Selecting the retention period ’Not specified’ means the contact event will remain without an expiration date.

Add properties into your contact event with descriptions and formats. There can be several, depending on the type of event. Here are some examples (fig. 5-7).

Contact event of abandoned cart:

Fig. 5.: Abandoned cart contact event.

Fig. 5.: Abandoned cart contact event.

Contact event of a questionnaire:

Fig. 6. Questionnaire contact event.

Fig. 6. Questionnaire contact event.

Contact event of a competition:

Fig. 7: Competition contact event.

Fig. 7: Competition contact event.

The following section outlines the process of creating fields in the Landing Page Editor to capture a contact event for a competition, including name and timestamp.

2. Create fields in the LPE

After selecting or creating the appropriate contact event, navigate to Pages, where you’ll find all the landing pages you previously created. Convert a published page back to draft and start editing or create a new one by clicking on the plus icon click the plus icon ( ) to start creating a page.

Name and select the type of page you desire. Since almost all forms  , select any type – except the Unsubscription form (fig. 8).

Fig. 8: Select any type of form, except the unsubsciption one.

Fig. 8: Select any type of form, except the unsubsciption one.

Choose a blank page and start to build up your page From Scratch or use

  • a previously edited page from the Page Library,
  • a template from the Page Gallery.

All predefined templates are editable.

This example works From Scratch to make the process transparent (fig. 9).

Fig. 9: First step in building a page from scratch.

Fig. 9: First step in building a page from scratch.

When entering the editor, use the Form element from the predefined Article Templates in the tool panel serve. This element is editable, formatted according to the relevant data (fig. 10).

Fig. 10: The ’Form’ element is editable and serves as a useful starting point.

Fig. 10: The ’Form’ element is editable and serves as a useful starting point.

Duplicate the element by choosing the Duplicate block icon from the context menu bar next to the element (fig. 11).

Fig. 11: Duplicate the corresponding number of elements.

Fig. 11: Duplicate the corresponding number of elements.

The required number of elements is based on the number of properties in your contact event.

In the example, we add two items to the process. After duplication, rename the elements according to the previously specified properties by clicking in the text area (fig. 12).

Fig. 12: Rename the elements to the previously specified properties by clicking in the text area.

Fig. 12: Rename the elements to the previously specified properties by clicking in the text area.

After renaming the element, change its settings in the menu. Since it is now the element Name, change the type into Text input  (fig. 13).

Fig. 13: Switch the type of element into ‘Text input’.

Fig. 13: Switch the type of element into ‘Text input’.

The format of the phone number should be like this: +4930901820. Otherwise, an error message will display.

Fig. 14: Selecting the phone number as an ‘Input pattern’ restricts input to that format only.

Fig. 14: Selecting the phone number as an ‘Input pattern’ restricts input to that format only.

After switching the Type, switch the Field into Transaction Attribute (fig. 15).

Fig. 15: Switch the ‘Field’ into ‘Transaction Attribute’.

Fig. 15: Switch the ‘Field’ into ‘Transaction Attribute’.

Finally, select the property of the element to link the contact event to the element. In this case, it is the Name (fig. 16).

Fig. 16: Select the property of the element.

Fig. 16: Select the property of the element.

Now the editing of the first element is complete.

The structure of the second element (Shop order) is similar. The Type is Date input, which is the date of the order (fig. 17).

Fig. 17: Set the type of the ’Order date ’element.

Fig. 17: Set the type of the ’Order date ’element.

Add minimum and maximum date of the order. Initial value is only required if you want to specify a fixed value (fig. 18).

Fig. 18: Set the dates of the order.

Fig. 18: Set the dates of the order.

Mark Field as Transaction Attribute like you did with the first element (fig. 19).

Fig. 19: Set the ‘Field’ as ‘Transaction Attribute’.

Fig. 19: Set the ‘Field’ as ‘Transaction Attribute’.

In this case only one option can be selected: the order.date (fig. 20).

Fig. 20: The ‘order.date’ is the only option that can be selected in this section.

Fig. 20: The ‘order.date’ is the only option that can be selected in this section.

Once you have finished editing the elements, you have completed the basic steps of creating trigger contact events.

3. Hidden fields 

You can also add hidden fields to the process. These elements are useful to run a guaranteed contact event, or to add relevant information that applies to all subscribers.

Add a Hidden field from the Form fields to the editor (fig. 21).

Fig. 21: Add a ‘Hidden field’ to you process.

Fig. 21: Add a ‘Hidden field’ to you process.

The Type will automatically be Hidden input. Add the Initial value, which will be the source of the subscription. This can be any information that applies to all the subscribers e.g. homepage or footer (fig. 22).

The rest of the setting is similar to the previous elements.

Fig. 22: Settings of a hidden field.

Fig. 22: Settings of a hidden field.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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