Factoreal is all about simplicity and organization, and that starts with putting different activities in relevant clusters.
These are the journey blocks where you’ll find different interaction steps of the journey, like triggering a flow, triggering emails, ads, wait times etc. 4 types in total –
- Start Blocks
- Action Blocks
- Flow Control Blocks
- Exit Blocks
Here’s a detailed look into the different categories.
Start Blocks
First things first, the start blocks like the name suggests is what gets a particular user(s) into a particular flow. With this you get to define the exact condition under which they go through the journey that you build.
Factoreal has 3 different start conditions.
Trigger
You can use a trigger block to begin a journey process for contacts.
You can define any event which requires further interaction or action for the specific contacts.
This means this journey will begin only for contacts for whom this event is detected. And the journey will keep listening to these events and whenever detected the contacts will be added one-by-one.
Examples: when a contact is added to your database, a contact opens an email, a contact clicks website link, or fills a. This action will begin this journey for that contact.
Audience
You can also target the Journey for specific contact segments by using the Audience Block.
Unlike trigger, here the journey process will begin for the set of audience you’ve chosen immediately and they will be the part of the journey process.
Social Post
You can begin Journey Process by sending a Social Post to your audience and then defining the path based on user actions to the social post.
It is mandatory for the post to have a CTA which points to your tracked website as only contacts can enter a journey and once the Facebook follower visits your website they will be added to the journey if they are a contact.
Action Blocks
Once the start block that you chose triggers the journey. Most of your journey elements are going to come from the Action Blocks.
So here are the different action features that Factoreal provides you, which will be available for use after you’ve set them up on the console.
Send Email
Use this to send an email to your contacts in your Journey when the conditions in the Start Block are met.
For e.g.: If the condition in the previous block is for the users to visit a website, then the ones that performed that action will be a part of this block and receive the mail.
Mobile App Notification
Use this to send an Mobile app notification to your contacts in your Journey when the conditions in the Start Block are met.
For e.g.: If the condition in the previous block is for the users to open an email, then the ones that peformed that action will be a part of this block and receive the mobile app notification.
Send SMS
Use this to send an SMS to your contacts in your Journey when the conditions in the Start Block are met.
For e.g.: If the condition in the previous block is for the users to fill a form, then the ones that performed that action will be a part of this block and receive an SMS.
FB Ad
Use this to send an FB and Instagram ad after adding an audience block.
The same audience will be a part of this block and receive the FB/ Instagram ad.
Update Contact Details
Use this to update the contact details of contacts who have performed an action in the preceding block.
For e.g.: If the condition in the previous block is for the users to visit a landing page, then the ones that performed that action will be a part of this block and their contact details will be uploaded.
Add Contact to List
Use this to add the contacts who have performed an action in the preceding block to a list that you want.
For e.g.: If the condition in the previous block is to enter details and submit a form, then the ones that performed that action will be a part of this block and they will be added to a list that you specify.
Remove Contacts from List
Use this to remove the contacts who have performed an action in the preceding block to a list that you want.
For e.g.: If the condition in the previous block is to not open an email, then the ones that performed that action will be a part of this block and they will be removed from a list you specify.
Notification
Use this to send a notification to your contacts who have performed an action in the preceding block.
For e.g.: If the condition is to click a link in the email, then the ones that perfomed that action will be a part of this block and they will receive a notification.
Web Push Notification
Use this to send a web notification to your contacts who have performed an action in the preceding block.
For e.g.: If the condition is to click a link in the email, then the ones that performed that action will be a part of this block and they will receive a notification.
Push to External App
When used, this block will push the contacts who reach this block to an external app.
Factoreal supports codeless integration with Oracle CRM and can also be integrated with any third party api endpoint.
Oracle CRM: Factoreal contact attributes or static values can be mapped to the respective lead or contact attributes of Oracle CRM and saved as configuration(s), which can be selected under ‘Configuration’ drop down.
Third party API: Any third aprty api endpoint with its header and body tags can be configured and saved as configuration(s) and selected from the dropdown list. Factoreal contact attributes or static values can be mapped to the respective body tags.
For configurations please contact support@factoreal.com.
Use this to send a WhatsApp notification to contacts who have performed an action in the preceeding block.
For e.g.: If the condition in the previous block is for the users to visit a website, then the ones that performed that action will be a part of this block and receive this notification.
Flow Control Blocks
Conditional triggering is one of the best things that marketing automation brings to the table as a whole. And Factoreal gives you all the advantages you can get in this field.
You can control the flow of the journey when you’re going from one block to the other. And there are 4 options that you can choose from depending on the journey goal.
Decision Split
When using this block in the Journey, the flow is changed by predefined condition(s) that you set.
For e.g.: You can split your contacts based on their location under Condition 1 and based on age under Condition 2 and then have contacts under Condition 3 who don’t fit under either condition 1 or 2.
You can perform different actions on the respective contacts under these conditions like send a specific email to contacts who meet a condition, remove the contacts from a list who are part of a different condition etc.
Random Split
Use this block to randomly split contacts in the Journey into multiple flows. You can define how the contacts are split in terms of number and percentage.
This can be helpful when carrying out A/B campaigns where you’re trying out different email templates or different type of content.
Wait Until
Use this block to pause the journey from performing an action until a time frame is specified by you after a user action is performed/not performed.
For e.g.: If the condition is to wait until 2 days before sending an email to the contacts who performed an action then you can use this block.
Wait
Use this block to pause the journey process so that it waits for the time period specified in the Wait Block.
This block will be a succeeded by another block if you need to continue the flow of the journey process.
Exit Blocks
Finally, you can define the end of the journey once you mark the goal, and there are 3 things you can do here.
Exit Criteria
Use this block so that the contact can exit the journey when an event specified in this block is triggered.
For e.g.: The contact can exit the journey when an email in the journey process is unsubscribed.
Re-entry Criteria
Use this block when you want to add a contact that previously didn’t meet the criteria for the Journey but can now re-enter the Journey process.
The contact can re-enter the process by performing an action you specify like clicking an email, entering details on a form or visiting a website.
Exit Journey
Use this block in your Journey after an event is triggered to make the contacts in the process exit the Journey.
The contacts will exit the journey process.
This covers all the elements that you will be using to craft journeys based on your marketing goals. For any query, feel free to reach out to us at letschat@factoreal.com.
