How BizConnector Helps You Keep Your Emails Relevant

The relevancy of your emails is a deep topic, and is surely something of interest to businesses and organizations who wish to maintain the interest of their prospects and customers. You don’t want to annoy people with irrelevant emails!

This is especially true with tools, such as BizConnector, that are interacting with recipients who, for example, have already registered for an event or a service and should not receive another email inviting them to do so! This happens all too often with other email marketing tools.

So how does BizConnector do it?

The secret lies in a feature called ‘Check Before Send’. Although this is an option when you create a rule, it is on by default, recommended, and used in most of the rules written by BizConnector customers.

Check before Send Option

 

It works like this:

The second before a scheduled email is sent, BizConnector checks that the rule conditions (which caused the email to be scheduled in the first place) still apply. If not, the email is suppressed.

Simple as that!

So, for example, if the rule has conditions like:

rule conditions tested by Check Before Send

 

and if Lead.Status is changed to ‘Working – Contacted’ (see note below)

then the rule conditions no longer apply, and the next email scheduled to go will not be sent. Relevancy of your email communication is thereby maintained!

Note:
There are a number of ways that Lead.Status can be changed. This can be done by a member of your staff – manually. And it could also, in BizConnector, be updated by another rule – say, for example, when the recipient opens an email, clicks on a link, or responds in other ways.

If you would like more information on this feature, please don’t hesitate to contact us.

 

Triggering Messages Based on Anniversaries

BizConnector makes it very easy to trigger emails, SMS messages, and other actions based on the anniversary of any date in your Lead, Contact, Account, or Opportunity records.

This could, for example, be a birthday, an appointment date, or a contract start or expiration date.

As usual in BizConnector, this is done by setting up a rule. In the Rule Editor, you will find ‘pseudo’ fields that are related to date fields in your records. These ‘pseudo’ fields are not real fields, but they are inserted in the field list to make it easy to create a condition.

For example, let’s say we want to send a message on the anniversary of an appointment:

The above condition reads ‘Five days before the appointment anniversary’. That’s all it takes to make the rule fire. This example makes the assumption that you want to send a message five days before the date. Once it fires, you can set any action – for example send an email or sequence of emails, send an SMS message, etc.

Do you have any need to automate messages on the anniversary of a date? If you would like more information about this and other features of BizConnector, please contact us.

Happy messaging!