Marketing Automation

GIVE YOUR CUSTOMERS A REASON TO
COMMITTED TO YOUR COMMUNICATIONS

In MasterBase® we are not only committed to automating processes to generate communications that are better aimed at similar groups of contacts through workflows or workflows, which is how a traditional Marketing Automation tool is usually characterized.

Our goal is to maximize the effectiveness of our communications by developing highly relevant messages that deliver value and get contacts to perform the desired action. This is what we call a true 1 to 1 customization.

Marketing Automation Family

Marketing Automation is made up of different functionalities that allow automating processes to send both segmented and highly personalized communications 1 to 1.

...

Recursive submissions

Schedule the automatic sending of periodic and personalized messages according to the information that your contacts have.

...

Workflows

Create workflows according to needs through a simple way to automate the process of sending messages previously prepared.

APIs

Communication channel that makes “conversations” virtual environments and in the case of MasterBase® between applications through the internet.

...

...

Recursive messages

What is it?

It is the system that allows you to program the automatic sending of periodic and personalized m essages according to the information that your contacts have.

...

How does it work?

To configure a recursive submission, 3 steps must be followed:

  1. Complete identification data such as name and description of the submission to be configured.
  2. Choose the recipient contacts of the shipments through:
    • Base identification.
    • Segment based on previously defined marks and filters.
    • Standard or dynamic sender.
    • Template to use.
    • Catergory– subcategory.
  3. Finally, the submission conditions: occurrence, date and time.

Thanks to this functionality, our clients can configure the recursive sending of multiple messages to their contacts. Once the configuration is done, the submissions are automatically triggered, according to the defi ned conditions.

What level of experience is needed?

It is one of the easiest methods to make automatic submissions and does not require advanced knowledge in the field.

The recursive sending of birthday greetings has recently been incorporated as a preconfiguration in the new accounts, in order to facilitate our customers use.

Examples of its use

Birthday greeting

...

Anniversary greeting

...

Welcome greeting

...
...

Workflows

What is it?

Workflow is a functionality that allows you to create workflows according to needs. It is a simple way to automate the process of sending a message that has been previously prepared.

...

How does it work?

When the user configures a new flow, what MasterBase® systems do is chain the various submission steps, automating the s equence of actions according to what the user has defined.

Workflow offers three actions that the user must put in sequence:

  • Message delivery
  • Static filter
  • Pause

The order given to this sequence is key, since it is exactly the order in which the actions will be executed. With this you can achieve a flow of retry / confirmation, to the power:

  • Make a shipment
  • Wait a certain time
  • Create a static filter from shipping performance
  • Make a new shipment to that filter

What level of experience is needed?

The functionality has been created so that any type of normal user of the platform has the tools to configure a flow through simple steps and in an environment similar to what the user is accustomed to using.

Examples of its use

Reactivation Programs

...

Nutrition campaigns

...

Onboarding campaign

...
...

APIs

What is it?

Web Service or API is, in simple terms, a communication channel that makes “conversations” virtual environments and in the case of MasterBase® between applications through the internet.

The main advantage of Web Services (APIs) is that it allows you to automatically program the ac tions that are normally carried out through the MasterBase® web platform, thus ensuring the communications of our customers through automation.

...

How does it work?

Our Web Services have been developed for a MasterBase® user to execute the main actions that can be performed on our platform, without having to enter it. Among other:

  1. Update your database, which is reflected simultaneously in the two environments: applica tion and platform.
  2. Create, modify and send campaigns directly from your systems.
  3. Receive from MasterBase® the statistics of your submission in the format that your data system supports.

What level of experience is needed?

Depending on how much you need to personalize the automation you are looking for and your le vel of knowledge in the consumption of web services, there are two types of user for this functionality:

Those who have a certain domain of these environments and prefers, therefore, to program the Web Services (APIs) directly entering them. See details here.

The non-technical user that can be integrated into Web Services (APIs) through ZAPIER, a platform that facilitates this type of integration that, thanks to a friendly and simple interface, guides you through the process of connecting to multiple member platforms of the ZAPIER community. See details here.

Create your
free account today

No credit card required and up to
500 registers

Interested in starting to automate your processes?

We are here to help you

Talk to sales »