MasterBase®

Start your first campaign

Based on a methodology:

STEP 1: GATHER

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Load your base on the platform

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Estimated time: ... 5 to 7 minutes

The following are the requirements for creating the base that you will upload to MasterBase®.

  • There should always be the Email field.
  • Save in CSV format (comma delimited).
  • Maximum weight 20MG the 500,000 records.
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Download this sample format and replace the data in it with the data in your database.

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Watch video:

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STEP 2: MANAGE

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Filter your base to define who will receive your messages

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Estimated time: ... 3 to 5 minutes

Here are the steps to segment your submission base:

  • Create a dynamic filter based on date of birth.
  • Select as the operator from the field "this day, this month, any year"
  • It can contain up to 10 conditions.
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Visualize what the filter would look like based on the example base.

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Watch video:

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STEP 3: ENGAGE

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Choose the message and schedule the recurrence of your messages

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Estimated time: ... 15 to 20 minutes

The requirements for scheduling your recursive messages at MasterBase® are:

  • Have an HTML message template.
  • Have previously created the sender to use.
    Learn more
  • Upload the images you will use in the file publisher.
    Learn more
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Download this sample template to use as the bases for your messages.

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Watch video:

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If you have questions or need further assistance scheduling your first automated greeting, write to us at Customer_service@masterbase.com

Interested in starting to automate your processes?

We are here to help you

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MasterBase®

MasterBase® Process Automation Platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs and improve customer engagement.

We assist companies, regardless of their size, industry or business function to ease implement our automation process solutions to deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability.

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