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What is the "Offline" Action?

alert-offline-35x35.png  Offline is a Campaign Action that can be dragged into the campaign workspace for use in any campaign flow. When campaign members reach this Action, a notification will be emailed to specified DemandCenter Users according to rules set by the creator of the campaign.

 

An Offline Action will not work until you configure the Action's Properties. In Properties, you will be able to specify the Default Option as well as additional Options that will determine how Offline behaves for different qualified prospects.

 

With just a Default Option configured, whenever campaign members reach Offline in the campaign flow, a customizable email notification will be sent to the specified default DemandCenter User(s) for each campaign member that passes through the Action. After the notification is sent, prospects will immediately be released from the Action to continue through the campaign flow. 

 

To configure the Default Option:

  1. Drag Offline Action into the Campaign Flow of your choice.
  2. Double-click to open the Action's Properties.
  3. Next to Subject, provide the subject line for your Offline Action notification email.
  4. Next to Notify, select the eTrigue User(s) that will receive your notification when a prospect reaches this Action:

    a. Choose Prospect Owner if you would like the notification email sent only to the DemandCenter User that owns the corresponding prospect.

    b. Choose Users if you would like the notification email sent to multiple DemandCenter Users. Click on the text bar next to Users and select the eTrigue Users that you would like to send the email to. Click OK when finished selecting.

  5. Next to Comment, type in a message that will appear in the body of your Offline Action notification email.
  6. When finished, click Apply to retain your configuration settings.

 

Along with the Default Option, you can also configure additional Options which can dictate how the Action will behave for different groups of prospects. 

NOTE -  When additional Options are used, the Default Option may be disabled by clicking on 'do the following' which will change to 'release the prospect from this action without sending message'.

 

To configure an additional Option:

  1. Drag the Offline Action Action into the campaign flow of your choice.
  2. Double-click to open the Action's Properties.
  3. Click Add a Rule.
  4. Next to IF, click on Add Condition to choose the criteria for the Action to match on.
  5. Next to Subject, provide the subject line for your Offline Action notification email.
  6. Next to Notify, select the eTrigue User(s) that will receive your notification when a prospect reaches this Action:

    a. Choose Prospect Owner if you would like the notification email sent only to the DemandCenter User that owns the corresponding prospect.

    b. Choose Users if you would like the notification email sent to multiple DemandCenter Users. Click on the text bar next to Users and select the eTrigue Users that you would like to send the email to. Click OK when finished selecting.

  7. Next to Comment, type in a message that will appear in the body of your Offline Action notification email.
  8. Repeat steps 3-7 to configure additional Options as needed.
  9. When finished, click Apply to retain your configuration settings.

 

With additional Options in place, prospects that reach Offline in the campaign flow will be evaluated by their prospect details (field data and activity history) against the criteria of the additional Options. Upon evaluation:

 

If a campaign member exactly matches one or multiple Options within one Action, the rule for the first matching Option will be applied. An email notification will be sent to the DemandCenter User(s) selected for each matching prospect, and the prospect will be immediately released from the Action to continue through the campaign flow. Any other matching Option rules will NOT be applied.

OR

If a campaign member does not match any Option while the Default Option is ENABLED, the prospect will automatically be applied to the Default Option and be immediately released from the Action to continue through the campaign flow.

OR

If a campaign member does not match any Option while the Default Option is DISABLED, the prospect will immediately be released from the Action to continue through the campaign flow. No notification emails will be sent out.