8787572320 - Accessability Marketing Limited - We are Futures - Lifecycle Automations - Implementation Consultancy

8787572320 - Accessability Marketing Limited - We are Futures - Lifecycle Automations - Implementation Consultancy

Regular price
Price on Application
Sale price
36 Service Credits


Project outline


4 x Lifecycle automation builds.


Project detail

Automation 1: Account sign up for new email subscribers

What’s included

  • Creation of your three-step automation
  • Testing of enrolment, exit and any decision criteria
  • 1x round of amends if needed

What we'll need from you

  • Confirmation of any enrolment, decision and exit rules
    • How are contacts identified as having an account vs not having an account?
    • How are new email subscribers added into the account?
  • Where applicable
    • The name of the triggered campaign to use in the program
    • The name of your Google Ads or Facebook audience list to add contacts to
    • The name of any address books or marketing preferences to add or remove contacts from
    • The name of any flat contact data fields to update

Things to note

  • Campaign creation is not included
  • Where certain types of insight data are being used in the program, we may create flat data fields in its place for testing purposes only
  • Anything in addition to or outside of the above will require a rescope and may incur additional costs

Automation 2: Contacts who have created an account but not joined an initiative

What’s included

  • Creation of your three-step automation
  • Testing of enrolment, exit and any decision criteria
  • 1x round of amends if needed

What we'll need from you

  • Confirmation of any enrolment, decision and exit rules
    • How are contacts identified as having an account vs not having an account?
    • How are contacts identified as having joined an initiative?
    • Is there an initiative joined date available?
  • Where applicable
    • The name of the triggered campaign to use in the program
    • The name of your Google Ads or Facebook audience list to add contacts to
    • The name of any address books or marketing preferences to add or remove contacts from
    • The name of any flat contact data fields to update

Things to note

  • Campaign creation is not included
  • Where certain types of insight data are being used in the program, we may create flat data fields in its place for testing purposes only
  • Anything in addition to or outside of the above will require a rescope and may incur additional costs

Automation 3: Contacts who haven’t joined a course in the last year

What’s included

  • Creation of your three-step automation
  • Testing of enrolment, exit and any decision criteria
  • 1x round of amends if needed

What we'll need from you

  • Confirmation of any enrolment, decision and exit rules
    • How are contacts identified as having an account vs not having an account?
    • How are contacts identified as having joined an initiative?
    • Is an initiative joined date available?
    • How are contacts identified as having joined a course?
    • Is there a course joined date available?
  • Where applicable
    • The name of the triggered campaign to use in the program
    • The name of your Google Ads or Facebook audience list to add contacts to
    • The name of any address books or marketing preferences to add or remove contacts from
    • The name of any flat contact data fields to update

Things to note

  • Campaign creation is not included
  • Where certain types of insight data are being used in the program, we may create flat data fields in its place for testing purposes only
  • Anything in addition to or outside of the above will require a rescope and may incur additional costs

Automation 4: Contacts who have joined an initiative, encouraging them to sign up for more

What’s included

  • Creation of your three-step automation
  • Testing of enrolment, exit and any decision criteria
  • 1x round of amends if needed

What we'll need from you

  • Confirmation of any enrolment, decision and exit rules
    • How are contacts identified as having joined an initiative?
    • Is an initiative joined date available?
    • How are contacts identified as having joined a course?
    • Is there a course joined date available?
  • Where applicable
    • The name of the triggered campaign to use in the program
    • The name of your Google Ads or Facebook audience list to add contacts to
    • The name of any address books or marketing preferences to add or remove contacts from
    • The name of any flat contact data fields to update

Things to note

  • Campaign creation is not included
  • Where certain types of insight data are being used in the program, we may create flat data fields in its place for testing purposes only
  • Anything in addition to or outside of the above will require a rescope and may incur additional costs


Project schedule




Task Timeline

We are Futures confirms questions above

Friday 4th April

Implementation Consultant provides first drafts

Wednesday 9th April

Testing takes place

If live campaigns are not available, placeholder campaigns will be used 

Delays will be shortened

Thursday 10th April to Tuesday 15th April
We are Futures provides feedback Wednesday 16th April

Implementation Consultant amends automations

Thursday 17th April

Automations ready for go-live

Tuesday 22nd April

Courtesy period ends

Project formally closes

Friday 2nd May

Cost and additional information

  • Quote ref: 8787572320
  • Number of credits: 36

 

Professional Services Terms

The work described hereunder must be redeemed within 12 months from purchase, on a date and time to be agreed with Dotdigital. Unless due to the availability of Dotdigital, any failure to instruct Dotdigital to commence or agree the work described (in whole or in part) will result in forfeiture of the entirety of the fee and no credits or refunds, pro rata or otherwise, will be provided. In addition to the Dotdigital Terms, this product is also subject to the terms found at: https://dotdigital.com/terms/ps-terms/