Automated Marketing Overview

Automated marketing enables you to create customized marketing strategies using a drag-and-drop canvas tool provided by Smart Data Operations. The platform automatically executes these strategies. Supported marketing types include: app pop-ups, app review requests, app push notifications, and emails.

Automated marketing can only be triggered by events. Batch push notifications are not supported.

Definitions

Overview

Strategy node types

Node name	Style	Description	Required	Supported follow-up steps
Conditions to Start the Process		Configures the starting step of automated marketing, including Trigger Time and Segment Condition. The target segment can be all users or a specific group.	Yes	Filtering condition, experimental grouping, marketing actions, and process control
Filtering Condition - Event Condition		Adds event conditions within a specified time after the trigger condition is met.	No	Filtering condition, experimental grouping, marketing actions, and process control
Filtering Condition - Segment Condition		Further segments the users who meet the entry conditions. You can only select specific groups.	No	Filtering condition, experimental grouping, marketing actions, and process control
Experimental Grouping - Random Grouping		Randomly assigns users to groups based on a hash of their user IDs. Allows for two to six groups.	No	Filtering condition, marketing actions, and process control
Experimental Grouping - Copy Grouping		Copies the selected user segment into several groups, with each group containing all users meeting the conditions. Allows for two to three groups.	No	Filtering condition, marketing actions, and process control
Marketing Actions		Enables delivery via app pop-ups, review requests, app push notifications, or emails.	Yes	Filtering condition, experimental grouping, marketing actions, and process control
Process Control - Delay		Adds a delay to the process. Supported durations range from 10 minutes to 7 days.	No	Filtering condition, experimental grouping, and marketing actions
Process Control - End		Marks the end of a branch in the process. Each branch must end with this node.	Yes	None

Add strategy nodes

Click the icon at the top right corner of a node to add a new node to the process. After the process branch is configured, to add a new branch, click the + button on an existing node in the process.

Remove strategy nodes

Click the icon at the top right corner of a node to delete it along with all downstream nodes. The initial node cannot be removed.

Configure basic plan information

• Plan Name: Supports up to 50 characters, including Chinese, English, and numbers.

• Effective Time: Includes 27 time zones. The start time must be later than the current time, and the end time must be within one year from the current time.

  

Configure display settings

Horizontal and vertical display modes are supported. Use the option at the top left of the canvas to switch between the two modes.

FAQs

Q: Are there restrictions between segment conditions for nodes on the same link?

When pushing marketing content, the system verifies whether the users meet the conditions of the most recent upstream node.

• If the users do not meet the conditions, the push will not proceed.
• If the users meet the conditions, the push will continue.

Q: If an automated marketing plan is paused or ended, will users who have triggered the plan continue through the process?

Yes.

• Users having already triggered the plan will proceed to the end node.
• Users having not triggered the plan will not enter the process after the plan is paused.

Q: Can users trigger the same automated process multiple times?

Yes. Users can re-enter the process if they meet the conditions and trigger conditions again. Therefore, you need to configure an automated marketing plan carefully to avoid repeated triggering.

Q: What is the difference between copy grouping and random grouping?

• Copy grouping: Copies the selected user segment into several groups, with each group containing all users meeting the conditions. Therefore, each marketing link contains all users in the selected segment.

• Random grouping: Randomly assigns users to groups using a hash algorithm. Each user enters only one link. This algorithm can ensure balanced distribution only when the user base is large enough. A small user base might result in the uneven grouping.