Overview: Triggering Actions with Rithm Builder
Introduction:
Welcome to our tutorial on Rithm Builder, where we'll delve into the powerful world of Rithm Builder Actions. In this tutorial, we will explore each action, understand its significance, and provide practical use case examples. Whether you're a beginner or an experienced user, you'll find valuable insights to enhance your understanding. So, let's get started!
Section 1: Getting Started with Rithm Builder
1.1 Accessing Rithm Builder
To begin, log in to Deployer and navigate to Rithm Builder by clicking "Events" and then selecting "Rithm Builder" from the left-hand menu. This is where the magic begins.
1.2 Exploring Rithm Builder Actions
Rithm Builder Actions offer a range of possibilities. You can trigger one or more actions with a single condition, making it a versatile tool in your automation toolkit. In this tutorial, we will examine each action available in Rithm Builder.
Section 2: Send an Email Campaign
2.1 Overview
The first action we'll explore is "Send an Email Campaign." This straightforward action is ideal for sending a single Email Campaign. It can be used to welcome new subscribers, announce changes in status, and more.
Section 3: Add Record to an Additional List
3.1 Overview
The "Add Record to an Additional List" action is a versatile tool for copying a record to one or more lists. We'll discuss various use cases, including maintaining lists of records that meet specific criteria and re-targeting prospects who didn't convert the first time.
3.2 Use Case: Creating a Suppression List
We'll walk you through creating a suppression list, which is useful for avoiding annoying and confusing scenarios. For example, ensuring that individuals who register after the first email don't receive subsequent emails.
3.3 Use Case: Creating a Send-Off List
We'll also cover how to create a send-off list for external sources like call centers and direct mail centers.
Section 4: Move a Record from One List to Another
4.1 Overview
The "Move a Record from One List to Another" action is a handy tool for automated record migration. We'll discuss how it can be used for various data management scenarios.
4.2 Use Case: Automating Record Migration
We'll provide an example of automatically moving a prospect's record from a prospect list to a customer list, streamlining your data management process.
Section 5: Increment Integer-Based Custom Field
5.1 Overview
The "Increment Integer-Based Custom Field" action is all about adding counts to integer-based fields. We'll demonstrate how this can be useful for quantifying interest based on engagement.
5.2 Use Case: Tracking User Engagement
We'll take you through a scenario involving a financial news company that counts user engagement with specific articles. When the count reaches a certain threshold, it triggers a sales drip series.
Section 6: Update the Value of a Custom Field
6.1 Overview
The "Update the Value of a Custom Field" action is a versatile tool for changing the value of a custom field in a record. We'll provide insights into its frequent use.
6.2 Use Case: Segmentation Based on User Actions
We'll guide you through an example of segmenting users based on their actions, such as downloading a whitepaper, and updating a custom field accordingly.
Section 7: Add an Email Address to Ad Hoc Suppression Lists
7.1 Overview
The "Add an Email Address to Ad Hoc Suppression Lists" action is instrumental in managing suppression lists efficiently. We'll discuss creating a Master Unsubscribe List and preventing unsubscribe complaints.
Section 8: Remove the Record from the List They Are In
8.1 Overview
The "Remove the Record from the List They Are In" action involves deleting a record. We'll explain its applications, including un-suppressing records.
8.2 Use Case: Un-Suppressing Records
We'll cover a scenario where records are removed from a suppression list when individuals demonstrate renewed interest, like opening an old email.
Section 9: Deploy a Drip Series
9.1 Overview
The "Deploy a Drip Series" action is a cornerstone of email marketing automation. We'll explore its diverse applications, including Welcome Drip Series, Re-engagement Drip Series, and special promotions.
Conclusion:
That concludes our tutorial on Rithm Builder Actions. We hope this comprehensive guide has provided you with a solid understanding of each action's purpose and potential. With your newfound knowledge, you can harness the power of Rithm Builder to supercharge your automation and achieve your business goals.
Thank you for reading, and please join us for the next tutorial in the Rithm Builder Lesson Track, here at Rithm University.
In this tutorial, we will discover each action in Rithm Builder, in order to understand the broad range of possibilities available with this powerful tool. We'll cover the meaning of each action and offer use case examples.
If you're viewing this video as a stand-alone tutorial, be sure to check out the rest of the Rithm Builder Lesson Track, which thoroughly explores Rithm Conditions.
Before we jump in, you may want to grab a pen and paper to take notes; we're about to cover a lot of ground.
When you have a solid understanding of these actions, the results will be very powerful, limited only by imagination and business logic.
With that said, let's get started.
Once logged into Deployer, access Rithm Builder by clicking "Events," then, "Rithm Builder," in the left-hand menu.
I'll click "New Rithm" to open up the builder for us to see.
The Actions we're exploring in this tutorial are found on the first tab of Rithm Builder, as you can see, here.
This is our list of possible actions.
Note: you can trigger one or more actions with a single condition.
The first action on the list is to Send an Email Campaign.
This action is as simple as it sounds.
As opposed to a drip series, this is limited to a single Email Campaign.
This can be useful in instances such as welcoming a new subscriber to a list or alerting them of a change in status.
Action: Add Record to an Additional List.
This action copies a record to one or more lists.
This can be extremely useful in many instances, including:
If you want to maintain a new list of all the records that meet the set criteria in your condition.
As a use case example, let's say you use this action with the condition, based on a clicked destination link, for a particular product offering.
As part of your marketing strategy, you build a list of all records who clicked on that product link in order to re-target prospects that did not convert the first time around.
This action could also be used to create a suppression list.
Let's say you are creating a drip series asking your audience to register for an upcoming event.
Of course, you don't want people who register after the first email to receive the following four emails.
That gets annoying, and confusing!
So, you create a trigger that utilizes this action, which automatically adds records who signed up for the event, to a separate list.
Then, you simply add that list to the campaign's suppression lists.
Additionally, this action could be used to create a send-off list.
For example, creating a list you send off to external sources like a call center or direct mail center.
The next action is to Move a record from one list to another.
Automated record migration can be used for endless data management scenarios.
For Example, when a prospect converts, you could automatically move their record from the prospect list to the customer list.
Action: Increment integer-based custom field.
This action increments integer-based fields.
That means that it will add a count to an integer field attached to a record.
This can be very useful for quantifying interest based on engagement.
For Example, take a financial news company that sends out a daily newsletter.
Each time a recipient clicks on an article about gold, in the newsletter, the trigger adds a count of 1 to the integer-based field, "interest in gold".
Once the incremented integer field reaches 5, the company releases a sales drip series to promote a gold investment.
Action: Update the value of a custom field
This action will change the value of a custom field in a record.
As you can imagine, this action comes in handy quite frequently.
Here's one use-case example.
Segmenting based on a custom field.
Let's say you offer a free Whitepaper on Webinar Marketing.
You want to keep track of every time a subscriber clicks on the link to download the Whitepaper.
So, you use this action to update the custom field "latest_whitepaper_request" with the term "Webinar Whitepaper."
You can then create a Webinar Whitepaper segment to send a follow-up email to, later on.
Action: Add an email address to ad hoc suppression lists.
This action copies a record to one or more suppression lists.
A common use case example is creating a Master Unsubscribe List.
Imagine you run a sports publication.
A user subscribes to his favorite teams in 5 sports: Baseball, Football, Hockey, Basketball, and soccer.
You can allow the user to unsubscribe from each newsletter individually, but set it so if he unsubscribes 3 or more times, he will be automatically added to your Master Unsubscribe list.
Say goodbye to unsubscribe complaints!
Action: Remove the record from the list that they are in.
This action will delete a record.
Oftentimes, you will want to move a record rather than permanently delete it from a list.
However, here is one common use case example: un-suppressing, a record.
So you have a record that's on a suppression list due to disengagement.
If the individual takes some action demonstrating interest, such as opening an old email, you can have the record automatically deleted off of the suppression list using this trigger action.
Action: Deploy a Drip Series.
This action will deploy a drip series to any individual that meets the criteria in the set condition.
Drip series are used all the time in email marketing for a plethora of scenarios.
Some common examples of drip series include, a Welcome Drip Series, for new additions to a list.
Or a Re-engagement Drip Series, to help re-attract customers who are no longer engaging with content.
You can also send a drip series for special promotions, such as Holiday Sales, Birthday discounts, and dozens of other scenarios.
Drip Series are one of the most-used actions in Rithm Builder and are a very powerful tool in your automation arsenal.
I invite you to check out Rithm University's Lesson Track on The Drip Series for an in-depth guide to mastering this essential
tool.
That wraps up the final Action in Rithm Builder.
Now that we have a broad understanding of all of these Actions, it's time to dive into Rithm Builder's Conditions.
For that, I will see you in the next video of the Rithm Builder Lesson Track.
Thanks for watching!
See you next time, here at Rithm University.
