Knowledge base

Creating a new program

Make sure you have logged in to Loyalistic at https://app.loyalistic.com/suite/.

1. From the top navigation menu, select Nurture.
2. On the Nurture page, select New nurture program... in the upper right corner of the page.
3. Give a name to your nurture program and click Create.
   
4. To create a new step (i.e. a scheduled email) to your nurture program, click New step.
   
5. Fill out the details:
   • How long a delay to use after the contact has been added to this nurture program (e.g. when the contact filled out a Honeypot form)
   • Sender email address and name
   • Subject for the email
   • Template to be used
     
6. Click Save to save the email settings. A preview image of the email will be shown.
7. Edit the contents of the email by clicking Edit email body. The editor wil appear.
8. Write your email contents in the editor and press Save to save the changes. The preview image will be updated.
9. Add the desired number of steps by repeating steps 4-8.

Adding a nurture program to a Honeypot

1. Select Honeypots from the navigation menu.
2. Click on the name of your Honeypot.
3. Under the Nurture Program title, select your nurture program from the dropdown menu and click Save.

Learn what filters are and how to use them effectively.

Filters in Loyalistic are a way to search for contacts. You can think of a filter as a saved collection of search conditions. You define a filter once, and after that you can use it whenever you need. Using filters, it is easy to for example target your newsletter to specific audience, based on virtually any piece of information associated with contacts.

Creating and managing filters

A filter needs to be defined, before you can use it. The create a new filter, do the following:

1. Go to Settings / Filters.
2. Create a new filter by clicking the New filter button. A new window opens.
3. Give your filter a name.
4. Add some conditions. A filter must have at least one condition. The first condition box has conditions which all must be met (i.e. "AND" condition). The second box contains conditions of which at least one must be met (i.e. "OR" condition). You can see an example below. A condition consist of three (3) parts:
   1. Field: e.g. Language, Score, Organization name or even an email address.
   2. Comparison: e.g. "is equal to", "is greater than" or "starts with". Which comparisons are available for selection depends on the field selected.
   3. Value: the value to be compared with. This can be any text (most fields), a number (Score), or a predefined value (Consents, Contact status, Language).
5. See how your filter is working by clicking the Preview button. This will list max. 10 contacts which match your filter conditions. If no contacts are shown in the preview table, then your conditions are too strict.
6. When you are happy with your new filter, click on the Save button to save it for later use.

For demonstration purposes, let's imagine we wish to find people who a) speak English, b) have given their consent to marketing and c) live either in Finland or Sweden. We can then define the conditions as follows:

• The contact's language is English, AND
• the contact has given their consent to marketing AND
• the contact's country is either
  • Finland OR
  • Sweden

The filter would then look like this:

You can edit a filter whenever you need and the changes will take place immediately after saving.

Using filters