Working on setting up a workflow and not 100% about how it would work with smart content blocks & workflow branches.
1. Workflow: So imagine you have set the contact enrollment trigger with a list and a user property.
2. Branches: You are using other user properties to send different messages in that workflow.
2. Emails: Then you have a set of emails which include smart content (using lists) so you can send a specific message to specific users.
As you can see, you are using differnet properties all around. Questions:
How would they work together?
If I included a certain property in the enrollment trigger, do i also need to include it in the smart content list or even specific branch to make sure we are targeting the right customers?
Thanks a lot
A marketing email with smart rules doesn’t know how exactly it’s being used. If it’s a regular email, it knows that it’s going to a list. If it’s an automated email, it knows that it’s being used in a workflow. But beyond that, an automated email exists in blissful ignorance of previous workflow branches or enrollment criteria. That’s why, correct, you’ll feel a bit repetitive when setting up workflows that include branches based on properties used in lists as smart rules.
Personally, I think that setting up separate emails can be more beneficial then setting up emails with smart content - purely because separate emails can be analyzed separately and the information about smart rules wouldn’t be hidden when you look at the workflow editor. Both are valid approaches however.