Once a visitor signs up to be a member, Quincy Funds has achieved a minor success, but has not yet met its business goals, which include ensuring that members visit often, benefit from each visit, and purchase funds. The Welcome Mail scenario resolves issues of visitor retention by predicting visitor actions and countering those actions with a positive communication and offer.
To view the WelcomeMail scenario:
In the ATG Control Center, open the Scenarios > Scenarios screen.
Expand the
QuincyFundsandInvestorRetentionfolders.Click
WelcomeMail.
The New Members segment specifies that all investors new to Quincy Funds will receive a welcome e-mail five minutes after joining. New investors who haven’t logged in after 30 days will receive a second e-mail containing an offer.
Compare these elements to the flow diagram to see how each element builds on the one that precedes it:
| This scenario is triggered when a visitor registers as a member. |
| The system waits five minutes before initiating the next element. |
| Only investors are included in this scenario. |
| Only those investors who indicated they’d like to receive e-mail are included in this scenario. |
| Of those investors, only the ones who’ve entered an e-mail address with their contact information are included. |
| An e-mail that welcomes new members is sent to those who meet the people conditions. View the e-mail through the Pages and Components > Pages screen, by following the supplied path. Use the View > Preview option to see how it will appear to recipients. |
| A fork separates this element from the next into branches. If the new investor logs into Quincy Funds, the scenario ends for him or her. |
| If 30 days pass without a visit from the new visitor, then the next element occurs. |
| When the time condition is met, a second e-mail is sent to the investor. This e-mail encourages the investor to return to the site by extending a service. View the e-mail through the Pages and Components > Pages screen, by following the supplied path. Use the View > Preview option to see how it will appear to recipients. |
| The scenario ends. |
