Purpose of the application
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In the notification center, any notifications about events, reminders, and system activities are stored. [more detailed info is here]
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Chat messages
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In chat messages, there are Deal rooms and Collaboration rooms listed with the last updates in them. They can be entered as well via this icon.
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Open the Collaboration room tab and create it from scratch;
Select the required listings and create a room with them;
In the opened popup, the user can select the participant for this room:
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Open the Deal room tab and create it from scratch;
Select the required listings and create a room with them;
Open Salesforce and click “Open” room in the corresponding Deal (if any);
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open the Static List tab and click “+“;
select the required listings and add them to the list.
Contacts
For the xRE-related version, contacts & preferences are synced from there and all the actions (like editing, deleting, etc.) should be applied to them in xRE to be displayed in MarketSpace; for a standalone version, contacts & preferences can be created, and modified in MarketSpace.
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via Listings tab: in this case, the selected listings will be auto-substituted to the campaign.
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via Marketing Lists: in this case, the selected marketing lists will be auto-substituted to the campaign.
Email campaign wizard
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Since the template built on the Listing collection was selected, the 3rd step name was updated to “Listings“. For the case with Availability collection, it would have the “Availabilities“ name.
Step 3. Collection
This step looks like the Listings tab in MarketSpace. Here the user should select the listings to use in an email campaign. The number of availabilities cannot be adjusted. If the selected template contains the fields bounded to Availabilities, the data about all availabilities within the selected listings will be grabbed by the report. If the selected template does not contain anything related to the collection “Availability“, their number does not matter.
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For the case when the Availability-type template is selected and no listings with availabilities are selected, the user can see the notification about it that which means that no report cannot be generated (no points to generate it). In this case, the step is not recognized as “passed“ despite the fact the item(-s) is selected.
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If the user changes the type of the template when at least 1 item on the Collection step is selected, the corresponding notification will be displayed:
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It indicates that the change in the type may influence the resulting report.
For Listing → Availability change it does not make much sense since the Listing-type template grabs all the related availabilities anyway, and now this number can be adjusted.
For Availability → Listing change is important since the custom selection of availabilities will be “reset“ and all the related availabilities can be grabbed to the report (if the fields of Availability collection were used for the template).
If the user has a selection of items (listings or availabilities) and changes the type of the template, but then changes their mind and returns to the previous type of the template, the selection will be saved.
Trigger the report generation
Once the user selects a template and items in the collection (listings or availabilities) and moves to the next step, the report generation is triggered. During this process, the user cannot make any edits related to templates and listings/availabilities as well as save a campaign.
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Every new report (triggered by changing either template or collection items) replaces the previous one in the email campaign wizard, but all of them are stored in Composer Online. There is no option to call the previously generated report if a new one was generated after - only generate the required report by reproducing the same conditions (template + listings or availabilities). Once the user saved the campaign as a draft or sends it, the lastly generated report is assigned to the current campaign, and all other reports that were generated within it are removed from Composer Online.
Step 4. Recipients
In this step, the future recipients can be selected. This page imitates the Marketing Lists tab with the list of available MLs.
By default, the user can see the notification to ensure that the number of contacts in the selected Marketing Lists fits the available recipients in the user’s Mailchimp pricing plan. Mailchimp API does not share this information with our API, and we cannot display it in the email campaign wizard.
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The total number of recipients is displayed above the list of them.
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Step 5. Summary
In the 5th step, the user can ensure that the selected data for the campaign is valid. On the left sidebar, there is the info collected from the 1st-4th steps, and in the Preview area, the generated report is displayed. By clicking on the “edit“ icons, the user will be redirected to the corresponding step.
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Until all the required fields are fields, the campaign cannot be sent. Once all 4 steps are passed, the user is able to send the campaign as a usual campaign or as a testing campaign. The testing campaign can be sent only before the campaign is launched.
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After clicking on the Send Test button, the popup is displayed:
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The user can add any email to the list of recipients: personal, corporate, colleague’s emails, etc. If the contact with such an email exists, the application will suggest selecting this contact; if not - the email will be added to the list without the name determination.
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The limit of available recipients for the testing campaign is calculated based on the Mailchimp logic.
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The generated report can be edited. The user can click on the “edit“ button and the report will be opened in Composer Online in a separate tab. Once the edits are done and saved, the user can click on the “update” button, so the changes can be grabbed to the email campaign wizard.
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Save as draft
The campaign is not automatically saved in MarketSpace, and the user can do it manually by clicking on the Save as Draft button. After this, the campaign will be closed and opened again from the step where this button was pressed. Saving as draft triggers removes the previously generated reports within a campaign and saves the last one. Such a campaign has a status “Draft“. The drafts are saved on the MarketSpace side and are not shared with Mailchimp (cannot be found in the Mailchimp account outside MarketSpace).
Send the campaign
Once the user presses Send, the campaign is sent to Mailchimp and gains the status “Sent“. It can be found in the Mailchimp account now:
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In MarketSpace, the campaign looks the same as the 5th step, but no step counter and control buttons are available:
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The user can open the Statistics of the campaign by clicking on the action menu → Open Statistics. They will be redirected to the Mailchimp:
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Error handling in the email campaign wizard
Removed artifact
If the generated artifact was removed in the background (by the user or the Admin who has rights for this), it is not a big issue since it can be regenerated.
For drafts: after opening the draft, the user will see the notification:
If the user selects “Regenerate now“, the report’s generation starts immediately. If the user presses “Regenerate later“, they can review the campaign and regenerate the report later by clicking on the button on the 5th step, or by selecting new conditions for the report (template and/or listings/availabilities).
For usual flow: the same flow but the lack of the report will be recognized once the user presses Send.
Removed template
This case does not block sending of the campaign since the report was already generated and can be used. The 2nd step keeps marked as “passed“, however, the notification about the template deletion is displayed there:
If the user selects a new template, it will trigger new report generation without the opportunity to return to the previous one in the email campaign wizard.
Deactivated listings/availabilities or marketing lists
If the user removes the listing/availability in SalesForce or deactivates the Marketing list in MarketSpace and sends the campaign, the popup will be displayed:
The user has 3 options:
- cancel sending and manually handle the issue;
- send the campaign without inactive items. In this case, the campaign will be sent but all inactive items will bi filtered;
- send anyway. In this case, the campaign will be sent with inactive items too.Updating of the campaign by Admin (or another user with the relevant right)
If any user who has access to the owner’s campaign, edits it, and the owner of the campaign opens this campaign, they will see the notification about some edits made:
Campaign deletion
Drafts. Since drafts are saved on MarketSpace’s side, they can be easily deleted by the user with the relevant rights and no 3rd party applications are involved.
Sent campaigns.
- if the user, who deleted the campaign, was logged in to the Mailchimp account from where this campaign was sent, the campaign will be deleted in both Mailchimp and MarketSpace;
- if the user, who deleted the campaign, was not logged in to the Mailchimp account from there this campaign was sent, the campaign will be deleted in MarketSpace only, and will keep available in Mailchimp. It can be removed only from Mailchimp’s side now;
- if the user manually removed the campaign from Mailchimp, it will keep available in MarketSpace (no backward compatibility is set between the applications). It can be removed from MarketSpace’s side manually.