You just got your hands on some sweet leads through one of your outreach campaigns. It's time to upload those users into Cortex and hit them with their first email! Because Cortex is an automated email platform, users are evaluated for Cortex emails within an hour of your upload. This article will walk you through those rules so you can email your new users with the correct targeted content.
Cortex has a natural priority for your Welcome stages, and ranks those stages above bulk sends like Smart Blast. This means Cortex will refuse to send your Smart Blast to a brand new list of users, until they have received your New To Your Brand messaging.
How can we work around this?
1. We can use Promo Blast to reach these new users.
In Cortex, users are blocked from receiving Smart Blasts until they have received your welcome stages. Promo Blast is not affected by this rule and can send to new users regardless of account age.
You can create a segment that includes the "Users in Segment" filter as shown below:
2. We can back-date the users as we upload them.
New To Your Brand messaging is based on the account_created_on date. By back-dating the account_created_on date for your list, you can skip the welcome stages entirely. Set your dates a minimum of one week in the past for this method.
Note: These users will be placed in the Needs Nurturing Stage. To avoid sending them Needs Nurturing messages, please make sure you create your segments accordingly.
3. We can work with Cortex, and place segmented content in NTYB for these users to receive as they move through Cortex.
You can set a specific registration_source for your list so that you can segment a specific New To Your Brand template for those users.
Need more? See these articles: