Automations > Signal
      Back to home
      1. Help Center
      2. Interactive Tutorials
      3. Automations > Signal

      Tutorial: How Do I Use Recipe Templates In Segments & Campaigns (Signal)?

       

      This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

       

      12 STEPS

      1. In this tutorial you will learn how to create a Customer Recipe from a template.

      Step 1 image

      2. Click Create Recipe.

      Step 2 image

      3. Click CUSTOMER.

      Step 3 image

      4. Here, you will have the option to choose from 6 best practice recipes.

      Click Nurture.

      Step 4 image

      5. In this area, ensure that your Base Segment, Description, Recipe Name, and any relevant labels are populated in the appropriate fields.

      Step 5 image

      6. A default base criteria is set; however, you can edit these to accommodate your own business goals.

      Step 6 image

      7. You can add additional criteria by clicking + Add Field.

      Step 7 image

      8. For this example, we want to ensure that the results from our Recipe focus on a specific customer acquisition month.

      Step 8 image

      9. We've selected 2021- June

      Step 9 image

      10. You can continue to add fields to further refine your Recipe.

      Step 10 image

      11. Click Create Recipe once you have completed adding your additional criteria.

      Step 11 image

      12. Your recipe will now be visible on the Recipes landing page.

      You have now completed the tutorial.

      Step 12 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2524864/Customer----Segments---Campaigns----Signal--How-To-Use-Recipe-Templates