Validation

Use the Validation component to set up conditional statements that target actions based on subscription status or one or more metadata values in the user profile.

For more information on working with campaigns, see Creating a new campaign or Editing a campaign.

To add the Validation component from the campaign page:

  1. Select Add Component.

  2. Select Validation from the dropdown list, and then select OK.

  3. If components have already been added to the campaign, select the placement of the new component in the list on the right.

    The component is added to the list.

    4. Note: To rearrange the order in which messages are sent by your campaign, select a component and drag it to a new position in the list.

  4. Select the component name to open the form.

    You will add one or more conditional statements that will define the subscribers who qualify to receive a targeted message or move on to another component or campaign.

  5. First, specify whether the subscriber must match any of the conditions or all of the conditions.

    • Select Any to broaden the number of qualifying subscribers.

    • Select All to narrow the number of qualifying subscribers.

  6. To add a conditional statement, select one of the following operators and then select the parameters for selecting subscribers.

    Tip: To quickly select an option in a drop-down list, start typing its name and Waterfall will display matching options.

    Operator Parameters
    is on Select a list that subscribers must match.
    is not on Select a list that subscribers must not match.
    contains Select a metadata field, and then enter a value that the subscriber's profile must match.
    does not contain Select a metadata field, and then enter a value that the subscriber's profile must not match.
    contains value for Select a metadata field. If the field contains any value, then the subscriber will match.
    does not contain value for Select a metadata field. If the field is empty and does not contains any value, then the subscriber will match.

  7. Select Add condition to continue adding conditional statements until you have defined the subscribers to match. The relationship of the conditional statements is determined by your selection to match any or all conditions.

  8. In the then section, select one of the following actions for all subscribers who match the condition set:

    • Select the Send Message checkbox and enter a message.

      To add a message, select SMS (plain text message), MMS (multimedia message, including images, videos and audio), RCS, and then enter your message in the text box. For more information on RCS messaging, see Using Rich Communication Services (RCS) messaging in Waterfall.

      Note: MMS messaging is available in the United States and Canada only.

      For SMS messages, you can include some or all of the following customizations to add interest to your message:

      • Header (if available): Select Header Header and select one or more identifying details from your log-in account to add to the top of your message:

        • Name: your first name and last name, if available; if unavailable, your log-in user name

        • Mobile: the mobile number associated with your user name

        • Company (Subaccount): the company or subaccount you are using when you add the header

        When you are done, select Apply.

      • Dynamic insertion: Select Dynamic insertion Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

        Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

      • Link shortener (if available): Select a URL in your message and then select Link shortener Link Shortener. Select Insert to reduce the character count by adding a shortened link to your message.

      • Coupon code (if available): Select Coupon code Add Coupon and select a coupon code from the dropdown list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

      Note:  A simple text message is limited to 160 characters. Check the lower-right corner for the remaining character count. If the number is negative and red, then the message is overlong and may be split and sent as a multipart SMS message.

      For MMS messages, you can include some or all of the following customizations to add interest to your message:

      • Header (if available): Select Header Header and select one or more identifying details from your log-in account to add to the top of your message:

        • Name: your first name and last name, if available; if unavailable, your log-in user name

        • Mobile: the mobile number associated with your user name

        • Company (Subaccount): the company or subaccount you are using when you add the header

        When you are done, select Apply.

      • Dynamic insertion: Select Dynamic insertion Dynamic Insertion and select a metadata field from the dropdown list, then add a default value to display when a value is not available in a subscriber's profile. Select Insert to add the field to your message.

        Tip: Adding a default value is highly recommended; otherwise, when a subscriber's profile does not include a value in the selected field, the entry in your message will be blank.

      • Link shortener (if available): Select a URL in your message and then select Link shortener Link Shortener. Select Insert to add a shortened link to your message.

      • Custom image file: Select Image Image and navigate to locate the image file (.gif, .jfif, .pjpeg, .jpeg, .pjp, .jpg, .png, or .vcf) up to 3 MB. Select Open to add the image to your message.

      • Custom video file: Select Video Video and navigate to locate the video file (.3gpp, .m4v, .mp4, .mpg, .mpeg, .avi, .wmv, or .mov). Select Open to add the video to your message.

      • Custom audio file: Select Audio Audio and navigate to locate the audio file (.mp3 or.wav). Select Open to add the audio to your message.

      • vCard file: Select vCard vCard and navigate to locate the vCard file (.vcf). Select Open to add the vCard to your message.

      • Emoji: Select Emoji Emoji to select an emoji from the catalog.

      • Coupon code (if available): Select Coupon code Add Coupon and select a coupon code from the dropdown list. Select Insert to add the code to your message. For more information, see Adding coupon codes.

      Note: If an icon is grayed out, it is unavailable.

    • To forward the user to another campaign, select Forward to Campaign from the dropdown list and then select the campaign from the adjacent dropdown list.

    • To move the user on to the next component in the campaign, select Deliv. Next Component from the dropdown list.

    • To end the campaign, select End Campaign from the dropdown list.

  9. In the else section, select one of the following actions for all subscribers who do not match the condition set:

    • Send Message: Select the Send Message checkbox and enter a message.

    • To forward the user to another campaign, select Forward to Campaign from the drop-down list and then select the campaign from the adjacent dropdown list.

    • To move the user on to the next component in the campaign, select Deliv. Next Component from the dropdown list.

    • To end the campaign, select End Campaign from the dropdown list.

  10. When you are done, select Save Campaign.

  11. You can continue adding components or return to the Campaign table:

    • To continue adding components, see Adding components.

    • To return to the Campaigns table, select Campaigns from the Campaigns menu.