How to Create a New Automated Email Message

How to Create a New Automated Email Message

DIME (Dynamic Intelligent Marketing Engine) allows you to send automated email messages and also allows you to automatically re-target customers based on predetermined criteria.  A number of default automated messages are set up during your activation but you can also create your own automated messages.  

Create a new Automated Email Message 

-Log into Engage.
-Click on the "Automation" Tab under "Engagement".   


-In the top right corner, select   to get started.

Set up your Conditions



Set up any number and range of conditions that will trigger your automated message by selecting from dropdown lists of Conditions.  Multiple conditions can be selected for a single message.


There are four categories of conditions:
Marketing, Online Ordering, eCommerce Store, Surveys.  


Any range of conditions can be combined from different categories.

Marketing Conditions:

  1. Anniversary is within <x days>
  2. Belongs to eList <segment name>
  3. Customer added to database date <'less than' or 'equals' or 'more than' x days ago>
  4. Customer from location <locations list on integrations page>
  5. Customer has not received AN email messages in <x days>
  6. Customer has not received THIS email in <x days>
  7. Customer lives in Zip Code <add zip code(s)>
  8. Customer original source <"is" or "is not", "website form/guest wifi/online ordering/eCommerce Store/Spillover Reviews/Surveys/Heartland">
  9. Customer registered through webform <webform name>
  10. Customer review rating <list star ratings, can choose multiple>
  11. Customer reviewed location <locations list on integrations page>
  12. Email open rate <"less than" or "more than" x%>
  13. Only send this email to a customer <x times>
  14. Send this email to a customer x days after other message <choose X days, choose X message>

Online Ordering Conditions

  1. Average online order value < "less than" or "more than" $x>
  2. Category of food order online <list of categories from online ordering menu>
  3. Customer has placed their order # <x>
  4. Date range of online orders <between "x date" and "x date">
  5. Day of online orders <Mon/Tue/Wed/Thur/Fri/Sat/Sun>
  6. Items ordered online <list of items from online ordering menu>
  7. Last online order <x days ago>
  8. Ordered online from location<list of locations from integrations page>
  9. Order Online  <yes/no>
  10. Time of Online Orders <between "x time" and "x time">
  11. Total spent in online orders <"less than" or "more than" $x>
  12. Type or order <Pickup/Delivery/Dine In>
  13. Uses online ordering promos <Yes/No>

eCommerce Store Conditions

  1. Category of eCommerce product purchased <list of categories from eCommerce Store>
  2. Customer has placed their eCommerce Store purchase # <x>
  3. Date range of eCommerce Purchase <between "x date" and "x date">
  4. eCommerce product purchase <list of products from eCommerce Store>
  5. eCommerce store total spent <"less than" or "more than" $x>
  6. eCommerce Store Subscription Status <active/paused/canceled>
  7. Last eCommerce purchase <x days>
  8. Number of purchases customer has made from eCommerce <x>
  9. Subscribed to eCommerce product<list of subscription products in eCommerce Store>
  10. Uses eCommerce Promos <Yes/No>

Survey Conditions


To use survey conditions, select a survey and then choose desired question/answer to segment your subscribers. 

Set up your Email Message

-Create a new message by adding Business Name, Return Address, Email Title and Preview Text
-Assign a day, time, and frequency for the email. Add an "End Date" if desired.
-Select which social media icons you would like to link/display in the email footer.


A basic email template will be created that you can edit. From here, you're able to customize images, copy, links, and buttons in  your message.  See: How to Edit an Automated Message

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