All righty. So in this lesson, we're going to put together everything that you've learned so far for a real practice exercise. So make sure you've done the prerequisites before you start here. You should have created those test subscribers in an earlier lesson that have the tags and fields set.

You should have the Stripo template and module created, and you should already understand how to do subscriber segmentation and email scheduling. So make sure you know all that stuff, and if you do, you're good to start here. So the first thing we'll do is create that broadcast. So we'll just go into Broadcast tab, and I'm going to go pretty fast here under the assumption you know how to do all this stuff.

And we'll call it this. So I'll paste that into the name here, and then we will use Stripo this time. And then from within there, we're going to load up that template that we saved earlier. So if I go Library, and then Saved Layouts, it should show up.

Sometimes I've noticed if I click too quickly, Bento doesn't quite load it. So in that case, you can just click back and forth or reload the page or whatever, and you should have your temporary layout saved. Click that, and that'll load up that template for you. And then from there, you can just test some content.

You don't need it to be polished because you're only sending it to yourself, but I think it'd be nice for you to experiment with building it a little bit. And before we leave, make sure that you have that unsubscribe link in the footer, and it's going to the Liquid thingy where it's like squiggle, squiggle, visitor.unsubscribeurl, squiggle, squiggle. That's what the link should go to for it to actually be a functional unsubscribe link. And probably, for the practice, if you wanted to drag out your saved module from earlier, that would be smart.

So you can go into Modules, and I already deleted mine, but you could drag it out into the layout, make sure it renders as you expect. Maybe go into the Preview tab, see how it looks, that kind of thing. So there you go. There's this.

It obviously doesn't render correctly for this specific one, but that's expected because mine is one from my main account. So save it, preview it, and then send yourself a test email. And so just as a reminder, you can click Send Preview here, send it to yourself, pull it up in your actual inbox, and in a previous lesson, I already shared my personal SOP that I follow for testing emails, so that would be smart for you to take advantage of. So next up, we will create a segment.

And this part of the training, which by the way, we save, and then we exit once we've confirmed it looks good. This part of the lesson will leverage the little workaround I showed you in the last video, where if you try to create this segment and you find that the tag isn't in the list, or the custom fields aren't available or whatever, you can go to People, and then Tags, and create your tag here versus just on the subscriber like we did earlier. And then same deal, if there's a missing field, you go to People and then Fields and create the field here, where you have the underscore name for both the name and the key, and that'll make sure that it's available in the segment builder. You can watch the previous video where we did the segmentation stuff for more info on that workaround.

So let's go create this segment. We'll call it Bento Training Customers by Tag, just to get a little bit of practice with a simple tag-only segment. So that's under People, Segments. And then for the rules, [clears throat] the only filter we need, so one group only, one filter only, will be that they have the tag for your product.

So if it was created the way that I showed you, or if it just worked properly the first time, it should be available in this dropdown list. So Tags contains this tag. And if you set up everything correctly earlier, we should see two matches because we tagged two of our subscribers with this tag. So you can save that out or apply the audience and save the segment.

And then if you want to, you can click this little thing where it says Subscribers, or maybe we click the tag name. There's some way to see the people in it, I'm sure of it. Let me find out. Maybe not, maybe there only used to be.

So if you want to see the people in it, what you can do is go to People, go to Segments, and then click the segment here, and that'll show you the two test subscribers that are in it. If you see something else, you can click into them and look at their profiles to see why they might not have matched. So next up, we'll do an onboarding status one, and this was one that I had to personally go under People and then Fields and create the Onboarding Status field. So if you have trouble building the segment, remember, you can do that per the previous video.

And we will call this one Bento Training Onboarded Customers. And so for this one, under Rules, you'll click Add Group and then start typing Onboarding Status, and if it's in there already, it'll auto-complete. And we want this one not Contains but Equals, and then Onboarded. And let's see how many we're supposed to match.

Looks like just one. And that's correct. We see one subscriber match, so we'll click Apply. We'll save it.

And now we've got this. Oh, and it looks like there are actually two filters. My bad. Let me make this more clear.

Cool. So I made my own instructions more clear by the time you see this. So I'll go back in Onboarded Customers, edit the rules. We're going to add a second one for Tags Contains this.

Apply, Save. And so this is important because if we had saved this, given the name is literally Onboarded Customers, clearly the intent was that it's for customers who are onboarded. So if we were to have saved it just with that onboarding status- And if refunded customers had this tag removed when they refunded, what it would mean is refunded customers, unless we cleared out their onboarding status when they refunded, which we probably wouldn't have remembered to do, refunded customers would still be matching this, which you wouldn't generally want. So that's why it's really important that we stack both the customer tag with the onboarding status tag.

And then once that's saved out, you can once again go to People, and select the segment to see who matches, and click to their profiles for more information about why they might have matched. So in this case, it's pretty straightforward. They have that tag, they have that field. So now that we have this in place, what we can do is go back to that broadcast we made.

So Bento Training Test Broadcast, I think, is the one I had to make. I have a million of them in here for my own. Okay, no. So the one we made was My First Segment Broadcast.

So that is why it's important that I read what we did. So this one. And now what we'll do is practice the targeting. So just pull it up and go into the Audience tab for it, and then choose one of those two segments you just made.

It doesn't really matter which, I just want you to have that practice of sending it to them. And so if we did this customers one, we should have two people. So we click Save Audience, and the audience should show two recipients. And then if you wanted to see tighter targeting, you can do the segment with the onboarding status, and it should be just one.

And then to practice like a real-world thing, probably we'll want to target it to the upcoming Monday at 10:00 a.m. Eastern. So we could go to the schedule and go to the little calendar picker, Monday, and I could either do this to change the time zone to Eastern, which will override my default time zone up here, or you could do what I showed in the other video, where you keep it in your time zone and set it to whatever the crossover would be, and reference down here. So for me, if I did Tallinn, I would need to set it to 5:00 p.m. in order for it to be 10:00 a.m.

New York time. Doesn't really matter. Main thing is get you in that habit of scheduling, since that's what you'll normally need to do. And then if you want to test it immediately within Schedule Send, I think you can send it right now, but we might have to clear it.

Let's see. Oh, yeah. And we have to, of course, set a subject line, in order for it to even let me send it. So let's see.

If I wanted to say Schedule Send, can I send it right now? Do we have to clear? That's what we'll find out. Okay.

So it would have to schedule, which means if you wanted to actually receive this test email right now to make sure everything looks good, you could just go in here and change it to Send Now, and save that schedule, and then now the button here is not about scheduling it, it's about, in fact, sending it right now. So you can do that if you're wanting to send it to yourself to test. Main thing is that if you are going to actually send this email, we want to be 100% sure that the only people in the segment who will receive it are accounts that go to you. We don't want real humans who are not you receiving this test email.

So if you've done all those steps from the window move on, then you know all of the basics. And in the next module, we'll cover some more of the intermediate, Zach nerdy, awesome sauce, cool stuff that makes Bento special