You can create new campaigns to contact your customers in the Campaign module. You can also check the performance of existing campaigns, and view and add to your uploaded assets.
To use the campaign builder, follow the steps below:
From the left-hand menu, click Campaigns.
Click Campaign Builder.
Work through the sections:
Target
Create
Voucher, optional
Sender
Design
Schedule
Target
Here you can add your selection, set the campaign type and sender profile, and decide how to reach your customers by following the steps below:
To add a selection, select one of the options:
Import Selection: To load a previously saved selection.
New Selection: To open the Contact Segmentation screen and build your selection. Once finished, click Use.
Set the parameters for your campaign:
Campaign Type and Sender Profile:
This setting determines whether your selection will be filtered by the opt-in status or not. several conditions, for example the sender from name and address, reply to name and address, and whether it's a standard or service email.Opt in level:
Determined by your customers opt-in preferences, if you have them set up. For example, some customers may have only signed up to your newsletters, so if you're sending a newsletter make sure to select this opt in level.
Select the campaign channel.
🤓Tip: The Count column indicates how many of your initial selection you can contact via the chosen channel.
Click Next.
📌Note: Once you click Next you can't edit the choice of the sender profile.
Create
In the Create screen, you can start to create your campaign:
Enter the title and description of your campaign.
This is for internal reference to help you distinguish your campaigns.
In Control Group, select a percentage of the target audience to not receive the campaign.
This creates a control group of customers, allowing you to compare the performance, increased spend, increased visits etc.
To create an automated campaign, select Automated Campaign.
The alternative is a single one-off campaign.
Further options:
You can set up a split test per each channel with up to six splits.
Use this to test different subject lines, different email content, etc.
To include a voucher, select I want to setup a voucher for the campaign.
Select if you want to send the campaign to a recipient more than once.
To resend the email via SMS to customers with a mobile number, select Activate SMS failover.
Ensure Re-process my selection prior to the campaign being sent is selected.
In 99% of cases should remain selected. This ensures that 30 minutes before the campaign sends, your selection refreshes. This can either add and new customers who now meet your selection criteria or remove customers who no longer meet the criteria.
Voucher
To attach a voucher to the campaign, see the options below:
To select an existing voucher, click the pointer
icon by the voucher.
To create a new voucher, click Create Offer and populate the details.
Sender
As you fill in the details on the Sender screen, the email preview on the right-hand side automatically updates, allowing you to see how your email will appear in a customers’ inbox.
Here you can set up:
Description: Is already populated from the Create screen.
Subject: The subject line for your email.
Preheader: This appears under the subject line. You can add more information to the subject of the email.
📌Note: A pop-up appears if you haven't added a preheader. This isn’t essential, you can either skip or add one.
Design
In the Design step, click Use by the relevant template you want to use in your design, and proceed with modifying the design of your campaign.
Schedule
In the Schedule screen you’ll see:
Channel: Shows the channel you chose, email, SMS, etc.
Title: The campaign name.
Preview/Edit: To either preview or edit the campaign.
Repeat send: From the Send to list, select if you want to send the same email to recipients.
Interval (days): How many days after the initial send the resend is scheduled for.
Send to: The criteria for anyone to receive the resend.
Priority: Select low, normal, or high priority.
Due date: The date and time which the email sends.
Expire(s) on: The final date and time that the email sends.
Weather: Schedule your campaign to send based on the temperature.