Create Campaign

This is where you create and manage your marketing campaigns.

A campaign is a collection of schedules that are all targeted at a similar topic, for example a "Welcome" Campaign or a "January Sales" campaign.

Seeschedules for more information.

Types of campaign

There are two types of campaign, Run Once and Recurring. These are both set up in the same way, however a Recurring schedule will attempt to send any schedules within that campaign daily. Head to Types of Campaign for more information on campaign types.

Setting up a campaign

See our video below for how to set up your first campaign & Email Schedule:

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Before you start:

We recommend that you create your data segment(s), HTML Creatives and Text Creatives before you create a campaign. You will need to add these items to a campaign before it can go live.

Canvas Display Metrics 🎥

Glossary

  • Start Timer - the start of any journey flow, sets the time at which the campaign will send
    -- On a Recurring Campaign, the Start Timer sets the time the flow will send each day
  • Timer – allows you to add timed gaps between stages of your journey
  • Schedules - schedules are actions sent from the platform to customers, such as:
    -- Email, SMS, Push, Social Extracts, Direct Mail Extracts
    -- SeeSchedules
  • Rule Item - an item that can be added to your journey to branch it out based on rules added.
  • Rules – rules allow you to overlay additional logic on top of your segments attached to a schedule.
    -- e.g. "Not sent any schedule today", "Not opened previous schedule"
  • Automated Reports - Email-specific reports that can be added to your schedule directly which are sent to the email addresses added to the report at certain timeframes after an email has sent.
  • Seed List - a list of peers/internal recipients that receive the email at the same time as the main audience, but do not contribute to reporting
  • Proof List - a list of peers/internal recipients that receive a copy of the email (including text version) for proofing/testing purposes.