WHAT IS A CAMPAIGN

What is a Campaign?

A Campaign is a series of activities designed to engage your customers through various channels (email, SMS, push notifications, etc.) with the goal of prompting them to take a specific action or achieve a particular outcome. Campaigns are essential for automating customer interactions and driving results in an efficient manner.

Understanding Triggers

Before a campaign can begin, it requires a trigger. A trigger is an event or condition that initiates the campaign. It represents the starting point of a customer journey within the campaign. Essentially, a trigger causes the system to perform the specified action or start the process.

How to Create a Campaign

1. Access the Campaign Section
   • Click on the Engagement tab from the side menu.
   • Then select the Campaign tab.

   • Click on Create a Campaign.

     

     Set Up the Campaign

   • Name and Description: Provide a name for your campaign. Adding a description is optional but can be helpful for clarity.

   • Click Next.

     

     Select a Trigger for the CampaignA campaign must have a trigger to initiate. You can choose from two types of triggers:

   • When a customer enters a segment: This triggers the campaign when a customer is added to a particular segment. Learn more

   • When an event occurs: This triggers the campaign based on specific customer actions or events. Learn more

     

     After selecting your preferred trigger, click Next.

     Set the Sending FrequencyNow, choose how often customers should enter or re-enter the campaign once they meet the trigger condition. You can select from the following options:

     

   • Send Once: Customers will only enter the campaign once.
   • Send Every Time: Customers will enter the campaign every time the trigger is met.

   • Send at Intervals: Customers will enter the campaign at regular intervals when the trigger condition is met.

     Click Next after making your selection.

2. Design the Campaign WorkflowThe workflow is where you outline the specific steps and actions for your campaign. This is the core of your campaign, defining the sequence of messages and engagement tactics you want to use. Learn more about workflows here.

   

   After creating your workflow, click Next to proceed.

3. Review and Start the Campaign : Once the setup is complete, review your campaign details. After confirming everything is accurate, click Start Campaign.

   

Your campaign is now live and will automatically engage customers based on the conditions you’ve set!

4. Workflow Statistics: When a campaign is active, you can now view detailed metrics for each step in the workflow. Track the number of customers engaged, monitor message statuses, and analyze performance at every stage—all in one place.