It’s time to create your very first campaign, how exciting! Here’s a step-by-step guide to help make the process as seamless as possible.
Take a look at the video or follow the steps below to configure your first campaign.
First, go to your website, click Campaigns, and Add Campaigns.
Now you need to create your Campaign Name - this can be whatever you like! We’d recommend keeping it simple and to the point, something like ‘Black Friday Sale Campaign 2019’.
Next, choose your Campaign Goal. The options are either engagement, meaning that the campaign ends for each user that has interacted with the message, or conversion, meaning that the campaign only ends when a user purchases something.
The next thing you’ll need to think about is when you want the campaign to stop. You have two options: never stop the campaign or stop the campaign when the goal is reached. If the goal is conversion then it may make more sense to stop the campaign once the goal is reached; however, if the goal is engagement then you may want to continue it.
Afterwards, choose your audience on the right side of the screen.
Onto what is arguably the most important step - what type of campaign do you want to run? We have three different campaign types for you to choose from. Here’s a quick rundown of each:
A Time-Trigger Campaign means your campaign goes out to all the chosen recipients on your list at a specific time. It is a one-time scheduled campaign.
Within a Time-Trigger Campaign, you can create either a one-time campaign or an ongoing campaign. A one-time campaign could be something like a newsletter, which goes out all at once and doesn’t need an end date.
An Action-Trigger Campaign starts when a visitor performs an action. An example of this could be when a customer places something in their cart but then exits the page. After this action has been performed, your campaign will automatically be kicked off to bring back this lost visitor.
Therefore you need to select the action that the visitor performs to trigger your campaign. This could be anything from abandoning a cart/ making a purchase to the last time they visited your website.
After the contact has triggered a campaign, you need to decide how long you want to wait before re-enrolling them in the campaign. You may want the contact to enter the campaign just once and choose the Never option, or have them enter the same campaign every time they perform that action and choose Always. We usually suggest setting 2 days to avoid bombarding your clients with the same communications.
The final step is applying context filters (if you want to add more specificity to your campaign). The context filters are related to the order and cart properties, such as item category (clothes, footwear) or total amount spent per order.
A List-Trigger Campaign begins the moment a visitor enters a specific list you have created. These lists are dynamic and add new members automatically, so you won’t have to do this yourself. Your lists segment customers based on their purchasing traits or past behaviors and target them accordingly. These could include ‘hasn’t made a purchase in 3 months’ or ‘spent over $300 on their last purchase’.
For example, a customer who spent over $300 could now join a ‘VIP’ or ‘big spender’ list where they’re targeted with promotions or offers about your most exclusive products. The customer who hasn’t made a purchase for 3 months would need a very different type of motivation to purchase, and could be sent a discount or upcoming sale email to try and draw them back to your brand.
To create a List-Trigger Campaign you will need to decide if you want to pre-enroll everyone on your list who already meets the list requirements or just the new contacts matching the list conditions.
Finally, you just select the dynamic list you created previously (if you haven’t already created your list, look to "How to create a dynamic list" and "How to create a static list" for more on building your dynamic list) and you’re good to go!
Once you have configured your campaign settings, you can click on Save you'll be redirected to the workflow section to start editing the messages sequence of your campaign.