Applies to: All (Users, Managers, and Admins)
Who can create and edit campaigns:
Users, Manager, and Admins
Who can set campaigns "Live" or "Paused":
Users: Can activate and pause one-time campaigns only, and only if they're both the creator and the sender in the "specific user" strategy
Managers: Can activate and pause one-time campaigns only, and only if they're either the creator or they're on the team it was created in
Admins: Can activate and pause all campaigns
What is a Campaign?
A campaign is a game-changing feature that allows you to automate messages (email & sms) to go out based on your specifications.
Generally, it's great for those messages that you and your team find yourselves always sending. With campaigns, you know the messages are going out behind the scenes, leaving you with more time to focus on the high touch, more specialized communication with your clients.
Ideal messages to create a campaign are for: client birthdays, thank you notes (after purchases), reconnecting with relapsed clients, etc.
How do I build a Campaign?
Overview:
Click on Campaigns in the navigation bar
Click Create Campaign
Choose what kind of Campaign you'd like to make (E-mail or SMS/One-time vs Recurring)
Fill out the Details of the campaign
Select your Senders for your Message
Create an Audience to send the message to by using groups of Filters
Compose your message
Click on Schedule to set the constraints on when your message will be sent.
Click Save Changes
Click Set Live
1. Click on Campaigns
2. Click on Create Campaign
3. Select the type of message & campaign you want to send
Recurring Campaign- A recurring campaign goes on indefinitely (until paused), within a daily sending window that you can define. Customers may re-enter a recurring campaign after a period of time that you can define. (Example recurring campaigns: Thank you notes, lapsed customers, Birthday messages, etc.)
One-time Campaign - A one-time campaign will run until the recipient limit you set has been reached, or until you pause it, then it will stop. A one-time campaign cannot be run again, but it can be duplicated if you'd like to run another one-time campaign with the same settings. (Example one-time campaigns: Events, New Releases, etc.)
SMS has limited characters so its recommended to keep these campaigns brief!
4. Fill out the details of your Campaign
Complete the Details of your campaign.
Title: Name of the Campaign
Description: Additional details to explain the purpose of the campaign
Tags: Add any tags for grouping campaigns. Tags are a great way to group different campaigns together and make them easier to find
You'll notice that we automatically provide UTM tracking so that you can separately track the campaign's performance.
5. Select Senders for your message
Click on "Senders" to define who the campaign will be sent by. There are multiple levels of configuration here, and for each bullet-point option, the bullets below will change to detail how things will work.
Messages will by Sent by:
A Specific Person
This will allow you send all messages from the campaign from a specific User
One or more people
When choosing one or more people, you will have varying options of how the Sender
The selected senders are any of:
A list containing users and associated teams from which messages can be sent. Depending the strategy selected by the next bullet, and the particulars of a given customer, any user who is in this list may be a possible sender of a message in this campaign. Both individuals and groups of users may be selected via the different menus, in any order - the list will be the result of all of them added together.
Recipients will be assigned to senders based on:
The Team Closest to the customer's location
Recipients will be required to have a Postal Code
The team closest to the customer will be selected from the senders list above
If the customer's Assigned User is included in the senders on the selected team, that user will be preferred
First order location
Recipients will be required to have a First Order Location linked to a team that is included in the senders list above
If multiple teams are linked to the location, the closest team will be selected, based on the customer's Postal Code
If the customer does not have a Postal Code, a team will be selected from the linked teams randomly
If a team member Assisted in the order, that user will be preferred first
If a team member was the Cashier in the order, that user will be preferred second
If the customer's Assigned User is included in the senders on the selected team, that user will be preferred last
Last Order location:
Recipients will be required to have a Last Order Location linked to a team that is included in the senders list above
If multiple teams are linked to the location, the closest team will be selected, based on the customer's Postal Code
If the customer does not have a Postal Code, a team will be selected from the linked teams randomly
If a team member Assisted in the order, that user will be preferred first
If a team member was the Cashier in the order, that user will be preferred second
If the customer's Assigned User is included in the senders on the selected team, that user will be preferred last
The Customer's Assigned User
Recipients will be required to have at least one Assigned User included in the senders list above
If multiple users are assigned to the customer and included above, one will be selected randomly
If the selected user is a member of multiple teams in the above list, then if the customer has a Postal Code, the closest team will be selected, otherwise, a team will be selected randomly
Round Robin
Senders will be selected for recipients randomly, in a round-robin fashion
If the customer's Assigned User is included in the senders list above, that user will be preferred
6. Create an Audience for your campaign
Create an audience based on a grouping of filters to pinpoint customer's you'd like to send the campaign to. Some filters cannot be changed in a campaign and are a requirement based on your Sender settings.
Click on Group
Choose your desired filters
Click Confirm
Subscription & suppression rules
You can require recipients to be subscribed to marketing to send them a message
Include or Exclude recipients that have previously been contacted in Endear or other integrations
7. Compose your message
Create your message here. You can use the Actions button to add additional information like images and stories to your message.
8. Schedule your Message
You can determine when a campaign begins and ends. You can also limit how many customers receives a campaign.
One time Campaigns - Choose a start and stop time and how many recipients can receive the campaign before it stops.
Recurring Campaigns - For recurring campaigns, you can also choose what time of day the Campaign tries to send messages. You will also be given the option for customers to Re-Enter the Campaign after a certain period of time.
9. Click on Save changes
10. Click on Set Live
Still Need Help?
We are happy to assist you for more 1:1 direction. Reach out to our live chat!