Campaign Builder
In the left-hand navigation bar under Marketing, click Campaigns, then click New Campaign. Any time you want to send a message to your customers, this is where you'll start.
![Accessing Campaigns Builder Accessing Campaigns Builder](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/POuU3KyHvQu5kX2fvsaYQ_accessing-campaigns-builder.png?format=webp)
Let's walk through the builder starting from the top:
- Select What type of campaigns you would like to send?
- Select How would you like to send these messages?
- Separate campaigns: Each selected channel message will be sent to the selected audience as its own campaign.
- Waterfall campaigns: This feature allows you to set up backup messaging channels that trigger when a message is blocked, filtered, or errors to ensure the best chance of getting the message to your customer. To read more about how it all works, see the How does Waterfall work? article in the FAQ section below. Your messages will be delivered starting with the #1 priority channel. If the first channel fails to deliver to a specific contact, we will fall back and attempt to send the user the following priority channel template. When you select this method, you can drag the various delivery methods in rank order.
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/SHS8xjwScCgolVNlHEByj_campaign-builder-step-1.png?format=webp)
![Campaign Builder Step 2 Recipients Campaign Builder Step 2 Recipients](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/PkvD4t4AAZVUIadYahFrz_campaign-builder-step-2-recipients.png?format=webp)
Campaign Information:
- Will the campaign info & recipients be the same for all channels?: If you select yes, the campaign information and recipients will be the same for all channels.
- Campaign name: Label the campaign with something easily recognizable.
- Tags: Select or create the tag(s) you want to add to this campaign. Campaign tags can be used to easily differentiate your messaging categories, allowing you to organize campaigns with color-coded labels that are custom to you. Significant use cases to think about are daily blasts vs. ongoing loyalty campaigns.
- What type of campaign is this?:
- Normal: Send a one-off campaign to your audience. This campaign type allows you to enable "Intelligent timing" in the Recipients section below. With intelligent timing enabled AIQ will only send to a targeted recipient if it's within 2 hours of the time of day they frequently shop.
- Abandoned cart: Send a campaign to customers who have abandoned their cart. Feature availability is dependent on your e-commerce provider and more information can be found from our Integrations guide.
- Post-purchase survey or review: Send a campaign to customers who have recently purchased. If left on indefinitely, this could lead to higher unsubscription rates as frequent buyers will receive this message every time they make a purchase.
- Birthday award: Send a campaign to customers on their birthday
- Random lottery: Send a campaign to a random selection of your audience per day. When this option is selected you will be able to "Randomly select and send this campaign to __ audience members per day."
- SMS opt-in: This feature is turned on in addition to one of the above campaign types. has been enabled via a manual override by AIQ staff. Switch on at your own risk! Warning! This campaign is set to allow you to message contacts that are not explicitly opted in! This campaign will avoid sending to anyone that has explicitly opted out, opted in already, or to those we've already sent an opt in request to. Consult an AIQ expert before using this feature. You are responsible for any compliance regulations you might violate by using this feature. Keep in mind that your message must tell the user to reply "Y or Yes" so that they know to confirm their optin.
- Email opt-in: This feature is turned on in addition to one of the above campaign types. This feature has been enabled via a manual override by AIQ staff. Switch on at your own risk! Warning! This campaign is set to allow you to message contacts that are not explicitly opted in! This campaign will avoid sending to anyone that has explicitly opted out, opted in already, or to those we've already sent an opt in request to. Consult an AIQ expert before using this feature. You are responsible for any compliance regulations you might violate by using this feature. Keep in mind that your message must tell the user to reply "Y or Yes" so that they know to confirm their optin.
The toggles mentioned above are internal only and can only be enabled by AIQ employees. Please contact your Customer Success Manager (CSM), Onboarding Specialist (OB), or AIQ's support team via the chatbot at the bottom right of your AIQ dashboard or using the email [email protected].
![Campaign Builder Step 2 Recipients Campaign Builder Step 2 Recipients](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/HS4xBMK4Jv-6uwMuBoTLO_campaign-builder-step-2-recipients.png?format=webp)
Recipients:
Whether you want to send a message to your entire customer base or to a hyper-specific audience you created, this is where you pick that audience.
Enter the audiences in the Send to these audiences field. You can learn how to Create new audience at Audiences. You can create an audience directly in the builder, eliminating the need to exit the campaign builder to create your target audience for a specific campaign.
You can select more than one audience, and if a customer appears in more than one audience, they'll only receive the message once
To send a campaign to your entire customer base, select All subscribed users
In the Additional filters (optional) section you can set the following information:
- Only send to recipients whose favorite store is: AIQ will only send to a targeted recipient if their favorite store is one of those selected.
- Exclude users within these audiences: AIQ will not sent to a targeted recipient if they are within one of the selected audiences.
- Co-Marketing: Only if the contacts favorite store is: The contact's favorite store must be one of those selected for the contacts parent company. This feature will only work if this campaign is included within a co-marketing template.
- Automatically stop after ______ sends: Cap the number of audience members that get sent this campaign before it stops. Sends can be resumed by entering a larger number or "0".
Customers attempting to send to +5000 contacts should consider breaking down an audience into smaller, more targeted, subsets to avoid carrier blocking. For more information on this, check out the How to break up a big audience? question in our FAQ section below
![Campaign Builder Save Draft Campaigns Campaign Builder Save Draft Campaigns](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/MSjGX2fSf_6g5UXRylDdk_campaign-builder-save-draft-campaigns.png?format=webp)
Save (Draft Campaigns): You can now save your campaign without exiting the building anytime by clicking the save button in the upper right corner. This now labels your campaign as a ‘draft’ instead of the legacy label of ‘inactive.’
![Campaign Builder Step 3 Email Sender Info Campaign Builder Step 3 Email Sender Info](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/4MSI3lj_N07E5AzmHKisk_campaign-builder-step-3-email-sender-info.png?format=webp)
- Sender Info:
- Enter the Subject line
- Enter the Sender name
- Enter the Sender email address
Note: Both the "Sender name" and "Sender email address" will be overwritten if this campaign is used within a Co-Marketing template.
![Campaign Builder Step 3 Email Content Campaign Builder Step 3 Email Content](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/2lts7Rsow7UyYR7jq6-KA_campaign-builder-step-3-email-content.png?format=webp)
- Content:
- Select one of AIQ's pre-made email templates or start with a blank template to customize with the intuitive drag-and-drop template builder. See the Designing Emails page for more details.
Voice
![Campaign Builder Step 3 Voice Generate an AI voice memo Campaign Builder Step 3 Voice Generate an AI voice memo](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/ojexWiJm2V21DgEBDW1bF_campaign-builder-step-3-voice-generate-an-ai-voice-memo.png?format=webp)
- Generate an AI voice memo:
- Use the text box to create messages of up to 2000 characters that our text-to-speech AI reads. These messages can be customized to your users using the Personalization macros in your message.
- Select which Language you would like to generate the voice memo in
- Select the desired Accent for that message
- Select the Gender of the AI voice.
- Click the Play button to generate a voice preview within your browser.
- Send test to phone by entering a phone number and clicking Send. Phone numbers are required to have given you consent. You may answer the test call or send it to voicemail. You are charged 3 credits per minute (max 5 min recordings permitted). Please be aware that we add 7 seconds to any recording that automatically instructs the recipient on how to repeat your message or or opt out per TCPA regulation. This rate includes advanced human/voicemail detection, call time, and caller ID auto customized to the recipients favorite store + any AI driven text to speech generation if applicable.
![Campaign Builder Step 3 Record my voice Campaign Builder Step 3 Record my voice](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/deJ1joyFMX56l2FWevnMu_campaign-builder-step-3-record-my-voice.png?format=webp)
- Record my voice:
- Give your browser permission to record your microphone and then click the blue Record button to start recording your voice memo.
![Campaign Builder Step 3 Voice Upload file Campaign Builder Step 3 Voice Upload file](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/IN2TgSXs5S8ofrfjmkugu_campaign-builder-step-3-voice-upload-file.png?format=webp)
- Upload file
- Do you already have an audio file you want to send? Upload your voice memo here. Note that the file needs to be either MP3 or WAV, with a max length of 2 minutes, and less the 5 MB in size.
![Campaign Builder Step 3 Voice Advanced Settings Campaign Builder Step 3 Voice Advanced Settings](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/YRpnQ-gTdcys8-gllR_3e_campaign-builder-step-3-voice-advanced-settings.png?format=webp)
- Advanced Settings
- Advanced settings allow you to unlock a discount when the call is made. It will add a discount to this personas wallet after they receive this call, just select what discount you would like to unlock from the drop-down.
Text
![Campaign Builder Step 3 Text Custom Notification Campaign Builder Step 3 Text Custom Notification](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/Ue_QuXTYZtKvTSvh0pT6__campaign-builder-step-3-text-custom-notification.png?format=webp)
- Custom Notification
- Select What type of text is this?:
- Regulated industry text
- MMS Image only: When selected, the customer will receive the uploaded custom MMS logo along with the message "Reply STOP to opt out". Keep in mind, using images with flagged content can increase filtration.
- Create your message: It is important to refrain from using any regulated industry keywords or promotional intent language such as "reward" or "promo" to avoid carrier filtration within the initial text. On the next step you can build a landing page that doesn't have any limitations. You must include the {{landingPage}} macro in your notice message so that we know where to link users to.
- Add custom MMS media: Warning: Same rules apply, do not use banned graphics, menu images or images that could get flagged.
- Self-destruct after time: This setting allows you to set 'How long (in days or hours) after the text is sent should the message expire for an individual contact?' When a user clicks on a message after the set time limit, it will show "This message has expired" on the landing page.
![Campaign Builder Step 3 Text Custom Notification Campaign Builder Step 3 Text Custom Notification](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/UPYsml_YTxX6XhPFt1MWN_campaign-builder-step-3-text-landing-page.png?format=webp)
- Landing Page
- Select one of AIQ's pre-made templates or start with a blank template to customize with the intuitive drag-and-drop template builder.
Native Push
![Campaign Builder Step 3 Native Push Campaign Builder Step 3 Native Push](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/IeX5ORVIoWi38aolUp2m3_campaign-builder-step-3-native-push.png?format=webp)
- Feature image: This image will show on the right side of the push notification. The minimum width is 300 pixels, and the maximum width is 800 pixels. The most common sizes are 512x256 and 800x400.
- Subject: This will show above the message. Recommended character length is 50 characters, this will allow for a preview on most devices. Emojis are allowed in the subject line.
- Message: The maximum number of characters depends on the device preview; we recommend a maximum of 150 characters.
![Campaign Builder Step 3 Native Push Emoji Campaign Builder Step 3 Native Push Emoji](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/eXh0K6j04RJP66QmkymzJ_campaign-builder-step-3-native-push-emoji.png?format=webp)
- Emoji: This is a simple emoji picker that you can use to select emojis for use in your message.
![Campaign Builder Step 3 Text Custom Notification Campaign Builder Step 3 Text Custom Notification](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/-TsIPK-rxEFrVLHKyIIH2_campaign-builder-step-3-native-push-personalization.png?format=webp)
- Personalization: Copy and paste a macro below to let AIQ know that you would like us to personalize your message. Please keep in mind that messages will not send out if the data required to replace a macro isn't available.
{{macros}} Can be used to automatically pull unique data about the individual you're messaging to personalize the message.
If the data required to replace a macro isn't available for a contact in the audience you select for the campaign, the message will not send to that contact so we caution against using too many macros in any given campaign.
![Campaign Builder Step 3 Native Push Attach Discount Campaign Builder Step 3 Native Push Attach Discount](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/O1J7yKv2zx8Idi2TjVbU8_campaign-builder-step-3-native-push-attach-discount.png?format=webp)
- Attach discount: Copy and paste a discount macro into your message. Discount macros will be automatically converted into shortened URL's, that when clicked, will open up on the users phone.
![Campaign Builder Step 3 Native Push Attach Survey Campaign Builder Step 3 Native Push Attach Survey](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/e_CkqFKJ1nqQe0z-I8qls_campaign-builder-step-3-native-push-attach-survey.png?format=webp)
- Attach survey: Copy and paste a survey macro into your message. Survey macros will be automatically converted into shortened URL's, that when clicked, will open up on the users phone.
Browser Push
![Campaign Builder Step 3 Browser Push Campaign Builder Step 3 Browser Push](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/3xu0roUMZbK5N3sdFHPnB_campaign-builder-step-3-browser-push.png?format=webp)
- Feature image: This image will show on the left side of the push notification. The minimum width is 300 pixels, and the maximum width is 800 pixels. The most common sizes are 512x256 and 800x400.
- Subject: This will show above the message. The maximum character length is 20.
- Link URL: When the user clicks on the push notification, they will be taken to this link.
- Message: The maximum number of characters is 60.
- Emoji: This is a simple emoji picker that you can use to select emojis for use in your message.
- Personalization: Copy and paste a macro below to tell AIQ you want us to personalize your message. Please keep in mind that messages will not send if the data required to replace a macro isn't available.
- Attach discount: Copy and paste a discount macro into your message. Discount macros will be automatically converted into shortened URL's, that when clicked, will open up on the users phone.
- Attach survey: Copy and paste a survey macro into your message. Survey macros will be automatically converted into shortened URL's, that when clicked, will open up on the users phone.
Direct Mail
![Campaign Builder Step 3 Direct Mail Campaign Builder Step 3 Direct Mail](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/TaKtaRtJR2nBcAE2570Cf_campaign-builder-step-3-direct-mail.png?format=webp)
Postcards are printed and mailed commonly within 48 hours of the campaign going live. Attribution windows will automatically be 30 days following the delivery receipt time for each mailbox. Postage is handled on the back of the postcard, click "show example" for more info.
All addresses will be validated before sending a postcard. If an address does not meet our deliverability strictness we will not send the postcard and you will not be charged.
Image Requirements
- Images should be 300 dpi or higher - PNG/JPEG files with less than 300 dpi will be rejected.
- Your artwork should include a 1/8" border around the final trim size. This means your final file size will be a total of 0.25" larger than your expected printed piece (ie, a 4"x6" postcard should be submitted as 4.25"x6.25"). There is no need to include crop marks in your submitted content.
- Include a safe zone – make sure no critical elements are within 1/8" from the edge of the final size.
- Do not include any additional postage marks or indicia.
- File sizes should be no larger than 5MB.
- Minimum 300 dpi. The dpi is calculated as (width of image in pixels) / (width of product in inches) and (length of image in pixels) / (length of product in inches). For Example: 1275px x 1875px image used to create a 4.25" x 6.25" postcard has a dpi of 300.
- Submitted images must have the same length to width ratio as the chosen product. Images will not be cropped or stretched by the API.
- Postcard size: Choose the desired dimensions for your postcard. Selecting a specific size ensures that your postcard will be printed and delivered according to the chosen dimensions.
- Conceal Recipient Name: When enabled, this setting conceals the recipient's name on the postcard, replacing it with 'Current Resident'. This option provides customers with an added layer of discretion and privacy.
- Campaign Channels: Each channel will be sent as a separate campaign
- Campaign type: If you are using Abandoned cart it will trigger this campaign to send to targeted recipients when we receive a signal from your e-commerce platform that they left an online cart dormant without completing the sale. Please note that abandonment signals vary across e-commerce provider solutions.
![Campaign Builder Step 4 Review and Schedule Campaign Channels Campaign Builder Step 4 Review and Schedule Campaign Channels](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/_jV3TAovBCWqCqkAnYvjL_campaign-builder-step-4-review-and-schedule-campaign-channels.png?format=webp)
- Audiences targeted
![Campaign Builder Step 4 Review and Schedule Audiences Targeted Campaign Builder Step 4 Review and Schedule Audiences Targeted](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/I-jOyeKLI_5XazMFwF9eN_campaign-builder-step-4-review-and-schedule-audiences-targeted.png?format=webp)
- Content
![Campaign Builder Step 4 Review and Schedule Content Campaign Builder Step 4 Review and Schedule Content](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/iQXrGt5vuaWWc_G8HK7B9_campaign-builder-step-4-review-and-schedule-content.png?format=webp)
- Tracking: AIQ will automatically track engagements by channel. Conversions will be counted as long as they make a purchase within 14 days of receiving your campaign and they engage in at least one of the following ways: Text received, Opened text, Customer response via text.
![Campaign Builder Step 4 Review and Schedule Tracking Campaign Builder Step 4 Review and Schedule Tracking](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/ZLuhM496ogKyCmzyWmvfg_campaign-builder-step-4-review-and-schedule-tracking.png?format=webp)
- Schedule
- Blast: The campaign sends to all recipients at the defined start time.
- Ongoing: The campaign starts sending to recipients as soon as they are added after the defined start time.
- Start & End: The campaign sends to recipients at the defined start time and anyone until the end time.
![Campaign Builder Step 4 Review and Schedule Schedule Campaign Builder Step 4 Review and Schedule Schedule](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/MR-TeNGlAStcb2rfFIso1_campaign-builder-step-4-review-and-schedule-schedule.png?format=webp)
- Loyalty: Gift _ points to every recipient of this campaign
![Campaign Builder Step 4 Review and Schedule Loyalty Campaign Builder Step 4 Review and Schedule Loyalty](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/cnYC6cQX7zTltavHr7x6E_campaign-builder-step-4-review-and-schedule-loyalty.png?format=webp)
- Forecast:
- Based on the current state of your audience members, selected settings, and channels, we estimate this campaign will be sent to _ recipients. Here, you can also select which location the campaign should be billed to.
- Shows the expected credit cost, credits used, and credit limit to confidently send messages within your budget
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/ZLGXecaSNw4Cx1wsLM-ny_image.png?format=webp)
Click the arrow to the left of the Save button to set the campaign live.
![Campaign Builder Step 4 Review and Schedule Set Live Campaign Builder Step 4 Review and Schedule Set Live](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/PaAT5hhma42ZXEUfmwEY7_campaign-builder-step-4-review-and-schedule-set-live.png?format=webp)
- Save/Save as inactive: This will save your campaigns as a draft to continue working on later. This will not set the campaign as live.
- Set Live: Validates the campaign and sets it live. It will start sending at its scheduled time.
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/tsZOWXoKbSfERP_WNZj8z_screenshot2023-03-27at32830pm.png?format=webp)
If you want users with roles above 'Marketing' to approve campaigns prior to being published, head to Settings > Team Members > Role Permissions and flip the '[marketing] role can activate campaigns' off (grey). Anyone with roles above 'Marketing' will get an email notification letting them know a campaign is pending approval. You can also add emails to exclude from these notifications under the toggle.
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/d44LOsawRpB6cgNBbkng3_screen-shot-2022-11-29-at-112442-am.png?format=webp)
This will automatically move campaigns created by users with 'Marketing' roles to a 'Pending Approval' campaign group.
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/n3XSUjhiQI6uIlUpevnOt_screen-shot-2022-11-29-at-81216-am.png?format=webp)
Roles above 'Marketing' can switch the status to 'Live' and have a checkbox to move the campaign out of 'Pending Approval'.
![Document image Document image](https://images.archbee.com/_X-e6BgxhE_SJLadO7aIw/Sx7P3rKS8AzGBtOj9Wcj8_screen-shot-2022-11-29-at-81432-am.png?format=webp)
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