Marketing
Campaigns
Campaign Builder
11min
Use the campaign builder to create marketing campaigns for various channels.
- Navigate to Marketing > Campaigns
- Click Create Campaign
- Select 1 or multiple channels "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.
- ο»ΏWaterfall Campaignsο»Ώ: This feature allows you to set up backup messaging channels that trigger when a message is blocked, filtered, or errors.
- Click Continue
- If you've selected multiple channels, you'll see a setting for "Will the campaign info & recipients be the same for all channels?"
- ON by default. If you toggle this OFF, you will then see tabs to customize settings for each channel selected.
- Campaign name
- Internal only for you to organize
- Tags
- Internally used to help you organize your campaign content. You can select from previously created custom tags or create new ones here.
- Use case: 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.
- Send to these audiences: Enter the audience(s) that you would like to send your campaign to.
- 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
- Additional filters (optional):
- 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 contact's parent company.
- This feature will only work if this campaign is included within a co-marketing template.
- Automatically stop after X recipients: 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".
- Intelligent timing: When enabled, AIQ will only send to a targeted recipient if it's within 2 hours of the time of day they frequently shop.
- Note: If a campaign is set to run in a specific time window (set from 'Scheduling' on review step in campaign builder), both intelligent timing and the provided time-window will be respected. This means, if your customer is shopping more than 2 hours outside the campaign time-window, they will not receive the campaign.
- Example 1: customer usually shops at 8pm, campaign cutoff time is 6pm for sending marketing messages, that shopper should get the message around 6pm.
- Example 2: customer shops at 8pm, campaign cutoff is 5pm for sending marketing messages, shopper will never receive message with intelligent timing turned on because they shop more than 2 hours outside the messaging window.
- Save (Draft Campaigns): You can 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 βdraftβ instead of the legacy label of βinactive.βΒ
If your Audience contains more than 5,000 contacts, you should consider breaking it down into smaller, more targeted subsets to avoid carrier blocking.
Refer to our specific articles for each campaign channel.
1. Email Campaignsο»Ώ
2. Voice Dropsο»Ώο»Ώ
3. SMS/MMS Text Campaignsο»Ώ
4. Native Push Campaignsο»Ώ
6. Direct Mail Campaignsο»Ώ
- 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.
Lists any audiences this campaign is being sent to. Can limit to their favorite store.
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.
- 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.
Gift X points to every recipient of this campaign.
- Based on the current state of your audience members, selected settings, and channels, we estimate this campaign will be sent to X 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
- For split campaigns
- Forecaster will take into account all possible sends since a user can receive message from multiple channels
- e.g. If it's an email + text split campaign, they will be included in both email + text. So send & cost for both will be added.
- For waterfall campaigns
- Forecaster will follow the waterfall channel priority flow, users are included only in the first eligible channel
- e.g. If it's an email + text waterfall campaign, a user will be included in either the text OR email forecast. So will count as 1 send & include cost of one channel.
Click the arrow to the left of the Save button to set the campaign live.
- 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.
To control who has final approval of campaign sends, see Permission: Campaign Approvalο»Ώ.
