Campaigns
This document provides comprehensive guidance on utilizing Campaign Builder 2.0, which was launched in January 2024. For those who opt to keep using the original version, detailed information and support can be found on the Campaigns Builder (Legacy) page for more information.
Alpine IQ allows you to house all your messaging tools under one roof. Email, Voice, Text, Native Push, Browser Push, and Direct Mail notifications are all available with Alpine IQ's suite of messaging tools.
1. Email Campaigns
2. Voice memo drops
3. SMS/MMS
4. Native App
6. Direct Mail
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.
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.
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. Find more information about abandoned cart campaigns HERE.
- 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. Find additional information on post-order messages HERE.
- 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 Alpine IQ 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 Alpine 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 Alpine IQ 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 Alpine 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 AlpineIQ employees. Please contact your Customer Sucess Manager (CSM), Onboarding Specialist (OB), or Alpine IQ's support team via the chatbot at the bottom right of your AIQ dashboard or using the email [email protected].
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.
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
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.’
- 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.
- Content:
- Select one of Alpine IQ'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
- 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.
- Record my voice:
- Give your browser permission to record your microphone and then click the blue Record button to start recording your voice memo.
- 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.
- 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
- 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.
- Landing Page
- Select one of Alpine IQ's pre-made templates or start with a blank template to customize with the intuitive drag-and-drop template builder.
Native Push
- 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.
- 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 let Alpine IQ 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.
- 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.
Browser Push
- 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 Alpine IQ 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
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.
- Audiences targeted
- Content
- 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.
- 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.
- Loyalty: Gift _ points to every recipient of this campaign
- 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.
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.
Dynamic Content for Cart Abandonment works for
- Shopify
- Jane
- Dispense
Dynamic Content to populate favorite products or products recommendations in campaigns or the wallet work with:
- Dutchie
- Jane
- Shopify
- WooCommerce
The AIQ marketing channels now have a powerful feature called "Dynamic Content." Dynamic Content allows you to display personalized content to users based on specific campaign rules and user information.
This feature provides several key benefits:
- Improved targeted marketing campaigns: By displaying content that is tailored to the Customer's interests, you can increase engagement and conversions.
- Facilitate usability of campaign builders for MSOs: The Dynamic Content button in the campaign builder makes it easy to select and populate content blocks that display products tailored to the Customer's interests.
- Creates a tailored shopping experience which will drive even further repetitive engagement: By pre-populating content blocks with relevant products, you can streamline the shopping process and encourage repeat purchases.
Before you are able to use the Dynamic Content block, you are required to set up your "Product Feed."
In the Product Feed section, you can define "what" products that can be displayed within this template from the Alpine IQ Dynamic Content macros.
When setting up Dynamic Content in your marketing campaigns, you have several options to choose from. These options are designed to help you personalize your content and increase engagement with your audience. The four options are:
- All: This option has no restrictions and will show all available products.
- User Recommended: This option lets Alpine IQ decide which products to show based on its User Level Recommendation Algorithm. This algorithm takes into account the Customer's behavior and preferences to recommend products that are most likely to be of interest to them.
- User Abandoned Items: This option shows products that have been abandoned by the Customer. Depending on the e-commerce platform you're using, it can either directly link to the abandoned product (Dispense, Jane) or to the user's abandoned cart (Shopify).
- User Most Purchased: This option displays the products that the Customer purchases the most. This information is based on the Customer's behavior and purchase history.
- Additional Filters:
- Products from Stores - Select certain stores in order to restrict the dynamic content from showing products from other stores.
- Product Categories - Select certain categories in order to restrict the dynamic content from showing products from other categories.
- Brand(s) - Filter products by brand. We will try to match the specified percentage of products to the selected brands.
- Note: If we can’t fill the percentage with the selected brand(s) in the filter, we won’t send the campaign.
- Product minimum quantity in-stock - Set the required minimum number of in-stock for the products shown.
- Product minimum price - Set the required minimum price for the products shown.
- Product maximum price - Set the maximum price for the products shown.
Note about product links - If you are using Dutchie or Jane and want to send customers to your own website with your branded menu, you will need to enable turn on the toggle to improve Dynamic Content performance.
- For Jane - You will need to enable “deep linking” in order for customers to be directed to your site properly. Please view this IHJ documentation on how to do this.
Head over to your Settings > Retail Stores > Customize on each store to enable. If this is not enabled they will be taken to the e-commerce marketplace's listing instead:
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.
This will automatically move campaigns created by users with 'Marketing' roles to a 'Pending Approval' campaign group.
Roles above 'Marketing' can switch the status to 'Live' and have a checkbox to move the campaign out of 'Pending Approval'.
All your campaigns, active and inactive, can be found by heading to the Marketing dropdown in the left-hand navigation bar of your AIQ dashboard and clicking on Campaigns
- Status: the campaign is inactive or has been paused. Click the red "pause" button to activate a campaign
- Campaign name: choose a name that speaks to the nature of the campaign and is easily searchable in the future. This is used for internal purposes and will not be public to your customers.
- Scheduled for: tells you when the campaign was scheduled to send and if was a Blast or Ongoing campaign
- Last msg sent: This indicates the time that the last message was sent or the campaign has finished sending to all the contacts in the audience you selected
- ID: the unique identifier for this campaign. Search by this ID or create audiences of people that have received this message using this ID
- Created: when the campaign was first published, regardless of activation status
- Updated: any changes that were made after the campaign was created
You now have the ability to view your scheduled campaigns within a calendar view.
Make sure to click the calendar icon to the right of the search bar to open this view.
Under Action in the top-right corner of the Campaigns page, you have options to Edit, Copy, or Delete a campaign
- Open / Edit: make changes to an existing campaign. Editing active campaigns can affect the functionality
- Clone / Copy: Create a new, identical version of an existing campaign. This is a great way to A/B test a campaigns by altering one aspect and monitoring success rates
- Delete / Archive: Removes and turns off an existing campaign. Find your archived campaigns by flipping the Archived toggle to Show at the top of the Campaigns page
Organize your campaigns by location, product preference, incentivized, etc.
Click Create Group at the top of the page, name the Campaign Group, and select the campaigns you want to be added to that group
Once you begin sending out campaigns, we will begin tracking their performance. You can see these metrics by navigating to the Campaign Reports section under the Marketing section on your left navigation bar.
This screen can be filtered via the channels that were used by using the toggles.
If you need to filter a specific campaign the best way is to use the search bar by typing in the Campaign Name or even the unique Campaign ID (this can be found in the URL while looking at the Edit Campaign screen!)
Once you have your filter set, click on the top right blue Download stats as CSV in order to generate a file of the Campaign's statistics
Our March 2024 release introduces a fresh perspective on conversions, enabling a comprehensive analysis of strict versus broad attribution for the campaign.
Metrics showing revenue generated only after a message recipient has engaged with your campaign. Meaning, they interacted with your campaign before converting.
Conversions that happen after receiving a message. Meaning, these metrics are absent from engagement with your campaign.
Alpine IQ gives you the ability to see breakdowns of your Conversions. Open any active/published campaign and in the Conversion tracking breakout section, you can see in depth details about these metrics.
Metric | Description |
Sent messages | Total number of sent messages across all channels. Hover over the total number of sent messages for a breakdown of messages: SMS, MMS, Email, Optin texts, Post sale texts, Post sale emails, Abandoned texts |
Opens | Number of message opens by contact |
Link clicks | Number of times links inside messages were clicked (inside the Walled Garden for texts) |
Conversions | How many desired actions were taken by contacts |
Revenue generated | Calculates the monetary result of your campaign |
Spent | Indicates marketing investment to reach contacts in tokens. You can hover over the credits value with your mouse and see the dollar amount spent. |
Revenue per send | The average revenue generated per message |
Open rate | The percentage of opens based on how many contacts from your campaign opened your business' message. This is similar to your business' email open rate |
Click-Through Rate | Gives a percentage of clicks based on how many contacts from your campaign clicked on links inside the message |
Conversion Rate | Conversion rate and gives the percentage of contacts persuaded by your messaging to take a particular action |
Cost per conversion | Gives you the power to identify how much marketing spend was needed to generate revenue from your contacts |
Total ROI | An estimate of how campaigns have performed and if your company made or lost money |
The Calendar is a powerful new tool that enables you to visualize all the active campaigns for your account in an intuitive way. By displaying your campaigns on a calendar, you can quickly see which days you have a campaign running and which days you don't.
The Active Days on the calendar are displayed in green, making it easy to identify when you have a campaign active. Inactive days are displayed in white, providing a clear picture of your marketing schedule.
Using the Calendar View, you can quickly plan your marketing activities around your active campaign days. By understanding which days you have campaigns running, you can optimize your marketing activities and maximize your ROI.
Scroll down and you can see all of your campaigns in one place. In this Campaigns View, you can quickly see each campaign's name, scheduled date, revenue generated, ROI, cost, channels, and engagement rates.
Engagement rates are displayed for each campaign, with Open Rate % displayed in orange, Click-Through Rate % displayed in black, and Conversion Rate % displayed in green. These values help you understand how your campaigns are performing and where you can optimize your marketing efforts.
You can view data on a per-campaign performance basis, including easy-to-read blocks of stats highlighting key metrics.
- Start off by locating the campaign you want to review and once open click Open campaign report:
- At the top level section, there is the Campaign Name, Scheduling, and Last Message Sent time stamp
Revenue Generated - Sales attributed after sent to customers Spent - the cost of total messages sent in credits. You can hover over the credits value with your mouse and see the dollar amount spent. Total ROI - Sales/Cost summarized
The second section is based on the conversion types set:
Reminder - these are set under the Advanced Options > What engagements count when calculating conversions
The third section has 3 parts: 1. Calendar view of when messages went out. Day(s) in green indicate when they were sent, white means no messages.
2. Stats of all channels or individually based off what was used. 3. A total of average stats including:
- Open rate
- Click-Through Rate
- Conversion Rate
- The fourth section includes the Conversion tracking breakout:
- This table lays out each engagement set and associates the revenue, number of conversions, and percentage. This same table can be downloaded as a csv for use as well.
No, but there is a possibility that if the carrier the contact is using is a subsidiary of a "blocked" carrier, the message will still get through. There are 180+ carriers we work with. While we are currently blocking specific carrier-tagged devices as defined by the aggregators, number porting and other edge cases exist where these carriers might not have 100% control of the delivery network.
Our priority channel system actively monitors events from your audiences, such as email and app opens, SMS carrier blocking, and opt-in status changes to maintain an accurate picture of where your audience is reachable for messaging. In real time, Waterfall will automatically redirect the message to the next available channel in the priority list.
To set Campaign channel priority:
1. Open the Campaign Builder
2. Draft messages using at least two of the messaging tools
3. Set the priority by clicking and dragging the options in numerical order
4. Continue building the campaign as you normally would
If a customer only opts into the 2nd priority message channel, AIQ will automatically skip the first channel and send the message via the next channel. In the example above, if a customer is subscribed to Email messages but opts out of Text messages, Waterfall will skip Text messages and send an email.
Head to the Marketing section in your AIQ dashboard and click Campaign Reports. At the top of the page, you'll see a cumulative breakdown of all your campaigns, but you can also see a breakdown by individual campaign.
Open individual campaign reports by clicking on the + symbol to the left of any campaign
On the left is a breakdown of each channel's deliverability and the right shows the campaign stats overall through the funnel