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Platform Guides

Campaigns

71min
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Alpine IQ gives you the ability to house all your messaging tools under one roof. SMS, Email, Native App Push, and Browser Push notifications are all available with Alpine IQ's suite of messaging tools



For information on specific Alpine IQ marketing tools:

1. SMS/MMS

2. Native App

3. Email Campaigns

4. Browser Push Notifications





Alpine IQ Campaign Builder

In the left-hand navigation bar under Marketing, click Campaigns then click Create new campaign. Any time you want a send a message to your customers, this is where you'll start. Let's walk through the builder starting from the top:

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  • Campaign name: Label the campaign as something that's easily recognizable. If you don't it'll default to "Draft (Mar 2nd 22)"
  • Status: If it's set to "Off", the campaign is inactive. To save a draft of a campaign, simply flip the status to "Off" and publish the campaign. Once you flip this to "Live", the campaign is active and will send at the selected publish time
  • Archived: Toggle this to "Yes" to archive a campaign. This will also render it inactive or "Off"


Alpine IQ's Campaign Channels

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This is where you actually build out your campaigns. Text message and Browser push notifications are ready for use when you first log in to the platform but there is some additional setup needed to send Email and/or Native Push messages which we'll go over soon. Use these messaging tools individually or in tandem as part of our Waterfall feature



Selecting an audience for your campaign

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

Click Please select one or more audiences and a dropdown will appear with all your audiences. You can select more than one audience and if a customer appears in more than one audience, they'll only receive the message once

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To send a campaign to your entire customer base, select All subscribed users

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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



Click Filter more to find options to filter by individual stores and/or exclude audiences from specific campaigns.







Alpine IQ's Waterfall Technology

To solve cannabis censorship, we created a new technology walled Waterfall

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This feature gives you the ability 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



Campaign Builder Advanced settings

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  • Enable intelligent timing: turning this on will send the message to your customer within 1 hour of their average purchase time. Find additional details on this tool on the Alpine IQ YouTube page
  • Sent to [ # ] contacts max per day: This limits the number of contacts this campaign can send to in a day. This is most commonly used when setting up raffle/lottery campaigns. Learn more about HERE
  • Set a custom attribution window: Customers "convert" when taking action on a campaign and making a purchase. The default conversion window is 14 days but if you'd like a smaller conversion window, update that number here.
  • What engagements count when calculating conversions: Choose specific actions you want to count towards conversions. Example: If you only want it to be considered a conversion after a landing page link is clicked, select After landing page link was clicked.
  • Gift [ # ] points to every contact this campaign sends to: Any customer in the target audience of this campaign will receive the number of points you input here.
  • Trigger when a cart is abandoned: Flip this toggle to trigger a message only when an online shopping cart is abandoned. Feature availability is dependent on your e-commerce provider. Find more information about abandoned cart campaigns HERE.
  • Trigger upon every purchase event: Flip this toggle to trigger a message every time a customer makes a purchase. 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.
  • Trigger when contact is seen within a physical world geofence: Flip this toggle to trigger a message to Native app users that allow tracking when they enter a physical boundary you set. Boundaries are completely customizable and accurate up to 100 feet. For more information on geofencing, see this article.

Additional advanced settings

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  • Is this is a campaign to opt-in users for SMS/Email?: These toggles allow you to send double opt-in emails or SMS/MMS messages to contacts who have not yet explicitly opted in or out to marketing content. This feature should only be used with caution, as it is important to comply with all applicable spam laws and regulations.
    • When sending SMS/MMS double opt-ins no additional setup is needed, it will send similar to how normal double op-ins would send.
    • When sending emails, your template for the campaign must include a button that uses the emailOptInURL macro {{emailOptInURL}} as the URL, as seen below.
    • Button To Opt-In The Customer
      Opt-In Button
      

The toggles mentioned above are internal only and can only be enabled by AlpineIQ employees, please reach out to your Customer Sucess Manager (CSM), your Onboarding Specialist (OB), or Alpine IQ's support team via the chat bot at the bottom right of your AIQ dashboard, or using the email support@alpineiq.com.





Alpine IQ Personalization Macros

Use {{macros}} to automatically pull unique data about the individual you're messaging to personalize the message.



These macros can be used across all messaging channels.

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.

Dynamic Content

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."

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In the Product Feed section, you can define "what" products that can be displayed within this template from the Alpine IQ Dynamic Content macros.

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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:

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Campaign Approval Setting

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.

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This will automatically move campaigns created by users with 'Marketing' roles to a 'Pending Approval' campaign group.

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Roles above 'Marketing' can switch the status to 'Live' and have a checkbox to move the campaign out of 'Pending Approval

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Alpine IQ Main Campaigns Page

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

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Alpine IQ Campaigns Column Breakdown

  • 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



Campaign Calendar View

You now have the ability to view your scheduled campaigns within a calendar view.

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Make sure to click the calendar icon to the right of the search bar to open this view.

How to edit, copy, or delete an Alpine IQ campaign

Under Action in the top-right corner of the Campaigns page, you have options to Edit, Copy, or Delete a campaign

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  • 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



Filter campaigns by status and/or delivery method

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Create campaign groups

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







Alpine IQ Campaign Reports

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.

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This screen can be filtered via the channels that were used by using the toggles.

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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!)

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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

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Conversion & Link Breakdowns

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.

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Campaign Report Metrics Explained

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

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

Campaign Calendar

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.

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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.

Individual Campaign Statistics

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.

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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.

Single Campaign Analytics

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:
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  • At the top level section, there is the Campaign Name, Scheduling, and Last Message Sent time stamp
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Revenue Generated - Sales attributed after sent to customers Spent - the cost of total messages sent Total ROI - Sales/Cost summarized



The second section is based on the conversion types set:

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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
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  • The fourth section includes the Conversion tracking breakout:
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  • 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.


FAQs

Do we send opt-in messages to contacts using mobile carriers with programmatic blocks in place?

No, but there is a possibility that if the carrier the contact is using is a subsidiary of a "blocked" carrier that the message will still get through. There are 180+ carriers we work with and while we are currently blocking specific carrier-tagged devices as defined to us by the aggregators, number porting and other edge cases exist where these carriers might not have 100% control of the delivery network.



How do I set up Waterfall?

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. Waterfall will automatically redirect the message to the next available channel in the priority list in real-time.

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 using the arrows on the right

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4. Continue building the campaign as you normally would

If a customer is only opted in to 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 subcribed to Email messages but opted out of Text messages, Waterfall will skip Text message and send an email



How does Waterfall campaign reporting work?

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 breakdown by individal campaign

Open individual campaign reports but clicking on the + symbol to the left of any campaign

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On the left is a breakdown of each channels deliverability and on the right shows the campaign stats overall through the funnel

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What is post-order message?

Enabling post-order messages gives you the ability to trigger a message every time a customer makes a purchase





How to set up post-order messages:

  • Head to Marketing > Campaigns > Create new campaign
  • Add your copy, select an audience, and set the campaign to Ongoing
  • Open the Advanced settings and flip Trigger upon every purchase event to ON

Enabling post-order messages means a message will be triggered every time a customer makes a purchase. We suggest targeting a specific audience to avoid unsubscriptions. Example available in the video above





How do I set up a lottery or raffle?

See below to create a campaign that will randomly select one of your customers to receive points or a specific discount





How to set up a lotter/raffle campaign:

  • Head to Marketing > Campaigns > Create new campaign
  • Add the copy to the marketing tool of your choice and if applicable, add the discount itself to the campaign
    • You can also gift points to the campaign under Advanced settings which we cover in the video above
  • Set the campaign to Ongoing
  • Open Advanced settings and Sent to 1 contacts max per day (enter a different number to select more than one contact per day)







Updated 05 Sep 2023
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TABLE OF CONTENTS
For information on specific Alpine IQ marketing tools:
1. SMS/MMS
2. Native App
3. Email Campaigns
4. Browser Push Notifications
Alpine IQ Campaign Builder
Alpine IQ's Campaign Channels
Selecting an audience for your campaign
Alpine IQ's Waterfall Technology
Campaign Builder Advanced settings
Alpine IQ Personalization Macros
Dynamic Content
Campaign Approval Setting
Alpine IQ Main Campaigns Page
Alpine IQ Campaigns Column Breakdown
Campaign Calendar View
How to edit, copy, or delete an Alpine IQ campaign
Filter campaigns by status and/or delivery method
Create campaign groups
Alpine IQ Campaign Reports
Conversion & Link Breakdowns
Campaign Report Metrics Explained
Campaign Calendar
Individual Campaign Statistics
Single Campaign Analytics
FAQs
Do we send opt-in messages to contacts using mobile carriers with programmatic blocks in place?
How do I set up Waterfall?
How does Waterfall campaign reporting work?
What is post-order message?
How do I set up a lottery or raffle?
Docs powered by
Archbee