Campaigns Builder (Legacy)
As of January 2024, the Campaigns Builder 2.0 has been rolled out to customers. While the information on this page will still work, you will need to click on the "Legacy Builder" button at the bottom left part of the Campaigns screen to access the Legacy Builder. To learn how to use Campaigns Builder 2.0, navigate to our Campaign Builder guide.
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AIQ 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 AIQ's suite of messaging tools
1. SMS/MMS
2. Native App
3. Email Campaigns
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"
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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
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.
To work around regulated industry 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
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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 AIQ 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.
- 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.
- 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 unsubscribe rates as frequent buyers will receive this message every time they make a purchase.
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.
- Opt-In Button
The toggles mentioned above are internal only and can only be enabled by AIQ employees, please reach out to your Customer Sucess Manager (CSM), your Onboarding Specialist (OB), or AIQ's support team via the chat bot at the bottom right of your AIQ dashboard, or using the email [email protected].
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 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 AIQ 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 AIQ 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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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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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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- 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.
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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
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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
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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.
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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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AIQ 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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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.
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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.
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.
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 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:
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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.
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.
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
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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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
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)
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