Campaign

What are the Campaign?

Theoretically,Campaigncan be roughly divided into three types:

  1. Time-controlled Campaign, e.g. automatic follow-ups after a certain period of time
    Time-driven Campaignare the type of Campaignthat focus on specific timed events. These events can be anything, but usually take the form of emails. For example, you can set email events to trigger after a certain number of days or on a certain date in the future.
  2. Contact-driven Campaign, e.g. automatic sending of content after an action of the contact
    Contact driven Campaignare used to trigger events based on interactions with specific contacts. These interactions can occur when the contact lands on a particular page, opens an email, spends a certain amount of time on a website, or performs other activities. Such Campaigncan be set up to respond to these actions by sending an email to the contact either immediately or at some point in the future.
  3. Mixed Campaign, e.g. lead magnet Campaignwith automatic follow-up
    It is also possible to create Campaignthat consist of both time-controlled Campaignand contact-controlled actions. This powerful mixed Campaignmeans that actions can be triggered by specific dates or after specific time periods as well as by direct actions from a contact.

You see, practically, it matters less what type your Campaign is. It’s about choosing events that are appropriate for the contacts, and that will work towards your goals.

How do I go about creating a new Campaign?

To start creating your Campaign, you should have made the following settings:

  • Create a contact segment or form to initialize your Campaign. If you are already using an existing segment or form, make sure they are up to date.
  • Create all the custom fields you need for your contact profile.
  • Set up appropriate channels such as text messages, emails, and focus items to communicate with your contacts.
  • Create assets, landing pages or other components that you want to use for your Campaign. If you are using assets, make sure you have uploaded them before you start the Campaign.
  • Although you can set up channels and create components while creating the Campaign, it’s ideal if you prepare them as this will make the Campaignprocess faster and more efficient for you.

Then it’s on to creating your first Campaign:

To start creating Campaign, perform the following steps:

  1. Click Campaignin the left navigation menu.
  2. Click on “+ New” in the upper right corner. The New CampaignWizard is displayed, as shown in the figure below.
    Create FAQ Support Campaign
  3. Enter a name and a short description for your Campaign. Optionally, you can specify the following settings:
    • Category. Categories help you organize your Campaign.
    • Allow contacts to restart the Campaign. Click the toggle switch to allow contacts to restart the Campaign when they create a Campaign for a recurring message (e.g., birthdays, subscriptions) or transactional activity (e.g., activity notifications, data refresh). Enabling this option allows contacts to run the same Campaign several times.
    • Published. Click the toggle to publish or not publish the Campaign. Make sure you don’t publish a Campaign until it’s actually ready and tested. You can publish a Campaign at a later time or unpublish it by setting a time and date.
  4. Click “StartCampaign” to start creating the Campaign and add at least one event to save it.
  5. After adding events to your Campaign, close the Campaignand click Save & Close to save your changes.

How do I use the Campaign?

The Campaignprovides a blank canvas on which you can build your Campaign. The functions include conditions, decisions and actions. You create your workflow by selecting different decisions, actions, and conditions, or simply dragging and dropping them onto the canvas.

  1. Click onCampaignStartCampaign”.
    Launch Aivie Campaign Builder
  2. Specify from which source the contacts for the Campaign should be taken. Campaigncan be triggered by contacts that are a segment and/or forms that have been submitted.
    • Contact Segments: Select this option if you want to send your Campaign to a specific group of contacts who share certain attributes, such as “Based in the US” or “Visited Product A site.”
      Note that the segment selection only shows public segments. So if you don’t find a segment in the list, please check in the segment if it is also published.
    • Contact forms: Select this option if you want to start the Campaign when the contact fills out a specific form. Forms are the primary point for collecting information about a contact. This information can then be used to perform a series of actions in a Campaign.
  3. Click the plus in the gray circle to add at least one event to your Campaign.
    Create Aivie Campaign Event
    An event consists of individual actions, decisions and/or conditions, or a combination thereof. If this logic is new to you, then you can learn more about the individual events in the Mautic documentation.
    Aivie Campaign Select Event

 

How can I have a Campaign restarted?

Make sure thatCampaign RestartCampaign ” has a delay of 1 minute (change “Run this event after” from immediate to relative with 1 minute). Otherwise, your Campaign will end in an endless loop.

Second, make sure your Campaign is set to “Contacts can test Campaign ” = true.