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Creating & Sending Automated Campaigns

In this article, you’ll understand what Automated Campaigns are, and how to create and send them to your clients to promote your business.

What are automated campaigns?

Automated campaigns are promotional messages sent to your clients via email or SMS.

Unlike Announcements, Automated Campaigns are automatically sent by the system based on conditions you decide on in advance. In the system, these conditions are referred to as Triggers.

What this means is that you activate a campaign for a particular event or occasion, and it gets automatically sent  in the future - on the particular date or occasion you set.

For example: When you activate a Birthday Campaign for all your clients, or a subset of clients, that campaign gets sent automatically to each of those clients on the date of their birthday.

You can create and send Automated Campaigns in two ways: straight from a template library, or by creating your own campaigns. Both ways allow you to edit the campaign message and conditions.

Sending a campaign from a template library

Step 1: To start sending campaigns go to your Marketing menu on your dashboard and click on Automated Campaigns.

You’ll see a list of existing campaigns: this is your campaign library.

They are all inactive by default as the toggle shows:

Step 2: Click on Preview to view the campaign message. Or, if you would like to make edits, click on Edit next to any existing campaign to get it right for you.

  • Editing the campaign: You can edit the title, text, image, or action button in the campaign.
  • Editing the conditions for sending the campaign: on the right-hand side of your campaign you can see the default conditions by which your campaign will be sent. All conditions: (a) Timing, (b) Recipients, (c) Delivery Method can be easily changed to your needs.
Note: In Edit mode, you can also change the button action at any time. Just click on the pencil icon which appears by the button and click on Edit below the action summary.

Step 3: Once you are satisfied with the message and design, click on the activation toggle  next to the automated campaign to activate the campaign. Click Confirm to complete the activation in the new popup dialog.

Your selected campaign will be shown as active on your campaign list.

Based on the conditions you set while editing, or based on the default conditions, messages will now be sent to your clients at the specified time.

Note: A list of delivery stats now appear below your campaign. They will indicate the success of your campaign once the dates for delivery or conditions have been met.

Creating your own automated campaign

There are two ways to create your own automated campaign: cloning an existing one (i.e., duplicating it), or adding a new campaign.

1. Cloning

Click on the three-dot icon  located on any exis ting automated campaign and select Clone to make a copy of that campaign.

2. Add Automated Campaign

Click on Add Automated Campaign at the bottom of the page to create a campaign from scratch.

You will be asked to choose from a list of Campaign Types:

  • Convert new leads into paying customers
  • Let loyal clients feel like VIPs
  • Connect with clients around a specific date
  • Send birthday cards to your clients
  • Engage with new customers
  • Reconnect with your inactive customers
  • Connect with clients who left a review

Once you have selected the campaign type you want,  you can edit the following, in the same way you can edit an existing campaign:

  • The heading and message
  • The campaign image
  • Time when the message will be sent out
  • What type of client should get the message
  • How the message should be sent (SMS or Email)

Once you have edited your message, click on the activation toggle to activate your new campaign.

Your selected campaign will be shown as activeon your campaign list.

Based on the conditions you set while editing, or based on the default conditions, messages will now be sent to your clients at the specified time.

Note: A list of delivery stats now appear below your campaign. They will indicate the success of your campaign once the dates for delivery or conditions have been met.
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