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.

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 campaign automation settings: On the campaign editor's top bar, click 'Edit automation.'
  On the opened dialog, you can edit the conditions for this automated campaign, such as the delivery method ('Action'), the time of the day when the campaign will be sent, and filter recipients based on tags or status.

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.

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 New Automated Campaign at the top of the automated campaign page to set up your auto campaign conditions.

First, choose the trigger that would activate the campaign from the "When" dropdown list:

• Lead becomes a client
• The client has a birthday
• The client hasn't booked or interacted in a while
• A new lead is generated
• Client status changes to most valuable customer
• the client leaves an online review
• Custom client date takes place

Select the delivery method in the "Action" section:

• Email: add the title of the email.
• SMS: Add the message that will include the link for the campaign.

Next, choose the "Timing" for the campaign to be sent. Some triggers will require a date, and some only the time of the day.

You can also filter the recipients that will receive the campaign based on tags or status.

Once you've set your conditions, you can edit the following in the same way you can edit an existing campaign:

• Once The heading and message
  
• The campaign image
  
• The action that the campaign button will initiate 
• How the message should be sent (SMS or Email)

After editing your campaign, 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.