In this section:


Unlike regular campaigns, which are one-step campaigns with one action, automated campaigns have triggers and based on that triggers the campaign is initiate. A trigger could be that somebody has enter a specific segment and based on that action the campaign is launched. The other difference is that automated campaigns could have multiple actions and various conditions between these actions.


Creating an automated campaign

To create your first automated campaign, go to your administration panel, Marketing > Campaigns section, select Campaigns from the menu, and click the Create Campaign button in the upper right corner of the screen.

Select the Automated campaign tab > Create a campaign. In the window that opens, you'll see the steps you should take to set up your campaign. 

There are also several predefined best practisies you can choose from. They will be available in your admin panel soon and the list will expand constantly!


Campaign's main settings

In the first section, you need to give your campaign a clear title so you can easily find it on your campaign list later. The name is for internal use, only for your reference.

  • Repeat the campaign for customers that got into it more than once - if this option is disabled, that campaign will initiate only once per customer. If a customer enters the segment multiple times for some reason, that option will prevent the campaign from being resubmitted. But if you want to notify your customers, every time someone enters the segment you have chosen, turn on this option, and the campaign will be sent every time. 
  • Execute campaign for existing subscribers in the segment - if you enable this option, your campaign will be sent to existing subscribers in the segment. I.e, if you create a segment and that segment immediately includes 100 subscribers from your store, then if this option is turned off, they will not be reached by this campaign. If you want it to be sent to all - existing subscribers and to those who will later enter the segment, leave the option on. By default, it is enabled.

Campaign's triggers

The campaign's triggers work exclusively with segments. As a condition for starting the campaign, you can choose whether the subscriber "gets in" or "gets out" of a segment.

If you choose "Gets in a segment" and select the segment from the drop-down menu, then you will see the current customer number that meets these criteria.

If you don't find a segment relevant to your campaign, you can create a new one from the "Add segment" button and then select it.


Campaign actions

With automated campaigns, we can have numerous steps with multiple-step actions and step conditions, unlike regular campaigns.


Step action could be sending a Viber, an SMS, an email or a web push notification, changing a customer group, or setting tags. Actions are related to some actions that are in the campaign. 


Step conditions are based on the step actions you will create. If you have selected "sending an email" as an action, the condition could be whether the email is open or not. If it is open you can set a specific action to be performed, if the subscriber has not opened his email for several days, you can set another action to be performed. 


The step action can be executed immediately or after a specific time when a user enters the segment related to this campaign. 

As soon as the campaign is initiated for the particular persona, then after one hour, i.e., this action will be completed. After determining the execution time, you must also select the action type.

In the drop-down menu, you will see all the channels you have activated from the Channels menu. In our case, we will select an Email as an action type. Then we have to choose a template from our rich database or choose from the already saved templates we have.


Email Templates

There are 50+ themes, sorted into various categories, which you can choose from:

Once you select the desired template, an easy to use drag-and-drop builder will open in a side panel where you can edit the template according to your taste and business needs.  

  • The template's name is only for internal use.
  • The subject - the subject will be seen by the recipient, so be careful what you will type here because it is one of the most critical things regarding the open rate metrics. Your subject needs to be eye-catching so that the maximum number of subscribers can open your email.
  • You can delete or add more sections to your template. Basically, you are able to change every element of the template. 
  • You can duplicate sections as well.

  • There are multiple editing options: change the text, the colour, the line height, etc.

  • Adding products - add the desired number of blocks and then add the content by dragging it from the right.

Drag the "Product" icon to the box where you want to upload a product. The product module works directly with your product inventory. So based on the trigger or your selection you can send it to your cusomers.

Select a product from your store. You can select a triggered product that is connected somehow with the conditions from the segment you have set. 


I.e, if somebody has been watching or browsing a product more than 3 times and you made a segment based on that criteria and you have chosen that specific segment as a condition in your campaign, then you can get that triggered product directly in the template and give a customer a discount for the product he watched several times.


Triggered product automation works directly with the segments. It will help you reach your customers with the right products, depending on what they've been looking for and browsing in your store. The combinations can be thousands, but thanks to automation you will reach all customers with the relevant message.


In the title box, you should enter the title of your message. Ex, "Get those products with 10% discounts".

You can also choose how many products to show per row:

You can change their names, show or hide the price, change the colours, and font sizes, change the text of the "action" button, choose whether to open the link in a new tab or not and much more.

 

If in the above step you have chosen to show, let's say, four triggered  products in a row, but according to the customer's actions there are two products that meet the set criteria, then only these two products will be shown in the email.

Keep in mind that, triggered products will be shown to you as an option to choose only if you have set segment related to products. If the segments you have created don't contain anything about products you won't see that option in the email template at all. 


Variables legend

To personalise your templates, use variables from the variables legend you can find at the bottom of the screen.  Copy the content in quotation marks of the desired variable and place it wherever you want in the template. When you send the email, all the variables you have used will be replaced by their real values. For example, {$Customer_first_name} will be replaced with the actual user name to whom you sent the email.

You can also access variables from merge tags and import them directly:


Important! Use only variables that are indicated in the legend of variables.

Once you are ready with the template, save that step to move forward. 

You can edit the template again later, but if you want to make some significant changes like action's type, note that all subsequent steps you create will be removed.


The next action could be a step or a condition:

Let's take "conditions". As we mentioned above, conditions are related to the previous step action. In our case, the previous step action is an email, so the conditions could be:

  • If the link has been clicked
  • If the message has been read

Whatever you choose, the system will automatically generate the opposite of this condition:

From the drop-down menus, you can select when the system will check if the message has been read. This can be hours, days, weeks, months or immediately. In the picture above, if a customer has been read or has not been read for 4 days the email he will be sent immediately to the next step.


In the last drop-down menu, choose what to do next:

You can choose a different follow-up for both read and unread messages:

You can also seg tags to the customers. I.e, if somebody didn't read the email, you can tag them and use that information for future segmentation:

Viber message


The next step could be sending a Viber message:


Viber messages could be more effective than emails, as customers check Viber more often than checking their email.

 

  • Internal Title - only for your reference
  • Viber message text - place your message here using variables. To use them, just copy the content in the curly brackets and also the brackets themselves.

If you've created all the steps and conditions, you can continue with the 4th step of setting up your campaign.


Customer tagging

In this section, you can select customer tags for those who exit the campaign successfully. This means that if the action steps are completed, the subscriber has passed all the steps or placed an order, then he will receive a tag. The tag could be the name of the campaign or something else that serves as a reference. Later you can use that information for future segmentation.  


Exit Campaign

The subscriber will exit the campaign when he places an order.

Once you are ready with the settings of your Campaign, hit the Start button; otherwise, if you click only on the Save button, the campaign will remain a draft, and it won't be activated.



Keep in mind that as soon as you launch the campaign you won't be able to change anything afterwards. So make sure you have set everythig as you want before you start it.


 Campaign metrics

  • The little green pulsating icon shown in the picture below shows that this is an automated campaign. The green colour means that the campaign is live, it is ongoing. When becomes grey means that it has stopped. 

  • Information about the date added
  • How many goals and steps does the campaign has
  • Reached subscribers
  • Placed orders -  only completed and paid orders have been counted
  • Total revenue from that campaign
  • From the "Statistics" button, you can access the statistics page with all the information. 

  • The number of the subscribers that are reached with that campaign
  • Campaign's status

For more detailed info about Campaigns statistics, read this article.