Campaigns

Campaigns allow you to create automated messages for your customers that can be customized based on their individual data or actions.

Campaigns are of two types:

• An Audience Campaign is a campaign that is set to dispatch at a specific time to a segment of users. This means that you are segmenting for certain traits such as gender or country. It is possible to take user behaviour into account when segmenting, by looking for the event count of a user.
  
  When it comes to user behaviour, an Audience Campaign always asks What has the user done up to this point?
• A Realtime Campaign is a campaign that tracks Users in a Segment in realtime, and looks for specific behavior or user activity. This means that on top of all the possibilities of segmentation that you have available in an Audience Campaign, you also have the ability to set a chain of user behaviour events that should trigger a campaign.

Audience Campaign

• Go to the Campaigns Tab, and click on Create Campaign.
• Choose Audience Campaign.

• Give your Campaign a meaningful name. You can also add a Description, Labels or choose a Campaign Group. This will help you and your team to follow the Campaign later.

• Select the dispatch time for the Campaign. For this example, we will set the Campaign to run every morning at 9:30am

• Choose a Control Group for the Campaign. A Control Group is a group of customers who are excluded from the Campaign, so we can judge how the Campaign is affecting user behavior. Here, we disable the Control Group

• Click on Save Changes.
• Go to next step: Target Group. In the Target Group, select or create a User Segment. This is the audience of your campaign that will be targeted.

• Click on Save Changes.
• Go to next step: Messages. Create a new message for your audience. Here we use a Template for a Birthday Card. You can also use Handlebars such as {{user.[traits.firstName]}} to customize your message and Subject.

• Go to next step: Frequency Capping. Select the required Frequency Capping. Here, we skip this step.

• Go to Campaign Summary.You can now activate your campaign,by clicking on the Activate button from the Campaign Summary page

Realtime Campaign

• Go to the Campaigns Tab, and click on Create Campaign.
• Choose Realtime Campaign.

• Give your Campaign a meaningful name. You can also add a Description, Labels or choose a Campaign Group. This will help you and your team to follow the Campaign later.

• Select the time frame for the Campaign. For this example, this campaign will run from April 2023 onwards.

• Choose if this campaign is Transactional. A transactional campaign always sends its messages, bypasses frequency cappings. Here we do not select this option.

• Choose a Control Group for the Campaign. A Control Group is a group of customers who are excluded from the Campaign, so we can judge how the Campaign is affecting user behavior. Here, we disable the Control Group.

• Click on Save Changes.
• Go to next step: Target Group. In the Target Group, select or create a User Segment. This is the audience of your campaign that will be targeted.

• Click on Save Changes.
• Define a User Journey. Here, we use the events "Added Product" and "Order Completed".
  Add the first event E1 "Added Product" of type "needs to happen".
  Add a wait W2 after E1 for "+6 Hours after E1".
  Add the second event E3 "Completed Order" of type "Should not happen".

• Click again on Save Changes.
• Go to next step: Messages. Create a new message for your audience. Here we use a Template for the message. You can also use Handlebars such as {{journey.steps.[0].[properties.price]}} to customize your message and Subject.

• After configuring your message, you can click on Preview Message to see what the outgoing message will look like.
• Go to next step: Frequency Capping. Select the required Frequency Capping. Here, we cap messages from this Campaign at 1 per 7 days.

• Go to Campaign Summary.
• You can now activate your campaign,by clicking on the Activate button from the Campaign Summary page.