The Automated Campaigns module allows you to create personalized campaigns to reach your audience at the right moment with the right channel. You target contacts depending on the buying cycle, actions on your website or other events (triggers) that you define. A campaign can have different purposes, such as welcoming new customers, renewing subscriptions or sending birthday offers. Dialog Insight provides preconfigured templates for your campaigns. The structure is already set up. However, you must adapt the content and parameters of the elements so they reflect your goal.
Access Path: Automations -> Automated Campaigns |
Step 1: Create the Campaign
Start by clicking Create a campaign:
For a bilingual campaign, you must create a campaign for each language.
Step 2: Select a Template
Select the template that suits your campaign:
For a preview of a template, click Details. Make sure to select the right language.
| If you want to build a campaign without a template (Start without template button), you must use at least one trigger (green) and one action (blue). You can also create a template in the Templates in Configuration section. |
| Recurrent Can be triggered many times depending on the foundation of the automation. The scenario repeats itself, but not necessarily on the same contact. This type of campaign has no end. It runs continuously in a loop.
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| Exclusive Triggers at a fixed date or manually. This type of campaign has an end at a predetermined moment.
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Then, you can rename the campaign according to your goal. Select if you want to integrate existing messages later (Without messages) or if you want editable templates for the messages (With default messages):
If you chose With default messages, you must indicate a communication type to associate with the messages included in the template. You will need to provide other information depending on the chosen template:
In this example for a birthday wishes campaign, you must indicate the field for the birthday value in order to calculate the targeted contact's birthday. If no field has that value in your project, you create one (you can use the New field Birthday option to create one automatically).
For the following steps, you will need to validate the default content of the template you chose. You can delete what you don't want, but a campaign requires, at the minimum, one trigger (green) and one action (blue). You can also add new elements by selecting them from the left pannel and dragging them to the central workspace.
→ See the Edition Guide for Automated Campaigns
Step 3: Validate the Trigger
The template provides a trigger (event) that launches the campaign. The trigger rules are already configured, but depending on the trigger type, you may have to modify the parameters (recurring period, starting date, contact source, etc.) to suit your situation. Some triggers require configuring the targeting.
Step 4: Edit Actions
Generally, actions are messages intended for the contacts targeted by the trigger. If you chose the With default messages option, the template generates messages with content that you will need to adapt with your own content. If you configured a brand kit, it will be applied automatically to the messages. If you don't, you will need to add style manually to each message. You must also provide some infos, such as the sender.
Step 5: Validate Delays
Some templates contain delays at key moments of the campaign to create waiting periods between two steps. You could modify or delete these delays.
Step 6: Validate Conditions
Some templates contain conditions. Conditions are used to target contacts who meet the defined criteria. A condition is either met (True) or not (False). The path chosen depends on the result. You must validate that the parameters of the condition correspond to your goal. Conditions are optional. You could delete them if you judge they are irrelevant to your case.
Step 7: Test and Activate
When you are done validating the elements of the template, it is time to test and activate the automated campaign.
Results
A campaign can have different endings (success, neutral, failure). The ending for each contact will influence the statistics for that automated campaign.
