Creating a Marketing Automation Campaign

The Marketing Automation module allows you to create personalized campaigns to reach your audience at the right moment. 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. 

Step 1: Create the Campaign

Go to Marketing Automation and click Create:For a bilingual campaign, you must create a campaign for each language.

Then, enter the name of your campaign and choose a campaign type:

What to choose between Recurrent or Exclusive?
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.
  • Welcome campaign
  • Birthday wishes
  • Purchase confirmation
Triggers at a fixed date or manually. This type of campaign has an end at a predetermined moment.
  • Flash sale
  • Sale with a limit of 1 purchase per customer

Step 2: Select a Template

Select the template that suits your campaign:For a preview of a template, click Details.

Then, you must select 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, the template Birthday Wishes requires a field of date type corresponding to the birthday of the contact, a field that is not generated by default in a project. If you do not have a birthday field in your project, you can select Create the Birthday field to create one now (it is automatic). 

If you want to build a campaign without a template, you must use at least one trigger and one action. You can also create a template in the Templates in Configuration section.

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). 

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. 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 automation marketing campaign. 


A campaign can have different endings (success, neutral, failure). The ending for each contact will influence the statistics for that marketing automation campaign.

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