Create one-time and automated campaigns

Overview

With Marketing Pro, you can save time by creating automated campaigns, or message customers just one time for specific events.

One-time campaigns send messages only once and are geared toward specific events such as a one-day sale.

Automated campaigns, also known as Drip campaigns, make marketing communications with your customers easier. They save you time by ensuring that your marketing communications are timely and effective. Automated campaigns continue sending marketing content until a customer no longer meets the appropriate conditions or a specified stop date.

Create a campaign

   
1. Go to Marketing Pro.
   
2. In the side menu, click Campaign Manager.
   
3. On the Campaign Manager screen that opens, click Create Campaign.
   
4. After you create the campaign, add the campaign goal, select the segment that will receive this campaign, then proceed to the Content section.
   
5. Click Add Content.

Use the steps in the following section to create one-time campaigns or automated campaigns.

Create one-time campaigns

   
1. Select a Launch Date to set a date for a trigger start. The Set Date option is selected by default.        

              

   Note: You can launch the campaign immediately, later the same day, or at a later date and time.

          

              
   
2. When finished, click Save.

Create automated campaigns

Using this feature, you can set predefined rules to trigger automated campaigns to personalize them for better customer engagement. Remember that audience reactions define the trigger for automated campaigns. For example, when someone signs up for a service or makes a purchase.

For an Automated campaign:

   
1. Click Condition to set the trigger start for the automated campaign.        

              

   Note: The Added to Segment condition is selected by default. When customers are added to the selected segment they will get this campaign automatically and they will stop getting it when they leave the segment.

          

      
   
2. Select a Segment to apply this condition to its customers.
   
3. Select a trigger to stop sending this sequence in the Send Sequence Until dropdown. Options include:
          
              
   1. No Trigger: The campaign will continue until a customer no longer qualifies for the segment or unsubscribes.
              
   2. Specific Date: The campaign will continue until the Stop Date.
          
      
   
4. When finished, click Save.

Want to learn more?

   
• See Create campaigns
   
• See Create email campaign content
   
• See Create direct mail campaign content
   
• See Manage Marketing Pro Email Templates