Create Pro campaigns

Overview

Use Marketing Pro to create campaigns to facilitate marketing communications with your customers, saving you time and effort. You can create Email campaigns, Direct Mail campaigns, SMS campaigns, and multi-step campaigns that include a combination of email, direct mail, and SMS messages. These can be one-time or automated campaigns.

Things to know

• If you select an Acquisition audience, you can only create a one-time campaign with direct mail content. Automated campaigns and email content are only available for Retention audiences.

• You can view, clone, archive, and unarchive your campaigns.

• To make sure your customers can receive your marketing content, see Configure customer profiles for marketing campaigns.

Create a campaign

1. Go to the navigation bar and click Marketing .

2. In the side menu, go to Campaigns > Campaign Manager.

3. Click Create Campaign > Pro Campaign. 

4. On the Create Pro Campaign pop-up that opens, enter a unique, brief, and descriptive Campaign Name for your campaign with a maximum of 60 characters.

5. (Optional) Enter a Description of the campaign.

6. Click Start Building. 

This opens the draft campaign screen with all five steps:

• Step 1 - Set goal: Select the marketing goal for the campaign.

• Step 2 - Select a tracking number: Set a tracking number for the campaign.

• Step 3 - Select an audience: Set which of your customers will receive marketing content from this campaign.

• Step 4 - Add content: Add and create the content sent to customers as part of this campaign.

• Step 5 - Confirm contact details: Confirm the sender information for this campaign.

Step 1: Set goal

Select the marketing goal for this campaign:

1. In the Goal section, click Edit. 

2. By default, the Marketing tab is selected. If you want to create a transactional marketing campaign, select the Transactional tab. For more, see Understand transactional versus marketing messages.

3. Select the goal for your campaign. 

4. When finished, click Save.

Step 2: Select a tracking number

You can add tracking phone numbers in three ways. You can generate a new number, assign an existing number, or enter a manual number.

Note: If call tracking is not required for this campaign, click Call tracking is not required for this campaign and go to the next step.

Generate new number

1. In the Tracking Number section, click Edit. 

2. Click Add Tracking Number > Generate new number. 

3. On the Add New Number pop-up that opens, select Local Number for a local campaign or Toll-Free Number for a regional or national campaign.

4. For Local Number only, enter the area code or ZIP Code you want the tracking number to correspond to.

5. (Optional) If you want your tracking number to include a particular set of digits, enter them in the Contains field. 

6. Click Search Numbers.

7. On the Search Results screen that opens, select a tracking number and click Choose Number. 

8. On the Set Forwarding Number screen that opens, enter the phone number at which you want to receive incoming calls for this campaign or select to use a default number and then click Add Number.        

   Note: Adding new tracking number steps can differ depending on the phone integration you use. If you're using Phones Pro, you must add phone numbers in DialPad. For more, see Add or edit tracking numbers.

Assign existing number

1. In the Tracking Number section, click Edit. 

2. Click Add Tracking Number and then Assign existing number. 

3. On the Select Existing Number window that opens, select an existing number from the list then click Assign Number to add the selected number to your campaign. 

Enter manual number

Manual phone numbers do not track revenue to the campaign but are available as a merge tag. To enter a manual number:

1. In the Tracking Number section, click Edit. 

2. Click Add Tracking Number and then Enter manual number. 

3. On the Enter Manual Number pop-up that opens, enter a number then click Save. 

Step 3: Select an audience

You can add audiences that will receive your marketing content in two ways:

1. Select an existing retention or acquisition segment in the Select Audience dropdown. 

2. If you select a retention audience, choose the role to receive campaign content. Options include:        

   • Account Primary Contact: The main point of contact for the entire account.

   • Account All Contacts: All eligible contacts assigned to the account.

   • Property Primary Contact: The main point of contact for a specific location.

   • Property All Contacts: All eligible contacts assigned to the location.

   • Other roles: Includes contacts responsible for specific tasks or communications within the account.

   

3. To create or update an audience segment, click Manage Audiences then Acquisition Segments or Retention Segments. You can then click Create Segment to create a new segment or Edit to edit an existing segment. For more, see Create Marketing Pro Segments. 

Step 4: Add content

1. In the Content section, click Add Content. 

2. On the Content screen that opens, select the Starting Trigger for the campaign:        

   • For one-time campaigns, select Set Date then select a Launch Date for the campaign. All marketing content for this campaign is sent on this date.

   • For automated campaigns, select the Retention Audience, Roles, and a Send Sequence Until trigger. Triggers include:                

     • No Trigger: The campaign will continue sending each message in the campaign sequence until the customer no longer qualifies for the audience or unsubscribes. 

     • Specific Date: The campaign will continue sending each message in the campaign sequence until a specific date.

3. Click Save.

4. Click the Plus icon to add Email, Direct Mail, or SMS content. 

5. Add the content. For more, see:        

   • Create email campaign content

   • Create direct mail campaign content

   • Create SMS campaign content

6. When finished, click Save & Continue.

Step 5: Confirm contact details

The Contact Details section includes information generated automatically from the information you provided for the selected brand.

In Contact Details, you can see the following information:

• Brand: Information is generated automatically from your Brand Details but you can update it.

• Medium: Includes the following contact details:        

  • Email tab: The Sender Information section includes the email campaign sender details such as sender name, email, and more. We recommend creating and using an email address specifically to manage communication for this email campaign.

  • Direct Mail tab: The Return Address section includes the address you want undeliverable mail sent to. The Shipping Method is generated automatically.

To update the information:

1. In the Contact Details section, click Edit.

2. Use the Brand dropdown to update the brand.

3. Click the Email tab to update the sender information.

4. Click the Direct Mail tab to update the return address and shipping method.

5. When finished, click Save. 

Schedule the campaign

Review the campaign. If all looks good, your campaign is ready to be scheduled.

Note: If you're not ready to schedule the campaign, click Finish Later to save the campaign and schedule it at a later time.

For automated campaigns:

1. Click Schedule Campaign.

2. Click Launch Now or Schedule for Later. 

3. If you select Schedule for Later, enter the Launch Date then click Confirm in the Schedule Campaign pop-up. 

For one-time campaigns:

1. Click Schedule Campaign.

2. In the Schedule Campaign pop-up that opens, click Confirm. 

3. Your campaign is scheduled. Click View Campaign to view your new campaign.

Want to learn more?

• See Create one-time and automated campaigns

• See Create email campaign content

• See Create direct mail campaign content

• See Create SMS campaign content