Create campaigns

Overview

With the Marketing Pro campaign creation feature, you can create Email campaigns, Direct Mail campaigns, and multiple-step campaigns that can include both Email and Direct Mail. These may be One-Time campaigns or Automated campaigns. This feature not only saves you time but also helps you make your campaigns work better and become more precise.

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 manage actions on your campaigns such as edit, clone, and more. For more, see:        

  • Marketing Pro Campaign Manager overview

  • Actions you can take in Marketing Pro Campaign Manager

  • Actions you can take in Marketing Pro Campaign content

  • Actions you can take on Marketing Pro Campaign workflow

Create a campaign

1. Go to Marketing Pro.

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: 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.

3. Select the goal for your campaign. 

4. When finished, click Save.

Step 2: Select a tracking number

You can assign a tracking phone number 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.

4. 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 then click Add Number.

Assign existing number

1. In the Tracking Number section, click Edit. 

2. Click Add Tracking Number > 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 > 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. To select an existing segment, click the Select Audience dropdown and use the Retention and Acquisition tabs to select the segment you want to use for this campaign. You can only search and add your corporate HQ or office segments.        

   Tip: You can see the number of customers each segment can reach by email and direct mail in the drop-down list.

    

2. 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.        

   Note: For retention segments, you can see the total, email, and direct mail reach. For acquisition segments, you can see the total direct mail reach.

    

Step 4: Add content

Note: If you selected an Acquisition audience in Step 2, you can only create a one-time campaign with direct mail content. Automated campaigns, email content, and SMS content are only available for Retention audiences.

1. In the Content section, click Add Content. 

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

   1. 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.

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

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

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

3. When finished, click Save.

4. Click Add to add Email, Direct Mail, or SMS content. 

5. Add the content. For more, see:        

   1. Create email campaign content

   2. Create direct mail content

   3. Create SMS 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. 

Want to learn more?

• See Marketing Pro Campaign Manager overview

• See Create one-time and automated campaigns

• See Create email campaign content

• See Create direct mail campaign content

• See Manage Marketing Pro Email Templates