Add an Email Campaign
Step 1: Basic Info
Campaign Name - Give your lead campaign a name to uniquely identify it in the future.
Select your Campaign Status
A campaign status of active means that any leads meeting your filter criteria will be sent an email.
A campaign status of inactive means that your campaign is effectively off and no email will be sent.
A campaign status of archive will disable your campaign and also remove the campaign from your list of campaigns. Note: you can always view your archived campaigns at any time by selecting the “archived” status from the campaign status filter drop down on the campaigns list.
Click Next.
Step 2: Scheduling
Scheduling, is optional. However, if you’d like to run an email campaign for a defined period of time, you can set a start date or end date for the campaign. This comes in handy if you have seasonal or holiday specific campaigns.
Email Send Delay Minutes. This controls how many minutes to wait after the lead is collected to send the email. It can also be used to create multiple campaigns for drip sequences.
Click Next.
Step 3: Audiences
For the Audiences step, you will need to select at least one audience for your email mail campaign. You can select from a pixel audience or an email audience, if you have one uploaded. More on Audiences. You can select multiple audiences if you have more than one set up.
If you haven’t added additional pixels, you will only see the “default pixel”, which was automatically created for you after you completed the Quick Start Guide.
When you select the audience, a filter icon appears to allow you to filter visitors based on the pages visited, as well as more advanced options when you click this icon. More on Filtering.
If you select a pixel that has already collected leads, you will see an Audience Date Filter Warning, allowing you to select whether you want to include the previously collected leads in this campaign. Selecting the Include All option will include all previously collected leads, while selecting the Only New option will only target new leads going forward. In general, for lead campaigns, we highly recommend selecting the Only New option, so your billing plan is not charged for re-delivery of existing leads, although there are edge use cases to select the Include All option.
If you receive this filter warning, once you select the Include All or Only New option, click Confirm.
Click Next.
Step 4: Suppression
We support the ability to suppress against existing customers or subscribers. This can be based on their email address, or it could be based on their name and mailing address, which we call CRM data. More on Email Audiences and CRM Audiences.
If you have uploaded an Email or CRM audience, those audiences will populate here. You can select multiple suppression audiences. NOTE: If you select a CRM audience, the email address must be populated in the file you uploaded in order to suppress the record on an email campaign.
While suppressions are optional, using suppressions will prevent our system from sending email to existing customers or subscribers.
Click Next.
Step 5: Creatives
You must select at least one creative to activate a campaign.
A/B Testing. If you have more than one creative, you can select multiple creatives to run an A/B test. If selecting two creatives, 50% of your audience will get the first creative, and 50% will get the second. You can also select more than two creatives, and the audience will be split evenly across the number of creatives you have.
Step 6: Budget (optional)
If you'd like to cap your amount of spend on your email campaign, you can set your dollar amount preferences for:
Max Daily Spend
Max 30 Day Spend
Max Lifetime Spend
If selected, your campaign will automatically turn off once you've reached the budgeted amount. The campaign status will move from "Active" to "Max Daily Spend Reached", "Max 30 day Spend Reached", or "Max Lifetime Spend Reached."
Once you have completed the last step, click Add to save your email campaign.
Edit an Email Campaign
To make adjustments to an existing email campaign, click the Edit icon on the campaign you want to edit, make your changes, and click Update.
