If you want to build and start a campaign, you must first create your campaign-related email series. You can do this in the Marketing Channel category or directly in the Campaign category. Building blocks of the campaign should include setting your goals and target group, to set your email’s design and content. Don’t forget to add the campaign period and all related technical parts in the Campaign.
To send an email, make sure you have profiles (subscribers) in your Audience and you have segmented them into Segments (they are collected in the Data platform module). If you don’t have any subscribers on the platform yet, you could import more profiles by uploading your list with recipients. Be sure that you have explicit consent from your recipients to receive communication from your Brand:
Segmentation is based on your subscribers’ behavior or engagement with previous campaigns:
When you choose your segment, you can review the number of profiles in this segment:
For more information about segmentation, please click here.
Be sure your email’s domain is verified before you send your first email (module Settings -> feature Shop)
To configure a campaign you need to add a name, segment (that you have configured previously), and other properties as shown in the screenshot that follows:
Max Reschedules – There is a limit on the number of emails a user may receive per day. If the limit is reached for a given user, then the system continues to attempt sending the email on the following day. This controls how many attempts are to be made before the email gives up trying to send to the particular user.
After you’re done with your campaign’s design and settings, you can choose when you want to launch it. You can start your campaign immediately or set its starting timing and duration.
In the “Start after a given date” drop-down, select a delivery date for your campaign:
If you’re ready to send the email to your subscribers, click ‘Launch’:
There will be a ‘Finished’ indication for a completed campaign. Make sure you refresh the page as this event will not automatically appear on the page once loaded.
You have the option to edit continuous email campaigns, even after you’ve started the sending process.
“One-off” is the simplest model. You can use it for brochures that you want to send once to a segment of users. “Continuous” executes the campaign by a calendar. For instance, you can send the campaign every Monday and Tuesday of the week. By selecting “Observe quiet hours” this campaign will not send any emails during a configurable period for example between 10 pm and 8 am. You can configure quiet hours in your shop settings.
With “Matched profiles” you can control when a recipient can receive messages from this campaign in continuous mode. In a “May only enter once” a user can receive the campaign running message only once. A typical use case is to send, only once a discount code to the cohort of users that have abandoned their basket for more than three days. If users abandon their basket for a second time and leave it for more than three days, they will be part of the segment this campaign is configured with, but since they can enter the campaign only once a message with a discount code will not be sent.
In a “May re-enter multiple times” mode the user can receive the message from this campaign multiple times, configurable by time offsets. For instance, in the screenshot below we have configured this campaign to send messages to users multiple times every seven days.
An example of a use case for this mode is to send personalized recommended products every seven days to all profiles in your audience.
Using a segment from a submitted campaign
The process for creating a segment of a submitted campaign is as the following example.
- Click on the symbol next to the number of open emails in the statistics:
- The number of people who opened the email is 5095;
- The segment tool opens the detailed information:
Here we can see 4116 users clicked and 4014 subscribed to our email campaign.
We save the segment for the next use.
The difference between the numbers 4116 and 5095 is that the second one is calculated while the campaign is running in a distributed process. In some situations, such as system slowdowns (loading), this number may not count correctly.
Releva gives access to the real data by clicking on the Statistics button:
The system works with real data and time range. Accordingly, here the number coincides with that in the segment: