May 01, 2020

May 01, 2020

Introduction to  "Campaign Automation"

Campaign automations allow you to setup dynamic paths for your known and anonymous contacts based on actions taken by that known or anonymous contact. For example, you can send an email campaign to your contacts than wait to see if they click the message and send different follow-up campaigns to those who clicked and to those who did not. 

Use Campaign's Workflow canvas to build simple or multi-step marketing and data management activities on an immediate, triggered, recurring or scheduled basis.

dEngage "Channel Sends" have been replaced with "Campaign". All single sends previously created in your account can be accessed from Campaign > One-Time Campaigns.

Preparing and Launching a Campaign

Before you get started

Automated Campaign success depends on three key elements:

  1. The content you want to deliver. Please make sure you have created your message template from the Content menu.
  2. Your target audience you want to deliver the content to. Create your target audience using Tables and Segments from the Data Space menu.
  3. A workflow or scenario you want to implement. 

With these elements in place, you can then design an automated campaign that implements your scenario and makes specific actions take place when contacts meet the conditions you specify.

To create an automated campaign in dEngage, simply drag and drop nodes from the left menu onto your canvas. You can specify when your contacts should automatically be added in different steps of the campaign, the rules they should be evaluated against, and the actions that will happen to the contacts depending on their individual actions or business rules.

For example, you can create a campaign to welcome and engage with new customers, or one that sends them an email when they have abandoned their shopping carts.

Please check Campaign page for more information and tips on how to create automated campaign workflows.

Campaign Types

You can select from two main types of Campaigns:

  • One-Time Campaign - a single campaign sent to a specified target audience, on the date and time selected. One-time campaigns can include follow-up messages based on actions taken by the target audience. For example you can re-engage those who did not open your Email, SMS or Push message by sending them a follow-up message on the same or different channel.
  • Recurring Campaign - a campaign sent on a recurring basis, with your latest content or products automatically included. For example, you may setup a daily recurring basket abandonment email to all those who left items in their basket.
    • Date-Based Recurrences - campaigns that run continuously on the specified periods of time
    • API/Web Services - API triggered campaigns
    • Automation Jobs - campaigns triggered though automation workflows 

Note that messages sent in response to a user's action, such as purchase confirmation, delivery notification, password reminder, or other user-specific sends are not campaigns. This type of messages are called Transactional Sends, and are configured separately.

Activating a One-Time Campaign from the Content Menu

You can also create a One-Time Campaign from a message template.

  1. Create your message template from the Content menu
  2. Click Actions > Create Campaign
  3. Click "Save as Draft" or "Save as Active" in order to activate your workflow.

Campaign Reports

dEngage allows you to view Campaign reports directly from the canvas. Select a campaign to get an overview of how many contacts are interacting with your campaign at different stages. In Report View, the appearance of each element changes to show the number of contacts that went through each stage of the automation campaign and Send Reports for each channel delivery. If there's no reporting available for a campaign Report View is not accessible.

Channel Reports

Overview of all engagement across channels can be found under the Analytics menu.

  • Click Analytics > Engagement Overview to find all sent messages across Email, SMS and Push

  • Click Analytics > Engagement Report to create your own reports by Campaign TypeChannelTags and/or Date Range.

Automation Jobs

Automated data workflows found under the Automation menu can now be accessed from Data Space > Automated Jobs. 

Channel nodes are no longer available directly from the Automation workflows. Automation jobs can still be used directly from the campaign canvas to trigger Recurring Campaigns.

    • Related Articles

    • May 2021

      We were busy in May to continue making  D·engage the best customer engagement and marketing automation tool. Read on to learn more about the exciting new features and improvements we have released this month! New Dashboards Stay on top of how your ...
    • May 21, 2020

      Improvements to Mobile Push Notifications & Automated Data Jobs We’re happy to announce the arrival of mobile “Rich(er) Push Notifications”, starting with a Carousel layout for both Android and iOS platforms. Carousel push notifications enable you to ...
    • How can use frequency capping?

      Just go to setting & click on frequency capping. You can define frequency capping for the entire platform. After you define the frequency capping, you may use it.
    • How can I send coupon codes that have been defined to the contacts?

      You can accomplish this in two ways: 1- Within your master_contact table, you can create a new field for your coupon codes. You will then need to update this field with a data import. In your file you should include contact_key and your coupon code ...
    • Can I trigger a campaign with an external trigger?

      Yes, You can create an automated job, which may fire a campaign right after a file is dropped to FTP, or in every defined recurrence. After creating this automated job, while you are creating the recurring campaign, in the campaign settings at the ...