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.
Automated Campaign success depends on three key elements:
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.
You can select from two main types of Campaigns:
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.
You can also create a One-Time Campaign from a message template.
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.
Overview of all engagement across channels can be found under the Analytics menu.
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.