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How do I create a new campaign?

A Campaign is the tool that you will be using to define the criteria to send emails. You can create a Date based or Trigger based campaign.

A Date based email campaign can be created in the following way :

1) Click on the Automation tab.
2) On the left pane, click on Email campaigns.
3) Click on the Add New Email Campaign button seen on the right top corner. A popup should open.
4) Enter name of the email campaign. Enter a description.
5) Select the template that you want to send for this campaign. If you want to send multiple templates for the campaign, click on the conical flask icon. A dropdown will appear. You can select any number of templates that you want.
6) In the Criterion selectbox, choose On a date option.
7) In the Date section, select the Date and Time at which the campaign should launch.
8) Select the Timezone corresponding to the Date selected at which the campaign should get launched.
9) Select the Sender email id that should be used to send campaign emails. The contacts will reveive email by this name and email id. If the sender you want is not listed, you can select the custom option which will aloow you to enter name and email id.
10) Enter the reply-to email address. If the contacts chooses to reply to the emails received through campaigns, it will be sent to this email id. This can be different from the sender email id.
11) Select one or more criteria for contact selection. You need to select the criteria from the dropdown and click on the '+' icon to add that criteria. You can add any number of criteria that you want. Also you can choose to select contacts that satisfy all the criteria or the ones that satisfy any of the criteria.
12) Click on Save button to just Save the campaign. This will save the campaign conditions and it will remain inactive i.e. it will not launch until activated.
or Click on Save And Activate button to save and launch the campaign. This will save all the campaign conditions and launch as soon as the Date and Time condition is satisfied.

You can select the following type of conditions in Date based campaigns :

a) Contacts tagged as tag_name.
b) Contacts tagged as tag1 and tag2.
c) Contacts tagged as tag1 but not tag2.
d) Contacts with attribute country / state / city / zip / title as United States.
e) Contacts with attribute country / state / city / zip / title has United.
f) Contacts who were sent / opened / did not open email email_template_name
g) Contacts who clicked / did not click link http://www.nurturehq.com
h) Contacts who browsed / did not browse page www.nurturehq.com/contact-us
i) Contacts who filled / did not fill form Do you have a question?
j) Contacts with lead score equal to 25
k) Contacts with lead score greater than 10 but less than 35
l) Contacts with lead score less than 100 but greater than 20
m) All contacts but not tagged as Test
n) All contacts added after 2015-03-19

A Trigger email campaign can be created in the following way :

1) Click on the Automation tab.
2) On the left pane, click on Email campaigns.
3) Click on the Add New Email Campaign button seen on the right top corner. A popup should open.
4) Enter name of the email campaign. Enter a description.
5) Select the template that you want to send for this campaign. If you want to send multiple templates for the campaign, click on the conical flask icon. A dropdown will appear. You can select any number of templates that you want.
6) In the Criterion selectbox, choose On a condition option.
7) Select the Sender email id that should be used to send campaign emails. The contacts will reveive email by this name and email id. If the sender you want is not listed, you can select the custom option which will aloow you to enter name and email id.
8) Enter the reply-to email address. If the contacts chooses to reply to the emails received through campaigns, it will be sent to this email id. This can be different from the sender email id.
9) Select one or more criteria for contact selection. You can add any number of criteria that you want. Also you can choose to select contacts that satisfy all the criteria or the ones that satisfy any of the criteria.
10) If you want to exclude some contacts from the above criteria, that can be done by adding the conditions from the Exclude menu.
The logic will work as : Final Contacts = All contacts that satisfy the trigger conditions will be added together - The contacts that statisfy the exclude criterion.
11) Select When to Send the Campaign after the criteria is satisfied.
12) Click on Save button to just Save the campaign. This will save the campaign conditions and it will remain inactive i.e. it will not launch until activated.
or Click on Save And Activate button to save and launch the campaign. This will save all the campaign conditions and launch as soon as the criteriais satisfied.

You can select the following type of conditions in Trigger campaigns :

a) Contact was sent this email
b) Contact opens this email
c) Contact clicks this link
d) Contact browses this page
e) Contact fills this form
f) Contact gets tagged with this
g) Contact did not open this email
h) Contact did not click this link
i) Contact did not browse this page
j) Contact did not fill this form

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