With campaigns, you can send personalized, targeted, media-rich messages to your subscribers to let them know about upcoming events, new product launches, special offer promotions, and more.
While you can use campaigns to send one-time email and text messages to your subscribers, you can also use them to build multi-touch sequences of messages. For example, you can …
- Create and send messages to help coordinate a major product launch, with personalized content that generates more excitement with each message
- Send an initial message promoting a special offer, and then a follow-up message with a discount sent only to subscribers who opened the message but did not complete a purchase
- Send a follow-up message to subscribers who received but didn’t open your first message
- Include A/B test messages to optimize both your message content and message send time
Campaigns can include both text messages and email messages in the same campaign, or just whichever message type is better suited for your goals.
You can send campaign messages to:
- Dynamic or manual segments (all campaign messages)
- Recipients of your first message who didn’t click on or open it
You should know
- You’ll get the best results for your campaigns if you first run small-scale A/B tests to see what messaging and timing works best for your subscribers. For more, check out A/B test a campaign message.
- You can increase the performance of your campaigns by always including at least two messages in each, with the second message using AI retargeting options. If you don’t include a message that uses AI retargeting and your campaign meets certain criteria, we’ll prompt you to add one before you schedule your campaign.
- If your campaign includes more than one message, schedule them in sequential order to make it easier to understand the flow of the campaign.
- You can copy and delete individual messages in a campaign.
- If messages sent after your first message use AI retargeting options, they must be scheduled to send after the previous message. Also, each message must be scheduled in the same order as they appear on the left side of the campaign composer:
Create a campaign
- Go to Campaigns and click + Create campaign.
- Choose Text or Email for the first message of your campaign. If you want to add an A/B test message, you can learn how here.
Note: Subsequent messages can be either email or text messages, but you can’t change the initial message type. - For your first campaign message, complete the following:
-
Campaign name: Optional, but recommended. Click the Pencil at the top of the page to edit the internal name of the campaign.
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Message name: Optional, but recommended. Enter an internal name for the first message of your campaign.
- Tags: Click Add tags and select an existing tag or type a name to create a new tag. You can add up to five per campaign message. Learn more about campaign message tags.
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Audience: Click Edit and select one or more segments of subscribers to receive your campaign. You can also click Exclude to further refine the audience of your campaign. You can see an estimate of message recipients for your message above the Done button.
You can also change Smart Sending settings (not recommended) from the Audience side panel. -
When to send: The date and time to send your first campaign message. For time, you can choose between the time of your brand’s HQ (chosen in Settings), or based on the time zone of each subscriber.
If your first campaign message is a text message: -
Message: Design your text message. You can include images, GIFs, links, and more. For more, check out Design your campaign and Best practices: Campaign message design.
Note: Only use curly brackets ({
}
) in campaign messages as part of a dynamic variable or link, like{{offer.code}}
. Otherwise, your message won’t be sent. For example, a message with the text{Hurry! Our sale ends soon}
won’t be sent, but a message with the textUse code {{offer.code}}
will be sent.If your first campaign message is an email:
-
Email details: Add email details.
-
Email design: Select whether to design your email message with the drag-and-drop editor or with HTML. For more, check out Design your email or Design your campaign with HTML.
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- If you want to add additional messages to your campaign, click + Add message, choose the message type, and then repeat step 3.
Note that campaign messages sent after the first message can be sent to the same segment, different segments, or use AI retargeting options:
- As you add and complete each campaign message, make sure to test each message to make sure everything looks right. Click Send test message, enter your mobile number or email address, and then click Send test.
- Once you’re finished adding messages to your campaign, click Review & schedule campaign.
- Review your campaign to make sure there aren’t any typos, that you’re including images or GIFs in each, and that each has appropriate audience targeting. Once you’re finished, click Schedule campaign.
Once you schedule your campaign, you can find it on the Campaigns page by filtering for Scheduled campaigns.
After your campaign ends, you can review associated metrics by filtering for Delivered.