Create a campaign

The campaign builder page allows you to start engaging your customers through a myriad of communication channels. Navigate to Campaigns > Create campaign to get started.

Single-stage & multi-stage campaigns

You must select whether this campaign will send an individual message or start the user profile along a multi-stage journey:

• Single-stage: A standard campaign which will send an individual message, using a single or multiple messaging channels.
• Multi-stage journey: Enter the user profile into an automated campaign with several steps to visualise and design the whole user journey (also known as a workflow). See further details in the guide for multi-stage journey campaigns

Choose a campaign type

This window shows the different types of campaigns which may be triggered by different factors.

Time-based

The campaign message can be sent immediately or scheduled in the future. The scheduling of the campaign is controlled from the Schedule tab.

Triggered

The campaign will be executed in response to an external trigger (event, location or external API). You will need to select the type of trigger on the next screen.

Event-triggered

The campaign will be executed once your users hit a specific event on your site or app. A common use case for this campaign type is to bring users back to your site or app after they have done an action like adding a product to their basket, which is great for funnel conversion, basket recovery etc. When this campaign type is selected, a tab called Events will appear in your campaign, from which you will be able to control the conditions for triggering the campaign.

API-triggered

This campaign will be executed by an API request from your backend systems according to your own business logic. This type of campaign trigger is very useful for personalised, transactional alerts. You can create a template with variable content, and pass some values when you trigger the campaign from your system. Campaigns would be executed by using the campaign execute API method.

Location-triggered

The campaign will be sent to your users when they enter, exit or spend time within your locations. Use geofences for larger locations outdoors, and iBeacons for greater accuracy outdoors or at indoor locations. This type of campaign is great to send contextually relevant notifications when users are at your locations. When this trigger is selected a tab called Locations will appear in your campaign menu.

In-App / On-site

Set up an event-triggered campaign that will send real-time messages to your in-app or website users triggered by their actions in-app or on your website. For in-app campaigns, different types of messages can be created (banner, modal, full screen, or custom HTML messages). It is not possible to combine this channel with other channels in the same campaign.

Create a campaign

Once you have chosen your campaign trigger you will be taken to the Setup tab. Depending on the campaign set-up, you will see a handy navigation menu on the top that allows you to build your campaign set by step and return back to any steps if you need to.

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Can't see some channels?

Once you are on the campaign creation window, the available channels and options will depend on the channels you have enabled beforehand from Settings > Channels > Manage Channels. Check our guide on channel settings for more details.

Save a campaign

When creating a campaign that isn't intended for immediate launch, there are three different options to save it. Click on Save to select the most suitable one:

• Save: This option saves your campaign as a draft but keeps the editing tab open. This allows you to continue making edits while ensuring that your progress is saved, preventing any loss of changes.
• Save as draft: This choice saves the campaign as a draft and takes you directly to the Campaigns > Existing campaigns > Drafts section. Drafts can be handy in case you can't complete your campaign and need to work on it later.
• Save as template: This selection saves the campaign as a campaign template and directs you to the Campaigns > Campaign templates section. Campaign templates are useful if you want to use this campaign as a template to generate new campaigns based on it. To learn more about campaign templates, please review our dedicated docs guide.