Once you have created an email template and a target, you'll be able to create a campaign (Organization context, Audience Management module, Campaign menu). As you can see below, here you'll also find any previous campaigns created within your institution:
As you can see above, you'll be able to filter them by type and state. The campaigns that will be displayed by default have a "Not archived" state and include all types. It could happen that you might want to duplicate a past campaign and wont find it: remember to change the state filter and search among the "Archived" ones. You can also stop a campaign, archive it or delete it.
In this page we are going to go through the following topics:
3.1. How to create a new campaign
3.2. Launching a campaign
3.3. The campaign life cycle
And a Q&A.
3.1. How to create a new campaign
To create a new campaign, click on the "New" button, and the following pop-up screen will be displayed:
As you can see on the left, there are several channels that can be selected for the creation of a new campaign ("Which channel are you going to communicate on*"). However:
As well as the channel, you will have to choose the type of campaign that you'll like to create (What type of campaign do you want to create?*). Most of them are just informative and work in exactly the same way, but there are a couple of important exceptions :
Once you click on "Next", after choosing the campaign type and selecting the "email" channel, the following pop-up screen will be displayed:
As you can see in the image above, you can link products and advantages to your campaign:
Within the CAMPAIGN INFO TAB, you will be able to set the campaign parameters:
Within the TARGET TAB, you will be able to link as many targets as you want to the campaign by clicking on the "New" button.
SAM will automatically carry out a deduplication to avoid sending the same email to a contact found in two targets.
As you can see, there are some targets in blue, and some in black:
If you click on the "Calculate" button", you'll be able to see the details of the real volume of emails that will be sent in the campaign: taking out duplicate contacts, duplicate emails, contacts that have not accepted to receive marketing communications (applicable if it's not a campaign related to a purchase or reservation...). If the targets you selected are dynamic, the calculations will vary accordingly.
Finally, in the MESSAGE TAB you'll be able to select the message template* you wish to use for your campaign.
Do not forget to save and close!
3.2. Launching a campaign
The campaign you just saved will now appear with all the others, but just in an open state: You won't see any of this symbols beside its name. To launch it, you will have to select the row and click on the "Run/Send" button.
In the pop-up screen that will then appear (see image on the left), you'll be able to select whether you want to:
If you choose to create a recurrent campaign, you will have to set a frequency (every 5 minutes, 1 hour, 24 hours, a week...), the start date and start time, and think about whether you need or not you need to check the boxes (see image above):
For example: You want to send a welcome email to every new contact of your institution. There will be new contacts every day, but you don't want to send all of your contacts this message more than once.
When planning your advantage campaigns, be careful not to create internal conflicts if you were to set a same advantage in two different campaigns, for example.
The only thing left now would be to save and close.
After a campaign is executed for the first time, after a few hours or days, your contacts will have started opening their emails. You will be then able to follow the performance of the campaign by selecting its row and clicking on the "Campaign analysis" button. A report will then be generated, with data regarding the open rata, the click rate, the conversion rate, the income generated...
As you can see in the image above, some of the metrics of the report are directly available on the campaign list screen, enabling you to oversee and adjust accordingly your marketing efforts. You can also check the performance of every single execution by selecting the row of your campaign and clicking on the "Execution info" button.
3.3. The campaign life cycle
Q&A
Old page - English: How to create a campaign
Old page - English: How to create a recurrent campaign?
Old page - English: Campaign types
Old page - French: Comment créer une campagne ?
Old page - French: Comment créer une campagne récurente ?
Old page - Spanish: ¿Cómo crear una campaña?
Old page - Spanish: ¿Cómo crear una campaña periódica?