NOTE: This article is for customers with the "classic" Admin interface (horizontal top-navigation bar).

If your interface is different, view the New Admin Experience version of this article.

When creating a new campaign, you can either:

Use one of the Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) pre-built campaigns,
OR use the Workflow Builder to build a campaign from scratch (see Workflow Builder).

Notes

NOTE: In most cases, you'll be able to use a pre-built campaign to meet your needs. We also recommend pre-built campaigns for those new to Thrive Marketing Enterprise.

Creating campaigns via the Workflow Builder is more involved, and is only recommended for advanced users.

NOTE: While pre-built campaigns have much of the campaign process in place, it's still important to understand the individual elements that comprise a campaign. A breakdown of each campaign element is provided on the Workflow Builder page.

Thrive Marketing Enterprise provides numerous pre-built campaigns for the most commonly used campaign types, helping you quickly hit the ground running. Because a lot of the legwork is done for you, all you need to do is answer a few questions, fill out a few forms, and then deploy the campaign.

In this article, you'll learn about each available campaign type, each grouped in one of the categories below.

Campaign Categories

When creating a campaign, you'll first need to select the industry your organization belongs to. Then, you'll select from a list of campaign types, which will display its associated campaign(s) below. A brief description is provided for each campaign, and you can click its Additional Information & Campaign Samples link for more details, setup, ideas, and sample tracking information.

NOTE: Not all campaigns are shared among industries; this will be indicated below, where appropriate.

A/B Testing

Want to learn what time of day to send a message for the best open rate? Curious which subject line leads to better conversion? Use an A/B campaign to easily test two or more samples. Thrive Marketing Enterprise sends the samples out and calculate the winner for you, and can even automatically send the winner to the rest of your recipient list.

See Create A/B Testing Campaigns to learn more.

Birthdays & Anniversaries

Everyone loves to be wished a happy birthday! Use one of the campaigns below to send out a greeting on every members’ special day. This is a good time to acknowledge how long they’ve been a member, remind them of any pertinent milestones, show your appreciation, etc.

Simple Birthday & Anniversary

This campaign sends a single message to recipients on or around their birthday or membership anniversary date. The campaign runs daily at a designated time, finds all recipients who meet the date requirement, and sends them an email. You can choose to send the message every year or on a specific birthday / anniversary (10th, 25th, 50th, etc.).

More info

The campaign keys off of a custom date field, so it is critical that this field is kept updated with the most recent data to ensure recipients receive the message on the correct date.
Custom date fields have a specific format – please ensure that all dates are formatted as “mm/dd/yyyy”.
You can choose to send the message every year or on a specific birthday / anniversary (10th, 25th, 50th, etc.)
Make sure data is being fed into Thrive Marketing Enterprise on an ongoing basis to ensure that birthday / anniversary dates are being added as new recipients come on board.

Birthday & Anniversary Call to Action

This campaign sends a series of emails driving recipients to take a specific action (download a coupon, request more information, renew their membership, etc.) Messages are triggered based on a custom date field. Each message can be scheduled to be sent exactly on the anniversary date in the custom date field, a number of days before that date or a number of days after that date. Recipients continue to receive campaign messages until they either complete the Call to Action, or go through the entire campaign without completing the goal.

More info

This campaign relies on a “Goal” to identify which recipients have completed the Call to Action. The campaign goal is the ultimate objective you want the recipient to complete (e.g., sign up for a webinar, renew their membership, make a donation, download a whitepaper, buy a product, etc.).
The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has completed the campaign objective and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have reached the goal. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment”. Abandonment identifies recipients who have clicked the Call to Action Link, but NOT completed the goal within a specific time frame. These recipients will receive separate emails encouraging them to complete the call to action.
For example, your Call to Action is a Webinar Registration. The recipient receives the email and clicks the link to register but does NOT register within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their registration.
The campaign keys off of a custom date field, so it is important to keep this field updated with the most recent data to ensure recipients receive the message on the correct date. Custom date fields have a specific format – please ensure that all dates are formatted as “mm/dd/yyyy”.
Make sure data is being fed into Thrive Marketing Enterprise on an ongoing basis to ensure that birthday / membership anniversary dates are being added as new recipients come on board.

Call to Action

Call to Action campaigns are among the most common and most flexible campaign types. In a Call to Action campaign, you send a series of emails to prompt campaign members to take an action – perhaps downloading a document, registering for an event, making a purchase, etc.

Rolling Call to Action

“Rolling” Call to Action campaigns allow individual recipients to begin, experience, and complete the campaign according to whatever timeframe is appropriate for them personally. You determine how many emails to send and the time interval to wait between each. Whenever an individual recipient is entered into the campaign, they receive each of the emails you’ve designated, with the appropriate wait intervals in between, until they either complete the Call to Action or receive the entire series of emails and reach the end of the campaign.

Fixed Send Date Call to Action

“Fixed Send Date” campaigns send each email at the same time to all recipients. You can configure how many emails to send and schedule the exact date and time for each message. Unlike Rolling campaigns, all recipients receive each email on the same day and time as all other recipients. Recipients continue to receive campaign messages until they either complete the Call to Action or go through the entire campaign without completing the action.

More info

These campaigns rely on a Goal to identify which recipients have completed the Call to Action. The campaign goal is the ultimate objective you want the recipient to complete (e.g., sign up for a webinar, renew a membership, make a donation, download a whitepaper, buy a product, etc.). The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has completed the campaign objective and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have reached the goal. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment.” Abandonment identifies recipients who have clicked the Call to Action Link, but NOT completed the goal within a specific time frame. These recipients will receive separate emails encouraging them to complete the call to action. For example, your Call to Action is a Webinar Registration. The recipient receives the email and clicks the link to register but does NOT register within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their registration.

Cross Selling

NOTE: This campaign category is only available if Financial Services is selected as your industry.

Cross Selling campaigns using Thrive Marketing Enterprise can improve conversion rates by automatically sending exactly the right message to the right customer or prospect at just the right time. Thrive Marketing Enterprise makes it easy for you to combine personalized emails, pre-populated landing pages and automatic confirmations/ reminder messages.

Did your customer or prospect click but not submit a registration form for the cross sell? With our abandonment tool, you can create targeted content just for those recipients.

Rolling Cross Selling

“Rolling” campaigns allow individual recipients to begin, experience, and complete the campaign according to whatever timeframe is appropriate for them personally. You determine how many emails to send and the time interval to wait between each. Whenever an individual recipient is entered into the campaign, they receive each of the emails you’ve designated, with the appropriate wait intervals in between, until they either complete the Call to Action or receive the entire series of emails and reach the end of the campaign.

Fixed Send Date Cross Selling

More Info

These campaigns rely on a Goal to identify which recipients have completed the Call to Action. The campaign goal is the ultimate objective you want the recipient to complete (e.g., sign up for a webinar, renew a membership, make a donation, download a whitepaper, buy a product, etc.). The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has completed the campaign objective and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have reached the goal. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment”. Abandonment identifies recipients who have clicked the Call to Action Link, but NOT completed the goal within a specific time frame. These recipients will receive separate emails encouraging them to complete the call to action. For example, your Call to Action is a Webinar Registration. The recipient receives the email and clicks the link to register but does NOT register within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their registration.

Drip / Nurture

This campaign sends a series of emails with a timed interval between each send. There is no specific “Goal” or Call to Action for the campaign. Recipients will receive ALL campaign messages regardless of their interactions. Each recipient can be on their own timeline for receiving messages based on when the campaign starts and when the member/lead is added to the campaign.

More info

There is no specific goal to this campaign. All campaign members will receive the campaign message.
You can send one message to one subset of recipients specified by the enrollment conditions.
The enrollment query will run at the time of the message send, so anyone matching that description at the date/time will get the message

Engagement

Engagement campaigns help maintain the health of your organization by automatically recognizing those who have not recently interacted meaningfully with your organization and triggering Re-engagement campaigns designed to get them involved once again. You can tailor the content of these messages to match the interests of each recipient, maximizing member satisfaction.

Interaction from Last Number of Messages Sent

This campaign allows you to segment your database into “Engaged” and “Disengaged” recipients. “Engagement” is defined by the recipient interacting with at least ONE of the last number of messages you have sent. Once a recipient interacts with a message, they are immediately considered “Engaged”. Any recipient who does not interact with messages over time (a period of time you select as appropriate for your organization and this recipient type) will be defined as “Disengaged.”

Interaction Based on Date Range

This campaign allows you to segment your database into “Engaged” and “Disengaged” recipients. “Engagement” is defined as a recipient having interacted with a minimum number of messages within a fixed period of time. For example, you may decide that in order to be considered “Engaged”, a recipient would have to open at least 3 of your emails within the last 6 months. This is extremely simple to set up.

More info

Engagement can be defined based on “Opens” or “Clicks”. A recipient clicking a link in an email is usually a stronger indication of engagement than just an open.
These campaigns define engagement based on the recipient interacting with your most recent content. You set the threshold number of messages. IF the recipient interacts with at least one of these, they are considered “Engaged”. IF they do NOT interact with ANY of these, they will be considered “Disengaged”.
The higher the number of messages you configure, the more opportunities you are giving the recipient to remain engaged.
Recipients who are defined as “Engaged” or “Disengaged” can be put into groups. The campaign will AUTOMATICALLY add or remove recipients from these groups based on their state of engagement. So if a recipient becomes “Disengaged”, they will be put into the designated disengaged group. However, once they interact with your content, they will be REMOVED from the disengaged group and ADDED to the engaged group. Having a group of “Engaged” recipients can be very useful. You can easily identify who are your most avid fans and then develop a content strategy to send specialized communications to these highly interested recipients. Additionally, having a group of disengaged recipients can facilitate filtering these recipients out on sends. Thrive Marketing Enterprise has a “Filter Out Group” option on send. Essentially, you select the group(s) to send to and then select one or more groups to filter out. When the job is sent, it will automatically remove those in the filter out group.

Event Promotions

Event promotion campaigns not only save significant staff time by reducing or eliminating the need to run reports, they can also improve conversion rates by automatically sending exactly the right event message to the right member at the right time.

Our campaigns make it easy for you to combine personalized emails, pre-populated landing pages, and automatic confirmations and reminder messages. Did your member visit the registration page but not register? Let automated abandonment campaigns follow up with perfectly-timed and tailored messages.

Fixed Send Date Event Promotion

This campaign sends a series of emails driving recipients to sign up for an event (either physical or web-based). Recipients continue to receive campaign messages until they either register for the event or go through the entire campaign without registering. You can configure how many emails to send and the wait time in between each send.

You can configure how many emails to send and schedule the exact date and time for each message. Every recipient is on the same timeline and will receive messages at the same pre-set dates and times as other recipients.

Follow Up

Follow up campaigns provide a tailored and effective way of providing confirmation or crucial details to those who need it (e.g., those who’ve submitted a goal, completed a survey/event, purchased a product, etc.).

This campaign sends a series of emails with a timed interval between each send. There is no specific “Goal” or Call to Action for the campaign. Recipients will receive ALL campaign messages regardless of their interactions. Each recipient can be on their own timeline for receiving messages as the campaign starts for each member when they are placed in the campaign.

More info

There is no specific goal to this campaign. All campaign members will receive every campaign message
You can send any number of messages.
You can configure the “wait time” between each send. Wait times can be set in days, hours and minutes. For example, you can send the first Welcome message and then have the campaign wait 7 days to send the next message.

Fundraising

NOTE: This campaign category is only available if Associations or Higher Ed is selected as your industry.

There are many facets to running fundraising campaigns for your organization. Our fundraising campaigns cover donor management, multi-channel marketing (including landing pages), payment processing, abandonment, and of course, advanced analytics.

Rolling Fundraising Appeal

This campaign sends a series of emails driving recipients to make a donation. Recipients continue to receive campaign messages until they either donate or go through the entire campaign without donating. You can configure how many emails to send and the wait time in between each send.

The campaign is “Rolling”, meaning there is no fixed date or deadline for the donation request. The recipient receives the first email when they enter the campaign. They will then receive subsequent emails based on the designated wait parameters. Therefore, each recipient can be on their own timeline for receiving messages.

Fixed Send Date Fundraising Appeal

You can configure how many emails to send and schedule the exact date and time for each message. Unlike the Rolling campaign, every recipient is on the same timeline and will receive messages only at the pre-set dates and times.

More info

These campaigns rely on a Goal to identify which recipients have donated. The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has made a donation and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have donated. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment.” Abandonment identifies recipients who have clicked the donate link, but NOT actually made a donation within a specific time frame. These recipients will receive separate emails encouraging them to donate. For example, the recipient receives an email and clicks the link to donate but does NOT make a donation within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their donation.

Landing Pages

What is a landing page? It's a web page that exists not as part of your standard website but as part of a marketing campaign, and typically includes an online form that you would like your recipients to complete.

This campaign creates one or more Landing Pages, and can also perform optional follow-up actions.

More info

Landing Pages can be embedded on your site or can be hosted by Thrive Marketing Enterprise
Landing pages can be promoted through SEO (Search engine Optimization), Social media posts, etc.

Lead Scoring

This campaign assigns points (or scores) to recipients based on their interaction with your content. When a recipient “does” something (opens a message, clicks a link, etc.) they are automatically assigned specific points for that action. Segmentation rules can be configured using the interactions listed below.

NOTE: Some of these may not be available in all accounts.

Opened a message
Opened a message in a message category
Clicked a link label
Clicked a link in a message category
Submitted a survey
Registered for an event (or a paid item)
Was added to a group
Received a tag

Additionally, you can configure “Score Thresholds” whereby once a recipient accumulates a certain amount of points they can be added to a group, given a tag or even added to another campaign. You can also have an internal notification sent with the recipient’s information.

More info

You can create an unlimited number of Lead Scoring campaigns.
You can create an unlimited number of lead scoring rules.
Lead scoring rules are independent of other rules.
You can create an unlimited number of threshold rules.

Loyalty Campaign

NOTE: This campaign category is only available if Financial Services is selected as your industry.

Enroll, convert and engage more customers with your loyalty program by knowing exactly where each individual is in the customer life cycle and automatically sending each person the right message at the right time.

Our campaigns make it easy for you to enjoy the benefits of personalized incentives, promotions, and loyalty enrollment and conversion programs.

Rolling Loyalty

Fixed Send Date Loyalty

More Info

These campaigns rely on a Goal to identify which recipients have completed the Call to Action. The campaign goal is the ultimate objective you want the recipient to complete (e.g., sign up for a webinar, renew a membership, make a donation, download a whitepaper, buy a product, etc.). The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has completed the campaign objective and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have reached the goal. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment.” Abandonment identifies recipients who have clicked the Call to Action Link, but NOT completed the goal within a specific time frame. These recipients will receive separate emails encouraging them to complete the call to action. For example, your Call to Action is a Webinar Registration. The recipient receives the email and clicks the link to register but does NOT register within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their registration.

Member/Subscriber/Customer Renewal

NOTE: This campaign category is only available if Associations, Publishers or Services is selected as your industry.

These campaigns make it easy for you to set up membership renewal campaigns that integrate personalized emails, pre-filled landing pages, and automatic confirmations and reminder messages.

Did your member/subscriber visit the renewal page but not renew? Let automated abandonment campaigns follow up with perfectly-timed and tailored messages for just those members. By optimizing your promotions you’ll see higher conversions and satisfaction rates.

Renewal Based on Expiration Date

This campaign sends a series of emails driving members to renew their membership. The campaign keys off of a custom date field, which stores the recipient’s upcoming EXPIRATION DATE. You set the number of messages to send, and the number of days PRIOR to or AFTER the expiration date when each message should be sent. Recipients continue to receive renewal messages until they either renew, or go through the entire campaign without renewing their membership.

A member is considered “Renewed” when the Expiration Date in the custom date field is updated. Therefore it is critical to make sure you are updating this field for ALL recipients in the campaign on a daily basis.

More info

You can send any number of messages.
You can send messages exactly on a recipient’s expiration date or a number of days before or after their expiration date.
Custom date fields have a specific format – please ensure all dates are formatted as “mm/dd/yyyy”
It is critical to make sure that the data is updated on a daily basis to ensure recipients receive the correct renewal notices.
A recipient is considered to have renewed their membership when the renewal date field has been updated to a date in the future.
This is an ongoing “recurring” campaign.

New Customer Acquisition

NOTE: This campaign category is only available if Financial Services is selected as your industry.

This campaign ties in personalized emails, pre-filled landing pages, and automatic confirmations and reminder messages into a single, unified campaign. Did your free trial offeree click but not submit the form? With our abandonment campaigns you can create targeted content just for those recipients.

By optimizing your promotions, you’ll see higher conversion and satisfaction rates.

Rolling New Customer Acquisition

“Rolling” campaigns allow individual recipients to begin, experience, and complete the campaign according to whatever time-frame is appropriate for them personally. You determine how many emails to send and the time interval to wait between each. Whenever an individual recipient is entered into the campaign, they receive each of the emails you’ve designated, with the appropriate wait intervals in between, until they either complete the Call to Action or receive the entire series of emails and reach the end of the campaign.

Fixed Send Date New Customer Acquisition

More Info

These campaigns rely on a Goal to identify which recipients have completed the Call to Action. The campaign goal is the ultimate objective you want the recipient to complete (e.g., sign up for a webinar, renew a membership, make a donation, download a whitepaper, buy a product, etc.). The Goal is also the indicator to Thrive Marketing Enterprise that the recipient has completed the campaign objective and to stop sending further campaign emails. Therefore, it is critical to keep the campaign updated with a list of recipients who have reached the goal. Campaign goals can be updated using a variety of methods including: recipients being added to a group, a recipient’s field being updated with a specific value, Google Goals integration, along with other defined methods.
You can configure “Abandonment.” Abandonment identifies recipients who have clicked the Call to Action Link, but NOT completed the goal within a specific time frame. These recipients will receive separate emails encouraging them to complete the call to action. For example, your Call to Action is a Webinar Registration. The recipient receives the email and clicks the link to register but does NOT register within 5 hours of clicking the link. The recipient is considered “abandoned” and will start receiving a different set of messages than those who have clicked the link and completed their registration.

New Customer Onboarding

NOTE: This campaign category is only available if Financial Services is selected as your industry.

On-Boarding campaigns provide a tailored and effective way to expose new customers to additional offerings and a great opportunity for crucial early engagement!

Use this opportunity to educate new customers to your brand, other related products and services to use/enroll, and provide an outline of all the benefits of signing up.

New Customer Onboarding

More Info

There is no specific goal to this campaign. All campaign members will receive the campaign message.
You can send one message to one subset of recipients specified by the enrollment conditions.
The enrollment query will run at the time of the message send, so anyone matching that description at the date/time will get the message.

Notifications

Date Reminder

This campaign sends a single message to recipients on or around the date in the designated custom date field. The campaign runs daily at a designated time, finds all recipients who meet the date requirement, and sends them an email. This is a recurring campaign and will send the message on the specified date every year.

More info

The campaign keys off of a custom date field, so it is important to keep this field updated with the most recent data to ensure recipients receive the message on the correct date.
Custom date fields have a specific format – please ensure all dates are formatted as “mm/dd/yyyy”
This is a recurring campaign and will send messages every year regardless of the calendar year. For example, if a recipient’s professional certification is eligible for renewal beginning 3/15/2015 and you configured the campaign to send exactly on the date in the field, then every year on 3/15 the campaign will send the recipient the message.
Make sure data is being fed into Thrive Marketing Enterprise on an ongoing basis to ensure that these sorts of milestone/anniversary dates are being added as new recipients come on board.

Schedule Reminder

This campaign sends a series of email on scheduled dates and times. There is no specific “Goal” or objective of this campaign. Recipients will receive ALL campaign messages regardless of their interactions.

More info

You can send any number of messages.
Each message is scheduled to be sent on a specific date and time in the future.
This campaign does not have a specific goal. All campaign members will receive all messages.

Date Based Triggered

This campaign sends a series of emails driving recipients to take a specific action (enroll in training, request more information, etc.). Messages are triggered off of a custom date field. Each message can be scheduled to be sent exactly on the anniversary date in the field, a number of days before the date, or a number of days after the date. Recipients continue to receive campaign messages until they either complete the Call to Action, or go through the entire campaign without completing the goal.

More info

The campaign keys off of a custom date field, so it is important to keep this field updated with the most recent data to ensure recipients receive the message on the correct date.
Custom date fields have a specific format – please ensure all dates are formatted as “mm/dd/yyyy”
This is a recurring campaign and will send messages every year regardless of the calendar year. For example, if a recipient’s professional certification is eligible for renewal beginning 3/15/2015 and you configured the campaign to send exactly on the date in the field, then every year on 3/15 the campaign will send the recipient the message.
Make sure data is being fed into Thrive Marketing Enterprise on an ongoing basis to ensure that these sorts of milestone/anniversary dates are being added as new recipients come on board.

Re-engagement

This campaign sends one or more emails to recipients who have been identified as “Disengaged”. You may already have a group of recipients who you believe are disengaged or you can use our engagement campaign to automatically identify these recipients. You set the number of messages to send and the wait time interval between each message. Re-engagement can be defined as the recipient either opening a message OR clicking a link.

IF a recipient does re-engage, then the campaign can automatically can perform one of the following actions:

Add the recipient to a group(s);
Remove the recipient from a group(s);
Tag the recipient; or
Remove a tag from the recipient.

Similarly, IF a recipient does NOT re-engage, then the campaign can automatically perform one of the following actions:

Add the recipient to a group(s);
Remove the recipient from group(s);
Tag the recipient; or
Remove tag from the recipient.

More info

You can use an “Engagement” campaign to set up rules to classify a recipient as being disengaged and automatically add them to the group which will then enroll them in the re-engagement campaign.
You can send any number of messages.
Once a recipient interacts with one of the re-engagement messages by either opening or clicking, they are no longer considered disengaged.

Segmentation

List segmentation helps you create highly targeted campaigns. Segmentation helps you make your email messages more personal, boosting engagement and increasing conversion rates.

Basic Segmentation

This campaign segments recipients into different groups based on their interactions with your content. Segmentation rules can be configured using the interactions listed below.

NOTE: Some of these may not be available in all accounts.

Opened a message
Opened a message in a message category
Clicked a link label
Clicked a link in a message category
Submitted a survey
Registered for an event (or a paid item)
Was added to a group
Received a tag

When a recipient takes one of these actions, they are automatically added to a the designated group. You can create an unlimited number of segmentation rules.

More info

You can create an unlimited number of segments.
Each segment’s rules are independent of others. — IF a recipient meets the criteria for a segment, they will be added to the group, regardless of other segmentation rules.

Customized Segmentation

This campaign segments recipients into different groups based on their interactions with your content. It provides additional flexibility in determining segmentation rules. Segmentation rules can be configured using the interactions listed below.

NOTE: Some of these may not be available in all accounts.

Opened a certain number of messages within the last number of days
Opened a certain number of messages in a message category (ies) within the last number of days
Clicked a certain number of link labels within the last number of days
Clicked a certain number of links in a message category within the last number of days
Submitted a certain number of surveys within the last number of days
Registered for a certain number of events (or a paid items) within the last number of days
Was added to a group
Received a certain number of tags within the last number of days

When a recipient takes one of these action, they are automatically added to the designated group. You can create an unlimited number of segmentation rules.

More info

You can create an unlimited number of segments.
Each segment’s rules are independent of others. — IF a recipient meets the criteria for a segment, they will be added to the group, regardless of other segmentation rules.

Simple Rule

Simple Rule campaigns are perfect for performing the same action across all of your recipients. Maybe you want to tag every recipient who opens your promotional messages, or maybe you want every recipients who visits a registration page to be added to a group. A Simple Rule campaign is quick and easy to set up, and then will run alongside your other campaigns, automatically completing these actions so you don’t have to.

Every time a recipient interacts with your content (opens a message, clicks a link, etc.), you can set this campaign to perform one or more actions (add the recipient to a group, send you a notification, etc.). Simple Rule campaigns will run in the background for your other campaigns, performing the same actions every time a recipient meets the conditions you set.

Single Message

Send a Single Message campaigns do exactly what they sound like: They allow you to send a message to everyone in the campaign at a specific date and time. What makes this campaign so powerful is that you can use Thrive Marketing Enterprise conditions to determine who gets the message at the time of send, meaning you don't need to have a group set up in advance. Just set the criteria and schedule the message, then let Thrive Marketing Enterprise handle it from there.

More info

Send a Single Message campaigns can be edited at any time before the message is sent.
Send a Single Message campaigns can use advanced conditions to filter the message, allowing you more precise control over who does and does not get the message.
You can choose to enroll recipients from a Saved Search. At send time, the campaign will run the search, enroll the resulting list of recipients, and then send them the message.
Messages sent via Send a Single Message campaigns can be posted to social channels, increasing your communications reach.

Suppression

Think of this as creating a "do-not-email" list. Every organization has one and members are typically added to the list because they've unsubscribed or emails sent to them have bounced. Making sure your suppression list is up-to-date is critical for deliverability and sender reputation.

This campaign automatically “Suppresses” recipients when they meet pre-defined criteria. Suppression means the recipient will no longer receive ANY emails from the account, regardless of whether the messages have been sent through Thrive Marketing Enterprise or via the regular send process. Suppression criteria can be configured based on recurring bounces or recipient inactivity.

More info

You can create an unlimited number of suppression rules.
Suppression rules can be based on either recipient inactivity or recurring bounces.
Recipient inactivity is when a recipient has not opened ANY email in a given period of time which you set.
For Recurring bounces, you select the bounce types and the number of consecutive bounces that will trigger the suppression.

Welcome

This campaign sends a series of emails with a timed interval between each send. There is no specific “Goal” or Call to Action for the campaign. Recipients will receive ALL campaign messages regardless of their interactions. Each recipient can be on their own timeline for receiving messages as the campaign starts for each member when they join.

More info

There is no specific goal to this campaign. All campaign members will receive every campaign message
You can send any number of messages.
You can configure the “wait time” between each send. Wait times can be set in days, hours and minutes. For example, you can send the first Welcome message and then have the campaign wait 7 days to send the next message.

Workflow Builder

The Workflow Builder is designed to support the most sophisticated campaigns – it provides a blank canvas and makes it easy for you to pull in different images/content/objects to create the most intricate campaigns and workflows (e.g., you can create campaigns with single or multiple branches and configure an unlimited number of triggers, actions, and conditions).

Want to learn more?

See Workflow Builder to learn how to use the Workflow Builder to build your own custom campaigns.

Notes

Campaign Categories

A/B Testing

Birthdays & Anniversaries

Simple Birthday & Anniversary

More info

Birthday & Anniversary Call to Action

More info

Call to Action

Rolling Call to Action

Fixed Send Date Call to Action

More info

Cross Selling

Rolling Cross Selling

Fixed Send Date Cross Selling

More Info

Drip / Nurture

More info

Engagement

Interaction from Last Number of Messages Sent

Interaction Based on Date Range

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Event Promotions

Fixed Send Date Event Promotion

Follow Up

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Fundraising

Rolling Fundraising Appeal

Fixed Send Date Fundraising Appeal

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Landing Pages

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Lead Scoring

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Loyalty Campaign

Rolling Loyalty

Fixed Send Date Loyalty

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Member/Subscriber/Customer Renewal

Renewal Based on Expiration Date

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New Customer Acquisition

Rolling New Customer Acquisition

Fixed Send Date New Customer Acquisition

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New Customer Onboarding

New Customer Onboarding

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Notifications

Date Reminder

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Schedule Reminder

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Date Based Triggered

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Re-engagement

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Segmentation

Basic Segmentation

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Customized Segmentation

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Simple Rule

Single Message

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Suppression

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Welcome

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Workflow Builder

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