Engagement Campaigns are a unique set of pre-built campaigns that make it easier for you to identify which of your contacts are/are not meaningfully interacting with your organization and its messages, and to then group similar contacts based on their level of engagement.
This article describes the steps for creating and editing Engagement Campaigns: set up, review, and deploy.
Check out Manage your Engagement Campaigns for information on how to manage (edit, delete, track) your Engagement Campaigns on a single list page.
Watch the video
The bulk of creating Engagement Campaigns is done on the Setup page, which can have two or more configuration sections, depending on the type of campaign.
NOTE: Engagement Campaign names can contain and can start with numbers. Those that start with a number will be listed before campaign names that start with a letter. For example, 2019 Renewal and 2020 Welcome would appear earlier in the list than Renewal 2019 and Welcome 2020.
Keep this in mind when creating/naming your Engagement Campaigns.
To create an Engagement Campaign:
- Access the Admin interface.
- Navigate to Engagement.
- Specify a name in the New Engagement Campaign field at the top and click Create New.
- On the Create Campaign page, select the industry your organization belongs to. The information in the How do I know which campaign to choose? area will update based on the chosen industry.
- Click the right dropdown and select a Campaign Type.
There are many Engagement Campaign types available from the dropdown. Feel free to select one to learn more about it; you'll remain on this page and can change your selection if it's not suitable. Note that some types have sub-types. For example, the Associations industry and the Segmentation campaign type combination offers two options: Basic Segmentation and Customized Segmentation. In this case, click the "What is the difference..." link to review the distinctions before you decide.
TIP: Each Engagement Campaign has an "information and samples" link that opens a dialog with helpful information.
NOTE: After an Engagement Campaign has been saved, you cannot change its type, so carefully review the type options and select the one that best suits your objectives.
- Click Select.
- Continue with Set up an Engagement Campaign, below.
NOTE: The industry and campaign type that are selected here will determine the unique combination of configuration options that are presented on the Setup page that follows. Use the configuration options to customize your Engagement Campaign to segment your contacts, manage disengaged contacts, or assign points based on contacts' actions.
TIP: Use the convenient on-page information boxes (accessible from the icon) for details on how to configure the various options when creating and editing Engagement Campaigns.
The Editor pages have a gear icon in the upper right in which you can access a set of Campaign-related options; these are described in Gear icon options, below.
Set up an Engagement Campaign
The industry and campaign type that have been selected determine which configuration sections display on the Setup Campaign page when you are creating or editing the campaign.
NOTE: There is one exception to this: Select Campaign Members is always section 1 for all Engagement Campaigns. This section is described below in Select Campaign Members.
There are countless configuration possibilities, so the following example is provided as reference only; your Setup page configuration options could be very different.
Reference the numbering in the above image for the descriptions that follow.
1 - The campaign type is listed at the top of the page (in this case, Basic Segmentation), followed by the campaign title.
2 - Next to each section title, click the icon to access on-page information boxes that have details that are specific to that section.
3 - Some configuration options are blue text, such as Re-engaged Users and any link in the example. These are prompts for you to choose something. Click the text to open an on-page Make a Selection dialog in which you can choose from a list (of contacts, messages, or groups, for example). Some selection dialogs have check boxes that allow for multiple selections.
4 - Some configuration options are dotted-underline text, such as click specific link and tag them in the example. These are prompts for you to choose something. Click the text to open an on-page list of options. Some of these options might change the clickable items that follow them, or even add options that weren't there but which are now required. For example, choosing visit a webpage adds a blue-text option, page url, which has to be configured in order for the condition to work.
5 - Below some of the sections, there will be a plus symbol (+) followed by text, such as + Segment in the example. This enables you to add conditions to that section to further refine how you want the campaign to perform.
6 - If a section has multiple conditions, click an X to delete an unwanted condition.
When you've specified all the conditions, click Next.
Campaign set up notes
- If you click Next and there are unsatisfied conditions, you will be prompted to "fix the errors" before you can proceed to the Review page.
- The system does not "QA" the logic of your conditions. You should review your selections before proceeding.
Select Campaign Members
Section 1 of every Engagement Campaign Setup page is where you select which Contacts will be included in the campaign. Most of the options in the "Tell us who..." dropdown present three radio buttons that you can use in order to refine the selection of Contacts.
Three of the "Tell us who..." dropdown options, however, are slightly different:
These present their own sets of configuration options, such as those shown below for Contacts from another campaign.
The "Tell us who..." options and the configuration settings are relatively straightforward. However, you can click the next to the section title to open a dialog that has descriptions of the "Tell us who..." options.
TIP: The remaining configuration sections on the Setup page (e.g., Create Segments, Create Suppression Rules, Define Scoring Rules) differ depending on the type of campaign. These are detailed in Engagement Campaign Types.
Review an Engagement Campaign
The Engagement Campaign Review page presents a "consumable" summary of your configuration options.
- In the upper portion of the page, click Print Screen to open a "preview" of this page. You can print a copy or choose one of the save options.
Some conditions might appear as links, such as Welcome Message #2 in the image.
- Click the link to open the message in a new tab. This is a useful "check" before deploying the engagement campaign.
After reviewing your configuration options and conditions, click Next.
Deploy an Engagement Campaign
The Deploy page is your last opportunity to review your campaign details. If you're satisfied and want to proceed:
- Choose when to start the Engagement Campaign by either accepting the "immediately" option or selecting the "schedule" option and choosing a date and time.
- Choose when to end the Engagement Campaign by either accepting the "manually" option or selecting the "schedule" option and choosing a date and time.
- Click Deploy Campaign.
- At the confirmation prompt, click Yes.
The page refreshes and updates the Schedule section with your start and end selections. Also, now there's a Campaign Status section in which you can cancel the pending deployment.
TIP: Navigate back to the Engagements list page and confirm that your Engagement Campaign is listed and that its details are correct.
Edit an Engagement Campaign
In order to edit an Engagement Campaign, you have to:
- Select it from the list.
- Click Edit in the row of options above the list.
This opens the campaign editor on the Setup page.
- Make your changes on the Editor pages as described in the previous sections.
Gear icon options
There is a gear icon in the upper right of the List page and the Editor. It has a set of Campaign-related options, most of which are available in both locations. The options are described in the table that follows.
NOTE: The View Campaign Snapshot and Convert to Advanced options display ONLY on the Deploy tab of the Editor.
To access the options:
- List page - hover on the icon
- Editor - click the icon
TIP: The options that are duplicated in these menus present the same dialogs and have the same functionality in both locations.
Gear menu options
|Save Campaign||Displays only when in the Editor; click to save any changes you've made to a campaign.
TIP: As you create/edit any type of Campaign, it is a good idea to periodically save your work.
|Initiatives||Opens the Manage Campaign Initiatives dialog where you can manage (e.g., add, remove, rename) your Campaign Initiatives.
To learn about this feature, see Campaigns Dashboard.
|Link Labels||Opens the Manage Link Labels dialog where you can manage your Link Labels.
To learn about this feature, see Link Labels.
|Recipient Tags||Opens the Manage Contact Tags dialog where you can manage the Tags that have been assigned to Contacts.
To learn about this feature, see Contact Tags.
|Web Tracking Code||Opens the Web Tracking Code dialog where you can retrieve a code snippet to be placed on web pages that you want to track.
To learn about this feature, see Web Tracking.
|Convert to Advanced||Opens a confirmation dialog. Click Yes to proceed to Workflow Builder to customize your Campaign's design and configuration.
To learn about advanced Campaign design, see Workflow Builder.
NOTE: This option is unique to Campaigns; it is not applicable to Engagement Campaigns and Landing Page Campaigns.
|View Campaign Snapshot||Opens the Campaign Snapshot overlay which displays the configuration details, such as which Contacts will and will not be added to the campaign, messages to send, and when messages will be sent.|