Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) Campaigns can be multi-layered and very complex. In this article we've compiled the questions that are frequently asked by Campaign novices and experienced users.

TIP: Use the in-article links on the right side of the page to see what questions have been asked and to quickly link to the answers!

What types of Campaigns are available?

Thrive Marketing Enterprise offers three types of campaigns:

• Campaigns
• Engagement Campaigns
• Landing Page Campaigns.

These are described in more detail in Campaign Types and information is available in dedicated sections of the knowledge base.

How do I enroll Contacts in a campaign?

You can add Contacts to a campaign in a variety of ways.

Contact is in a Group

When a Campaign is targeted to a Group (or Groups) and then deployed, all Contacts in the targeted Groups will be added to the Campaign. You can specify:

• Only the Contacts who are in a targeted Group before the Campaign started,
• Only the Contacts who get added to a targeted Group after the Campaign starts, or
• Both sets of Contacts.

Contact is sent a Message

Select one or more messages. When a contact is sent the selected message(s) they'll automatically be added to the campaign.

This is a good option if you don't want to be limited by a group. For example, you send the message “My Webinar Promotion” to various groups at different times. Every contact who receives this message will automatically be added to the campaign and will start receiving the automated campaign messages.

NOTE: You may find this option useful if your account is configured to use the Unsubscribe from Message Category option.

You can specify which contacts get added to the campaign.

• Only the Contacts who were sent a message before the campaign started,
• Only the Contacts who are sent a message after the campaign starts, or
• Both sets of Contacts.

Contact is sent ANY message within a Message Category

NOTE: This option is only available if your account has Message Category as the unsubscribe setting.

Select one or more message categories. When a contact is sent ANY message from the selected category(ies) they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who were sent any message within a category BEFORE the campaign starts,
• Only contacts who are sent any message within a category AFTER the campaign starts, or
• BOTH.

Contact opens a message

Select one or more messages. When a contact opens ANY of the selected message(s) they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who opened a message BEFORE the campaign starts,
• Only contacts who open a message AFTER the campaign starts, or
• BOTH.

Contact opens ANY message within a Category

Select one or more message categories. When a contact opens ANY message from the selected category(ies) they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who opened any message within a category BEFORE the campaign starts,
• Only contacts who open any message within a category AFTER the campaign starts, or
• BOTH.

Contact clicks a Link Label

Select one or more Link Labels. When a contact clicks ANY of these Link Labels they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who clicked a link label BEFORE the campaign starts,
• Only contacts who click a link label AFTER the campaign starts, or
• BOTH.

See Link Labels to learn how to create and assign Link Labels.

Contact is tagged

Select one or more Tags. When a contact receives ANY of these Tags they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who received a tag BEFORE the campaign starts,
• Only contacts who receive a tag AFTER the campaign starts, or
• BOTH.

More info

A Tag is an attribute that is assigned from a campaign based on a certain set of conditions being met.

This is a good option when you want to add contacts to a campaign based on what they did in ANOTHER campaign. Remember, a contact completing one campaign can have them starting another one. The attribute (Tag) assigned to them is the trigger to add them to the other campaign.

For example you can create a Tag called “Prospect” and apply that tag to all contacts who click a certain link within a defined time frame. Then, you can use the Tag “Prospect” as the criteria for enrolling people to the campaign. This means that any contact who clicks the link is given the Tag “Prospect,” and that action automatically enrolls them in the campaign.

See Contact Tags to learn how to create and assign Tags.

Contact submits a Landing Page

Select a Landing Page. When a contact submits this Landing Page they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who submitted a Landing Page BEFORE the campaign starts,
• Only contacts who submit a Landing Page AFTER the campaign starts, or
• BOTH.

Contact submits an Event

NOTE: This option is only available if your account has the Event tool enabled.

Select one or more events. When a contact submits ANY of these events they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who submitted an event BEFORE the campaign starts,
• Only contacts who submit an event AFTER the campaign starts, or
• BOTH.

Contact submits a survey

NOTE: This option is only available if your account has the Survey tool enabled.

Select one or more surveys. When a contact submits ANY of these surveys they'll automatically be added to the campaign.

You can specify which contacts are added to the campaign:

• Only contacts who submitted a survey BEFORE the campaign starts,
• Only contacts who submit a survey AFTER the campaign starts, or
• BOTH.

Add Contacts from another campaign

With this option, you add contacts to your campaign based on their enrollment in another campaign. After selecting the campaign, you have the flexibility of filtering contacts in a number of ways.

See Enroll Contacts from Another Campaign to learn more.

Add Contacts from a saved search

On the Automation tab, click Reports / Search in the left sidebar. On the resulting page (contacts & Events tab), build your query/search with the desired condition(s), and then click Search. You’ll then see an option to save your search.

You can use any of these Saved Searches as the enrollment criteria for your campaigns. Keep in mind, though, that only contacts who meet the Saved Search's criteria WHEN the campaign starts will be added. The great thing about this is that Saved Searches act like a dynamic group of your contacts. For example, if 10 people meet the criteria today but 20 people do when the message is sent three days later, it'll be sent to all 20 people.

NOTE: Suppressed contacts will not be enrolled, meaning fewer contacts may be enrolled than are returned in the search.

Can I remove Contacts from a Campaign?

No.

When a Contact has been added to a Campaign, they are always in the Campaign. This is intentional in order to ensure the accuracy of tracking data.

However, you can prevent contacts in the campaign from receiving messages by applying filters to the message(s).

NOTE: Refer to Can I filter out Campaign Contacts from receiving some messages? below for more information.

Can I filter out Campaign Contacts from receiving some messages?

Yes.

You can filter out Contacts when you're configuring the Send Action(s) for your campaign's message(s). Click the Filter contacts dropdown and choose whether to:

• Exclude those who meet the criteria that you specify (such as belonging to a specified group) OR...
• Use advanced conditions to specify which Contacts to include and filter out everyone else.

Deduping messages

By default, messages sent via the system are not de-duped, so a Contact could receive a message more than once. On each individual send action, you can enable deduping.

NOTE: If a message is sent via the system and then you send that same message to a group outside of Thrive Marketing Enterprise, the standard deduping process will take effect.

What's the difference between Rolling and Fixed Send Date Call to Action campaigns?

Call to Action campaigns are among the most common and flexible campaign types. In a Call to Action campaign, a series of email messages prompts recipients to take an action (download a document, register for an event, make a purchase, etc.).

There are two types of Call To Action campaigns: Rolling and Fixed Send Date. The main difference is where contacts enter the campaign timeline.

• In a Rolling campaign, it doesn't matter when a contact enters the campaign. New contacts will always start the campaign by being sent the first message in the campaign series, irrespective of when they've joined the campaign. The remaining messages are sent as scheduled.
• In a Fixed Send Date campaign, when a contact joins the campaign does matter. If a contact joins the campaign after it has started, they will be sent only the messages (in the campaign series) that have not yet been sent -- in accordance with the established send schedule. The remaining messages are sent as scheduled.

Notes

• You cannot edit or reconfigure (such as setting a new message or a new send time) messages that have already been sent.
• You can change messages that have not yet been sent. If you do, remember to redeploy the campaign to put your changes into effect.

To help you better understand the differences, refer to the diagram and explanation below.

Which method is right for me?

This depends on the type of Call To Action being sent out:

• A Rolling campaign is great for ongoing initiatives that don't have a hard deadline, such as new member acquisition, downloading of whitepapers, satisfaction surveys, etc. To have the campaign end, you must either: specify an end date or manually end it at a later date.
• A Fixed Send Date campaign has a set expiration date. At some point, no new contacts will be sent a message as the date of the last message will have passed. This makes Fixed Send Date campaigns great for time-sensitive offers, like promotions, sales, and events.

See Campaign Types to learn more.

What are Engagement Campaigns?

Engagement Campaigns are 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.

To learn about, create, edit, and manage Engagement Campaigns, see Manage Your Engagement Campaigns and Create & Edit Engagement Campaigns.

What are Landing Page Campaigns?

Landing Page Campaigns are web pages that host a data-collection form. Your contacts access it via a unique link that is assigned to the form, and they provide information (such as name and email address) which is then sent to your account database.

To learn about, create, edit, and manage Landing Page Campaigns, see Manage Your Landing Page Campaigns and Create & Edit Landing Page Campaigns.

What if I can't find a suitable Campaign Template?

If you can't find a Template that is suitable for your Campaign, you can use Workflow Builder to build a custom Campaign. Workflow Builder provides a blank canvas, so advanced users can create simple or intricate campaigns and workflows with an unlimited number of triggers, actions, and conditions.

NOTE: Workflow Builder is a complex tool and recommended for advanced users only.

What if I can't find a suitable Landing Page Template?

If you can't find a Template that is suitable for your Landing Page Campaign, you can create one.

NOTE: Template creation for Landing Pages is a login level permission.

See Manage Landing Page Campaign Templates to learn more.

What are Link Labels?

Link Labels are system-based labels that you create and then assign to hyperlinks in your email messages and social sites. Having your links labeled enables you to categorize and group them, and then use these groupings for more targeted account-management activities, such as running campaigns and generating reports.

• You can create an unlimited number of Link Labels.
• You can label your links however you want (e.g., "Product X," "Annual Meeting," and "Newsletters").

See Link Labels to learn how to access, manage, and create Link Labels.

What are Tags?

A tag is an attribute that is assigned to a contact from a campaign based on a set of conditions having been met (e.g., they've clicked a link or submitted a Landing Page). When contacts are tagged, it is easier to isolate their database records in order to, for example:

• create a group of those tagged contacts and
• target that group for specific communications (e.g., webinar invitation).

You can create an unlimited number of Tags.

See Contact Tags to learn how to manage your tags, manage a tag's contacts, and more.