Scheduled Campaigns
Manage Campaigns and assign their purpose, when they go out, which group of customers they go to, which document type they receive, and more.
New Campaign
Create a new campaign.
Name
Name of campaign.
- Description – Description of campaign.
- Next Run – Date/Time campaign is scheduled to run.
- Repeat – Configure campaigns to repeat never, daily, weekly or yearly.
- Type – Internal = customers in the ConnectSuite e-Delivery database; External = using a custom workflow to create your campaign rosters.
- Status – Current Campaign status
Actions
Edit
Delete
Completed Campaigns
View all campaigns that have been completed. You can search completed campaigns by name, date range, and more.
Date Range
Choose date range of completed campaigns you wish to view.
Name
Name of campaign.
- Description – Description of campaign.
- Date Run – Date/Time campaign was run.
- Type – Internal = customers in the ConnectSuite e-Delivery database; External = using a custom workflow to create your campaign rosters.
Actions
Details – View metrics on a completed campaign with the ability to drill into email exceptions and see the number of opt-in and opt-outs.
Emails Sent – View the customers sent an email as part of the campaign.
New/Edit Campaign
Email Campaign
Campaign Title
Give your campaign a uniquely identifying title.
Description
Describe your campaign.
Send From Email
Email address the campaign email appears to originate from. A “[email protected]” is recommended here.
Campaign Template
Choose a pre-configured email template for your campaign email. This template is what the email will look like in the customers inbox.
Target Audience
Data Type
Internal = customers in the ConnectSuite e-Delivery database; External = use a custom workflow to create your campaign rosters.
Target users who have not been contacted in
Choose how often to target customers.
Group
In development.
Document Type
Choose document type(s) to associate to the campaign email.
Delivery Method
Choose the delivery methods you wish to target.
Override Customer's Unsubscribe Preference
When enabled a campaign email will be sent even if the customer has unsubscribed in the past.
Unique Alphanumeric Key
Unique key used in External Data Type campaigns to match the custom workflow document to the correct campaign in the ConnectSuite e-Delivery database.
Delivery Date
Send Date
Select the date you wish to start the campaign.
Repeat
Repeating a campaign will requeue the campaign after it is sent out to the customers based off of the target audience criteria.
- Repeat the created campaign never, daily, weekly, monthly or yearly.
- E.g., to send out emails to customers you have not contacted in over 30 days, you would select that option in the target audience and set a daily repeating campaign. Customers who have not been contacted in 29 days would then be contacted during the next repetition of this campaign as the criteria would be met the next day.