Creating a campaign

Create your campaigns from the Campaign Plan menu

👉 by clicking directly on the Create Campaign button in the weekly calendar view,

👉 or from the monthly view, by clicking on the + icon that appears in the top right-hand corner when hovering over a day of the month.

Defining the key parameters of your campaign

You can start defining the key parameters of your campaign.

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Give your campaign a name

The name you give to your campaign will be included in the name of the export file.
Other information can also be added depending on how you configure your account.

Set the sending date

The date entered corresponds to the day you clicked on your calendar. You can change it using the calendar.

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Select your channel

Select the distribution channel used for your campaign.

An icon will appear next to your campaign to show which channel you used (@ for email, Facebook logo, etc.)
Depending on your export configuration, it will also be used to send your campaign to the appropriate system.

If you want your campaign to repeat automatically

if you wish to create a recurring campaign, you can transform it into an Evergreen campaign in the agenda page.

If you want to learn more about Evergreen, you can read this guide.

Selecting the objective

You can define the objective of your campaign.

The objective depends on what you expect for the campaign. Do you want to :

  • Find the customers with the highest propensity to purchase a specific product or category

  • Find the one-time purchasers that you could contact to make them buy again

  • Identify the churners that have the highest propensity to reactivate

Success measure

Do not forget that you need to measure the results of your campaign depending on the objective. If you want to reactivate churners, you should not expect the campaign to show a strong conversion rate. In this case, a campaign that allows to turn more inactive customers into active customers than your usual segmented anti-churn campaign is already a success.

If you want to know more about the use-cases Second Purchase and Reactivation, you can click on the following guide