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Overview

The campaigns tool allows you to engage with your customers through multiple channels. To create a campaign:

• Navigate to Campaigns.
• In the upper left click Create New Campaign.

Campaign Options

Type

There are currently three types when creating a campaign from scratch.

• One-Time: Send personalized messaging to a segment of your customers. The campaign's content is sent a single time. 
• Automated: Contact customers when they trigger a particular event. The campaign's content can be sent in a recurring (e.g. Every Monday) or continuous (e.g. Every time a specific form is submitted) fashion. 
• Web: Display a message to customers that visit your website. 

Name

Naming conventions are important when managing campaigns. Be as specific as possible so that campaigns can be recognized in other areas of the app, such as reporting. After selecting a campaign type click into the Untitled Campaign field in the upper left to set a campaign name.

Tags

Tags allow for even more specifics when identifying campaigns. To add a tag, click the Add Tags button in the upper left next to the campaign's name. You will be able to select existing tags or have the option to create new ones. To create a new tag:

• Type the desired name into the Type or select tag field. 
• Hit the enter key. 
• Click the Save button in the upper right. The tag will not be created until you save. 

Enrollment

There are currently three ways to target customers for enrollment into a campaign.

• Match a segment: Target customers that match a predefined segment or create a new segment as the campaign is being configured. When defining a new segment, click Apply to add the segment to the campaign.
• Match an event (Automated Campaigns Only): Target customers based on events and reach them almost immediately following an interaction with your brand. For example, when a customer matches the event “Sign Up”, send an email welcoming them to the site.
• API: Programmatically send customers app push notifications by issuing HTTP requests containing your credentials, campaign identification, message, and customer ID to a Zaius endpoint.

Enrollment Rules

When segmentation is not enough and there is a need to be more granular or strategic in the approach, add enrollment rules to be more specific about who receives the campaign's content. When applying an enrollment rule, be sure to review the reachable audience, as it may change.

Schedule

Schedule the campaign to be one-time, recurring, or continuous. 

Note: Scheduling is only available when targeting a segment.

One-Time

Send the communication exactly once. 

1. Send Date: Date to send.
2. Send Time: Time to send. 
3. Time Zone: Time zone to start the send in.
4. Use recipient's time zone when available: If this is selected, the touchpoint will send at the specified time in each customer's time zone. The very first time zone to send will be the time zone selected in the Time Zone setting, followed by all remaining time zones in order. Any customers for whom a time zone is unknown will receive the communication in the time zone specified in the Time Zone setting.

Recurring

Send the communication in a repeating fashion. Only available in the Automated campaign type. 

1. Start Date: Date to start the campaign. 
2. Ends: When the campaign will stop. 
   1. Never: Never stop sending.
   2. After [#] occurrences: The last send will be the #th occurrence.
   3. On: The date entered here will be the last date that sends. If "use recipient's time zone when available" is selected, the last time zone to send will be the last time zone of the last day of sends; this last day of sends will begin on the selected date in the selected time zone. If Timing is specified as 3:00 PM US/Eastern and the last date is set to 2019-01-01, then the last day of sends will begin at the 3:00 PM US/Eastern on 2019-01-01. The very last time zone to send will send around 24 hours later on 2019-01-02.
3. Repeats: Depending on the selection made here, different fields will become available. These are marked below as Daily (D), Weekly (W), and Monthly (M) accordingly.
4. Timing: Time to send.
5. Time Zone: Time zone to start the send in.
6. Use recipient's time zone when available: If this is selected, the touchpoint will send at the specified time in each customer's time zone. The very first time zone to send will be the time zone selected in the Time Zone setting, followed by all remaining time zones in order. Any customers for whom a time zone is unknown will receive the communication in the time zone specified in the Time Zone setting.

Continuous

Send the communication as customers qualify for the segment. Only available in the Automated campaign type. 

1. Start Date: Date to start the campaign. 
2. Timing: Time to send.
3. Time Zone: Time zone to start the send in.
4. Ends: When the campaign will stop. 
   1. Never: Never stop sending.
   2. On: The date entered here will be the last date that sends. If "use recipient's time zone when available" is selected, the last time zone to send will be the last time zone of the last day of sends; this last day of sends will begin on the selected date in the selected time zone. If Timing is specified as 3:00 PM US/Eastern and the last date is set to 2019-01-01, then the last day of sends will begin at the 3:00 PM US/Eastern on 2019-01-01. The very last time zone to send will send around 24 hours later on 2019-01-02.

Touchpoints

Use touchpoints to select a channel and add content.

Name

Be specific when naming a touchpoint to help identify the touchpoint in the future.

Channels

Zaius offers three channels to target your customers (Email, Web Push, and App Push). Only one channel can be active at a time. After selecting your channel and adding content, save your touchpoint.

Emulate

The emulate mode is used for testing to help determine which customers would receive which campaign communications on which days without actually sending any live communications. The emulated campaign runs per the schedule set to allow an understanding of campaign delivery but does not actually deliver anything. 

Note: The emulate mode requires an opt-in. If you'd like to use this functionality, please contact your Customer Success Manager or the Support Team. 

Activate & Pause Campaigns

Preview & Test

The preview function allows you to review the touchpoint on-screen, while the test function allows you to send a test through the touchpoint channel instead. Both options are available in the upper-right when viewing a touchpoint within the editor. 

Go Live

To make the campaign's content available to your customers.

• In the upper-left select the campaign's name from the breadcrumb menu.
• In the upper-right click Save to ensure all touchpoints are up-to-date.
• In the upper-right click Go Live.

Pause

When a campaign is live, touchpoints will begin sending. If a campaign needs to stop, return to the campaign and click the pause button at the top.