Smart Campaigns

Smart Campaigns is a marketing tool for sending out one-shot-campaigns, such as an event invitation or special Christmas offers. In Smart Campaigns, you can send messages via the following channels: email, SMS, print, Mobile Push and Web Push.

Use Smart Campaigns to create, start, monitor and evaluate regular campaigns. You create and edit these campaigns on a graphic desktop, and access the elementsOne component of a campaign. As examples, recipients and email are elements. Nodes are used to transfer elements through the sequence of actions that occur when a campaign is activated. that make up a campaign (recipients, target groups, A/B test and the message) from the tool list in the left panel.

To use Smart Campaigns, open the start menuMain screen in Optimizely Campaign, where the available options are grouped together. and select CampaignsSmart Campaigns.

Image: Smart Campaign overview

A list of Smart Campaigns appears in the top half of the window. The Status column shows whether a campaign was activated or sent. The lower half of the screen displays the selected campaign.

Because a Smart Campaign's elements and parameters are displayed visually, you can easily control and optimize it. After you activate a campaign, the Smart Campaigns working area displays feedback on it.

Campaigns and messages

Every Smart Campaign must have at least one message. Both campaigns and messages appear in the Campaign Overview in the Smart Campaigns window. A message begins with three dots (...) and is located below its campaign. The following conditions and relationships apply:

Campaign types

You can select from the following campaign types, each of which is sent via different channels. A Smart Campaign's recipient list must be compatible with its marketing channelChannel through which advertising messages or information are transmitted to customers and prospects. For example, email, SMS, print or push..

  • Email. Sends email to recipient of type Email or a multiple list.
  • Print. Sends message to recipient of type Print or a multiple list via post (letter or postcard).
  • SMS. Sends SMS message to recipient of type SMS or a multiple list.
  • Mobile Push. Sends push messages to the Android or iOS device to a recipient of type Push or a multiple list.
  • Web Push. Sends push messages that appear in the recipient's web browser. The recipient list must be a multiple list or of type Push.

Campaign status

Actions

Use the buttons below the campaign overview to perform these actions:

Some actions are not available for incomplete or sent campaigns.

Create

Creates a new campaign. See Creating and editing a campaign.

Copy

  1. Click a campaign in the list.
  2. Click Copy….

Use Copy if you regularly send similar campaigns. You can quickly make minor adjustments to values in the copied campaign. Campaign elements (recipients, target groups, messages, and so on) are applied.

Limitations

  • Individual messages in the list cannot be copied.
  • Messages are not stand-alone; they belong to a campaign.
  • You can reuse messages by selecting a message in the Selecting the type of content step.

To migrate Mailings Classic mailings to Smart Campaigns, see Mailings Classic.

Edit

To edit a campaign:

  1. Click a campaign in the list.
  2. Click Edit….

See also Creating and editing a campaign.

To edit a message:

  1. Click a message in the list.
  2. Click Edit….

Limitations

  • Sent campaigns cannot be edited.
  • Individual messages cannot be copied.
  • Messages belong to a campaign.

Delete

To delete a campaign:

  1. Click a campaign in the list.
  2. Click Delete.

To delete a message:

  1. Click the campaign to which the message belongs.
  2. Click Edit….
  3. Hover over the message node and click Optimizely image.

Limitations

  • Sent campaigns cannot be deleted.
  • Individual messages cannot be deleted.
  • Messages belong to a campaign.

Activate/Start

After a campaign is completely defined, its status changes to Activation required, and the Activate button appears.

Before you can start a campaign, you first need to activate it.

  1. Select the campaign and click Activate.

    After you activate a campaign, messages linked to a Wait node are automatically started at the specified time.

  2. Click Activate Campaign in the dialog box. The button changes to Start.

    When activated, the campaign is validated along with parameters (recipients, target groups, message).

  3. Click Start to begin sending a campaign's messages with the specified parameters (target groups, reductions in sending speed, and so on).
    • You can activate campaigns only, not messages.
    • Incomplete campaigns cannot be activated or started.
    • You can start either a campaign or its associated messages.

You can automatically send a notification to an email address after a mailing is sent. See Sending automatic notification after dispatch.

A/B tests on activating/starting a campaign

If a campaign includes an A/B test, you will be able to start the splits for this campaign individually.

If you have selected the Start optimization manually option in the A/B test, then select all campaign splits after the campaign has been sent, and then click Optimize to send the optimized message to the rest of the distribution list.

Copy to client

Copy campaigns to other clients. Recipient lists and target groups are not transferred to the target client.

Prerequisites

  • The registered user must have permission to create mailings in the target client.
  • The target clients must have the template used in the campaign that you want to copy.
  1. In the campaign overview, select the campaign and click Copy to Client…. The Copy Campaign to Client window opens.
  2. In the New Campaign Name in the Target Client field, enter the name for the copy of the campaign in the target client.
  3. In the Target Clients area, select the client to which you want to copy the campaign.

    To select all available target clients, check the box in the menu bar.

  4. Click Copy.

Analysis

  1. In the campaign overview, click a campaign then Analysis. The Campaign Analysis window opens.

    Image: Campaign analysis

    At the top right, a summary of the campaign is displayed. Additionally, the number of recipients is displayed for each individual node.

  2. To update the analysis, click Start New Analysis.
  3. To view the order reference for a print message, in the message node, under DPAG order reference, click Details. See Viewing the DPAG order reference.
  4. To view the Send time optimization overview (additional feature), click the corresponding Wait node or A/B test node.

Message preview

To preview a message, click the corresponding message node. The content preview opens.

In print messages, if you did not connect the message node with the Recipients node, the personalized recipient data (that was added through a field function) is not displayed.

The following options are available in the preview:

  • Optimizely image Displays available subject lines.
  • Target Groups. When active, select one or more target groups and click Submit Selection to display only the paragraphs assigned to the selected target groups.
  • Optimizely imageOptimizely image The buttons only become active when you use a target group in at least one paragraph.
    • Click Optimizely image to show the respective assigned target groups in the individual paragraphs.
    • Click Optimizely image to deactivate the display of assigned target groups.

    Image: Target groups display activated

    If you do not want to enable or disable the display of target groups, but rather just the display of a single target group, click the relevant paragraph Optimizely image.

  • Container paragraph. Paragraphs that contain several sub-paragraphs with their own target groups are marked in the content preview as container paragraphs. Container paragraphs are highlighted with a yellow border.

    Image: Container paragraph

  • The target groups applied in container paragraphs are automatically carried over to sub-paragraphs included. If you hide target groups in container paragraphs using the button target groups, not only is the container paragraph hidden, but also the sub-paragraphs it contains.

    Paragraphs that contain several sub-paragraphs without their own target groups are not marked as container paragraphs or highlighted in yellow, but instead are displayed with a simple gray banner. However, the target groups for these paragraphs are also carried over to sub-paragraphs.

  • Recipient Selection for Personalized View. To display a personalized preview with the data of a specific recipient, in the left column, select a recipient list. Then, in the right column, select the recipient.

    Image: Recipient selection for personalized view

  • Change View. The tab bar on the upper left border includes the HTML, mobile and text message previews. In the HTML preview, the mailing appears as it will later appear in the recipients’ inboxes. Under the Mobile tab, you can view the message as it appears on mobile devices. The Text tab displays the automatically-generated text version of the mailing.
  • Save Result as Image or Save Result as PDF. Click to save the message template as an image or PDF (only for Print campaigns).

Send test message

Send a test message to check the appearance of the mailing before the actual dispatch. See Smart Campaigns nodes.