Trigger-based campaigns will send messages to your users based on their activity within your application. You can create a trigger-based campaign with filters, time delays, and frequency caps, or simpler instant campaigns.
To begin building a trigger-based campaign
- Click the Campaigns icon () in the left-side toolbar to open the Campaigns page.
- Click the Create new button, then select Create campaign.
- Click the New Trigger Based button to begin a trigger-based campaign.
- Enter a name for your campaign, then use the drop-down to select the folder for the campaign.
- Click Next.
- Use the drop-down menu to select a goal event -- what you want a user to do after receiving the campaign -- and click Create campaign. If you are not ready to select an event, or want to create a new event at a later time, click I'll do this later. For information on events, see Configuring goal events.
- On the campaign's edit page, define the users who should receive campaign messages. Click the links below for more detailed information on each element.
- Select a triggering event. This is the action a user takes that launches the campaign. Selecting Create new event allows you to enter a placeholder event, that you can continue to configure for your campaign; however, you must complete creating the event on the Events page.
- Add a delay. This is how much time passes between the triggering event and the campaign start.
- Create a delivery window. This restricts the hours/days a campaign can start.
- Add a filter. Filters allow you to target specific user groups.
- Add a campaign frequency cap. This limits the number of times a user can receive the campaign message.
- Allow/disallow unsubscribes. Give customers the option to opt out of a campaign
- Next, configure your variants. Variants are different versions of a campaign, sent to users based on the criteria you determine. For more detailed information on variants, see Using and allocating campaign variants.
- Finally, configure your campaign goals. If you selected a goal event earlier, it appears in the When a user does this action dropdown menu; otherwise, use the dropdown to select a goal event, or choose Create new event.
- When you're done, click Save draft & Preview. See Testing campaigns for more information.
Creating an instant campaign
Instant Campaigns are trigger-based campaigns that have no delay and no filters. Because Instant Campaigns bypass all filter processing steps, they can reliably deliver time-sensitive transactional messages (like password reset emails) even when other kinds of messages that use filters are still being processed.
As you edit a trigger-based campaign, you will see whether it is set up as an Instant Campaign by looking at the Delay and Filters sections. Instant Campaigns are also labeled on the campaigns dashboard.