Marketing Campaigns

Modified on Thu, 24 Oct at 4:46 PM

The system allows you to create and manage both one-off and reoccurring automated marketing campaigns. The initial screen lists your campaigns, and shows their status along with information about the emails that have been sent for that campaign. You can create a new Campaign by clicking the Create Campaign button or click on an existing campaign's name to view the settings for that campaign.

When viewing a campaign at the top of the screen is the name of the campaign and a button to allow you to edit the campaign.

There is a refresh button to retrieve the number of customers that will be emailed the next time the campaign is run, plus a counter for how many customers would be included, but have not consented to email marketing.

Underneath is the campaign status, with a button to change the status of a campaign. You will need to pause a campaign if you wish to edit it.

There is a section that allows you to send a test email. If you put in a customer first / last name then these values will be used as substitutions in the sent email. This will allow you to verify that the email looks right before running the campaign.

Finally you can see a list of the runs for this campaign. It will show the date when the conditions of the campaign were checked, the status and the number of customers who have been emailed.

If you tick “Show Discarded” this will show you dates of when the campaign checked the customer database for the conditions set in the campaign, but ultimately did not find a suitable customer.

Click Edit at the top of the page on a paused campaign to edit it.

At the top of the edit campaign screen you can chose a name for the campaign. Next, you can chose how often to run the campaign. The options are: Manual - this option is used for a one-off campaign. Note: Manual campaigns cannot be converted to scheduled campaigns once run. Hourly - a campaign that will run once every hour, between the selected times on the selected day(s) of the week. Please use a minimum of one hour to make sure the system has enough time to collate the customers and run the campaign. Daily - a campaign that will be run at the selected time on the selected day(s) of the week Weekly - a campaign that will be run at the selected time on the selected day every week Monthly - a campaign that will run on the selected day each month Bi-monthly - a campaign that will run on the selected day of alternate months (based on the selected start date) Quarterly - a campaign that will run on the selected day of the month, every 3 months based on the selected start date
Various selections are shown depending on the selected run interval to allow you to configure when the campaign will run. For automated campaigns, you can set the start, and optionally the end date of the campaign. For automated campaigns, you need to set the minimum time interval between a customer receiving an email for this campaign. For example if you have a monthly campaign to email customers with a birthday in the next 6 weeks, you probably only want them to receive one email a year (rather than 2 in the 6 week period) so you would set the minimum to 1 year or 6 months. Note: We strongly recommend that, for general marketing campaigns you set this to at least 14 days. We have found that the number of unsubscribes increases significantly if customers receive too many emails.
Venue selection If you have multiple venues you can configure whether the campaign applies to all venues, or only selected venues here. Initially, all venues will be included, but if you want the campaign to only specific venues you can add the relevant venues by selecting them from the list. If you only have one venue, you don't need to include that venue in here. If you do it will then only include people who have visited the venue rather than your whole customer database.	If you only have one Venue you don't need to select a specific venue:Selecting Multiple Venues:
You can define the rules to filter down the customers to be emailed in the campaign. There are currently filters for: Customer age Customer birthday Booked activity type date of last event (i.e. last event attended as a participant) date of last booking - this will email the person who made the booking(s) customer category customer tag customer membership type abandoned web booking creation date last booking creation date
The final section of the page allows you to compose the email to be sent for this campaign. The email template editor gives you a visual guide to creating a template and how it will look to the end recipient. Add the text you would like for the email subject in the Subject box. Below the subject box you will see a list of data tags you can use in your email. These are specific to Market Campaigns emails and other email tags will not work.

You can then use the email template editor to create your marketing email. Detailed instructions on how to use the email template editor can be found here.

If you'd like some inspiration, please see these Example Marketing Campaigns.