How to launch a trigger campaign
Step 1. General settings
Name your campaign and provide a brief description. Set access groups and add tags for quick search.
Step 2. Channel
Step 3. Recipients
Optionally, you can choose "Filter by subscription categories" or "Filter by custom channel fields":
You can choose not to configure any resource. In this case, the client will receive the message right after the event occurs, regardless of whether they were subscribed to any resource or not.
Step 4. Message templates
If you add multiple templates to one campaign, subscribers will randomly receive different messages.
Step 5. Trigger
5.2. If you want the message to be sent not immediately but in some time after the event, specify the delay time before sending (in days, hours, minutes).
The settings of your trigger campaign will be displayed in a new window:
If you want to continue configuring it, click on the edit icon in the top right corner.
Step 6. Newsletter limitations
Step 7. Smart settings
Step 8. Starting the trigger campaign
Keep in mind that a trigger campaign will send a message only after the event you have specified, i.e. the trigger, occurs.
Memo tips
- In the "Campaigns" section, select "Triggers" and click "Create".
Enter the name of the campaign and provide a brief description.
Set groups for access restriction and tags for quick search if necessary.
- Choose the channel for communication with subscribers and click "Next".
Add a message template, i.e. the content that you want to send to subscribers.
Set the trigger condition, i.e. the event after which the message will be automatically sent to the subscriber.
Limit sending out by specifying the sending policy.
- If additional settings are required, use the “Smart Settings” section.
- Activate the campaign by clicking on the "Active" switch.
Save the campaign to launch the newsletter.