Creating a Campaign

The simplest way to create a Campaign is to use the Duplicate action, and then adjust it to your needs.

Still, in most cases, you will need a custom campaign. You can create one by pressing Create Campaign button at Marketing -> Follow-Up Email -> Manage Campaigns. It will bring you to the first stage of Campaign creation:

At this stage, you can select one of the suggested (and defined before) campaigns as a template. Pressing on one of them is identical to employing the Duplicate function - our extension will create a campaign using one of the pre-defined templates, automatically creating all necessary events and triggers.

There is also a Custom Campaign button. It starts creating a Campaign from scratch, and brings you to the empty Campaign workspace.

To operate successfully, a Campaign needs to have one or more Triggers assigned to it. You can add a Trigger by pressing the Add Trigger button. You will then see a Trigger definition dialog which contains the basic data, broken into three categories:

• General Information
  • Title - a sensible name for a Trigger
  • Is Active - defines whether a Trigger is active, and emails should flow
  • Active From, Active To - defines the date period during which a Trigger should be active
  • Store View - defines which store Trigger should work on.
• Sender Details
  • Sender Email - email address which will be used for sending emails
  • Sender Name - name (or title), which will be used for sending emails
  • Send a copy to email - here you can add one or more emails, where blind copies of all emails within this Trigger will be sent. It is used for email flow analysis.
• Google Analytics Campaign - a unique feature that allows you to analyze the number of visits, conversion rate, time of visits, etc. for those who arrive after reading a specific email. Read more about this service.
  • Campaign Source - defines the search engine, newsletter name, or other data sources. (available: email, follow-up-email, newsletter)
  • Campaign Medium - defines which medium analytics shall be used, e.g. cpc, banner, email.
  • Campaign Name - the name of your Google Analytics service.
  • Campaign Term - paid keywords for your campaign.

After the Trigger is attached to the Campaign, you need to set it up and assign audience.