How to Set Up and Manage Automated Campaigns

Overview

Automated campaigns allow businesses to send promotional messages to clients via email or SMS based on predefined triggers. Unlike one-time announcements, these campaigns run automatically when a specific event or condition is met.

Examples of automated campaigns include:

• Birthday greetings
• Follow-up messages for new leads
• Reminders for inactive customers
• Thank-you messages for reviews

This guide covers how to activate, customize, and create new automated campaigns in the system.

1. Activating an Automated Campaign from the Template Library

Step 1: Access the Campaign Library

1. Go to Marketing > Automated Campaigns on the dashboard.
2. A list of existing automated campaign templates will appear.
3. By default, all campaigns are inactive until activated.

Step 2: Preview or Edit the Campaign

• Click "Preview" to view the campaign message.
• Click "Edit"to modify the campaign’s:
  • Title and text
  • Image
  • Action button

Step 3: Adjust Campaign Conditions

On the right-hand side, you can modify the conditions for when and how the campaign will be sent:

• Timing – When the campaign should be triggered.
• Recipients – The target audience for the message.
• Delivery Method – Choose between SMS or email.

Step 4: Activate the Campaign

1. Once satisfied with the edits, click the activation toggle next to the campaign.
2. Confirm activation in the pop-up dialog.
3. The campaign will now appear as active in the campaign list.
4. Messages will be sent automatically based on the defined conditions.

Step 5: Monitor Delivery Stats

After activation, a delivery stats section appears below the campaign. This provides insight into:

• How many messages have been sent
• Engagement rates
• Success of the campaign

2. Creating a Custom Automated Campaign

Businesses can create new automated campaigns by either cloning an existing campaign or creating one from scratch.

Option 1: Cloning an Existing Campaign

1. Click on the three-dot menu next to an existing campaign.
2. Select "Clone" to create a duplicate.
3. Edit the title, message, image, and trigger conditions as needed.
4. Activate the campaign once finalized.

Option 2: Adding a New Automated Campaign

1. Click "Add Automated Campaign" at the bottom of the page.
2. Select a campaign typefrom the available options:
   • Convert new leads into paying customers
   • Let loyal clients feel like VIPs
   • Connect with clients around a specific date
   • Send birthday cards
   • Engage with new customers
   • Reconnect with inactive clients
   • Thank customers who left a review
3. Customize the campaign:
   • Edit the heading and message
   • Upload or modify campaign images
   • Set the time and date for sending
   • Choose targeted recipients
   • Select SMS or email delivery

Finalizing the New Campaign

1. Click the activation toggle to enable the campaign.
2. The campaign will now be listed as active in the system.
3. Messages will be sent automatically based on the selected conditions.

Tracking Campaign Performance

Once the campaign is running, businesses can monitor:

• The number of messages sent
• Delivery success rates
• Client engagement and responses

3. Key Takeaways

• Automated campaigns send messages based on predefined conditions.
• Businesses can activate campaigns from templates or create custom campaigns.
• Timing, recipients, and delivery methods can be customized for each campaign.
• Campaigns must be activated before they start sending messages.
• Performance metrics help track campaign effectiveness over time.

For additional support, visit the Marketing section in the system or contact Customer Support.