Setting Up Your First Campaign
Campaigns are the heart of your automation. They allow you to send relevant automated messages to your users based on what they do (or don’t do) inside your app. For each campaign, you’ll need to set up a trigger (when to start sending), write actual messages, define the goal (when we should exit the campaign) and the next steps.
Creating a campaign
You can create a new campaign using a link in the left-side panel, then fill in a short form with the campaign settings:
These settings can be edited at any other time, too — they’re available in the Options menu in the campaign screen.
You can read more about best campaign practices and sending to unsubscribed users from these articles:
- Planning Campaigns for the Entire User Lifecycle
- Campaign Templates for Each User Lifecycle Stage
- Sending to Unsubscribed Users
Each campaign has four sections: Trigger, Messages, Goal, and Next Steps (the first two are required).
A trigger is a moment in time (typically an event) when the user enters the campaign. Once they do, it doesn’t matter whether they meet that criteria any more: they’ve already started advancing through the messages.
Each user can only enter a campaign once, so you don’t have to worry about them receiving the same content (even if the trigger event happens again).
This section shows a list of messages (one or more) that will be sent to the user once they enter the campaign. There’s no logic inside the message list — emails are simply sent one by one, and you can customize a time delay for each of them. The list displays email stats (total sends, opens, and clicks) and allows for reordering messages.
When you reorder messages in a campaign that’s already been running for a while, a list of users queued up for a message is moved — up or down — with the message itself. The system will skip messages that have already been sent to a specific user, so the same message will never be sent to a user twice. That’s because each message has a unique ID, which won’t change even if you shuffle messages around or update the message text.
Please read this article for more information about composing individual messages:
A goal is an optional exit condition that allows you to terminate the campaign if the user meets the goal. As an example, you have a campaign that promotes a specific feature: there’s no point in sending further encouraging messages if the user already did what you need them to.
Next step (optional)
This section allows you to advance the user further in your pipeline. After exiting the campaign, the user can be transferred to another campaign, or moved to another segment.
Please keep in mind that the "Next step" feature is not implemented yet in the current version of the app.