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How to: Setup an Automated Campaign

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An Automated Campaign has all the perks of a Campaign, with the advantage of automation. Instead of creating a customer list, you decide what types of customers to reach out to, and at what point in the order experience to touch them. This dynamic profile enables you to continuously reach out to customers based on their behaviors. Without you lifting another finger, ShippingEasy will automatically contact your customers with your targeted Automated Campaign.

NOTE: if you prefer to send a one-time email to a static list of customers, create a Regular Campaign instead. Learn how to send a Regular Campaign.

These are the elements you can customize in an Automated Campaign:

  • Body of the email
  • Subject line for the email
  • Name to display in the email's From field
  • Reply-to email address
  • Attributes of the customers who should receive the email
  • The action you want to trigger the sending of the email
  • The delay (if any) before the email is sent

To send an Automated Campaign:

  1. From the blue navigation menu, expand the MARKETING tab and select EMAIL CAMPAIGNS.
    marketing_email_campaigns.png
  2. Click the blue "Create Campaign" button to the left of the page.
    create_campaign_button.PNG
  3. Select Automated in the Campaign Template modal.
    select_campaign_type_Automated.png
  4. On the Campaign Template page, click on the image of the Automated Campaign template you wish to use. There are two categories of Automated Campaigns:
    Increase Sales:
    • Abandoned Cart
    • Automated Offers
    • "Buy it Again" Reminder
    • First Time Buyer
    • Lapsed Customer Winbackincrease_sales_emails.PNG
    Build Relationships:
    • Order Confirmed
    • First Time Buyer
    • Request Feedback
    • Product Review Request
    • Amazon Seller Feedback Request
    • Amazon Product Review Request 
      Build_Relationships_emails.PNG
  5. On the EMAIL TEMPLATE gallery, hover over the template you want to use. Click Preview to view the template and Select to apply the template to your campaign.
    select_or_preview_campaign.PNG
  6. On the Campaign Editor page, customize the campaign to fit your specific brand. Learn more about how to customize a campaign.
    automated_campaign_editor_tools_highlighted.png
  7. When you are finished, click Save & Continue.
    save___continue_button.png
    NOTE: Selecting Save allows you to save your work periodically without leaving the editor.
  8. On the AUDIENCE page, select rules to define your audience for your Campaign and schedule when the Automated Campaign is sent.
    TIP: in a separate browser window, open the guide to selecting customers for an automated campaign.
    Set the conditions, or "If" statement, for the Campaign. These conditions tell ShippingEasy what type of orders should trigger the Automated Campaign.
    contacts_conditions_automated_campaigns.png

    TIP: one or more conditions can be specified. More conditions creates a more targeted campaign.

    This example shows a simple condition: any order that has an order total of zero or more dollars will have an email sent to the buyer of that order. A good use for this approach is when you want all buyers to receive the email from the automated campaign.
    automated_campaign_1_condition.PNG

    To add more conditions, click the [+] Add another condition button below the initial condition.
    add_another_condition.PNG

    This example shows a more complex set of conditions: for an order's buyer to receive an email from the campaign, the order must have a total greater than or equal to $100 and also include the product that has the SKU C349-333. This allows you to very precisely target which of your buyers receive the email from an automated campaign.
    automated_campaign_2_conditions.PNG

  9. Set the timeline for when the email is sent. This is the amount of time between when the conditions are met and when the email is sent.

    Actions_expanded.png

    • Choose how quickly the email is sent after the trigger action. Either Send Immediately or Wait and send a certain number of days that you specify.
    • Choose to trigger an email after an order is Downloaded, Shipped or Delivered.

    TIP: consider when to send emails so that they have maximum impact.

    This example shows when an email is sent immediately after the order is downloaded: one use of this approach is for sending "we are processing your order!" emails to your customers.
    order_is_equal_to_0_send_immediately.PNG

    This example shows when an email is delayed until several days after the order is shipped. typically this is done when you want to send a "how did you like the product?" email after the order ships and you want to allow time for receipt of the package.
    order_is_equal_to_0_wait_and_send.PNG

  10. When all conditions have been set, click the blue Review Campaign button at the bottom of the page to be directed to the Campaign Confirmation page.
    review_campaign.PNG
  11. On the Campaign Confirmation page, review the conditions of your campaign and specify the external details of the email. Fill in the following:
      • Reply To Email: where any replies from your customer will be sent
      • From Display Name: the name of the sender displayed in your customer's inbox
      • Subject Line: the subject of the email to be displayed in your customer's inbox
    confirm_external_conditions_of_automated_campaign.PNG
    NOTE: Variables can also be copied from this article and inserted into the Subject Line, From Display Name and Reply To Email fields. The only variable available for the Reply To Email field is the Email {{store.email}} variable.
  12. Click Activate Campaign to finish setting up the Automated Campaign. Emails will be sent as the conditions are met.
    activate_campaign.PNG
  13. A modal will appear confirming that you are about to send an Automated Campaign. Click Activate to confirm.
    activate_modal.PNG
  14. You will be directed to the Campaign Results page where you can review the results of the Campaign. Learn more about Campaign Delivery Rates.  From here, you can also Edit, Pause or Duplicate the Campaign.
    edit_pause_duplicate.PNG
    NOTE: if the Automated Campaign is currently active, you will need to pause it before proceeding. Confirm by clicking the [Pause and Edit] button.
    pause_and_edit.PNG

 


Related articles:

How to: Select the Customers for an Automated Campaign
How to: Monitor the results of an Automated Campaign
Quick Start: Launching an Automated Campaign
How to: Customize a Campaign template
What is a Campaign?

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