How To Create a Product Segment-Based Campaign?

  • Click ‘CREATE NEW CAMPAIGN’ in the upper right corner of the Campaign Dashboard. It will lead to Campaign Dashboard, where all promos (promotions) can be accessed.

  • Right above the campaign detail, you can search campaign by Name or Tag, Campaign Category for example Back in stock campaign, clearance sale campaign, etc, Campaign Type – Customer based campaign or Product base campaign & Status – Incomplete, ready, sent & scheduled.

  • To create a New Campaign, Click  “CREATE NEW CAMPAIGN’ in the upper right corner of the Campaign Dashboard and Select the type of promo you want to create (Customer Based Campaign or Product Based Campaign).

  • Let’s create a Product Segment-based Promo to understand the process. The first thing to do will be to ‘Enter Campaign Name’ (it can be a custom name, or else the system generates one) add a tag & input a description

  • Enter segment detail where you can select the product segment which you want to promote through the campaign. Add no. of products you want to include in a template. Select customer segment & time frame to complete segment details.

  • If you would like to exclude a customer segment from the campaign, you can select multiple customer segments and exclude them with the next step.

  • After selecting the customer segment and product segment, add the sender details, Sender Name, Sender email address, Subject, Preview Text & UTM campaign parameter. (it can be a custom name, or else the system generates one)

  • Click on Select Template to get access to all the templates on your Dashboard.
  • Select Template will redirect you to the Template library where you can view all the templates under PRE DEFINE, YOUR OWN & Campaigns. You can search for templates by Name, Tags, or Campaign Category. You can directly upload a HTML template which will appear in YOUR Own tab
  •  Select the desired template and click next on the top right of the screen which will redirect you to the template editor section
  • The template editor section allows to you customize the template through options like Content, Rows & Settings. With easy to use drag & drop feature you can create appealing email templates through this editor
  • Once you are done with a template the rest of the confirmations and checks including the saving, scheduling, and sending of the campaigns follow similar steps as the ‘CustomerSegment Based Campaign’.

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