To create a campaign, select the ‘+’ button above the Campaign Table. This will open the Create Campaign wizard.
To create a campaign, follow these initial steps:
Enter Campaign ID – this is a user-generated ID that can be used in TargetData and with external systems, and will be added as part of the key value pair to the FM Campaign Codebook (if activated).
Enter Campaign Name
Enter Description – a short note to describe the campaign for other users
Select a Folder in which to keep the campaign (this is non-compulsory)
Select Campaign Type
Select Audience Refresh - the recurrence of the campaign run during its schedule
Select Category – this will restrict the audience and the segments available to select
Select Audience Filter – another filter that can be applied to define the audience
Enter any Compliance that might be needed via a Predefined Rule or using the Compliance Builder
Once these steps have been completed, the user can proceed onto the second screen of the campaign wizard to define an audience.
Campaign Type is an important selection for your campaign:
Scheduled - Select start and end date and time, and time period for refresh (i.e. when the campaign audience will be updated) for campaign run
Trigger-Based - Select start and end date and time, and trigger rule (from pre-defined list*) for campaign run
Note: campaign triggers are currently configured separately, externally to FunnelManager. Trigger configuration functionality will be available shortly.
Campaign compliance can be set up via two methods: the Predefined Rules, or the Compliance Builder, which uses the same Boolean logic builder as Segment Builder, but with data fields restricted to those relevant to compliance.
The Predefined Rules must be pre-configured. These rules will be specific to campaign category and bypass the need to create compliance rules from scratch for every campaign.
IMPORTANT: Please discuss your requirements with the support team to ensure all predefined rules are configured for your instance.
To build a rule in the Compliance Builder, complete these steps:
Select Group (example: “permission”)
Select Field (specific permission)
Select Logic (usually “=“)
Select Value (usually “true” or “false”)
Further rules can be added in the same way as the Segment Definition.
This step is not required and if no further compliance is needed (for example, if the segment is defined with compliance in mind), then this can be skipped.
On the second screen, the user can define the campaign audience(s) through a single or multiple offers.
As with Segment Creation, Campaign Creation offers a powerful Boolean Rule Builder to define campaign audiences at offer level. However Offer Definition works with defined segments, rather than data fields.
To create an offer, follow these steps:
Select “Add Offer :plus:” (the first offer in a campaign is preloaded)
Enter Offer Name
Enter Offer ID - this is a user-generated ID that can be used in TargetData and with external systems, and will be added as part of the key value pair to the FM Campaign Codebook (if activated).
Build Offer Definition using Segments* (available segments are loaded on the basis of the selected Audience Category)
For any further offers, repeat the above steps.
To navigate between offers, use the listed offers in to the left of the creation wizard. An offer can also be deleted by highlighting that offer and using the ”Delete” button (dustbin icon).
Note: Segments can be linked to offers on a 1:1 basis, and can also be combined and grouped to create offer audiences at campaign-level.
Once the offer definition is complete, the segment can be saved.
The Campaign Summary will load and a campaign estimate will be queued to provide an initial snapshot report of the available audience.
When it is ready to use with an activation, the campaign should be published.
Any AVAILABLE campaign can be published using the “Publish” button on the top right of the Campaign Summary screen.
To publish a campaign, a user must:
Schedule Campaign - select a Start and End Date
Email Notification - select an email report delivery schedule
The first step of publishing is to select the start and end date of the campaign:
The scheduling must follow these rules:
The start date cannot be before the current date
The end date cannot be before the current date
The end date cannot be before the start date
Once the campaign scheduling has been completed, the user must select an email notification schedule for the campaign reporting.
The default is ‘never’.
Once this has been selected, the campaign can be published.
Published campaigns can still be edited, including updating start and end dates. The email notification scheduling can not, as yet, be changed.