Field | Description |
Name | An internal reference to the campaign. The customer will never see this name. Choose anything to provide a handy reminder as to what this campaign does.
Examples: Abandoned Cart Campaign
Weekly Coupons
Upsell Item XYZ |
Public Name | The customer will see this name if he/she chooses to opt out of the campaign. Make this name something attractive to the customer.
Bad Example: Ways to make moolah
Good Examples:
Weekly Special Deals
Special Offers
New Product Announcements |
Public Description | The customer will also see this description on the opt out screen. Use this field to provide information that would make a customer not want to opt out! Good information to include in this field is the frequency of emails. If a customer is opting out after receiving two emails from you, they might defer opting out if they see the description contains "3-4 emails a month", etc. |
Mail Server | Select a mail server to send emails. As mentioned above in the Mail Server section, you are advised to develop and test your campaign with a non-vital sender address to ensure you don't lose a critical mail address to a spam list if you accidentally do something offensive with your campaign during development. |
Enrollment Triggers | The triggers are hooks to the shopping experiences that allow for automatic enrollment to a campaign based on an event. There are six triggers. - Return Email – This trigger will enroll any cart (containing an email address) into the campaign. It will trigger based on the
Global Settings in the Return Email configuration screen. - Abandon Cart – This trigger will enroll any abandoned cart (containing an email address) into the campaign. It will trigger based on the Abandon Interval settings.
- Purchased Product – This trigger will enroll any customer making a purchase into the campaign. Enrollment Items can filter this enrollment trigger.
- Auto Order Decline – This trigger will enroll any customer who has an auto order declined.
- Auto Order CC Expiration – This trigger will enroll any customer who has an auto order credit card expired.
- Auto Order Canceled – This trigger will enroll any customer who has an auto order canceled.
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Enrollment Items | The enrollment items work in conjunction with the enrollment triggers. They are filters for the triggers. If you provide a list of items, then only events with those items will trigger an enrollment.
For example, consider the result if you add an item id, such as 'SOMEPDF' to the enrollment items field and check the enrollment trigger 'Purchased Product'. With that configuration, onlypurchases of SOMEPDF items will result in enrollment. This is useful if you with to upsell certain items or provide item specific marketing material.
- Enrollment Items only affect triggers. Items are meaningless without triggers.
- Enrollment Items affect all triggers. There is no pairing certain items with certain triggers. If you need different items for your triggers, create separate campaigns.
- Zero Enrollment Items is the default. With this default, triggers will fire for all items. Remember that Enrollment Items act as filters.
- You probably would not want to add any enrollment items to Auto Order triggers. That would cause those triggers to selectively fire, which would be undesired.
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Email Lists | Email Lists are managed in a different part of the site. Navigate to Main Menu Marketing Email Lists to manage lists. By associating an email list with a campaign, the site will, on a regular basis, scan the list and enroll any new emails. This is yet another powerful way to automatically enroll customers.
Be warned! The process will add any emails not in the campaign. The following scenario will happen if caution is not exercised: - An Email List is associated with a campaign
- During the next sync, customers from the list are added to the campaign
- You delete a customer belonging to the mail list
- During a subsequent sync, the process will see the customer as 'new' and re-add them to the campaign, enrolling them as active at step 1.
If Email Lists are used, a good practice is to never delete a customer from a campaign. If the customer should not progress in the campaign any further, use the Recipients screen to terminate the customer.
But wait! How will I use the bulk operations to restart my campaign customers? Won't that customer be selected as well?
No. The  button on the campaign list screen does not affect Terminated recipients. The only way to affect terminated customer is explicitly using the Recipients screen (see following image).
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Suspended | This check box will suspend or activate a campaign. A suspended campaign will not sync Email Lists or run through the hourly processing. |
Save Changes | Click to save your changes. |
