Outbound Campaign

Outbound helps you create campaigns for your specified audiences.

Make sure you have created your audience first. Learn more about Audiences here: Customer Data Platform 

On the left sidebar, under Activate > Campaigns > Outbound:

To Create a Campaign:

1. Select the Brand - Please ensure your brand has a company profile or your campaign will not proceed. You can create one in Business Info

2. Name of Campaign

3. Add Audience - These are audiences you created in Customer. You can create a new audience by clicking  "Add New Audience" The estimated amount is displayed on the right.

You can learn more about creating an audience here: Customer Data Platform

Basic Campaign

There are two types of basic campaigns offer and custom emails

Offer:

• For Offer, simply select the send date and time and send type (offer).
  
  
• Select the Offer that you would like to send out, if you do not have an offer yet you can click "Create New" to make a new offer.
  
  
• Learn more about Offers here: How to Create An Offer
  
  
• You will also see an email preview in both web and mobile format. You also have the option to send a test email.

Custom Email:

• For Custom Email, simply select the send date and time and send type (Custom Email).
  
  
• Select the email template that you would like to send out, if you do not have a Custom Email template yet you can click "Create New" to make a new template.
  
  
• Learn more about Email Templates here: Asset Library
  
  
• You will also see an email preview in both web and mobile format. You also have the option to send a test email

You can add another send if you need to send more than one by clicking "Add Send"

You can opt to save the send and you may edit or delete the send if needed.

Workflow

In the workflow, you can create specific campaign settings. There are two triggers you can decide by Date or Event

Date

After selecting a date to send out the campaign, make sure to click "Save".

After a trigger is added, you can now add an action. Action can either be sending out an offer or a custom email. Make sure as well to save.

Event

In event, the trigger can come from different attributes. 

Here are the options available:

You can further specify the attribute by adding filters, you can add more than one filter. The wait time will be automatically fixed to 1 hour before sending out the action after the trigger occurs.

Add the action after either an offer or custom email.

Throttling Rule

 Email throttling refers to when some emails cannot be sent in a given time period due to volume restrictions. So the throttling rule allows you to add a rule how much and often in a period of time an email will be sent.

When you're happy with your settings, feel free to click "Create Campaign"