Campaign Management

Control when your emails go out automatically and if you want them to go out on repeat X amount of times per month or on a certain day of the month. You can name your campaigns and add descriptions to them.

Scheduled Campaigns

Manage Campaigns and assign their purpose, when they go out, which group of customers they go to, which document type they receive, and more.

Completed Campaigns

View all campaigns that have been completed. You can search completed campaigns by name, date range, and more.

Scheduled Campaigns

1. New Campaign

Create a new campaign.

2. Name

Name of campaign.

1. Description - Description of campaign.
2. Next Run - Date/Time campaign is scheduled to run.
3. Repeat - Configure campaigns to repeat never, daily, weekly or yearly.
4. Type - Internal = customers in the ConnectSuite e-Delivery database; External = using a custom workflow to create your campaign rosters.
5. Status - Current Campaign status
6. Actions
  1. Edit
  2. Delete

Completed Campaigns

1. Date Range

Choose date range of completed campaigns you wish to view.

2. Name

Name of campaign.

1. Description - Description of campaign.
2. Date Run - Date/Time campaign was run.
3. Type - Internal = customers in the ConnectSuite e-Delivery database; External = using a custom workflow to create your campaign rosters.

3. Actions

1. Details - View metrics on a completed campaign with the ability to drill into email exceptions and see the number of opt-in and opt-outs.
2. Emails Sent - View the customers sent an email as part of the campaign.

New/Edit Campaign

Create a new campaign and target your audience with precision using these simple tools.

Email Campaign

1. Campaign Title

Give your campaign a uniquely identifying title.

2. Description

Describe your campaign.

3. Send From Email

Email address the campaign email appears to originate from. A "no-reply@yourcompany.com" is recommended here.

4. Campaign Template

Choose a pre-configured email template for your campaign email. This template is what the email will look like in the customers inbox.

Target Audience

1. Data Type

Internal = customers in the ConnectSuite e-Delivery database; External = use a custom workflow to create your campaign rosters.

2. Target users who have not been contacted in

Choose how often to target customers.

3. Group

In development

4. Document Type

Choose document type(s) to associate to the campaign email.

5. Delivery Method

Choose the delivery methods you wish to target.

6. Override Customer's Unsubscribe Preference

When enabled a campaign email will be sent even if the customer has unsubscribed in the past.

7. Unique Alphanumeric Key

Unique key used in External Data Type campaigns to match the custom workflow document to the correct campaign in the ConnectSuite e-Delivery database.

Delivery Date

1. Send Date

Select the date you wish to start the campaign.

2. Repeat

Repeating a campaign will requeue the campaign after it is sent out to the customers based off of the target audience criteria.

1. Repeat the created campaign never, daily, weekly, monthly or yearly.
2. E.g., to send out emails to customers you have not contacted in over 30 days, you would select that option in the target audience and set a daily repeating campaign. Customers who have not been contacted in 29 days would then be contacted during the next repetition of this campaign as the criteria would be met the next day.

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