View, Monitor, Build, Create Text & Email Campaigns
Viewing Your Campaigns:
Follow Up's Category: Blue Segment
To Preview Design, Edit Campaign (marketing type) or View/Manage Customers:
Outreach Segments - Specials, Promo's, Slow Day Blasts
Creating New Segments (Categories)
Once you have your Segment Created: Create Campaign:
Campaign Settings:
- Choose Marketing Type: Email vs Text, can add other later
- Choose from Template or Blank Design
- Campaign Name
- Days after visit: Set how many days after a visit the campaign will be sent (single day or a range) If you want to send multiple days after the visit (e.g. 1 day and 150 days), you will need to create two campaigns in the segment.
- Attribution type: The metric we are monitoring for the “value” of the campaign
- One-Time or Repeat Schedule
- For one time, set a Start Date & Time
- For repeat set a Start Date & Time, End date and time and frequency
