Publishing/Editing a Campaign in Growth Marketing Module

This multi-channel campaign uses automated email and SMS to reach new customers, nurture existing guests, and keep them engaged through newsletters, feedback, and targeted promotions.

1. Create your email template. Go to the Settings section, click on Setup, and click Email Templates. You can edit your existing template or click Add Template to create a new one, either by selecting from our prebuilt templates or starting from scratch.

   When creating a new template, choose your desired data source. To learn more, check our article on Introduction to Data Sources. Editing your email template is just drag-and-drop, just like Canva. Check our guide on Creating and Editing Your Template.

    

2. Under the Marketing section, click on Campaigns. When creating a new campaign, click on the upper-left button that says Add Campaign. Enter the campaign name and click Add.

    

3. General Setup

   1. Campaign Format: Choose between email and SMS (coming soon).
   2.  Data Source: Select the data source you want to use. Make sure to use the same data source as your email template, or else it will not appear under the email template selection on this new campaign. To learn more, check our article on Introduction to Data Sources.
   3.  Subject Line: Enter the subject line for the email of this campaign.
   4.  Email Sender: Select your email sender to control where the "sent from" name and address appear on your marketing emails.
   5.  Campaign Channel: Choose the channel/type for your campaign—for example, for a Newsletter blast, set Campaign Channel to Newsletter. Subscribers can choose exactly what they want to hear about by opting in or out of individual topics rather than unsubscribing from all your emails entirely.
      
      

4. Rules & Definition

   1. Campaign Type: Select if it’s a one-time or repeating schedule. For automated campaigns, always choose repeating; for newsletters, select one-time.
   2. Email Template: Select the email template you want to use for this campaign. Make sure to use the same data source as your email template, or else it will not appear here.
   3. Discount Code: Configure discount codes for this campaign by clicking on Configure Discount Code to learn more about configuring your Growth Marketing Discount Code. (Coming soon)
5. Schedule: Set a schedule for your campaign. For automated campaigns set to a repeating schedule under Campaign Type, you can configure the time of day. For newsletters set to send a one-time email, you can set both the time and date to send the email.

6. Filter: You can use filters to target specific age groups and segment your target contacts. Filters will vary depending on the data source used by your templates and campaign.

    

7. Publishing & Editing

   Once you’re done filling in all the needed details, go back to the upper left corner of the campaign and click on Publish. To edit any published campaigns, you need to unpublish them first to make changes to filters, subject line, dynamic send date, or schedule. However, if you only want to edit the email template, you can just edit the template directly, and the changes will be applied in real time.  If you recently completed training with our onboarding team, feel free to reply directly to your welcome email for assistance. If it's been a little while, you're welcome to book a session with Joan at this calendar link.