Triggered Campaigns

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Triggered Campaigns is an application that allows you to send promotional campaigns to your end-users after they interacted with the platform by making some specific actions (e.g. opening the Splash Page).

Which user actions can trigger a campaign?

Depending on your active services, it is possible to send a campaign after the following events regarding your end-users:

  • Nearby a Location: when the end-user is detected by the Presence service of your access points
  • Enter a Zone: when the end-user enters into a zone you defined
  • Connect: when the end-user opens the Splash Page for the first time
  • Log in: when the end-user tries to log in or register on the Splash Page

It is possible to set this in the "Trigger" tab when creating or modifying a campaign.

Which are the supported channels to send messages?

You can send emails or text messages to your end-users.

It is possible to set this in the "Channel" tab when creating or modifying a campaign.

Can I specify the domain for my campaign?

Yes, you can limit your campaign to some specific locations.
If you are using the "Connect" or "Log in" trigger, then you can also choose to limit the campaign to some specific access points.

Depending on your active services, when creating or modifying a campaign, it is possible to set this option:

  1. in the "Where" tab, if the "Segment" application is active on your account

  2. in the "Audience" tab, if the "Segment" application is not active on your account. Select Place and Location as rule type.

How do I configure the content?

For emails, you can use a template created with the Email Marketing application, if this tool is enabled on your instance. Otherwise you can compose your HTML text (Rich text) and, in this case, you can define the content for each language in your Splash Page.

For text messages, just write your message.

It is possible to set these options in the "Content" tab.

Can I send messages only to a well-defined target?

Yes, you can.
Depending on your active services, when creating or modifying a campaign, it is possible to set this option:

  1. in the "Delivery" tab, if the "Segment" application is active on your account. In this case, you can specify some rules like:
    • the "start" and "end" dates
    • the days of the week when the campaign is valid
    • the time interval when the campaign is valid
    • the maximum number of times a single user can receive the campaign
    • how much time can pass before re-sending the same campaign to a single user
    • how many total messages for a single campaign can be sent to users
  2. in the "Audience" tab, if the "Segment" application is not active on your account. Select Time and Frequency or Time slot as rule type.

Can I send messages only in a specific time window?

Yes, you can. It is possible to set this option in the "Audience" tab.
If you have the "Segment" application installed, then you can directly select your segment. Otherwise, you can specify your restrictions (e.g. regarding user data, time, place. device, etc.).

I don't want my users to immediately receive my message. Can I configure the campaign to send my messages later?

Yes, you can specify the number of minutes or hours of delay.

Depending on your active services, it is possible to set this option:

  1. in the "Delivery" tab, if the "Segment" application is active on your account, under "Delay this campaign"

  2. in the "Trigger" tab, if the "Segment" application is not active on your account.

 

Is it mandatory to configure SMTP settings?

It is not mandatory to configure an SMTP server, but you can do this by clicking the "Settings" button in the main view.
If you leave this section blank, then the sender of your campaign will be the default one set in your company instance.

If your account belongs to Google, Yahoo, Hotmail, or Outlook domains, then you have to select the proper domain in the Well-known SMTP drop-down menu. Otherwise, select "Custom" for this input and manually fill in the data.

  • SMTP host
  • SMTP port
  • From Name (the sender name)
  • whether authentication is required or not.

If SMTP authentication is required, then the following information must be provided:

  • Email: the username for SMTP authentication.
  • Password: the password for SMTP authentication.
  • Type of encrypted connection: this indicates whether you intend to encrypt the message, or not. You can select:
    • None (no encryption)
    • SSL
    • TLS

You can check if your configuration is working by clicking the Send button. If SMTP data is correct, the system will prompt a message stating it has been successfully sent.

Can I see the number of messages sent?

Yes, you can see a detailed report of this by clicking on the Statistics button on the main view, and filter the data by:

  • Campaign
  • Location
  • Access point

The report will show information such as:

  • how many emails have been sent
  • how many text messages (SMS) have been sent
  • how many emails and text messages have been sent
  • how many emails have been sent and read
  • the detail for each message sent: sending time, reading time, clicking time (in case you are using "Click tracking"), user ID, location, access point, campaign name, channel

How does the "Click Tracking" works?

Currently, it is possible to track the clicks on the links inside your messages, emails or text messages sent.
You can find more information in the following article: Click Tracking for Triggered Campaigns.

I correctly configured my campaign, but it is not delivered to end-users. Why?

The most common causes of this may be:

  1. Your user did not accept the Marketing Policy
  2. Your SMTP settings are not correct
  3. The campaign is paused or expired (check start and end dates)
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