Triggered Campaigns is an application that allows you to send promotional messages to your customers when they interact with your physical spaces.
Define campaign trigger
In the first step of the campaign setup wizard, "Trigger", you define the event that triggers the campaign. The following triggers are available:
- Nearby a Location: when a customer is detected in the proximity of any of the access points or sensors of certain Locations
- Enter a Zone: when the customer enters into certain zones (Polygon or Virtual zones)
- Dwell: when the customer dwells a certain amount of time in certain Zones or in a Locations. The minimum amount of time can be configured.
- Leave a Location: when the customer leaves a location. The event is triggered when the system is sure that the customer is not in the location anymore, and it may be delayed up to 3 hours form the actual time the customer leaves
- Sign-up: when the customer registers to the guest WiFi the first time
- Log in: when the customer logs in the guest WiFi service
- Connect: when the customer opens the Splash Page - this trigger has been deprecated form all new and existing accounts. It remains available to the existing campaigns that use it.
Note: depending on the Product Subscription of your account, you may have only a subset of these options.
Set campaign target locations
The second step of the campaign configuration wizard, "Where", allows limiting the scope of the campaign, by defining where the event must occur to trigger the campaign. The content of this page varies depending on the type of event selected.
For guest wifi related events ("Sign Up", "Log In", "Connect") you can select a group of locations and optionally a subset of access points or sensors. If you leave the fields empty, by default the campaign will consider all the Locations and all the access point in the selected Locations.
If you selected "Nearby a Location", "Leave a Location" or "Dwell in a Location" events, you can select a group of Locations.
If you selected "Enter in a Zone" or "Dwell in a Zone" events you can select one or more Zones. To find a specific zone you can filter the list of zones by Location.
Note: if Audience Builder is not active in your account, you can specify the target locations of your campaign in the Audience step, selecting Place and Location as rule type.
Define your campaign channels
In the "Channel" step of the campaign setup wizard, you can select how to send the message. The available channels are Emails or Text Messages.
In order to use Text Message as a channel, you need to have configured a Text Messages gateway, such as Twilio.
Refine your campaign target audience
In the "Audience" step of the campaign setup wizard, you can refine the target audience of your campaign. Here you can select a Segment that you previously created in the Segment Builder. Alternatively, you can select a Custom condition to create a simplified filter rule based on customer age and gender.
Note: if Audience Builder is not enabled in your account, in this step you can define a set of filtering rules based on the customer attributes.
Configure the content of your message
In the "Content" step of the campaign setup wizard, you can define the content of the messages of your campaign.
The available options depend on the selected channel in the previous steps and on the available content management tools installed in your account.
In general, when using the Email as a channel, the following content options may be available:
- Rich Text: custom text or HTML. You can specify the object of your email in this step.
- Email Template: use an Email Template previously created using the Email Templates tool. You can specify the object of your email in this step.
- Offer: you can select an offer previously created with the Offer tool. You can specify the object of your email in this step.
When using the Text Message as a channel, the following content options may be available
- Text: custom text of your text message
- Offer: you can select an offer previously created with the Offer tool. The content of the message is defined in the configuration of the Offer.
In every case, you can either decide to use the same content for all the languages or you can define a specific content for each language.
Personalize message delivery options
In the "Delivery" step of the campaign setup wizard, you can refine the delivery option of your campaign.
First of all, you can decide the time the campaign can be triggered by specifying:
- the "start" and "end" dates of the campaign
- the days of the week when the campaign can be triggered
- the hour of the day when the campaign can be triggered
You can limit the rate of the messages sent to the same individual by configuring the rate-limiting option. With these options you can:
- set a maximum number of messages sent to the same individual and define the minimum number of days between consecutive messages
- send the message only once
- send unlimited messages but separated at least of a certain number of days
If your campaign has some cost constraints and you want to limit the overall number of messages sent, you can set a maximum frequency of messages over a certain period of time.
Finally, you can decide to delay the delivery of the message of a certain about of time form when the event occurs:
Note: if the Audience Builder is not active in your account, you can set some delivery options in the "Audience" tab by defining the rules using Time and Frequency or Time slot as rule type.
You can also delay your campaign by setting a delay time in the first step of the campaign configuration wizard.
Assess campaign performance and results
You can see a detailed report of this by clicking on the Statistics button on the main view, and filter the data by:
- 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
In the Dataset tab, you can see 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. You can also export the logs in CSV for further analysis in Excel on in your BI tools.
Use your custom SMTP server
The triggered Campaign tool by default uses Cloud4Wi SMTP service to send emails, using the Sender data configured in the preferences of your account.
You can configure your own SMTP server by clicking the "Settings" button in the main view.
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)
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.
Track clicks in the content of your messages
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:
- Your user did not accept the Marketing Policy
- Your SMTP settings are not correct
- The campaign is paused or expired (check start and end dates)