Triggered campaigns are personalized and automated campaigns based on specific events and actions done by contacts who interact with your brand, for example, an abandoned cart, a purchase, a subscription to a list, etc. They are triggered in real-time, so an API integration is needed to make the most of this feature. As soon as you publish your campaign, contacts meeting the conditions will enter it.
How can I create an abandoned cart campaign?
How can I create a post-purchase multi-language campaign?
How can I create a welcome campaign?
How can I manage email frequency?
How can I edit a campaign?
Draining or stopping contacts
Delay and wait until
How can I use repeatability and why is it important?
How can I test my triggered campaign?
Common questions
When entering Automations > New triggered campaign you will be prompted with several choices corresponding to the most commonly used triggers.
Triggered campaigns are not archived as standard "one-shot" campaigns can be.
How can I create an abandoned cart campaign?
Use case: you want to create an abandoned cart campaign with a reminder email two days later if the contact has not made a purchase. You first need to set the exit condition to "contact makes purchase", set your first action and initial delay. Then you want to send a different design whether your contacts are men, women or a neutral one if they have not filled in their gender.
How to proceed?
How can I create a post-purchase multi-language campaign?
Use case: you are communicating with your database in 5 different languages. Thanks to the conditional split, you can add as many conditions as you wish into your campaign (such as language, gender, etc):
How can I create a welcome campaign?
Use case 1 (for your prospects):
You want to create a standard welcome campaign for your contacts who just signed up for the newsletter but have not purchased anything on your website yet (1st condition: order equals 0). You send them a discount as an enticement to make their first purchase. If after 7 days, they still have not purchased anything, you can send them a reminder that their online discount is still available. If they have purchased, they will exit the campaign as they are now meeting the exit condition.
How to proceed with the campaign?
Use case 2 (for your existing customers):
You want to create another welcome campaign for your contacts who just signed up for the newsletter and already purchased on your website (1st condition: order equals 1). If they have not purchased anything yet, they will enter use case number 1 (for your prospects).
How to proceed with the campaign?
Can I manage email frequency?
Use case: you want to send a confirmation email to your contact who just purchased one of your products. You then suggest complementary products they may be interested in two days later. The same contact buys a new product on your website, but you do not want them to receive the second marketing email.
You can set up a condition so that contacts only receive this type of marketing email once by setting up a category. The category will be added to the condition and to the email design as shown in the video below:
Step 1: After adding your desired wait time, add the following condition to your campaign: “number of emails received” is more than 1, less than 2 days ago, and enter your category. This means that contacts who match every criterion will exit your campaign and not receive the marketing email if they enter the campaign for the second time.
Step 2: For contacts who do not match every condition (meaning they have not received the marketing email yet), add the email design and enter the category.
We recommend you always add a campaign category to your designs to be able to associate them with actions (for example, clicking on an email). By default, the action immediately following a design will not automatically include clicks resulting from that design, but all clicks contained in all emails.
The campaign category must also be filled in equally in both fields (design and action). Never include any accents (éèê), special characters (&"#), or commas in campaign categories, as they block the Target filter calculation which uses this data.
How can I edit a campaign?
You can have multiple versions of the same campaign (for example, if you made a mistake or simply want to edit it). A version is a copy of an existing campaign that you can edit without affecting the existing running version. You can have many versions of the same campaign, although there can only be one running version and one edited version at a time.
Note that you cannot change the trigger type or repeatability of the campaign from one version to the next.
You can always go back to a previous version in Campaign > History.
Draining or stopping contacts?
When you want to publish a new version or stop a campaign, you must decide what to do with the contacts who entered it. That is because two published versions of the same campaign cannot exist at once. Two options are therefore available for those contacts:
- If you decide to drain the contacts, you are effectively blocking the entry point without affecting contacts currently in the campaign. Once all contacts finish the campaign, the flow will be finished and no additional contacts will enter it. This is useful if you only want to edit your campaign and are not concerned about removing contacts who have already entered it.
- If you decide to stop the contacts in the campaign, you are blocking the entry point AND removing all contacts currently in that campaign. This is useful if you have made a mistake in your campaign (for example, you added the wrong design or there is a mistake in the conditions, in the timing of the action, etc.) and want to press the "panic button".
Delay and wait until
In the campaign conditions, you can set up a “delay” and “wait until” action.
As their use is quite different, we have outlined a use case for each:
Delay
It is useful for letting some time pass between two actions. For example, you want to trigger an email exactly two hours after an abandoned cart has been created by one of your contacts.
Wait until
It is useful for waiting for a specific time or day of the week.
- For example, you are importing your data during the night at 02:00, and you don’t want your contacts to receive your email after an import is made, therefore, you set up for the email to be triggered every day starting at 08:00.
- Another use case could be if you want your emails to be sent out only during weekdays, between 09:00 and 17:00 (as shown below).
What is repeatability and why is it important?
When setting up your campaign, you will have to choose between three repeatability options. This setting is intended so that you can make sure contacts enter a campaign only when needed.
You cannot change the type of trigger or the repeatability of a campaign from one version to the next.
Repeatability |
When to use it? |
Multiple times |
When your contacts should be able to enter a campaign several times, for example buying a product. |
Once |
When your contacts will only do this interaction once, for example when creating an account once with your brand. |
Only after exiting |
In the case of abandoned carts, your contacts will never have two abandoned carts at the same time whereas they could have multiple orders at the same. |
How can I test a campaign?
If you want to test the campaign before launching it to your customers, you can test it by adding the condition "email equals" and then inserting your email address as shown in the example below. Thus, only you will enter the campaign when you abandon a cart.
We recommend using an abandoned cart campaign to test a campaign as it is easier to reproduce directly on your website.
Common questions
Q: How many drafts at a time can I create?
A: You can only have one published campaign and one draft at a time for each campaign.
Q: Can I create a design directly in Automations?
A: No, but you have the option to be redirected to the Email Designer and hit the refresh button once your design is ready. It will then be shown in the list.
Q: Can I edit a design after my campaign has been published?
A: Yes, you can edit a design and this will be automatically updated in your campaign.
Q: Can I exclude contacts in a campaign?
A: Contacts who do not meet the criteria will automatically exit your campaign, so this would be the right way to exclude them.