Editing Automated Campaign Settings
vCita's Automated Campaigns are designed to require minimal amounts of setup and maintenance. Each type of campaign has pre-defined settings that run automatically when you activate the campaign. No additional preparation is needed.
However, sometimes you might want to change the default settings. For example, you may prefer to send a birthday message to clients a few days before their actual birthday, or you may want to send certain campaign types via SMS instead of by email.
The Edit button on the Automated Campaigns page opens a page where you can view and update all settings of a campaign. Note that you can use the Edit button regardless of whether or not a campaign is currently activated.
This article explains everything you need to know about campaign settings and how to change them:
- Campaign Settings Overview: Summarizes the main features of the Edit campaign page.
- Automated Delivery Settings: Explains all the settings related to when, how and to whom the message gets sent.
- Setting Your Campaign Content: Describes the different components of a campaign message and how they are set up.
Before getting started, watch this video that describes Automated Campaign settings and provides tips and best practices:
Campaign Settings Overview
The Edit automated campaign page, which opens when you click the Edit button of a campaign, has all the tools you need to fine tune campaign settings. The table below the diagram describes the different sections and features of the page.
|2||Campaign name||The name that is displayed on the Automated Campaigns page. To change the name, enter the new name on the line. Campaign names can be up to 255 characters long.|
|3||Activation toggle button||Click to activate and inactivate the campaign.|
|4||Automated delivery settings||
Control when, how and to whom the campaign gets sent. For details, refer to Automated Delivery Settings (below).
|5||Campaign content||Determines the content of the message and the campaign's look and feel. For more information, refer to Setting Your Campaign Content.|
Automated Delivery Settings
These settings are divided into the following categories:
- Timing settings: When the message gets sent.
- Recipient settings: Who gets the message.
- Delivery method: How the message gets sent (email or SMS).
Each category of settings is updated separately.
To update settings in a category, click to make the settings editable. After updating settings, click to keep your changes, or click to exit without saving.
Note: To save all changes to the database, you also need to click Done (at the top of the Edit automated campaign page).
The following sections explain the settings in more detail.
Trigger and Timing Settings
By default, all Automated Campaigns are sent at 5:00 pm. You can change the delivery time by clicking on the clock icon (see the figure above) and selecting a time from the list that opens. The times listed here are in the timezone of your business.
If the campaign's trigger is NOT a change in client status, additional timing settings are displayed. If the trigger is a date (e.g., birthday), you can change the triggering Date field and control the delivery date of the campaign.
Reactivation campaign settings allow you to specify the length of the period of inactivity that triggers delivery.
Follow Up on Reviews settings enable you to choose the rating(s) that will trigger the campaign. (For more information about Client Reviews, refer to Obtaining Reviews for Your Business.)
By default, Automated Campaigns are sent to all clients who match the campaign trigger (e.g., all clients with a known birthday, all inactive clients, etc.). Recipient settings enable you to further control who gets the campaign by filtering the list of recipients according to client status and/or tags.
Filtering by client status can be useful, for example, when you want to give a larger discount to VIP clients. To filter by client status, select the checkbox. Then, click to open the list, and select the desired status. You may select more than one status.
Note: When the trigger of an Automated Campaign is a change in client status (e.g., New Customer), there is no option to filter by client status. However, you may still filter by tags.
Delivery Method settings let you control the means of delivery: Email or SMS.
Clicking the Email or Text Message button opens another settings window where you can change the email subject line or text message content.
In addition, the SMS settings enable you to specify how to proceed if a message cannot be successfully sent to a client's phone number:
Setting Your Campaign Content
The message settings of an Automated Campaign determine the wording of the message, the look and feel of the text, the image that is displayed, and more. Like the automated delivery settings, message settings are divided into several categories. Clicking the Edit icon (circled in the example below) opens an editing mode where you can make changes to the settings.
The message setting categories are:
- Title: The email subject / text message heading.
- Message text: Content of the campaign message. Automated campaigns have either built-in content (for Birthday, New Customer and Reactivation) or suggestions regarding appropriate content (as shown below).
- Button label: The words on the Call-to-Action button.
- Image: The picture displayed at the bottom of the campaign. You may select an image from vCita's image library, or upload your own.
For detailed information about editing each of these categories, refer to Working with the Announcement Editor.