Themes of this article
- Introduction
- What is a campaign
- Before you start
- Requirements
- Step by step
- Viewing your campaigns
- Creating a campaign
- Creating a recurring campaign
- Creating a campaign template
- Organizing campaigns into groups
- Duplicating a campaign
- Deleting a campaign
- Frequently asked questions
- Why you should use groups
- Can't delete a campaign
E-goi makes managing your multichannel marketing campaigns better and more efficient.
What is a campaign?
In E-goi, a campaign is sending a message to your contacts through a specific channel (email, SMS, etc.).
Effectively managing marketing campaigns is crucial to the success of your communications. E-goi offers robust features that allow you to do this.
Before you start
Requirements
Make sure you have access to your E-goi account and familiarize yourself with the user interface to easily navigate between different sections. It is also important to have a clear vision of your campaign plan, including the channel through which you will send the message (email, SMS, etc.), the target audience segments, and the content to be communicated.
Step by step
Viewing your campaigns
1) Click on Engagein the menu and then select Campaigns to view all your campaigns.
Creating a campaign
1) Click theEngagemenu and hitCreate for the channel your campaign will be in (email, SMS, etc.).
2) Follow the steps shown to create your campaign.
Creating a recurring campaign
A recurring campaign is sent out automatically at a specific timeframe (eg., daily, weekly, etc.).
1)Click the Engage menu and hit Createfor the channel your campaign will be in (email, SMS, etc.).
2) Choose the contact list the campaign will be sent out to.
3)UnderWhich campaign type, choose Recurring (instead of Broadcast) and hit Next.
4) Follow the steps shown to create your campaign. Under theSetupstep, choose your recurrence:
- Daily: Choose which days of the week and what time the campaign will be sent.
- Weekly: Which day of the week and what time.
- Monthly: Which day of the month and what time.
- Yearly: Which month of the year, which day and what time.
- Custom: How often (eg., every 15 days) the campaign will be sent, plus the date and time the recurrence will start.
For each of these settings, you can also Set schedule end, in case you need the periodic sends to stop at a certain date.
5)In the last step when creating your campaign, click Activatefor the recurrence to start. The campaign will be automatically sent on the schedule you've set.
6)To view the campaign you created, click theEngagemenu and hitAutomations. You can then click its options buttons (to the right ot the campaign) to edit it, change its schedule and enable or disable it when needed.
7)To view the results for each send of your recurring campaign, hit the Engagemenu and click the channel you created the campaign in (eg. if you whipped up a recurring email campaign, clickEmail). Search for the campaign name (use the search bar at the top of the page) and you'll see all matching sends the recurring campaign has generated. Click theReportbutton next to each send to view its results.
Creating a campaign template
From an existing campaign
1)At any step while editing your campaign, click"Save as template"by hitting this buttononthe bottom bar.
2)The campaign will be saved as a template for your next sends.
3) To use your template, choose My templates the next time you create a campaign (when E-goi asks how you want to create it) and choose the template you saved.
You can also view the template (and create a campaign from it) by going to the My Resources menu and clicking My templates.
From scratch
1)Click"My Resources"on the top menu bar. Then select"Templates".
2)Click"Add template" andpick the contact list you'll be doing this send to.
3)Select"From scratch"and then"Blank".
4)Provide the campaign with atitle.
5)Create your campaign. Once you're done, you just need to click"Save"on the bottom bar
Organizing campaigns into groups
Create groups
1) Click the "Engage" menu and then "Campaigns" (on the left) to view them all.
2) Hit the options button on the upper right corner of the page and select "Groups".
3)Type in the group name and choose whether you'd like all campaigns assigned to it to have asocial sharing bar(it'll helpyour contacts share your campaigns on Facebook, Twitter, etc.).
4) Click the green confirmationbutton and do the same for anyother groups you wish to create.
Associate campaigns with the group
1) Select the campaigns you want to assign (byticking the checkbox to theirleft), click the options button on the upper right corner of the listing and choose "Assign to a group".
Duplicating a campaign
1)Click the "Campaigns" menu to view yourcampaigns page.
2)Locate the campaign you want to copy, hit itsoptions button(it's on the right; the one with three lines) and choose "Clone".
Deleting a campaign
1)Go to Engage > Campaigns and locate the campaign you want to delete.
2) Click on the options button (three dots) next to the desired campaign and choose Delete.
3)If the campaign has not yet been sent or has been sent more than 30 days ago, it will be deleted.
Campaigns sent can only be deleted 30 days after being sent to ensure that your contacts have had enough time to interact with it, which protects your sending reputation.
Frequently Asked Questions
Why should I organize my campaigns into groups?
Organizing into groups helps manage and locate your campaigns more easily, allowing for a clear view of your marketing strategies based on product, language, department, etc.
Why can't I delete a campaign immediately after sending it?
The 30-day window before allowing the deletion of a campaign is a protective measure. Premature deletion would have your contacts clicking on dead links, which could lead to unsubscriptions or spam complaints, harming your sending reputation.
I created a recurring campaign. Where do I see it?
Since recurring campaigns are fully automated, you'll find them under automations. Click the Engagemenu and thenAutomationsto view or modify your recurring campaign.
