Campaigns assign information to constituents in your CRM. They combine your Segmentations and Channels to determine which information should be applied to each constituent.
What you Need to Build a Campaign
A Campaign is defined by three core components:
Segmentation: Defines the targeted groups of constituents. When combined with Channels, it determines which constituents belong to each communication group.
Channels: Define communication groups, such as Mail, Phone, or Email. When combined with a Segmentation, they determine how each targeted group should be contacted.
Systems: Linked to Datasources and define where campaign information will be written back to your CRM.
Assign Data
The Assign Data tab lets you configure the information that will be applied to your constituents.
Here, you'll see intersections, which represent the combination of a Segment and a Channel. Each intersection defines the data that will be assigned to constituents in that targeted group.
Each intersection contains:
Targeted constituents — The number of constituents who belong to both the segment and the channel.
System Badges — Badges that let you set the information required to tag your constituents in your CRM. Each system added to a campaign generates a badge.
Set Data to System Badges
How you configure a System Badge depends on the system it represents. Once it is configured correctly, its border changes from dashed to solid and becomes coloured, indicating it is ready.
Review in Summary
The Summary tab provides an overview of all configured System Badges. Results are grouped by System and display the data assigned by each badge, along with the number of targeted constituents affected.
System Badges with identical data are grouped together, with the total number of targeted constituents shown for each Channel.
Lock a Campaign
Locking a campaign creates a snapshot of the current numbers. This step is required before pushing data from system badges to your CRM. Use the lock switcher at the bottom-right corner of the screen to lock the campaign.
Refresh Calculations Before Locking
Before locking, you can refresh all calculations to ensure the latest numbers from your CRM are included. This recalculates the segmentation and channels in the campaign, which may take time depending on their complexity.
Unlock a Campaign
Unlocking a Campaign removes its snapshot and returns it to a live state. Its Segmentation structure and constituent counts will once again reflect the latest datasource.
Before Unlocking
This process is irreversible. Unlocking will also unpush any data previously pushed to your CRM.
Push Data
Pushing data writes information to constituents in your CRM. Only fully configured system badges can be pushed.
Pushing can be triggered in various ways:
Pushing a single System Badge.
Pushing all System Badges of a channel.
Pushing all System Badges of a Segment.
Pushing all System Badges of a System.
Pushing all System Badges.
Unpush Data
Unpushing data removes information from constituents in your CRM. It only applies to system badges that have already been pushed.
Unpushing can be triggered in various ways:
Unpushing a single System Badge.
Unpushing all System Badges of a channel.
Unpushing all System Badges of a Segment.
Unpushing all System Badges of a System.
Campaign Duplication
Use the Duplicate option in the Campaign’s dropdown menu to create a copy. The new Campaign will be created with “Copy” appended to its label.
Still Have Questions?
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