To create a new campaign, simply click the menu item from the left-hand navigation menu. Once you access the campaigns setup page, you will see a list of any previously defined campaigns. In order to add a new campaign, click the at the top of this page, which will bring up the campaign setup wizard. The navigation panel on the left-hand side of this wizard groups key information about the setup of the campaign. Each input on the campaign will have a icon next to it. Clicking this icon will provide in-line help regarding that item. The details of each section of the setup wizard are as follows:
- Basic Info
This section allows you to set basic information about the campaign, including a unique name for the campaign and the status of the campaign. Only campaigns with a Campaign Status of "Active" are eligible to send direct mail. Campaigns that have a status of "Inactive" are paused and no direct mail will be sent on these campaigns.
This section allow you to control the timing and scheduling of the campaign. The Start Date field controls the first day the campaign is eligible to send direct mail. The End Date field indicates the last day the campaign is eligible to send direct mail. Finally, the Send Delay Days field controls the timing of when new audience members will receive a direct mail piece. The default Send Delay Days is zero. This means that members added today will have direct mail queued for them today. If you wanted to delay sending of direct mail after the audience member added, you could use the Send Delay Days to do this. For example, if you wanted to wait seven days after the audience member is added to queue the direct mail piece, you would enter a 7 for the Send Delay Days. This is useful for delaying sending to allow an audience member to potentially convert naturally without triggering a direct mail piece. This setting is also useful in creating drip campaigns which create escalating direct mail sequences to an audience member.
All these fields are optional and may be left empty if you do not want to put limits on the timing and scheduling for the campaign.
This section allows you to specify the recipients for the direct mail campaign. You must select at least one audience for the campaign, but may select as many audiences as you like. When selecting audiences, you will see next to selected audiences which have custom audience attributes which allow you to do advanced filtering.
This section allows you to specify one or more creatives to send to the selected audiences. Note that multiple creatives may be selected for the purposes of A/B testing. If selecting multiple creatives, distribution will be evenly allocated between the selected creatives. For example, if three creatives are selected, each creative will receive 33.33% of the distribution for this campaign. During the life of the campaign, creatives can be added or removed from the campaign at any time.
The Filters section allows you to specify optional state and zip code campaign filters which apply to all audience members.
The Budget section allows you to put optional caps on your spending for the campaign. There are three was to control your spend on the campaign. The first is Max. Daily Spend. Entering a value in this field will ensure on any given day, you spend no more than this amount. The second is Max. 30-Day Spend. This allows you to specify the maximum amount your are willing to spend in a 30-day period. If a value is entered for this field, if your total spend over the past 30 days is at or above this value, no additional mail will be sent for the campaign until your spend for the last 30 days falls below this value. Finally, the Max. Lifetime Spend field allows you to control the total spend allowed for this campaign. Once this value is reached, the campaign is permanently turned off and no longer eligible for additional mail.
These three budget options may be used stand-alone or in conjunction. However, it should be noted that when a budget threshold is reached, when new audience members are added to the campaign's audience(s) which meet the campaigns criteria, they are permanently suppressed for the campaign and will not be recycled for use in the campaign for future days.
- Cost Summary
The final section of the campaign setup wizard is the Cost Summary section. This section shows you the cost per piece for each audience and creative in your campaign. For more information on pricing, please see our pricing guide.
Once you have confirmed the details of your campaign, simply click the button to add the campaign. The newly added campaign will then be added to the list of existing campaigns on the top of this page, as in the following example.
To edit an existing campaign, simply click next to the name of the campaign you wish to edit. If you would like to make a copy of a campaign, you can click the next to the campaign name you wish to copy.