Campaign Configuration: Email (Classic)

Engage+ offers the ability to tag Campaigns with custom Metadata fields and values. These Metadata fields allow you to create Filters that look for specific Metadata tags in them, or for use in reports, future Campaigns, or other tasks. You can also add Metadata fields to the Campaign content for personalization. 

To assign Metadata values to a Campaign

1. In the Tool Ribbon, click Edit > Set Metadata. The Metadata pop-up window is displayed, listing every Metadata field defined for this account. A red asterisk is displayed next to every field that's required for Campaign launch.

2. Enter or select the desired Metadata values.

3. Click ok.

Note: Metadata tagging is not available for every channel.

For more information on setting up Metadata fields, see Metadata Settings.

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

To assign a Tag to the Campaign:

1. Click on the "Add tag" field in the Tool Ribbon. The system displays a pop-up menu of all the existing tags.

2. Select an existing tag, or type in a new one and press Enter.

3. Repeat the above step as needed to add more tags. Optionally, to remove a tag, click the "X" icon next to the tag label.  

Messaging tracks and reports various system events, such as user clicks, opens, delivery, and more. The platform allows you to configure various report options at a Campaign level.

To set the Campaign's report options:

1. In the Tool Ribbon, click Options > Report Options. The "Report Settings" pop-up window is displayed.

2. The "Delivery Audit" section is an optional feature that must be enabled in your account. This option is available only for Regular One-Off Campaigns in the email Channel. The platform maintains a special list of email addresses across all different domains. This list functions much like a Seed List, in that your Campaign will send copies of the message to these addresses. This feature validates the entire mailing process by checking your sending infrastructure, message content, and sending reputation. The feature indicates whether your message landed in the consumer's inbox or spam folder, or if it was blocked. To utilize this feature for this Campaign, place a check mark in this check box.

Note: Please speak with your Customer Service Representative for more information on enabling the Delivery Audit feature.

3. Tracking information is constantly gathered by the platform. However, the reports are updated only when manually executed, or based on the account-level schedule set for Automatic Updates on the Update Options screen. Optionally, you can override the account-level schedule, and define an automated update schedule that applies only to a Campaign. To define an automated Campaign-specific update schedule:

• Place check marks next to the days of week on which you want the automated update schedule to run.

• From the "Every X Hours" drop-down menu, select the automated update frequency. The possible frequency ranges from every hour to every twelve hours.

• From the "First X Days" drop-down menu, indicate for how long this automated schedule should run after the Campaign is initially launched. The possible values are 5, 10, 15, 20, 25, or 30 days.

4. The "Google Analytics" section is an optional feature that must be enabled in your account. This section is used to configure the default settings for Google Analytics. From this section, select a default application and a default table. See Google Analytics for more details.

Note: Please speak with your Customer Service Representative for more information on enabling the Google Analytics feature.

5. Click ok.

To copy an existing Campaign: 

1. In the Tool Ribbon, click Edit > Save As. The "Save As" pop-up window is displayed.

2. The default name of the new Campaign is "Copy of" followed by the base Campaign name. Optionally enter a different name in the "Copy's Name" field.

3. The default folder location for the new Campaign is the same folder as the base Campaign. Optionally select a different folder location where you want to save the new Campaign. 

4. The default Campaign type for the new Campaign is the same as the base Campaign. Optionally select a different Campaign type.

5. Click save a copy. 

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

1. In the Tool Bar, click Edit > Delete. A confirmation dialog box is displayed.

2. Click delete. The system moves the Campaign to the Recycling Bin.  

To rename a Campaign:

1. In the Tool Bar, click Edit > Rename. The "Rename the Item" pop-up window is displayed. 

2. In the "New Name" field, enter the new name.

3. Click save new name.

To view detailed information about the Campaign:

1. In the Tool Ribbon, click the "Campaign" tab. The Item Details panel is displayed, which provides the following information:

• Who created the item, and who modified it last.

• The Campaign's Object ID and Object Reference ID.

• A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

2. Optionally click "Related Items" in the left-hand menu. This section lists other items in the system that reference or utilize this Campaign.

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

1. To change the Campaign to Event-triggered, click Edit > Convert to Event Triggered in the Tool Ribbon. A confirmation dialog box is displayed; click convert.

2. To change the Campaign to Date-triggered, click Edit > Convert to Date Calculated in the Tool Ribbon. A confirmation dialog box is displayed; click convert.

3. To change the Campaign from either of the triggered Campaign types to a Regular One-Off Campaign, click the remove button ("X" icon) next to the Campaign Type. A confirmation dialog box is displayed; click remove triggers.

Note: Depending on the Campaign channel, some of the above Campaign Types may not be available.