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CATEGORY: Help ArticlesCampaigns

Campaigns - Recurrent campaigns

Campaigns - Recurrent campaigns

Recurrent Campaign 

The Recurrent campaign type will allows you to either set up a repeating, scheduled campaign to send at a frequency of your choice, such as every week, month or a particular time of day or allows users to specify their own dates and times. The campaign creation wizard has the following sections: 

Message Selection 

Choose from one of your messages, previously created in the Designs section of e-shot, to continue to the next screen. There’s a search feature and messages can be filtered by type for efficient selection. 

Choosing your design

Sender Details

Details of who’s sending the email can be customised on this screen. 

Campaign details

Define Delivery 

A group of contacts is chosen on this screen to be the recipients of your campaign. Contacts and groups of contacts can be amended within the CRM section of e-shot. In addition, you can optionally suppress certain groups from being sent to. For example, if you have a large group of contacts with a small subsection that shouldn’t be sent to, the smaller group can be suppressed without having to make lots of manual amendments to your group/s to accomplish the same result. Once your contacts have been chosen the Calculate Contacts feature will analyse the information and inform you of the total number of contacts that will be sent to. This information can be exported to CSV if you desire.      

Defining delivery

Filtering 

This optional step allows you to apply filtering to your campaign based on the statistics of a previous send by filtering contacts on what they’ve been sent and how they’ve interacted. A variety of filters are available to help achieve this. The Calculate Contacts feature is available on this page as well, for contact analysis. 

Campaign filtering
Campaign filtering

Send Schedule 

From here you can either specify the dates and times for each send or set up the start and end date for your reoccurring campaign as well as its send frequency. The send frequency can be customised down to the hour, day, week, month, or year, with sub-options for each.  

Send schedule

Send schedule

Summary 

The Summary page shows a brief recap of the information from the previous pages. In addition, Google Analytics and CANDDi information are shown here, if either service has been turned on in Settings. The campaign's send speed per hour can be set on this page if you would like to stagger the delivery to your intended recipients.

Campaign summary

Test 

The Test page allows you to send a test campaign to a single or multiple contacts of your choice as a final stage to ensure that your campaign appears as required before you make it a live campaign. 

Testing


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