Creating Retargeting Campaigns

Retargeting allows users to create follow-up campaigns based on customer behavior in previous campaigns. This feature helps optimise engagement by targeting specific segments, such as customers who participated but did not complete a desired action (e.g., non-depositors).

The one-click retargeting feature, available exclusively through campaign analytics, enables rapid retargeting of engaged customers from existing retention or lifecycle-based campaigns. To initiate retargeting, users can:

Click on the relevant metric.
Select the option to retarget customers based on specific actions.
Proceed to create either a one-off or a dynamic campaign.

This streamlined process facilitates timely and effective re-engagement of target customers.

Step-by-Step Guide to Retargeting a Campaign

1. Access Campaign Analytics

Navigate to the campaign menu dropdown and select Campaign Analytics.
This feature is available for both lifecycle-based campaigns and retention-based campaigns (one-off or dynamic).

2. Select a Retargeting Metric

From the list of available metrics, click on the one to use as a retargeting criterion.
Example: Retarget customers who participated in a campaign but did not deposit (non-depositors).

3. Choose the Campaign Type

One-Off Campaign: Runs once on the current segment of non-depositors.
Dynamic Campaign: Runs continuously, detecting new participants who meet the retargeting criteria (e.g., customers who joined but did not deposit within the campaign’s lead time).
Click Proceed to continue.

4. Configure the Retargeting Campaign

Assign a name to the new campaign.

Assign a name to the newly created segment (e.g., "Campaign Participants – Non-Depositors").

5. Finalise and Launch the Campaign

The system will redirect to the campaign creation page.
Review the campaign settings, activate it, and click Save to start.
The new campaign can be found under Campaigns → Retention.

By leveraging campaign analytics for retargeting, users can create data-driven follow-ups that enhance engagement, recover lost conversions, and optimise customer interactions dynamically.

🔷 Click here for further information on Creating a Dynamic Campaign

🔷 Click here for further information on Creating a One-Off Campaign