Help CenterBy default, campaign preferences inherit the global settings configured in the account. However, each campaign can be individually customised by enabling specific options. Tooltips are available to explain the purpose of each setting; users can simply hover over the question mark icon to view these explanations.
✅ Access the global settings in the right navigation bar at the bottom. Note that CRM settings view permissions is required.
Sender Preferences
If sender preferences differ from the global settings, they can be configured on a per-campaign basis. Customisation options include:
- Sender Email
- Sender Name
- Reply-To Address
- SMS Identifier:
The SMS identifier acts as a recognizable label for the sender, ensuring that messages are easily identified by customers.
Engagement Preferences
Engagement preferences define how and when customers are considered engaged with a campaign. These settings establish clear criteria for interaction, setting precise expectations for campaign engagement.
Lead Time for Engagement
-
Definition:
The lead-time specifies the number of days to wait for customer engagement after an action is executed. -
Analytics:
Engagement within this period is tracked and attributed to the campaign analytics. If a customer does not engage within the allotted lead time, they are considered as not having engaged with the campaign.
Disregarding Previous Engagers
For campaigns with multiple actions (such as sending several emails), enabling the "disregard previous engagers" option ensures that once a customer has engaged with an earlier action, no further messages (actions) are sent to that customer (this includes all actions, including SMS, Emails and Webhooks). This feature helps avoid sending redundant reminders to customers who have already responded or taken the desired action.
Two-Step Engagement
Two-step engagement, also known as campaign goals, enhances campaign interaction by establishing specific campaign goals. These goals (campaign objectives) can range from actions such as making a deposit of a certain amount to simply logging in. Once a campaign participant meets these predefined objectives, they are recognised as engaged. All activities from these engaged customers within the designated lead time are recorded and included in the campaign analytics.
Engagers will be recorded as engaged if they meet both engagement steps (if two-step engagement is active). If two-step engagement is not enabled, then customers who engage with the message alone are considered in the engagement metric within the analytics.
ℹ️ E.g. If the two-step engagement objective requires a customer to make a deposit, the total number of engagers recorded in the analytics will be equivalent to the total number of depositors who successfully completed the required action.
Limit Preferences
Within the limit preferences section, campaign managers can specify how often a customer may be targeted based on a set frequency (in days). For example, setting this limit to 7 days means that the campaign will only trigger for a particular customer once every 7 days, provided the customer meets the campaign's criteria and filters.
Delivery Preferences
Delivery preferences enable restrictions on campaign execution based on specific opt-out parameters. It is essential to ensure that marketing-related emails are not dispatched to customers who have opted out of receiving such communications.
Saving the Settings
After configuring the campaign preferences, it is crucial to save the settings to ensure that all customisations are applied to the campaign.