Setting up a multi-channel campaign based on opt-in

See also: How entry triggers work

When you create a campaign with a combination of channels - e.g. SMS and email - Ometria enters any contacts who are opted-in to either channel.

This means any contact can enter the campaign if they are opted-in to SMS but not email, and vice versa. 

However, once the contact reaches a send node they are not opted-in for, they will drop out of the campaign, and can't go any further in the flow.

Example:

👩🏽 - Jane is opted-in to email only and enters a campaign with SMS nodes in front of email nodes.

This means she can't receive the emails in this campaign:

In this flow, Jane is opted-in to email only and enters a campaign with email nodes in front of SMS nodes:

Mixing transactional and marketing sends

If your campaign combines a Send as transactional node with marketing sends, transactional nodes are excluded from the entry opt-in check. Only the marketing channels decide who enters.

Example: a campaign has a transactional email confirmation followed by a marketing SMS reminder.

• 👩🏽 Jane is opted-in to email only. She does not enter the campaign, because the only marketing send is SMS and she's not opted-in to SMS.
• 👨🏻 Roy is opted-in to SMS only. He enters the campaign, receives the transactional email (which ignores opt-in), and receives the marketing SMS.

If you want both Jane and Roy to enter, so Jane can at least receive the transactional email, tick Enter contacts ignoring optin in Edit Campaign Settings.

See also: Transactional automation and broadcast emails

Best practice for setting up a multi-channel flow.

We recommend using segmentation to create opt-in checks for your campaign that filter contacts who enter the flow based on their opt-in status.

Create a segment for each channel, using the relevant 'Accepts marketing' filter:

• Accepts email marketing - which is - opted-in
• Accepts SMS marketing - which is - any/single/double
• Accepts push notifications - which is - opted-in

See also: Customer filter

Then add the corresponding action node to the end of each flow:

Example:

In this campaign, Jane is opted-in to email only, and 👨🏻- Roy is opted-in to SMS only.

We've created two separate segments after the entry wait to make sure they both filter through to the right send node: