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:

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: