Edit Campaign Settings

In the Edit Campaign Settings pop-up you can define key settings for your automation campaign, including the From email address and name.

You can also add your tracking parameters (UTM parameters) and set Mutual exclusivity (i.e. excluding contacts already active in other automation campaign flows), if you like.

Navigation

Go to: Automation campaigns > select a saved campaign > click the cog icon

Mutual exclusivity 

Ensure that contacts active in other automation campaigns are excluded from this one.

Select as many as you require from your live campaigns.

Contacts are considered 'active' in an automation campaign after they have passed through the entry wait node and reach the first segment condition.

So if a contact meets the conditions to enter an automation campaign which has a two hour entry wait, they will not be considered 'active' until those two hours are finished and they will not be excluded from receiving this campaign.

To ensure that contacts active in an automation campaign are excluded from this one, we recommend using a wait node after the segment condition to delay sending, rather than using an entry wait. 

See Mutual exclusivity for more information.

From email name

Set the email name to display in the ‘from’ field of your emails.

From email address

Set the email address to display in the ‘from’ field of your emails.

Reply to email address

Set an email address contacts can reply to.

Set SMS quota for this campaign

This field only applies if you have Ometria SMS enabled and are using AI channel optimisation in this campaign.

See: AI channel optimisation: Set SMS quota

Email tracking parameters

Set any campaign level tracking parameters you require for the email sends in this campaign.

See also: Tracking parameters in Ometria 

SMS tracking parameters

Set any campaign level tracking parameters you require for the SMS sends in this campaign.

See also: Default tracking parameters for SMS

Filter out of stock/inactive products

If you check these flags, messages won’t send to contacts who interacted with products that are either out of stock or inactive, regardless of whether there are product blocks in your email template.

Ometria checks for out of stock/inactive products in the triggering event once the customer reaches the Send email node in the campaign flow.

This way your customers will only see the most relevant products which are available for them to purchase.

Ometria checks for out of stock/inactive products in the triggering event once the customer reaches the Send email node in the campaign flow.

We recommend that you use these filters for the following campaign types:

• Abandoned basket
• Price drop
• Abandoned browse

Abandoned basket campaigns:

• If all products in the contact’s basket are out of stock/inactive, no message is sent and the contact exits the campaign.
• If some products in the contact’s basket are out of stock/inactive and others are in stock, a message is sent which includes the out of stock products, regardless of the setting.

Contact has placed an order:

• If all products in the order are out of stock/inactive, no message is sent and the contact exits the campaign.
• If some products in the order are out of stock/inactive and others are in stock, a message is sent.

All other triggers:

• If all products from the entry event are out of stock/inactive, no message is sent and the contact exits the campaign.
• If some products the contact browsed are out of stock and others are in stock, a message is sent which excludes the out of stock products.

Enter contacts ignoring optin

In most cases, this checkbox is no longer required.

See How entry triggers work for more information on how opt-in status affects campaign entry.