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Overview

In Automation Campaigns you can create and send personalised, cross-channel marketing experiences. 

For example, you can create a reactivation campaign flow to target customers who last purchased a specific product 6 months ago.

You do this by setting up a campaign in the Automation Campaign Builder that is segmented by product, with different wait times based on the product order gaps. Then you can send a personalised email with product-related content, and build a list of contacts to re-target via Facebook as a follow-up action.


See also:


Go to: Campaigns > Automation Campaigns

The Automation Campaigns dashboard displays:

You can see your active campaigns in the top panel and your published campaigns in the lower panel. 

  • Active automation campaign are currently sending, i.e. the flows and templates are live and emails are being generated to contacts in those flow.
  • Published campaigns are completed and available for use in testing, or ready to be set to Active. 

Note: If you archive a campaign, you cannot retrieve it again easily without contacting Ometria’s support team. The retrieval process can take a while, so we recommend that if you accidentally archive a campaign that you recreate the flow as the quickest solution.


Select EDIT to view the campaign and make changes.

Alternatively, select CREATE NEW CAMPAIGN to start a new campaign. 

MANAGE TEMPLATES opens the Templates screen for automation campaigns.


New Automation Campaign 


See also: Edit an existing Automation Campaign


The Automation Campaign builder allows you to create specific and comprehensive flows for your automated marketing activities.

Each flow path is based on each contact’s profile. 

From this screen you can define the conditions under which a contact will enter a campaign, as well as:

  • what emails to send them
  • what tags to assign to them
  • the conditions under which they will exit the flow.

See Automation Campaigns: Conditions and Actions for more information.

Navigation

IconDescription
Campaign Title - enter a name or title for this automation campaign. You can change this at any time.
Campaign Created - auto-populates with the date the campaign was created.
Zoom - select either icon to zoom in (+) on your flow for more detail or out (-) to see all of the flow.

Settings - opens the Edit Campaign Settings pop-up.

Note: Edit Campaign Settings is only available once your campaign has been saved.
Revert - re-sets the flow to the last time it was saved (i.e. before all of the changes made in your current edit.)
Undo and Redo - erases the last change made, or re-applies the last change undone.
SAVE - preserves any changes you have made.
PUBLISH - publishes your saved changes.
Note: Published campaigns are not active.
View Stats > - opens the Campaign Performance screen for this campaign.

Edit Campaign Settings

In the ‘Edit Campaign Settings’ pop-up you can define some of your key email settings for this 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 desired.


Note: These fields are optional and specific to the automation flow you are working on. If you leave any of these fields blank, the default data in Email Settings will apply. 



Field
Description
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.

See Mutual Exclusivity for more information. 

From email nameSet the email name to display in the ‘from’ field of your emails.
From email addressSet the email address to display in the ‘from’ field of your emails.
Reply to email addressSet an email address contacts can reply to.
Tracking parametersSet any tracking parameters you require for this email.
See UTM parameters for more information.