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In Broadcast Campaigns you can create and send personalised broadcast emails to different mutually exclusive segments at the same time.
Broadcast Campaigns makes it easy to:
- Separate your audience into several mutually exclusive segment variants
- Create personalised content for each variant
- Select independent delivery options for each variant
The following guide walks you through the Broadcast Campaigns builder.
Go to: Campaigns > New Broadcast Campaigns
Select CREATE NEW CAMPAIGN
Give your campaign a title, then define who you want to send your campaign to.
Select a base segment of recipients from the ‘Starting contacts’ field and define any segments who should not receive this campaign from ‘Exclude contacts’.
You can also create a contact filter for your segment by selecting the drop-down button:
Then define your segment as required.
Click here for more help on segments.
Note: By default, the recipients list only includes opt-ins, and excludes contacts on suppression lists.
- If you want to send less emails, but only to customers who are engaged, select ‘Exclude unengaged contacts’.
For more information on what it means for a contact to be unengaged, see Email Engagement.
- If you don’t want to send your campaign to contacts who are already receiving triggered emails, select ‘Exclude contacts currently in automation campaigns’.
You can exclude contacts active in any campaign, or in specific campaigns:
You can use an existing blueprint for your recipients by selecting APPLY BLUEPRINT or otherwise create a new blueprint by configuring your recipient segments and then selecting SAVE NEW:
This feature is great if you want to send this kind of campaign regularly.
If you're new to Ometria's broadcast campaigns, you can save time and get started as quickly as possible by using our three ready made blueprints to segment your contacts and create instant variant waterfalls:
Our ready made blueprints are:
- Lifecycle Stage - This is great for reactivation campaigns, launching new products and identifying and targeting your leads.
- Customer Frequency - Very useful for reporting - for example, if you launch the sale of a new product you can identify whether you’re getting more interaction from your one-time shoppers or loyal customers.
- Customer Value - Another great strategy for reporting - see if your VIPs are interacting with campaigns for your new product lines.
The Ometria blueprints cannot be deleted, but you can make changes to the segments/conditions of an Ometria blueprint and then save it for future use by clicking SAVE NEW.
You’re now ready to start creating variants.
Click the icon to start.
Use the ‘Filter customers’ option to define your customer groups for different campaign variants.
You can filter customers by:
- Customer Attributes
- Purchase Activity
- Web Activity
- Email Activity
Example: You could create a filter for customers who have shopped in your French store and another for customers who have shopped in your English store - this means you can create two campaign variants - French and English.
Split your recipient base by selecting ‘Split Test With Winner’ to test different content and delivery strategies.
Example: A 50/50 split or a 33/33/34 audience split.
You can also split existing variants by selecting the (+) icon to the right of the variant.
It’s ideal to name each split as you go, e.g ‘UK SL split test 1’.
As you add more variants and/or splits, the CAMPAIGN STRUCTURE PREVIEW panel on the right of the screen dynamically updates with your predicted recipients for each variant:
We recommend using no more than 15 segments for a Broadcast Campaign.
Note: You may notice that when you split your contacts the estimated recipient numbers vary slightly, even for an equal split. This is expected behaviour, and is to ensure the smoothest and quickest possible performance.
When you’re happy that you’ve defined your recipients for this campaign, select SAVE and continue to Content.
From the Content screen, you can edit all of the content for your campaigns, as well as each variant.
Note: You cannot edit the template itself from this screen, only the campaign contents. See Templates for more information.
Your variants display in tabs along the top of the screen.
The ‘+Default’ tab applies to all variants - so you can select a template in Default and apply it to all.
You can use either a visual template or select an HTML template from this screen.
Send the same template to all variants
In the Default tab, select a template to use and edit the content as required.
Once you’re happy with you work and are ready to replicate the content to all your variants, click COPY TO VARIANTS from the top right.
You’re given the option to select the variants you’d like to copy your default campaign to. You can also choose to copy the subject line and preheader.
Select as many or as few as you like, then click APPLY:
The default template and any content you added applies across all of your selected variants, as indicated by the envelope icon which displays against the tabs:
Now you can open each variant tab and make custom tweaks to the content, without needing to start from scratch each time.
Send different templates for each variant
If you want to use different templates for one or many of your variants, simply select that variant’s tab and choose the template.
There are two ways to send test campaigns:
- ‘Send Tests’ - the best testing method, allowing you to send tests for multiple (or all) variants at once, and;
- ‘Preview’ - useful for testing campaigns with personalised dynamic content.
Select SEND TESTS from any tab:
You’re given the option to select which variants you want to send. Enter as many email addresses as you need, separated by commas:
Select SEND when you're ready.
In the ‘Content’ screen, select the tab for the variant you wish to test, then go to ‘Preview’ in the content panel on the left.
Enter as many email addresses as you need, separated by commas:
When you are ready, click SEND.
Note: To send tests for other variants, you will have to repeat this step in each tab. Unless you are testing specific personalised dynamic content in your campaign, it’s much more efficient to use the Send Tests option.
Once you’re happy with your content and the results of your testing, you can schedule your campaign delivery.
Just like the ‘Content’ screen, you can select a different delivery option for some/each of your variants.
Simply open each tab and configure as required.
Your delivery options are:
To generate the campaign straight away. The time zone for this option is your time zone.
If you select the Send Now option for a particular variant, all emails for that variant will generate as soon as you click the Save and Schedule button after reviewing all variant settings in the ‘Review’ screen.
To generate the campaign at a later time.
To send via the ‘send time optimisation engine’, which sends all the emails of that variant at different time slots, and based on the open time of each email, iteratively optimises your send time so that maximum emails are sent at a time that maximum recipients will interact with it.
Note: If you are interested in Ometria’s send time optimisation engine, contact your customer success manager for more information.
You can choose to send the campaign in multiple batches with a specified delay between each batch.
This is typically used to control the number of visitors from a campaign.
For each different variant of the same broadcast campaign you can select a different:
- From name
- From email address
- Reply to addresses
Note: If you leave any of these fields blank for a variant the default will apply.
You can also add your tracking parameters for your broadcast campaign here.
The ‘Review’ screen presents an overview of all of the important details for your broadcast campaign and its variants.
The first tab provides a summary. Information in this tab includes:
- Campaign Recipients - Who will receive each variation.
- Campaign Delivery - How and when each variation will be sent.
- Campaign Details - Content information such as subject line, preheader, from addresses and tracking parameters for each variation.
To review each variant in detail, click through the tabs:
If a tab has icon like this:
this means that variant has errors which may prevent it from sending.
Select the tab to review the error:
When you have closed any errors and reviewed each variant, you can select Schedule to start sending.
The ‘Scheduled’ screen displays, showing all scheduled campaigns:
From here you can also navigate to draft campaigns and campaigns which have been sent.
Any variants you opted to ‘Send Now’ will generate straight away, while ‘Scheduled’ and ‘Optimise send-time’ variants will send out in their time slots.
You can’t unschedule the scheduled variants if there is even one variant with the ‘Send Now’ option selected.
See more in Delivery.