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How to add marketing Sets and Campaigns
How to add marketing Sets and Campaigns

What Marketing campaigns are | How to set them

Jan Moravec avatar
Written by Jan Moravec
Updated over a week ago

Before you decide to dive into marketing campaigns, please be aware that they’re designed to work with Subscription mode.
We don't recommend using them with Credits since that would require manually setting up the signatures again at the required date, the changes will not be done automatically.

Marketing campaigns are organized in Sets. The Sets are helpful if you want to set up different marketing content for different branches that will be valid at the same time. If you don't plan to do that, you can skip to the How to add a new campaign section.   If you want to find out how to connect sets to user groups, check an article designated for this issue.

Both marketing campaigns and sets are organized through the Marketing planner menu

You begin with empty “Set #1 (default)”. This set behaves in many ways as any other custom sets you might add, the basic difference is that it’s undeletable because it's automatically assigned to signatures that have activated marketing but not a specific campaign.

How to add a new Set

Once you're in the Marketing planner section of the app

  1. Click on the option to add a new set in the top right corner.

How to add a new campaign

If you've successfully established the Marketing sets, you can proceed to your Campaigns Adding them is easy:

  1. Click + Add new.

    2. You'll have an option to input the name of the campaign and date validity.

This can be also changed later, so you don't have to worry about making a mistake.

   3. Click Add campaign

   4. Now you can add the campaign content via the WYSIWYG editor
If you wish, you can set up variations of the campaign content - please check the dedicated help article if you want to learn more.

Congrats, you've set your first campaign! You can add the content to it in the same fashion as a signature template.

If you plan more campaigns covering the same time period, the one with shorter validity will be emphasized. This way you can pre-plan and layer your campaigns better over a long-term period. This will be also be reflected in the campaign calendar.

The next step in utilizing more marketing content are rotating campaigns.

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