This document contains:

Audience

Select and configure Segment Members elements

Assets

Select and Configure Email elements

Select and Configure Landing Page elements

Select and Configure Form elements

Decisions

Sent Email: Routing based on specified email sent

Opened Email: Routing based on whether specified email has been opened

Clicked Email: Routing based on whether links have been clicked in a specified email

Visited Website: Routing based on whether website pages have been visited

Submitted Form: Routing based on whether a form has been submitted

Shared List Member: Routing based on whether members are in a contact list

Compare Contact Fields: Routing based on field values in the contact record

Actions

Wait: Setting up a Wait element

Add to Program: Sending members to a selected step in an automated marketing program

Add to Campaign: Adding members to a selected campaign element in another campaign

Move to Campaign: Moving members to a selected campaign element in another campaign

See also:

Creating Campaigns

Managing and Deleting Campaigns

Elements you can use on the Campaign Canvas, along with a short description and the procedure for configuring each one are as follows:

Audience

Segment Members

Contains the contacts who will receive your email and/or be tested against your criteria.

To select and configure a Segment Members element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a segment:
   • Select an existing segment from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Segment Chooser, you can enter a search term in the search field, then click your selected segment in the window and click Choose; or;
   • Click New to create a new segment. Enter a Name and click Create. Create the new Segment by adding Segment elements, then Save it and close the window. The new segment will be selected in the segment configuration window.
4. Click outside the configuration window to close it. Click Save to save your changes.
   

   Note: Once you have placed and configured the next element, you can drag-and-drop from the bottom connector on the Segment Members element to the top connector of another element to connect the two in order in the flow of the campaign. Click Save.

Assets

Email

Lets you select the email to send to the recipients included in the segment(s) you are using.

To select and configure an Email element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose an email:
   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose; or;
   • Click New to create a new email, then click Create. Select a template and click Choose, create the new email, then click Save and close the window. The new email will be selected in the email configuration window. Click outside the window to close it and return to the Campaign Canvas.
4. Select additional configuration options:
   • Use a Signature—You can select how you want Signatures applied in this email (if the email contains a Signature section). This can be via a dynamic signature rule that changes the Signature based on a field value in the recipient's contact record (for example, different cities may correspond to different sales territories and, therefore, different sales agents). Or the same static Signature can be applied to all emails sent (on behalf of a single user or agent).
   • In the Sending Options tab, the Break send into smaller batches option allows you to break the overall email send into smaller batches over a number of hours or days. Fill in the number of hours or days, then choose the correct time unit from the Chooser.
   • Allow emails to be re-sent to past recipients—Select this checkbox if you want this email re-sent to past recipients of the same email.
     Note: In most cases, you will not want to select this option as it increases the likelihood that the recipient will report your email as spam. This should only be selected if it's an email that contains crucial or emergency information, or if a critical correction has been made to the content of the original email.
   • Scheduling tab—Here you can specify that you only wish the emails to be sent during specific hours, e.g. a time when your email servers may not be as busy as during normal working hours. The time you specify is based on the Time Zone you select as the local time zone on the server, and additionally you can specify on which days these emails can be sent. No emails can be sent on days for which you have not enabled.
5. Click outside the configuration window to close it. Click Save to save your changes.
   

   Note: Once you have placed and configured the next element, you can drag-and-drop from the bottom connector on the Email element to the top connector of another element to connect the two in order in the flow of the campaign. Click Save.

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Landing Page (reporting only)

Choose and configure the Landing Page that is associated with a click-through link in an email used in your campaign.

Note: You do not use connectors to tie the landing page element into the flow. It is associated with the click-through link in an email, so it is placed on the Campaign Canvas to make it easier to edit from the same place where you edit the rest of the campaign elements. In addition, by placing it on the Canvas, you are including it in the campaign's reporting.

To select and configure a Landing Page element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a landing page:

   • Select an existing landing page from the Chooser (you can narrow the selection by starting to type the name in the field); or;

   • Click the folder icon . In the Landing Page Chooser, you can enter a search term in the search field, then click your selected landing page in the window and click Choose; or;

   • Click New to create a new Landing Page. Enter a Name, then click Create. Select a template and click Choose, create the new Landing Page, then click Save and close the window. The new Landing Page will be selected in the Landing Page configuration window.

4. Click outside the configuration window to close it. Click Save to save your changes.

Form (reporting only)

Choose and configure the form that is associated with a click-through link in an email or a landing page used in your campaign.

Note: You do not use connectors to tie the form element into the flow. It is associated with the click-through link in an email or landing page, so it is placed on the Campaign Canvas to make it visible to the marketer and to make it easier to edit from the same place where you edit the rest of the campaign elements. In addition, by placing it on the Canvas, you are including it in the campaign's reporting. If a landing page on the canvas contains a form that is also on the canvas, a system line is drawn between them to show the relationship.

To select and configure a Form element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Do one of the following to choose a form:
   • Select an existing form from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Form Chooser, you can enter a search term in the search field, then click your selected form in the window and click Choose; or;
   • Click New to create a new form. Enter a Name, then click Create. Select a template and click Choose, create the new form, then click Save and close the window. The new form will be selected in the form configuration window.
4. Click outside the configuration window to close it. Click Save to save your changes.

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Decisions

Sent Email?

This element lets you route segment members that have been sent a specific email separately from those that haven't so that they can be processed differently.

To route members based on whether they were sent a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon folder.gif. In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Specify the Evaluation time period. You can choose hours, days, weeks or months. Enter the numerical value, and choose the appropriate time unit. Note: the value you enter must be a whole number. Once you have specified an evaluation time period, the Sent Email? element displays this symbol:   to indicate that it is a repeating evaluator:

5. Click outside the configuration window to close it. Click Save to save your changes.

   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Sent Email? element to the top connectors of the two next elements: one used to process members that have been sent the selected email, and one used to process members that have not been sent the email. Click Save.

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Opened Email?

This element lets you route segment members that have opened a specific email at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they opened a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Select the following:

   • The number of times the email was opened (select a number between 1 and 20 from the first Chooser, "Opened") and the period during which it was opened (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.

   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Opened Email? element to the top connectors of the two next elements: one used to process members that opened the selected email the selected number of times during the specified period, and one used to process members that did not. Click Save.

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Clicked Email?

This element lets you route segment members that have clicked-through on any link in a specific email at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they clicked any link in a specified email:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose an email:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;

   • Click the folder icon . In the Email Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.

4. Select the following:

   • The number of times any link in the email was clicked (select from the first Chooser, "Clicked") and the period during which it was clicked (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Clicked Email? element to the top connectors of the two next elements: one used to process members that clicked any link in at least the selected number of times within the specified period, and one used to process members that did not. Click Save.

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Visited Website?

This element lets you route segment members that have viewed any page on your website at least a selected number of times during a specified period separately from those that haven't so that they can be processed differently.

To route members based on whether they visited any website page:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Select the following:

   • The number of times any page on the website was viewed (select from the first Chooser, "Visited") and the period during which it was viewed (select from the second Chooser; 1 Week by default).
   • The time period for which you want to evaluate this criterion. The default is 1 Week.

4. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Visited Website? element to the top connectors of the two next elements: one used to process members that viewed any page on the website at least the selected number of times within the specified period, and one used to process members that did not. Click Save.

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Submitted Form?

This element lets you route segment members that have submitted a specific form any number of times during an evaluation period separately from those that haven't submitted the form at least once so that they can be processed differently.

To route members based on whether they submitted a form:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose a form:

   • Select an existing email from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Form Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.
4. Select the time period for which you want to evaluate this criterion. The default is 1 Week.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Submitted Form? element to the top connectors of the two next elements: one used to process members that submitted the selected form within the specified period, and one used to process members that did not. Click Save.

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Shared List Member?

This element lets you route segment members based on whether or not they are in a selected contact list within a specified period.

To route members based on whether they are in a contact list:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.

3. Do one of the following to choose a form:

   • Select an existing contact list from the Chooser (you can narrow the selection by starting to type the name in the field); or;
   • Click the folder icon . In the Chooser, you can enter a search term in the search field, then click your selected email in the window and click Choose.
4. Select the time period for which you want to evaluate this criterion.You can indicate the number of minutes, hours, days or weeks.

5. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Contact List element to the top connectors of the two next elements: one used to process members that were in the selected contact list within the specified period, and one used to process members that were not. Click Save.

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Compare Contact Fields

This element lets you route segment members based on the value in a specified field in the member's contact record.

To route members based on a field value in the contact record:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser, select the field which contains the value you want to evaluate. You can narrow the selection by starting to type the name in the field.

4. In the second Chooser, choose the operator. Note that the operators in this Chooser vary depending on the field type (date, numeric, or text) of the specific field you selected. For each field type, the operators that appear are as follows:

   • Date—Greater than; less than; greater than or equal to; less than or equal to.
   • Numeric—Equals, doesn't equal, greater than, less than, greater than or equal to, less than or equal to, between, blank.
   • Text (alphanumeric)—Equal To, Not Equal To.
5. In the field that appears (or fields that appear), enter the value(s) to which you want to compare the field value.
   For example, in the following screenshot, you would be looking for contacts whose province is Ontario, for a period of 14 days (two weeks). The   indicates that this is a repeating process (re-evaluating).

6. In the last field, indicate the evaluation time period for this process, in hours, days, weeks, or months.

7. Click outside the configuration window to close it. Click Save to save your changes.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connectors on the Compare Contact element to the top connectors of the two next elements: one used to process members that met the criterion, and one used to process members that did not. Click Save.

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Actions

Wait

Using the Wait campaign element allows you to insert a selected amount of waiting time into a campaign before executing the next element, or to wait until a specific date (and even set the time zone) before the next element is executed.

To set up a Wait element:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. Select one of the following options to determine how long the wait interval should be:
   • For a set amount of time—Click the radio button, then choose a wait interval (hours, days, weeks, months) using the Chooser; or;
   • Until a specific date—Click the radio button, then click the calendar button and choose the date until which this step will wait. Fill in the hour and minutes and be sure to indicate AM or PM. Make sure that you choose the Time zone that the date and time refer to (this allows you to set the wait interval correctly for any locale in the world). Note that when you choose the Time zone, the relationship to Greenwich Mean Time (for example, "GMT +5:00") is shown both in the configuration window and in the Wait Until campaign element.
4. Click outside the configuration window to close it. Click Save to save your changes to the Campaign.
   Note: Once you have placed and configured the next elements, you can drag-and-drop from the bottom connector on the Wait Until element to the top connector of the next element. Click Save.

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Add to Program

This element lets you add segment members routed to this element to a selected step in an automated marketing program for further routing and processing.

To send members to a selected step in an automated marketing program:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser ("Choose a program"), select an existing automated marketing program. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser ("Then choose a program step"), select the specific step in the automated marketing program to which you want to send the campaign members. This will not always be the first step in the program as in some situations you may want to bypass processing that applies to other members in the program.
   Note: It's the name of the program step that is shown in the Add to Program campaign element.

5. Click outside the configuration window to close it. Click Save to save your changes.

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Add to Shared List

This element lets you add Segment members in the current campaign to a Shared Contact List.  Adding members to a Shared List is a dynamic process, meaning as the campaign progresses, as the contacts progress through the steps, they will be added to the Shared List you have specified.

To add members to a Shared List:

1. Double-click the Add to Shared List element in the left-hand pane or drag it onto the canvas.
2. Double-click the element on the Canvas or right-click on it and select Configure to open the configuration window.
3. You can keep the name as is (Add to Shared List) or rename it to something that better describes this step in your campaign, for example, Add to New Members List.
4. If you wish to use an existing Shared List, click the folder icon to open the Chooser, and locate the Shared List that you wish to use.  Highlight it and click Choose in the lower-right corner.  To create a new Shared List, click New and configure the list as desired.
5. Click outside the configuration window to close it.  Click Save to save your changes.

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Add to Campaign

This element lets you add segment members from the current campaign to a selected campaign element in a different campaign for further routing and processing. Note that in this case, the members are not removed from the current campaign.

To add members to a selected campaign element in another campaign:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser (Choose a campaign), select another campaign. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser, select the specific element in the other campaign to which you want to send the campaign members. This will not always be the first element in the campaign as in some situations you may want to bypass processing that applies to members that were already in the other campaign.
   Note: It's the name of the other campaign that is shown in the Add to Campaign element.
5. Click outside the configuration window to close it. Click Save to save your changes.

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Move to Campaign

This element lets you move segment members from the current campaign to a selected campaign element in a different campaign for further routing and processing. Note that in this case, the members are removed from the current campaign.

To move members to a selected campaign element in another campaign:

1. Double-click the element in the left-hand pane or drag it onto the Canvas.
2. Double-click the element on the Canvas or right-click it and select Configure to open the configuration window.
3. In the first Chooser ("Choose a campaign"), select another campaign. You can narrow the selection by starting to type the name in the field.
4. In the second Chooser ("Then choose a campaign element"), select the specific element in the other campaign to which you want to send the campaign members. This will not always be the first element in the campaign as in some situations you may want to bypass processing that applies to members that were already in the other campaign.
   Note: It's the name of the other campaign that is shown in the Add to Campaign element.
5. Click outside the configuration window to close it. Click Save to save your changes.

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