Program messaging channel: Email campaign

Overview

Having defined the start criteria, you'll probably want to next add a campaign to be sent to your contacts.

Simply drag and drop a Campaign node from the 'Program nodes' panel onto the canvas. You're now ready to move on to selecting a campaign to be sent from this node.

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Selecting a campaign for a campaign node

Click on the Campaign node to select your campaign. A panel of options will slide in from the right side of the screen.

At the top of this panel, either click Select campaign to select an existing campaign or click + Create campaign to set up a new one.

send_campaign_node_config.png

Clicking Select campaign will present you with a list of your triggered campaigns by default.

However, you can click on Standard to switch to a list of your non-triggered campaigns. Selecting one will create a triggered copy of it to use in the node, and you'll be told which triggered folder the copy has been placed in.

send_campaign_node_config.png

If there are no campaigns, you'll need to create at least one triggered campaign.

Clicking + Create campaign is a quick way to add a new triggered campaign, and will ensure it's listed when you next click Select campaign.

After creating a triggered campaign in this way, you'll need to locate it under Automation > Triggered campaign content when you're ready to create its content in EasyEditor (a program can't be activated until these campaigns have been subsequently edited and given content).

Campaigns listed under Select campaign can be sorted by their name or modified date.

Click on the eye icon to preview your campaigns from here.

You can also search your campaigns by name.

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When happy with your selection, click Apply to make your changes to the node.

Changing a campaign's content in an active program

To change a campaign's content in an active program, you don't need to deactivate the program. Simply go to Automation > Triggered campaign content, click on the campaign in question to edit it, and then save it.

From then on, the program will send the updated version of the campaign. 

Changing over to a different campaign in an active program

To edit a campaign node so that it sends a different campaign in an active program, you do need to deactivate the program - otherwise you simply can't make the change. Click on Deactivate this program in the program builder, click on the campaign node to make your campaign change, and then click on Activate to reactivate the program. 

From then on, the program will send the campaign that has been switched over to. 

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