Campaigns is a Messages Pro feature that lets you send a series of email, push and in-app auto messages to people, based on their individual behavior. Each message in the campaign drives people toward a common goal. For example, you could create a campaign to convert your free users to Pro plan users, or to encourage inactive users to log into your product again.

Anyone can create a targeted rich message campaign in minutes. There’s no headache inducing decision trees, and no complex configurations. Rather than trying to guess the pathways people might take in your product, Smart Campaigns will adapt the order of messages to match user behavior. Here's how to set one up:

Create your first campaign

Step 1: Start a new campaign 

Visit your auto messages and select the ‘New Campaign’ button on the right. 

Then give your campaign a name.

Step 2: Set your campaign goal 

Your goal is the action you’d like your customers to take after receiving one or more messages from your campaign. For example, if you’d like your free users to sign up to your paid plan you could set your campaign goal as ‘Plan is Pro.’ 

Every user who signs up to your Pro plan after entering the campaign will contribute to that goal count. 

Note: Now you can set ‘Replied to any message’ as your campaign goal. Then once a user has replied to any message in that campaign, they’ll be automatically exited from the campaign and won’t receive any more messages.

Set a goal for each message too 

To ensure your customers hit smaller targets throughout your campaign, you should set a goal for each individual message too. For example, you might want to see how many (and which) customers sync their social media accounts after getting that message. 

Step 3: Select your audience 

Next, choose what kind of customers you’d like to automatically enter the campaign. If you want to convert free users to paid users, for example, your rules here would be something like ‘paid is false’ and ‘Signed up more than 30 days ago.’ 

Step 4: Define when customers automatically exit the campaign

If a customer no longer meets the entry rules you specified above, they will still remain in your campaign. 

A customer exits your campaign in three ways: if they’ve hit the goal, received all of the messages in your campaign, or if they meet an exit criteria defined by you. For example, if a customer cancels their account during your campaign, it doesn’t make sense to keep sending them messages. In this case you’d set the exit criteria as ‘Cancelled plan is true’. 

Step 5: Create your messages 

Now that you’ve got the right people in your campaign, you’ll want to ensure you send them the right messages based on who they are and what they do. Simply write your content and target your audience for each message, just like you would with individual auto messages

With campaigns, you can also: 

Follow up with users who do (and don’t) engage with your campaign 

You’ll have a selection of powerful message engagement rules to choose from. These allow you to follow up with users based on how they interact with your messages. 

For example, you could send active users who clicked a link in your conversion message a discount as an incentive to sign up for your paid plan. Your rules here would be something like, ‘Clicked a link in your conversion message is true’ and ‘Web sessions during campaign is greater than 5.’

Tip: You can combine and/or rules in your filters for a more targeted audience.

Or if you want to prevent a group of users who have received one message from getting another message, you can add the ‘Received message x is false’ rule. For example, you won’t want your Power users to get the same conversion message as your inactive users. 

Pro tip: Here’s how to make the most of your message engagement rules. 

Space out and prioritize your messages

With campaigns, we send the right message at the right time, based on the rules for each message. But you can decide how long to leave in between messages too so you don’t overwhelm your users. 

If a user matches the rules of more than one message in a campaign, we’ll send the highest priority message first. To choose which message we send first, just drag and drop it to the top. 

Then we’ll wait a day or however many days you’ve specified before checking to see which messages, if any, your user matches. 

Note: If you've set a different schedule window for different messages in your campaign, it may change the priority of these messages.

Move individual auto messages to a campaign 

It’s easy to move any of your individual auto messages to a campaign. Just select the message, click the 'Move to' button at the top and choose your campaign.  

Note: If you move a live message into a paused or drafted campaign, the message will become paused. If the campaign is live, the message will remain live. 

What’s next? 

Now that you know how to set-up your first campaign, here are some best practice tips to help you create more targeted and relevant messages.


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