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Building an Auto-Campaign

KORE Team
  • Updated

Create Auto-Campaign

Auto-Campaign enables you to commit the same Communication List at a regular interval automatically (such as daily, weekly, monthly etc.). This can be set up to go to an entire list or just new records that meet your filter criteria. Auto-Campaign is available for email (Maileon and Dotdigital), mail and Facebook campaigns only. 

    1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Campaigns.Auto Campaign - SRM Campaign Menu.png
    2. On the Campaigns page, you'll see a list of all current Campaigns. Click Add Auto-Campaign in the top right-hand corner.Auto Campaign - Add Auto Campaign.png
    3. On the Add Auto-Campaign page under Campaign Options, firstly, enter a Name for your campaign. Next, select a Target from the Campaign Targets list based on what you would like to measure.

      For example, if you are running a general ticket campaign for an upcoming fixture, the Name might be Clubname v Club A [Date of fixture] General Tickets and your Campaign Target would be that specific match which can be found under Ticketing General. 

      For some products we cannot measure the Campaign Response depending on the settings or integration(s) present. An error message will be displayed in red if you select a Campaign Target that we cannot measure the response for. 

      Auto Campaign - Auto Campaign - Campaign Options.pngAuto Campaign - Auto Campaign - Campaign Target Error Message.png

    4. The Target, Role Definition and Product Area ID will all automatically update once you have selected your Campaign Target.Auto Campaign - Auto Campaign - Target, Role Def, Product Area ID.png
    5. The Product is important for your Campaign reporting and to organise your Campaigns in to specific categories. Select your Product using the dropdown list. If you need to create a new Product, click New.Auto Campaign - Auto Campaign - Product.png
    6. Add a Start Date, which is usually the date that the first communication will be sent. Add an End Date, which is a date in the future after the entire campaign has been executed, or the day after the fixture has been played if your campaign is based on a specific fixture.

      When setting up your Campaign, ensure that the end date corresponds to the date that the schedule ends.

      Auto Campaign - Auto Campaign - Dates.png

    7. Attach a Filter from the dropdown list, or click on New Filter to open a new tab and create a filter from scratch. If you are selecting an existing filter, you will also see the option to click on View Filter once you have selected the filter from the list.

      Find out more about using the Filter Builder here.

      Auto Campaign - Auto Campaign - Attach Filter.png
    8. Select a channel for your Campaign; Email, Mail or Facebook.

      If selecting Mail, you'll be prompted to select which columns to include in the Commit. The Column Selection options include: Address1, Address2, Address3, Address4, Address5, Age, Country, Dayphone, DistanceFromClub, DOB, Email, EvePhone, Forename, Gender, Initials, MemberNumber, Mobile, Organisation, Postcode, Surname and Title. Ensure that any columns you would like to include in your Committed Communication List are ticked.

      Auto Campaign - Auto Campaign - Channel.pngAuto Campaign - Auto Campaign - Mail Column Selection.png
    9. Next, confirm the Schedule Options. This includes a Commit Frequency (daily, weekly etc.), Commit Day and Commit Time-of-the-Day (UK). 

      The number of days between the start and end date also determine the possible frequency:

      Number of days between the start and end date <= 14, then the daily option is available.

      Number of days between the start and end date >= 14, then the weekly option available.

      Number of days between the start and end date >= 60, then the monthly option is available.

      Auto Campaign - Auto Campaign - Schedule Options.png
    10. Finally, set the Commit Options. You will see the option to Include Seed List and Include Test List. Tick the relevant box/s.

      Find out more about Seed and Test Lists here.

      Auto Campaign - Auto Campaign - Seed Test List.png
    11. Select a Commit Option based on whether you want to commit the full list each time or just new records that meet the filter criteria. Auto Campaign - Auto Campaign - Commit Option.png
    12. Select how you would like to Group Results using the dropdown list. This determines whether the communication is sent to an individual record, or sent once per email, mobile or address for those contacts that share the same email, mobile or address details with another contact.

      It is recommended to Group Results by Individual if your email contains personalisation, and Group Results by Email if not. For organisations currently using DotDigital as their Email Service Platform you should always Group Results by Email.

      Auto Campaign - Auto Campaign - Group By.png
    13. Select whether you would like to add any List Exclusions. This gives you the option to remove a record if they have appeared in a previously committed list based on email, mobile, address or GroupID.

      List Exclusions are important if you are sending multiple communications under the same Campaign and want to make sure that each record only gets one communication. For a Campaign with multiple Communication Lists, select GroupID (for personalised communications) or Email (for non-personalised communications) and tick any previously committed lists from the Campaign as they appear. If this is the first list that you are committing for this Campaign, select None.

      Auto Campaign - Auto Campaign - Exclude By.png
    14. Click Add Auto-Campaign.Auto Campaign - Add Auto Campaign.png
    15. The Auto-Campaign has now been set-up and you'll be redirected to the Communication List page. For each commit, a new Communication List will be created automatically. The Campaign Type will show as Auto as oppose to Regular for a Regular Campaign. Once committed, a Last Commit Date will also be displayed.Auto Campaign - Auto Campaign - Communication List page.png

 

View/edit/archive an existing Auto-Campaign

It is possible to cancel your Auto-Campaign if required.

  1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Campaigns.SRM Campaign - Campaign Menu.png
  2. On the Campaigns page, you'll see a list of all Campaigns. Navigate to the Campaign that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Campaigns fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow.SRM Campaign - Campaign List Filter.pngSRM Campaign - Campaign List Filter X.png
  3. Once you have located your Campaign, click on the Update Campaign icon.Auto Campaign - SRM Campaign Update Campaign.png
  4. The Update Campaign page will now appear. If you wish to archive the Campaign, click Archive Campaign in the top right-hand corner.Auto Campaign - SRM Campaign Archive Campaign.png
  5. Amend any criteria that you want to update, then click Update Campaign.Auto Campaign - SRM Campaign Update Campaign Button.png
  6. Your Auto-Campaign has now been updated.

 

View/edit a Communication List within an existing Auto-Campaign

It is possible to amend the name, filter or commit time for a specific occurrence of your Auto-Campaign.

  1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Campaigns.SRM Campaign - Campaign Menu.png
  2. On the Campaigns page, you'll see a list of all Campaigns. Navigate to the Campaign that you want to view using the filter icon or search bar in the top right-hand corner. As criteria is added, the list of Campaigns fitting the criteria will update in the background. To navigate out of the filter, click on the X in the top right-hand corner. You can also refresh the list using the circular arrow.SRM Campaign - Campaign List Filter.pngSRM Campaign - Campaign List Filter X.png
  3. Once you have located your Campaign, click on the Communication List icon.Auto Campaign - SRM Campaign Locate Campaign.png
  4. The Communication List page will now appear where you can see each individual Communication List within the Auto-Campaign. Click on the Update Communication List icon on the Communication List that you would like to update. Auto Campaign - SRM Campaign Update Communication List.png
  5. Amend any criteria that you want to update, then click Update List.Auto Campaign - SRM Campaign Update List Button.png
  6. Your Communication List has now been updated.

 

Checking Commit Status of an Auto-Campaign Communication List

Each individual list from your Auto-Campaign will commit automatically at the specified time. You can check it has committed successfully.

  1. After logging in to APPS, navigate to the SRM Campaign module from the dashboard on the left-hand side and select Commit Status.Auto Campaign - SRM Campaign Commit Status.png
  2. The Commit Status page will now appear where you can see each individual Communication List that has been committed. Status will determine whether the Commit has been completed with Processed Count showing the number of contacts that were successfully processed.

    If the Commit Status shows anything other than Completed Successfully, please raise a case on the Service Desk. 

    Auto Campaign - SRM Campaign Commit Status Completed Successfully.png
  3. If you have chosen to Commit to Mail, select the committed Communication List and confirm that it has been Completed Successfully. A menu will then appear on the right-hand side displaying all details about the commit. Click Download List to retrieve the committed Communication List. Auto Campaign - Auto Campaign - Download Mail List.png
  4. Your download will now begin. Once complete, your file will be available to view. 

 

Contact your Customer Success Manager to discuss any specific classification requirements you may have, or if you require any assistance outside of what is outlined in the Help Center.