The Omnichannel Campaign Manager Overview provides detailed instructions (and a helpful video!) on how to make a campaign series from scratch. However, if you already have manually configured campaigns that work together in a series-like setup, you may want some additional guidance on how to convert your existing campaigns into a series.

How do I know if I need to convert my existing campaigns into a campaign series?

If you are currently using a combination of campaign constraints or segment filters to force one campaign to go out a certain amount of time after another, those campaigns are likely convertible into a campaign series.

For example:

  • Say you have two Cart Abandonment campaigns - the first is Cart Abandonment A; the second is Cart Abandonment B, and it uses campaign constraints of "have matched campaign Cart Abandonment A in the last 24 hours" and "have not matched campaign Cart Abandonment A in the last 23 hours". You used complex campaign constraint logic simply to say "send B 24 hours after A". This is now much easier to set up, and we'll show you how (below)!
  • Alternatively, you may have been doing something similar to the above using the Filters tab of the Segment Builder. This would look something like "Count > 0 for Campaign A Email Send on or after 24 hours before now" and "Count = 0 for Campaign A Email Send on or after 23 hours before now". Complicated, we know! Again, let's make this easier on you!

How do I convert my existing campaigns into a campaign series?

To keep our terminology straight, let's say this is your current setup:

  • Campaign A and Campaign B are separate campaigns
  • Campaign B is set up to go out 24 hours after Campaign A, using campaign constraints similar to the example above

Since we're going to have a different campaign configuration, it's a good idea to start fresh; so, go ahead and create a new campaign:

  • Campaign Z will be our new campaign series

Target

Segment-Based Campaigns: If Campaign A has a target using "Customers that match a segment", you may be able to use that same segment for your new campaign. However, if you are using campaign constraint type logic in the Filters tab of your segment (the second example in the "How do I know..." section above), you'll want to clone the segment, remove those filters, and save a new version of your segment. Either way, set up Campaign Z using the same "Customers that match a segment", and apply the segment that you want to use.

If you're using a segment-based campaign, you'll be able to set your start date and time by clicking "Set start time and schedule" just above Touchpoint 1.

Event-Triggered Campaigns: If Campaign A has a target using "Customers that match an event", take note of the expression you used in that event dropdown. In Campaign Z, again use "Customers that match an event", and use that same expression.

Touchpoint 1

Go back into Campaign A, and save down a clone of your template using "Save as Template" in the ellipsis menu of the message tab.

A copy of that template will now exist in the Templates section. Feel free to go find it - it will be at the top of the list.

Now, go into Campaign Z, click into Touchpoint 1, and load your template!

Touchpoint 2

Follow the same template-cloning procedure for your template in Campaign B, so that you also have a version of this template saved down to the Templates section.

Back in Campaign Z, below Touchpoint 1, click "Add a touchpoint".

This will make a second touchpoint appear, ready for configuration!

Go into Touchpoint 2, and load the template you cloned from Campaign B.

Wait Time

This next part is what we made much easier! Previously, you were likely using those complex campaign constraints to make Campaign B send 24 hours after campaign A. This time around, simply set that up using the "Set wait time" configuration that you see between Touchpoint 1 and Touchpoint 2!

For most configurations, this is probably all you need to do to setup your new campaign series!

Is there anything else I need to watch out for?

This is an advanced use case, but: if you use liquid within your templates that reference behaviors within your segment, you'll need to change that content to reference the behaviors themselves. This affects you if you use liquid that starts with {{ step1... }}, e.g., {{ step1.product.name }}.

You'll need to change that liquid to reference the behaviors directly. What exactly you change will depend on your exact template setup. For example, if you are using a dynamic grid, you can change the source of the dynamic grid to your behavior, and then reference the data from that behavior (read more about using behaviors in templates here).

How should I transition to my new campaign setup?

Keep in mind that while you're transitioning from your old campaign setup to your new campaign setup, you may have recipients that are in the middle of receiving your old campaigns! Depending on your content, you likely want to make sure you don't send them extra emails. You can use campaign constraints for that:

At this point, you should be about ready to go! But before you hit Go Live, you want to make sure you time the transition with your already-active campaigns.

Once you're ready for the switch, go back to Campaign A and Campaign B, and hit the Pause button in the top right corner.

Now, you can safely go back to Campaign Z, and hit Go Live - that's it!

What else do I need to know about Omnichannel Campaign Manager?

There's a lot more detail you can dig into in the Omnichannel Campaign Manager Overview and Omnichannel Campaign Manager Metrics docs. For example, you may be interested in:

  • Exit criteria, to kick a user out of a campaign series after they performed some desired action (like purchasing something after receiving the first cart abandonment touchpoint)
  • Wait time configuration, if you want more options regarding when exactly to send the later touchpoints (e.g., if you want to send them at a specific time of day)
  • Disabled touchpoints, if your campaign is already active, but you want to work on your template for a later touchpoint (and you want to be able to save your work!)
  • In-between metrics, to see which recipients either exited the campaign series between touchpoints, or are simply waiting for the specified time to elapse before they receive the next touchpoint

What if I still have questions?

Although there's a lot of information above, our sincere hope is that we made the process of creating campaign series much easier for you! That being said, if you need more guidance, feel free to reach out to your customer success rep or support@zaius.com.

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