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Create a campaign

Campaigns are automated workflows that send people messages and perform other actions when people meet certain criteria. This page takes you step-by-step through creating a campaign from scratch.

Here’s a brief video showing the main components of our campaign builder.

Before you begin

Before you begin, determine the purpose of your campaign. This will help you define the trigger and goal of your campaign. Are you trying to reach people who have just signed up? Are you interested in notifying people about changes to accounts they manage? Or maybe you want to promote a new feature in your product?

Check out our recipes to see if we’ve covered your use case!

Create a campaign

To create a campaign from scratch:

1. Go to Campaigns on the left-hand menu. Then click Create Campaign.

   

   
2. Click “Untitled” in the top left to change the name so your team members can easily find the campaign on the landing page.

   

   
3. (Optional) Add a description so your team members can tell what the purpose of the campaign is.
4. (Optional) Add one or more tags to help you organize and filter your campaigns on the landing page.
5. Click Choose trigger on the canvas. Select one of eight trigger types to determine who should enter your campaign and when.

   

   In this image, the trigger is Segment change, our most popular trigger type. Click Refine trigger if you want to filter your audience further (filter conditions) or change how often your audience enters the campaign (frequency).

   

   

    After you save your trigger, you can’t change the type

   You’ll be able to change the conditions, but not the trigger type; you’ll have to start a new campaign if you need to switch types (like from segment change to event).

6. Click the top-left block then Set goal. You can choose “No goal” if you don’t want to set one up. This image shows the goal is achieved when a person performs the eventSomething that a person in your workspace did. Events can trigger campaigns, add people to segments, etc. You can access event properties in liquid with {{event.<property>}} profile_setup_complete within 1 week of being sent any delivery from this campaign.

   

   
7. Modify your Message settings. Click Manage under Messages to change what subscription center topic people must be subscribed to to receive messages. If you don’t have the subscription center enabled, we’ll send to people who are globally subscribed. Set a message limit if you want people to only receive a certain number of messages from you over a period of time.

   

   
8. Click Manage under Exit. You can change when people exit early or prevent them from exiting early here.

   

   
9. Click Build at the bottom of the workflow. Click and drag a message, data, delay, or flow control block from the panel onto your canvas. After you add your first block, you can drop subsequent blocks over any plus sign.

   

   

    Shortcuts & useful features

   At the bottom, hover over the lightbulb icon to learn keyboard shortcuts, export a picture of your workflow to share with team members, zoom in and out, or add sticky notes to inform team members of important details.

10. Decide your message sending behavior. By default, all messages are set to “Queue draft.” If you want messages to send automatically, click into each message and adjust the dropdown:

    

    
11. After you’re finished building your workflow, click Start Campaign in the top right to review and activate your campaign. If you haven’t fully set up your campaign, click Review items and complete setup.
12. Depending on the type of campaign you’re making, you may need to specify whether you send to all people who meet your conditions or just people added to your workspace after you start the campaign.

    

    
13. Click Start Campaign.

Congrats! You created a campaign from scratch! You’ll land on your campaign’s overview page where you’ll see a breakdown of metrics, drafted messages, sent messages, and all of your customers’ journeys through the campaign.