Campaign Configuration Overview
The Experiture campaign screen consists of several essential parts to help users configure, manage, and analyze their campaigns. The interface is designed around a customer journey designer that enables businesses to guide their customers through various stages of engagement.
This interface gives users a flexible, visual way to create multi-channel marketing campaigns, manage them efficiently, and analyze the results for future optimization. The availability of personalized channels like print, email, and SMS, combined with external integrations, ensures a robust solution for omnichannel engagement.
Key Interface Components
Customer Journey "Designer" (Central Canvas):
This is the primary area where you design the flow of your campaign. It is a visual representation of how your audience interacts with the campaign elements (emails, landing pages, SMS, etc.). You can add, move, and connect these elements to create a multi-step journey for your customers.
Key actions:
Add triggers, actions (such as sending emails or SMS), and conditional paths based on customer behavior.
You can visualize the entire journey to ensure that all elements are connected properly.
Channels (Left Sidebar):
The left sidebar contains all the available channels you can use to engage with your customers. These channels are the different mediums through which you can communicate.
Channel options:
Email: Create and send standard email campaigns.
Transactional Email: Use for sending triggered messages based on customer behavior.
Print: Send print-based direct mail as part of your campaign.
SMS: Configure and send text messages to your target audience.
Push Notifications: Set up and trigger mobile app push notifications (if supported).
Other Channels: Integrate additional third-party channels (e.g., LiveRamp) or custom channels as required.
Destinations:
Landing Pages: Design and use personalized landing pages as part of your campaign flow.
External URL: Send users to an external website or a specific landing page not hosted by Experiture.
Alerts: Set up email or other types of notifications to confirm actions taken by the customer or to notify internal stakeholders.
Other Destinations (CRM Integration and Custom Integrations):
You can integrate your CRM or other third-party platforms to ensure the campaign aligns with existing customer data workflows.
Custom Destinations: Set up custom destination points to push data or notify users outside of the Experiture platform.
Campaign Options (Upper Left):
Campaign options are located next to the campaign name, above the canvas. These options allow you to configure and manage your campaign components more efficiently.
Key actions:
Journey Builder View: Allows you to design or edit your customer journey by adding triggers, actions, and paths based on audience behavior.
Campaign Services View: Shows you the different services available for the campaign (e.g., landing pages, PURLs, inbound SMS, etc.).
Copy Campaign: Duplicate an existing campaign template, allowing you to reuse a successful campaign framework.
View Variables: View or edit any campaign variables used for personalization within your campaign.
Manage Campaign Section:
The campaign management options provide you with an overview of targets, schedules, and services involved in your campaign.
Manage Targets: You can add and configure audience segments to ensure your campaign reaches the right customers.
Schedule Campaign: You can set up and modify the timing of your campaign launch or schedule recurring messages.
How to Use the Campaign Screen
Configuring Channels:
Drag and drop the different channels (Email, SMS, etc.) into the customer journey designer to define how and when customers will interact with each channel. For example, you can schedule an email to be sent after a specific user action or a delay.
Setting Up Destinations:
Use the destination options to direct users to landing pages, trigger email alerts, or notify internal teams. Drag the destination block into the customer journey and link it to your trigger or action.
Using the Campaign Options:
Use the Journey Builder to map out all interactions visually. You can also toggle to the Campaign Components view to see each of the services being used.
If you want to duplicate an existing campaign, use the Copy Campaign option. Ensure that you adjust the campaign variables appropriately before launching it.
Managing and Monitoring:
Use the Manage Campaign view to keep track of your audience targets, view or edit schedules, and monitor the configuration of services like landing pages, PURLs, and inbound SMS.
Each service has a status that indicates whether it has been configured or is incomplete, helping you track progress.
Optimizing Campaigns with Reports & A/B Testing:
After launching, you can review Reports and run A/B Split Tests to compare different variations of your messages and optimize for better engagement.
Additional Customization Features:
The Custom option allows users to integrate external systems or personalized elements unique to their marketing needs. You can connect the platform to tools like Salesforce or custom CRMs.
Alerts and Other Destinations: Notify stakeholders or integrate tools like LiveRamp to broaden your campaign reach.