Once you have created an email template and a /wiki/spaces/DOCEN/pages/41626368, you'll be able to create a campaign (Organization context, Audience Management module, Campaign menu). As you can see below, here you'll also find any previous campaigns created within your institution:
As you can see above, you'll be able to filter them by type and state. The campaigns that will be displayed by default have a "Not archived" state and include all types. It could happen that you might want to duplicate a past campaign and wont find it: remember to change the state filter and search among the "Archived" ones.
To create a new campaign, click on the "New" button, and the following pop-up screen will be displayed:
As you can see on the left, there are several channels that can be selected for the creation of a new campaign ("Which channel are you going to communicate on*"). However:
- SAM can only manage directly emails, advantages and web links:
- Emails: This will be the most usual option to choose. Through this option, you will be able to link the campaign to an email template, one or multiple targets, and an advantage at the same time. We'll explore this option below in this page.
- Advantages: Selecting this option, you will be able to distribute an advantage to one or more targets without sending an email or any kind of notification. Therefore, there are no GDPR restrictions whatsoever.
- Web link: This last one is a shortcut that integrates the functionalities of the URL builder directly: Instead of going to the URL builder and having to set up the automatically generated campaign afterwards, you can do it altogether by selecting the "Web link" channel.
- SMS: This option needs to be discussed with the project manager if you'd be interested in using it. The possibility of enabling it depends mainly on the country and the phone services providers.
- Letters and phone calls: You will be able to link these kind of campaigns to a target. However, you will have to manage making the phone calls and sending the letters outside of Secutix. Therefore, you will not be able to get an analysis of your campaign through Secutix, you'll have to manage it aside, externally.
As well as the channel, you will have to choose the type of campaign that you'll like to create (What type of campaign do you want to create?*). Most of them are just informative and work in exactly the same way, but there are a couple of important exceptions 
:
- The "Information directly related to a contact's purchase or reservation" will bypass GDPR restrictions: Even if a contact has chosen not to receive any kind of marketing "communications from your institution" (see contact file), when they make a purchase or reservation they do agree to receive a communication directly linked to those. For example: This kind of campaign should be use to communicate to your clients that an event they purchased a ticket for, or made a reservation, has been postponed or cancelled.
- If you want to distribute single usage codes, you must choose the "Invitation" campaign type: It is fundamental that the email template that will be linked to this campaign type has an "invitation/advantage code" merge tag (see picture on the left). In addition, when linking the message template to the campaign, you need to set how many codes per user you want to sent. Even if it doesn't appear as mandatory*, it is!
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Once you click on "Next", after choosing the campaign type and selecting the "email" channel, the following pop-up screen will be displayed:
Within the campaign info tab, you will be able to set the campaign parameters:
- Internal name* and Code*: Remember that the campaigns are visible by all the organisms within your institution, so we recommend to choose a name that will help you identify and find it fast when ordering the list of campaigns by name. For example, you could always start it with the acronym of your organism.
- Channel: Already selected on the previous step, cannot be changed.
- Description: We recommend writing a clear and detailed description of the campaign.
- Season, type and state: As you are already working within a season, and the type was selected on the previous step, they cannot be changed. The state will evolve as the campaign is launched. We'll see the life cycle of campaigns later on.
- Budget and expected result: G
Giving information on budget and expected result information enables you to have a ROI calculated in addition to the notion of income generated by the campaign.
In the SAM, the ROI is equivalent to the Generated income minus the Budget
- Point of sale*: In order to be able to track any URLs and advantages in your campaigns, and in the case of unsubscriptions, we need to link campaigns to a point of sales.
- In the target tab, select the target of your campaign.
- It is possible to have many targets per campaign; the SAM will automatically carry out a deduplication of targets in order to avoid sending the same communication to a contact found in two targets.
- By clicking the "Calculate" button, you can view the number of real communications that will be sent within your campaign.
- In the Message tab, select the email template you wish to use for your campaign. You can also check the final result in this screen.
- Save and close your campaign.
- Your campaign is now in the list in an open state. You just have to click on "Activate/Run" or Play send? to launch your campaign.
- A campaign can be activated using the 3 following methods:
- Immediate launching: immediately launch the campaign.
- Programmed launching: launch the campaign at the date/time you choose.
- Recurrent sending: automatic sending of emails to your dynamic target depending on the frequency of your choice. (More information on recurring campaigns
INMEDIATE LAUNCHING
- Here, choose "Immediate launching".
11. Here, choose "Define a recurrence" and specify the frequency of your choice, for instance, "every week"
- By checking the box, a contact can only receive an email of this campaign once, the system will automatically send an email not more than once per contact, even if the contact is found several times in the associated dynamic list.
- In a few hours/ days you will be able to view the "Campaign analysis" report by clicking on the "Campaign Analysis" button. This report enables you to have a report of your campaign with some important metrics (opening rate, click rate, conversion rate, income,..)
- Some of these metrics are also available on the campaign list screen. This screen constitutes a real control and piloting panel for your marketing program.
The life cycle of a SAM campaign
Old page - English: How to create a campaign
Old page - English: How to create a recurrent campaign?
Old page - English: Campaign types
Old page - French: Comment créer une campagne ?
Old page - French: Comment créer une campagne récurente ?
Old page - Spanish: ¿Cómo crear una campaña?
Old page - Spanish: ¿Cómo crear una campaña periódica?