1. Click the Campaigns page.
2. Scroll to the campaign you want to view (Use the search box to fetch the campaign easily.
3. Click the View button.
You can download the complete details of each campaign type: Outbound, Referral or Bounceback.
To download, do the following:
1. Sign on to the Capillary Cloud Admin.
2. Click the Campaigns tab
3. Choose the type of campaign you want to download - Outbound, Bounceback or Referral.
4. Click the Download Campaign Tracker button.
The following fields appear in the CSV file: Campaign Name, Audience Group Name, Filter Type, Explanation ( exact criterion applied for filter ), Campaign created by,Campaign Approved by, Campaign Type, Campaign Start date, Campaign End date, InTouch Campaign ID, Coupon Series ID, Message Text, Message sent time stamp, Total Audience, Credit used for entire campaign
You can choose audience list in three ways:
• Sticky List – This list can be reused across different campaigns; this is an organization specific list.
• Upload List – Upload a file with the list. This can be used when pre-defined customer lists are available.
• Filter – Create a list based on rules.
Sticky list can be used to create a customer list that can be accessed across an organization for various campaigns.
To create audience list that can be accessed across the organization
1. Open the Campaign page and click STICKY LIST under Resources.
You can create a customer list with existing data using Filters. For more information about using filters, click here.
After a coupon series is created, you can upload coupons using Upload Coupons.
- Make sure that while configuring the coupon series, the Generate Automatic Coupon Code option is set to NO.
-
Upload CSV file with the fields Voucher, PIN, and Mobile Number.
To create message template for the SMS:
-
Select the campaign and click the Messages tab. Then click SMS.
The following screen appears.
-
Type your message in the area as shown in callout 1.
-
Add the required custom tags from the Custom Tags option as shown in callout 2.
-
Select the customer list to whom you want to deliver the message from the Campaign Groups list (shown in Callout 3). The Campaign Groups list contains the set of lists you earlier created in the Customer list tab.
-
Schedule the message using the options shown in Callout 4. You can choose to send the message at a later date or on a daily basis.
-
Set Send to NDNC customers as NO.
-
Click Review & Send to review the message.
To send a test SMS, do the following:
-
In the new message window, click Review & Send.
The following screen appears.
-
Click Send Test SMS
The following page appears
-
Select Choose a sticky list to select customer list from sticky groups or select Paste List to manually add the recipients to whom the SMS should be sent in the order email id,name. To enter multiple recipients, enter each entry in a new line
-
Click Send
-
The email campaign is sent to the selected recipients.
- First select the campaign and click the Messages tab. Then click Email.
-
Select the template you want to use as shown in callout 1.
- Click Edit Messages to add the subject and the content as shown in callout 2.
The following screen appears.
-
In the message body, type the content and insert images as shown in callout 1.
- To add tags, just click the tag from the list on the left as shown in callout 2. You can also add social networking site logos, if you need them in your message body.
Create a new outbound campaign with the following customer configuration:
- Create a customer list using filters.
The Filters screen appears which allows you to create customer group using pre-defined filters.
-
In the Customer List Name box, type a name for the new customer list.
-
Select the Birthday filter.
There are three options available for creating a birthday:
-
Exact Date: Allows you to choose the exact date.
-
Date of Message Plus: Allows you to choose the number of days earlier from the current date.
-
Date of Message Minus: Allows you to choose the number of days later from the current date.
Choose Date of Message Plus in the drop-down box and set Birthday Between to 1. The date is considered from the next day and the date appears under the box as shown in the following screen.
Please note that this list is automatically updated on a daily basis. And user should set a scheduler accordingly.
-
Click Apply to create a customer list.
Schedule this campaign for all day’s / Week’s / all month’s and set the time as required. Refer the section Configuring Campaign Messages
You can send reminders or coupons to customers who have not yet redeemed the coupons issued to them.
-
Create an outbound campaign with customer list as filter based
-
Choose the Coupon Expiry Days from the available filters
-
In the Coupons that would expire in (days) box, set the number days within which the coupons expire.
For example, if 5 is selected, then the customers whose coupons expire within 5 days are selected.
-
Set the Inverse Selection to Yes
-
In the Customer List Name box, type a name for the customer list
-
Click Apply Filter to choose the
-
Configure the other parameters and coupons and messages
Choose the customer list that you created using this process when configuring messages.
-
Log on to the Cloud Admin.
-
Click the Settings icon.
-
In Communications Gateway, click SMS Credit Report
- Click Organization Credits table to see the SMS credits
To configure threshold SMS credit notification
- Open Workbench tab
- In Notifications field, click Settings icon
- Click SMS Threshold
-
Set the number of SMS credits for when an email should be notified and click Submit
- Click Configure Email and set the email id to which notification has to be sent and click Submit