Guided Campaign
Ephanti CES offers guided campaigns as a strategic feature to empower businesses in their marketing endeavors. These campaigns provide step-by-step assistance, ensuring that you have a clear understanding to create the campaign. From campaign creation to execution and analysis, our guided campaigns offer expert insights and best practices, making it easier than ever to reach your marketing goals. With this tool, you can harness the full potential of our software, driving effective and impactful marketing campaigns with confidence.
How To Create Guided Campaign
Follow the steps below to create a guided campaign,
In the Campaigns section, click on the "+New" button.
Select Campaign Guided Creation from the pop-up that appears.
A 4-page wizard appears- Setup, Plan, Responses, Simulate.
In the Setup tab,
a. Enter the name of your campaign(mandatory). Always make sure to give relevant names for better understanding.
b. Enter the Start Date and Time along with the End Date and Time for your campaign.
c. Enter the Budgeted Cost of the campaign and also the Expected Revenue which you will get from the campaign.
d. Fill the required fields and click on "Save&Next".
In the Plan tab,
a. You can either add the target groups and templates that you've already created, or you can also create new ones here.
b. Click on the "+" icon, here you can either select Existing Group or Create New.
c. For the purpose of this demo, let us select the Existing Group.
d. A form appears with a list of target groups, select your desired target group and click on OK.
e. Once the target group is added, you can see a tab named "Items", click on "+".
f. Here, you can give a name to the templates you are about to add or create a new one. Then click on the drop-down.
g. In the IF condition, add your segmentation condition, select any category from the drop-down list.
h. Since this is a default type, let's select City is equal to California(for eg., we are sending an ad to the people of california)**
i. Then, add templates. Here we add an existing template (you can also create a new template).
j. Select any one of the templates from the form that appears.
k. You can preview your target group by clicking on the preview icon.
l. Click on "Save&Next".
In the Responses tab, you simply decide how your customer will respond to your campaign. By default, we have Accept, Opt-out and Remind me later as the texts. Click on Save&Next.
In the Simulate tab, you can test if your campaign works as intended. Select the target group,then click on the "Simulate" button.
Refresh the page once by clicking on the Refresh button. Now, you will be able to view all your contacts.
Click on Done. You will be redirected to the Campaigns detail page.
In this page, you can see the full details of the campaign that you have created.
If you wish to make any changes before releasing, then you can use the edit icons in their respective tabs.
Click on "Release" to release the campaign, A pop-up appears where you are prompted to enter the Send date and Time of the campaign, select it and click on OK. You can also Simulate the campaign again, by clicking on the ellipsis button next to the Release button.
A success message will appear that your Campaign is successfully released.
You have now successfully created a default campaign using the 'Guided Campaign Creation'.
You can also modify/copy/delete a campaign. Click on this link to know more about managing campaigns.