Create New Automation Flow – Campaign Setting Step

After you finish all information setting in trigger step, you can click  next button at the right bottom corner to enter campaign step page.
automation flow bar - campaign step

Campaign step page is used to add campaigns into an auotomation flow and set each campaign trigger condition and schedule.

automation campaign step

Your configured trigger condition in trigger step will display at the top area in campaign step page. If you want to view or edit detailed trigger setting information, you can click previous button to return to trigger step page.

Add campaign into automation

You need to click add campaign button to add an empty campaign template into the automation.

You must add at least one campaign in your automation flow, otherwise you can not start your automation flow. You can add at most 5 campaigns into automation flow.

Edit campaign information

The newly added campaign is only an empty campaign template without any content, you need to enter campaign setting steps page to edit the campaign content.

Move your mouse over the campaign to be edited and click automation campaign edit button to enter campaign setting steps page.

added new campaign in automation

You need to finish your campaign information setting by three steps: setup, design and plain text.

automation campaign edit page

The edit steps of campaigns in an automation flow are basically identical with regular campaign setting steps. The difference is that the setting steps of campaign in automation flow don’t include the confirmation step because the campaign information is finally confirmed together with the automation flow information.add first campaign

RiMANGGIS will automatically generate a default name for the newly added campaign in an automation in the format of “Automation #number”, you can edit the campaign name in campaign setup step.

After you finish all campaign information settings, you can click finish buttonto save your campaign and return to automation flow.
During campaign setting process, if you want to quit campaign setting steps, you can click the button save and return button at the right top corner of each campaign setting page to save your campaign information and directly return to automation workflow.

Delete campaign information

You can delete a campaign from an automation flow.

  • Move your mouse over a campaign and click automation campaign delete button.
  • The confirmation message box will pop up.
  •  Input ‘DELETE’ characters and click DELETE button to permanently delete the campaign from the automation flow.

delete a campaign in automation

Edit campaign schedule and condition

The campaign schedule is connected with each added independent campaign, which means when users add a new campaign, they also need to set campaign schedule for this campaign. The subsequent campaign is triggered to send according to recipients’ behaviour of previous campaign and preset schedule.

First campaign schedule

The First campaign will be sent immediately after the automation flow is triggered. After the automation flow starts, RiMANGGIS will check segment conditions to select recipients according to automation execution schedule and send the first campaign to recipients who meet the automation trigger condition.

first campaign schedule

Subsequent campaign schedule and trigger condition

For other subsequent campaigns after the first campaign, the default schedule is ‘to opened customers, and send 7 days after previous campaign’. You can not only set campaign schedule, but can also set the trigger conditions according to customer behaviour or campaign results of previous campaign.

You can edit subsequent campaign schedule and trigger condition by the following steps:

1.Move your mouse over the campaign schedule and click automation campaign edit button .

edit campaign schedule

2. The campaign schedule will become editable status. Firstly you need to set the subsequent campaign trigger condition. There are four behavior options including “sent”, “opened”, “clicked”, “not opened”, “not clicked”.

– Sent: current campaign will be scheduled to send after previous campaign is sent.
– Opened: current campaign will be sent to recipients who opened the previous campaign in the scheduled period.
– Clicked: current campaign will be sent to recipients who clicked the previous campaign in the scheduled period.
– Not opened: current campaign will be sent to recipients who have not opened the previous campaign in the scheduled period.

– Not clicked: current campaign will be sent to recipients who have not clicked the previous campaign in the scheduled period.

You can click the trigger condition setting field and select behaviour options from drop down list.

edit campaign behaviour

3. After you set the campaign trigger condition, you need to set the campaign-sending schedule. There are four schedule options including “as soon as possible”, “hour(s)”, “day(s)” and “week(s)”.

– For schedule of “as soon as possible”, the campaign is triggered based on user behaviour, which means the campaign will be sent as soon as possible to recipients who match the specified behavior trigger condition.

– For schedule of “hour(s)/day(s)/week(s)”, the campaign is triggered according to users’ behaviours in specified time period, which means campaign will be sent at specified time to recipients who match the specified behavior trigger condition.

Firstly you need to select the schedule options, and then set your schedule value.

set automation independent schedule

For independent schedule setting, the time value range is 1~999.

4. After you finish the schedule and trigger condition, you can click to save your settings.

The campaign schedule is connected with the campaign, if you delete a campaign, it related sending schedule will be automatically deleted.

After you finish campaign step, you can click next buttonto enter automation confirmation page.

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