Activate an event-driven campaign

When you have finished registering an event-driven campaign, it must be activated. Select the campaign concerned and double-click the line to open a view with campaign details.

We recommend setting today’s date as the starting date (the “valid from” date) before activating the campaign.

We recommend setting today’s date as the starting date (the “valid from” date) before activating the campaign.

Click on the Activate button.

The “Activate event-driven campaign” dialog opens. The dialog asks you questions aimed at assisting with a quality check before the campaign is activated.

You must confirm that criteria, offers and distribution rules have been set up correctly.

You need to tick all the choices before you can activate. Then click on the Activate button, to activate, or press Cancel to cancel the activation.

Information panel

An information panel is found on the right of the event-driven campaign details view. It provides the following information:

• Status: campaign status, as described in the next section.

• Recipients: the total number who have been added to the campaign.

• In the event flow: the number of members who under way on the customer journey

• Finished event flow: number of members who have completed the entire customer journey.

• Latest follow-up: shows the “last theoretical date for when email can be sent”. This one is based on the setup made on the Customer journey tab

Status

The validity of the campaign will determine when a member can join the campaign.

Activating - “Activating” briefly appears when a campaign is activated, before moving on to “Planned” or “Active”, depending on whether you have set a future starting date or chosen that the campaign will begin today.

Planned -This status applies from the time a campaign is activated until the starting date of the campaign.

Active - The campaign is active between the campaign’s starting and end dates. New members may be added to an event-driven campaign during this period.

Only follow-up - New members will not be added to the campaign, but members who have already been added will complete the customer journey.

Completed - The campaign does not create new coupons and no more distributions from this campaign will be sent. Coupons from the campaign may still be valid if the validity date is outside the campaign period.

Cancelled - The campaign is stopped manually.

Timeline of an event-driven campaign

The example below shows how a customer journey can begin at different times for different members. Peter joins the campaign at the start of the campaign period, while Robert joins the campaign near the end of the campaign period and receives follow-up after the campaign changes its status to “Only follow-up”.

Example - Welcoming offer

This example shows common use for event-driven campaigns, a Welcoming offer.

It  must meet the following needs:
When a new member joins the customer club, I want them to receive a welcoming offer to give them a reason to join the club.