Print & call center campaign creation
To prepare a print campaign, go to the Print campaigns module (Hub > Other campaigns > Print campaigns).
To prepare a call center campaign, go to the Call center campaigns module (Hub > Other campaigns > Call center campaigns).
Creation of a print campaign and a call center campaign
To begin with the creation of your campaign, click on + Create a campaign.
Choose the campaign type
First, you will have to choose the campaign type:
- One-shot: this type of campaign is sent at a given time to a great number of profiles all at once.
- Scenarized: this type of campaign is activated for continuous sending. It can be triggered automatically via scenarios.
After choosing the campaign type, switching from one type to the other is no longer possible.
Step 1: General data
First of all, define the base data of your campaign.
- You will have to choose the name of your campaign. This is the internal name of the campaign.
- Next, choose the language of your campaign. As for other channels, you can choose between several languages if needed (among the languages available in your license).
- Select the database to which you would like to send the campaign.
Step 2: Target group
Next, select the profiles that you want to target with your campaign.
- You can choose to only send the campaign to the people whose language you selected at step 1, or choose a default language to contact everyone.
- You can also filter the target population. By clicking on the Define a filter button, a pop-up window will open and let you filter your profiles more precisely thanks to the targeting module.
- After choosing the filters applied to your target population, you can also calculate the number of targeted profiles.
This step involves using the targeting module. For further information about how it works, we invite you to read the chapter dedicated to Targeting.
Step 3: Data
This step consists in choosing the data that you want to include in the file intended for the printing or call center company.
There are two options:
Add profile attributes
Click on Add columns to add simple profile attributes from your database (including technical attributes, subscriptions and segmentations).
The dropdown menu will remain open after the addition of an attribute, so you can add several columns one after the other. A pop-up will inform you that an attribute has been successfully added to the file.
Add advanced values
Click on the Personalizations button for advanced features.
In the Personalizations editor, you will be able to edit any value added via the Add columns button.
Activate the Expert mode to add advanced data sources.
A new tab called Data sources will appear in the interface. Three kinds of advanced data can be added.
- Survey: to personalize using information from an Actito survey
- Table: to use information from the custom tables of the data model
- File: to personalize with an external file (csv file). This is useful to personalize with one-off data which do not need to be stored in Actito.
As you are not designing your print and call center campaign directly in the interface, the File source can be really useful to add external data to your campaign (for example, a personalized discount code on your flyers).
You will be invited to select a CSV file. Its first column must be the key attribute used to link the external value to each profile. The following column(s) will contain the external value(s). The first line must be the header.
Next, specify the type and encoding of the file, as well as the name of the attribute acting as the key. The key of the file does not have to be a unique attribute: the personalization value can be the same for several profiles (e.g. personalization based on the postal code, the gender...).
The name of your external personalization file, as well as the name of the headers, cannot include special characters or spaces.
However, special characters and spaces are allowed in the value of your external personalization.
Format data
You can click on the cog icon to configure advanced parameters, which are:
- Define a default value: you can define a default value, which will replace the personalization if it does not have a value for the profile.
- Transformation function: you can choose the format of dates or provide a mapping to format a specific attribute (e.g. replace the "M" or "F" value of the "sex" attribute by Mister or Madam).
Format the file
After choosing the elements that you want to include, it is possible to drag and drop them with your mouse to modify the organization of your file.
It is also possible to modify the name of the headers in the resulting file by clicking on the File header button.
By default, the column names are the technical names of the attributes (with "sub_Subscription" for subscriptions and "S_Segmentation" for segmentations).
If you need to follow different naming conventions, rename the columns as you wish them to appear in your final file and click on Validate.
Step 4: Sending
The summary of your campaign will be displayed.
Target group
You can check the language setting, check the target population and recalculate the number of targeted profiles.
Control group
First, you need to turn on the advanced parameters. You can specify a control group by selecting either a percentage or an absolute number of profiles.
A control group is a population sample to which the campaign will not be sent, in order to compare its efficiency with the behaviour of those profiles who did not receive it. The control group doesn't receive the campaign even when they are part of the target. There is no report, additional column or file specific to them, because they are not contacted at all.
In a standard export, the profiles belonging to the control group will be counted as "non-sent", and it will be mentioned that they belong to a control group. It is possible to find the list of profiles filtered in the control group by using the targeting module.
File transfer
There are two ways to transfer your file:
- Manual: you will manually download the file to transfer it to the printing or call center company yourself (see step 5).
- Automatic: the file will be automatically dropped on an FTP server. You will be able to choose a target location among the locations available in your licence via a dropdown menu. If the campaign is scenarized, the FTP drop will occur daily at the time of your choice.
To request the creation of an FTP configuration, please contact your Actito account manager.
If an FTP is already set up on your licence (e.g. for ETL synchronizations or standard exports), it will already appear in the target locations. But you may require an additional configuration if the campaign must be dropped on another directory than your synchro/export files. In such case, please contact your Actito account manager.
Sending or activating your campaign
Once your campaign is ready, you can:
- Activate it if it is a scenarized campaign. It will be available in the Scenario module.
- Send now to send it immediately, or Schedule later to select a sending date and time in the future (with the help of the timezone converter if needed).
Case of a scenarized sending
The campaign will stay in the In progress tab.
Case of a one-shot sending
If you choose to schedule it later, your campaign will remain in the Scheduled tab.
If you send it now, after a short time, depending on the size of your file, the campaign will be available in the Sent tab, to the left of your screen.
Step 5: Retrieve your file manually
If your file transfer mode is set to Manual, find your campaign in the appropriate tab according to the sending type. Use the search bar if necessary, then select the campaign. The line will turn green.
Click on the More button, followed by Download lines.
All sendings in your campaign will change to "Sent" as soon as you have downloaded the lines. Until you have downloaded them, the status of these sendings will be "Awaiting to be sent".
The Download lines button will not be available if your file is automatically dropped on an FTP server.
You will be able to download the file intended for the printing or call center company.
You can specify the "Deposit date", which is the date at which the lines have been acknowledged (by default, it is the current date).
After downloading the file, click on Confirm to delete the lines.
Deleted lines can no longer be downloaded.