Creating Print and Call Center Campaigns
To prepare a print campaign, go to 'Print campaigns' (Apps > Other campaigns > Print campaigns).
To prepare a call center campaign, go to 'Call center campaigns' (Apps > 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 the '+ 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 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 the 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.