Campaign Object Creation: Target Your Audience Where They Are

Get ready for some good news: No matter which campaign you're creating, you'll go through the same simple steps you're going to learn about in this lesson. That means that once you learn the initial steps for setting up campaigns for emails, you'll be able to reapply them when you want to create a campaign for SMS and Mobile App channels, and vice-versa.

Once you select “Create Campaign”, you'll identify which type of campaign you want to create. There will be an orange icon for email, light blue for push, purple for in-app, and pink for SMS, like this:

This image shows the options for the types of campaigns to be created after you select "Create Campaign".

In this step, you'll create your campaign and provide the general campaign characteristics (which you'll learn about below).

The Low-Down on Your Campaign Characteristics

Your campaign has a personality all its own, and you want to show it. That's where defining your campaign is key.

Let's get started at the beginning and see where you can create and define your campaign. Here's an overview of all the options you have when it comes to campaign creation:

  1. First, do one of the following:
    • On the Home page, click the Create a Campaign shortcut.
    • OR
    • On the Manage Campaigns page, click Create Campaign.
  2. In the Create campaign dialog, select the type of campaign you want.
    • To create a Classic email campaign, select the Classic email checkbox and then click Done.
  3. Then, specify the following:
    • Name: This is required. It will be the unique name for your campaign. Keep in mind that the campaign can't have the same name as an existing campaign or form in any folder. The name can't be longer than 150 characters and can include only the following characters: A-Z a-z 0-9 space ! - = @ _ [ ] { }.
    • Description: Add any description or notes you feel will help contextualize your campaign. These can be for your use, or they can help your colleagues understand when or why the campaign was created.
    • Purpose: This element is required, but only applies to email campaigns. You'll select either Promotional or Transactional from the drop-down list available to you. Transactional campaigns are typically used for purchase confirmations and similar communications, and have no automatic suppression, no footers, and no automatic opt-out mechanism.
    • Marketing Strategy: Here's where you can detail the overarching marketing strategy that your campaign falls under. Marketing strategies are defined by the Account Administrator on the Account Management page.
    • Marketing Program: This component will identify your marketing program, the values of which are defined by the Account Administrator in the Campaign Management section of the Account Management page.
    • Folder: This piece is required – it's the folder that will store the campaign.
    • List: Note that this doesn't apply for push and in-app campaigns but acts as a general list for the campaign. If you don't select a list, you can select one later using the Campaign Workbook.
  4. Click Done.