Creating an Automated Email Campaign
Quality and Training
22 steps
2 minutes
Opentender
1
Once you are in the Direct Ordering Admin Panel, click on **"Marketing"**
2
Click on **"Campaigns"**
3
Click on **"New Campaign"**
4
Click on **"What is the name of your campaign?"** field to set the campaign's name.
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Set the **"What kind of campaign would you like to create?"** to **"Automated"**
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Click on **"Start"**
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Click on **"Create Content"** to create your email campaign
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Click "Insert"
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Once you email content has been created, click on **"Save"**
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To exit the edit mode, click on **"Exit"**
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Click on **"Next"**
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You can select the segment for the campaign by selecting from the drop down menus. You can view more on segments [here](https://itsacheckmate.atlassian.net/wiki/spaces/DT1/pages/3634528332/Creating+a+Segment).
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Once you have selected your customer segments, click on **"Next"**
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You can then select the trigger for your automated campaign by opening the drop-down menu for "Select you event trigger"
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You can select from the options: - Birthday - Last Order Date - Order Placed
Automated Campaigns - Birthday
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**Birthday:** Send an automated campaign based on the Guest's birthday. The below options are available: - **Before the event:** Send the campaign a specific number of days before the Guest's birthday - **On the event:** Send the campaign on the Guest's birthday - **After the event:** Send the campaign a specific number of days after the Guest's birthday
Automated Campaigns - Last Order Date
17
**Last Order Date:** Send an automated campaign based on the Guest's last order date. The below options are available: - **On the event:** Send the campaign based on the last order date - **After the event:** Send the campaign a specific number of days after the Guest's last order date
Automated Campaigns - Order Placed
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**Order Placed:** Send an automated campaign based on when the Guest's places an order. The below options are available: - **On the event:** Send the campaign when the day the Guest places an order - **After the event:** Send the campaign a specific number of days after the Guest's placed an order
19
Once the trigger criteria has been set, you can set **"When do you want to make the campaign active?"** by selecting one of the below options: - **Not yet:** Campaign is created, but not active. No emails will be sent - **Active now:** The campaign will become active now. You will be able to set the time zone and when the campaign should end. - **Active later:** Set the campaign to start at future time and date. You will set the Start and End dates and time.
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Once all the details have been set, click on **"Next"**
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Step
22
Once all details have been set, you can click on **"Schedule Now"** to schedule the automated campaign. The email campaign will now send based on triggers set.
