Campaigns allow you to schedule messages and workflows around a specific date, such as a registration or purchase date. Campaigns are often used for drip marketing communications such as maternity health reminders, therapy adherence messages, or messages that correspond with the lifecycle of a product or service.

Use this guide to create your first campaign. In this article, we'll show you how to create a campaign that sends customer satisfaction flow 7 days after the customer's purchase date.

Before Creating a Campaign

To create the campaign, you'll need to create (1) a contact group to which the campaign will send messages, and (2) a date & time contact field.

  1. Contact GroupA contact group can be created via the Contacts page using the 'Create Group' button in the bottom left corner. Alternatively, a group can be created within the 'Add contact to a group' flow action.

  2. Date & Time Contact Field: A contact field can be created via the Contacts page. Click the 'Manage Fields' button to add the field and set its value type.

    Once your contact field has been created, you'll need to incorporate it into an existing flow in order to update it for each contact. You can accomplish this by adding an “Update the Contact” ActionSet that will update the date/time contact field you’ve created. 

In the example below, we start the contact in a flow containing a reminder message, an “Add the Contact to a Group” ActionSet that places the contact in the campaign's group, and an “Update the Contact” ActionSet that records the time at which the contact received the message.

The 'Update the Contact' ActionSet uses the '@(now())' variable to update the 'Registration Date' contact field with the date and time when the contact receives the message. 

Create a Campaign

Now that you have prepared the necessary elements for a campaign, you’re ready to create one. To create a campaign:

  1. Navigate to the ‘campaigns’ page and click the 'Create Campaign' button.create campaign button

  2. Name your campaign, and select the contact group that you would like to receive the message. Note that each campaign operates on a single contact group.

  3. Once the contact has been placed in the campaign's group and the contact field has been updated, the campaign becomes active. Next, you’ll need to select the message or flow that you want to send to the contacts in your campaign. To do this, create a campaign event.

Up Next: Create a Campaign Event