The Campaign Studio is where you can find all the information for your campaign.
You can view the campaign name and the campaign status from all the tabs.
This is where you will find the journey builder. During the planning phase of your campaign, you will work primarily in the Journey tab. Here you will define the campaign entry criteria and add the triggers for the journey.
Here are some of the tools available in this tab to help you visualize and plan your journey.
Zoom Controls: You can zoom out to view the entire campaign journey or zoom in to focus on a specific branch as necessary.
Print: View the journey in the full screen mode. You can use your browser’s default print functionality to print the journey or download it as a PDF.
Preview: Select the user for whom you want to preview the different journey trigger content.
When you create a campaign, the Start Journey trigger is already added for you. You can now start adding triggers to the journey flow.
There are two types of triggers that you can add to your journey. The first type is for sending messages and the second for controlling the flow. Triggers and trigger components are color coded to help you to quickly identify components at a glance.
- Delays: Yellow
- Filters: Green
- Message: Blue with the icon for the app
- Flow Control: Purple
- A/B Test: Hourglass
Journey View Modes
The compact mode (the default view) lets you focus on the big picture by preventing the details from getting in the way . It shows a summary of all the journey steps. Detailed configurations are just a click away.
This mode is ideal for journey planning and visualization.
The detail mode, as the name suggests, shows each journey step in detail. For example, you can view the delay parameters, filter criteria and message previews on the journey itself. This mode is most useful for QA and troubleshooting.
In this mode, you can view important campaign metrics at each step of the journey. You can use this mode to understand bottlenecks and drop offs in the journey. This mode is available only for campaigns in the ‘launched’ and ‘completed’ states.
The Properties tab is where you will configure the various settings for the campaign.
- Campaign Execution Schedule: Set the execution schedule for your campaign.
- Messaging Preferences: Set messaging limits or override messaging restrictions.
- Journey re-qualification: Specify if and when a user who has entered the campaign once can enter again.
- Monitoring Preferences:
- Seed Lists: Select a user list to receive a copy of the actual message sent to the first user qualifying for this campaign.
- Execution Report: For one-time and recurring campaigns, specify email addresses of people who should receive the execution summary report of the last run of the campaign.
- Tagging: Add tags to your campaign to organize your marketing content or to implement a strict workflow.
For detailed reporting, go to the Reports tab where you can view the following reports:
- Campaign Performance Report: This is where you can see all the campaign stats like sends, opens, clicks, custom goal events etc.
- Campaign Execution Summary: This tab will contain a summary of the last run for a one-time or recurring campaign. It will tell you exactly how many users were messaged and how many were skipped and the reasons for skipping.
- Holdout Analysis: This will help you measure the campaign’s effectiveness with respect to a holdout (=control) group.
For more robust overall reporting on multiple fronts, use Insights Reports and Insights Dashboards. With Insights Reports, you can create custom reports based on various metrics and group information by parameters to slice and dice the campaign performance. With the Insights Dashboard, you can bring together multiple reports to effectively monitor and evaluate the performance of your campaigns.