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Smart Campaigns for Content

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What Are Smart Campaigns

Smart Campaigns let Program Managers, Administrators, and Channel Contributors set up intelligent campaigns while creating and publishing a piece of content. Program Studio users with the Publisher role will not see the Smart Campaigns options while creating content.

Some of the automated powers of Smart Campaigns:

  • Reach out to your users where they are. All of the Smart Campaigns (Announce, Promote, and Require) allow you to configure both email and push notification messages. If you have both email and push notifications set up, the campaign will first attempt to deliver a push notification to all mobile users in the target group and send email to the email only users. Of the push notification users, any users who did not successfully receive a push notification will then be sent the corresponding email notification!
  • Promote campaigns will follow-up with users that have not seen the content yet.
  • Require campaigns will also follow-up with users that have not seen the content yet, and in addition require acknowledgement so you can collect trackable metrics.
  • All Smart Campaigns will automatically go out to users when the post is published. If you have to reschedule a post before it is published, the campaigns will update to go out at the newly scheduled time.

Notes: All campaigns skip weekend days, so durations between notifications will vary based on the start and end dates. Also, you can only enable one Smart Campaign for each content card. Once that campaign has run, you are not able to create a second Smart Campaign for that same piece of content. 

Smart Campaign Types - Announce, Promote, Require

With the Announce, Promote, and Require campaigns, notify users of important updates and automatically follow up with those users who didn't see or acknowledge an important post on the first try. These campaigns vary in the number of notifications included and the delivery cadence - giving you a range of methods to draw users into your content, depending on the importance and urgency of each post.  

Smart Campaign Type  Use Case  Why You Should Use It 
Announce - one-time I want to let employees know that there's a new video from the CEO available. If they do miss it, it's not a huge problem, but we want to announce it to increase reach. 

Create better, more effective one-time notifications about important content.

Set up both push and email notifications, and the system will decide which user should receive each one, depending on their reachability.
Promote - reminders

We're rolling out a new incentives program, and want to make sure employees are aware of this change. 

 

Create a simple, automated announcement and reminder workflow for a specific post.

After the initial announcement, the campaign will automatically remind only the users who haven't yet read or watched the post yet.

Set a duration, customize each message, and simply let it run.

Automatically group users by reachability to notify some users by mobile push and others by email.
Require - must acknowledge We have a training video for Customer Service employees and we need to track who completed the training. 

Request acknowledgement that an employee has received, read, or watched a post.

Once enabled, the require campaign will automatically follow up with any remaining users who have not yet acknowledged the post.

Create an Announce Campaign

  1. In the Content Card Editor, select the Announce from the publish settings menu. 

    Screen_Shot_2019-09-04_at_3.07.27_PM.png

  2. Determine your target audience by selecting a group for your campaign. Start typing the name of a group and select a group from the results list. You can add more than one group. If you do not select a group, the campaign will be targeted to All Registered Users. 

    Screen_Shot_2018-07-09_at_2.52.27_PM.png

  3. Select if you want to send both a Push Notification and an Email, or only one communication method, by checking or unchecking the boxes next to each option.

    When both options are selected, we will only send each user one or the other. This choice is dependent on their reachability in our system.

    Screen_Shot_2019-09-04_at_3.08.23_PM.png

  4. Configure your messaging for your push notification copy and/or email subject line.
  5. Modify the header text that is shown for the email. 250 characters of header text can be added. 

    Optional: Type {{ to include personalized variables for each user like First Name. 

    Screen_Shot_2018-07-09_at_3.02.21_PM.png
  6. Send yourself a test by clicking the eye icon. We will send a test email or push notification to the email address/device associated with the Program Studio account that generated the test request.  
    Screen_Shot_2018-07-09_at_2.59.37_PM.png
  7. Click Save to save your changes. The campaign will be activated on the day and time your post is published. 


Create a Promote Campaign 

  1. In the Content Card Editor, select the Promote from the publish settings menu and choose 'Use this campaign'. 

    Screen_Shot_2019-09-04_at_3.07.27_PM.png

  2. Determine your target audience by selecting a group for your campaign. Start typing the name of a group and select a group from the results list. You can add more than one group. If you do not select a group, the campaign will be targeted to All Registered Users. 

    Screen_Shot_2018-07-09_at_2.52.27_PM.png

  3. Set the Campaign Duration (i.e. how long the campaign will run). Click the down arrow to choose one of the preset options, or determine a custom length. The maximum length is 90 days. Depending on the length of your campaign, additional messaging points may appear.  

    Screen_Shot_2018-07-09_at_3.18.40_PM.png

  4. Configure the messaging for each push notification copy and email subject line. Add a header to customize the text at the top of the email. Unlike an Announce Campaign, you cannot disable a messaging point for a Promote Campaign. Every user who receives a Promote Campaign will receive either a push notification or email, depending on their reachability in our system. 

    Optional: Type {{ to include personalized variables for each user like First Name. 

    Screen_Shot_2018-07-09_at_3.23.28_PM.png

    Announcement: either a push notification or an email is sent to users in the target group(s) when the content card is published. 

    Reminder(s):either a push notification or an email is only sent to users in the target group(s) who have not read the post.

  5. Send yourself a test by clicking the eye icon. We will send a test email or push notification to the email address/device associated with the Program Studio account that generated the test request.  
    Screen_Shot_2018-07-09_at_2.59.37_PM.png
  6. Click Save to save your changes. The initial announcement is sent at the time that the post is published. 

    2-step campaigns will send the reminder notification 1 day before the campaign ends.
    3-step campaigns will send the first reminder halfway through the campaign duration, and the second reminder 1 day before the campaign ends. 

 

Create a Require Campaign 

Require is only available for Articles. To set up a require campaign for a video, you can generate a video embed code after uploading, and embed the video into an article. 

  1. When editing an Article, select Require from the publish settings menu. 

    Screen_Shot_2019-09-04_at_3.07.27_PM.png

  2. Determine your target audience by selecting a group for your campaign. Start typing the name of a group and select a group from the results list. You can add more than one group. If you do not select a group, the campaign will be targeted to All Registered Users. 

    Screen_Shot_2018-07-09_at_3.40.34_PM.png 

  3. Set the Acknowledgement Label. If you use the presets they will localize to the user's device language. However, you can customize the button text that appears over the Article - just be aware that this custom text will appear to all users regardless of their language. Click the down arrow to choose one of the preset options, or type in a custom button text up to 40 characters. 

    Screen_Shot_2018-07-09_at_3.42.11_PM.png

  4. Set the Campaign Duration (i.e. how long the campaign will run). Click the down arrow to choose one of the preset options, or determine a custom length. The maximum length is 90 days. Depending on the length of your campaign, additional messaging points may appear.  

    Screen_Shot_2018-07-09_at_3.18.40_PM.png

  5. Configure the messaging for each push notification copy and email subject line. Note that you cannot disable a messaging point. Add a header to customize the text at the top of the email. 

    Optional: Type {{ to include personalized variables for each user like First Name. 

    Screen_Shot_2018-07-09_at_3.23.28_PM.png

    Announcement: either a push notification or an email is sent to users in the target group(s) when the content card is published. 

    Reminder(s): either a push notification or an email is only sent to users in the target group(s) who have not read the post.

  6. Send yourself a test by clicking the eye icon. We will send a test email or push notification to the email address/device associated with the Program Studio account that generated the test request.  
    Screen_Shot_2018-07-09_at_2.59.37_PM.png
  7. Click Save to save your changes. The initial announcement is sent at the time that the post is published. 

    2-step campaigns will send the reminder notification 1 day before the campaign ends. 

    3-step campaigns will send the first reminder halfway through the campaign duration, and the second reminder 1 day before the campaign ends. 

Require Campaign Acknowledgement Metrics

Once your Require campaign has started, you can view and download a report to see which users have and have not acknowledged the post from the Content Editor.

  1. Navigate to Publish > Content and select Edit for the content card that was required.
  2. In the sidebar, you can see the percentage of your targeted group that has already acknowledged the campaign.

    Ack_Status.png

  3. Click on x% of users completed to see a list of all target users with their acknowledgement status (both completed and incomplete), and the date of completion (N/A if incomplete).

    Ack_Report.png

  4. Click Download List to export a CSV version of this report.

The downloaded list of acknowledgement status can be used as a starting point to create a custom group via bulk upload.

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