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Overview
Campaign Builder is a user-friendly interface for creating campaigns. You may think of a campaign as a promotion ("Double Points Monday," "Free guac for Cinco de Mayo"). Sometimes, it's just messaging; sometimes it's messaging with an offer/reward. At Paytronix, we think of campaigns a bit more holistically; a campaign in Campaign Builder is a way to deliver a message and/or an offer to guests while also serving as a great way to track guest behavior and activity within the specs of the campaign.
Before You Start
More than likely, a message (email, push/pull, SMS/text) will be part of your campaign. From a workflow standpoint, create the messaging prior to heading over to Campaign Builder. If you need help with messaging, make sure to check out the Email Builder Guide.
Will everyone in your program get the messaging and/or offers associated with this campaign? Or will you limit it to a certain group of users? If you'll be sending this campaign to a new segment, create an account filter. See: What are Account Filters? before heading over to the Campaign Center. See the Campaign Builder Guide. If you'll be sending it to a segment you've created previously, saved Account Filters will be accessible to you within Campaign Builder.
Generally, Campaign Builder should be your last step in the process. You've done your brainstorming, gotten input and you have a vision; use Campaign Builder to execute it.
Create a New Campaign
Log into the PXS Merchant Portal: http://www.pxsweb.com
Navigate to Campaign Center:
Click on the 'Create New Campaign' button in the upper-right corner:
At the top of the Campaign Builder, be sure to name your campaign. Once your Campaign has a name, you will be able to save your campaign.
Please note: Now, you can save your campaign at any time throughout the campaign building process. Just choose the 'Save' option in the upper right hand corner.
You will also see Campaign Builder's four tabs. You can proceed in order or jump around - totally up to you. When in doubt, start on the Offer tab.
Offer - select the offer - What is the offer to guests?
Message - select the email - Which messaging will you use?
Segment - select the target audience - Who will get this campaign?
Schedule - select the schedule - When will the campaign run? For how long?
Create New Campaign - Offer
Use the Offer tab to set up what you'll be offering to guests in your campaign.
To start, click the '+ Add Wallet' button:
Add an offer by selecting a Wallet:
From the Select Wallet pull-down menu, select the reward or offer you are giving to guests.
Enter a quantity. For items, this is the number of items. For reward dollars, it's the dollar amount.
Attribute the cost of this campaign. Most typically, campaigns are attributed to Corporate.
If there is an expiration date associated with the reward, enter the expiration date.
For Relative Expiration, enter the number of days, weeks, or months that this reward will expire in.
For Absolute Date, enter the exact date the reward will expire on. NOTE: Absolute Date Expiration will expire early the morning AFTER the date selected.
If you are all set, click the on the Messaging tab.
Also, if you want to add more than one offer or reward (this is not common), you can do this by entering info for the first reward/offer, and then clicking the '+ Add Wallet' button. This will add a second line to enter the info for the second reward/offer of the campaign:
Create New Campaign: Message
On the Message tab, you'll select the message(s) you'll use to communicate with guests.
Email - Here you'll see thumbnail previews of your saved emails.
Click on the three dots on the right to preview your email
Click “Select” on the email you want to use. Once selected, you'll see a blue highlight around the email selected.
You can also use the search box to jump to a specific email.
Mobile – Click on the Mobile icon to the right of email to select which messages (push, pull, text) will be part of your campaign.
Here, you will see thumbnail previews of all the push, pull, SMS/Test messages you can choose from.
You will notice that not all thumbnails have the option for SMS/Text, Push, or Pull (the options are grayed out for some) and this is because the campaign message templates created for each of the thumbnails only included the blue highlighted options when created.
From the message thumbnail you would like to use, click on push, pull depending on if you want one or the other option. If you would like all the options available, click on “Select” to highlight all the options.
After you select, you'll see the option at the top to preview your push/pull/SMS/Text message
You will also notice that if you selected “pull” that it is required to enter an expiration date.
Like the expiration date selection in the Offer tab, you can choose between a Relative Date expiration or an Absolute Date expiration.
NOTE: Absolute Date Expiration will expire early the morning AFTER the date selected.
Once you’re all set with the Messaging tab, click on the Segment tab.
Create New Campaign: Segment
Who is the target audience for your campaign? You'll use the Segment tab to select which guests will be included in your campaign.
Select from three options on how you'll segment guests:
Create a new segment
Search existing segments
Upload a custom segment from a file
CREATE NEW SEGMENT
After you click the 'Create New Segment' button, you'll see that the Campaign Builder asks you to save the campaign before you proceed.
Once the campaign has been saved, you will be taken to our Account Filter page where you can drag-and-drop to filter guest accounts.
Enter a name for your Account Filter.
Select Conditions for the Account Filter. This is a menu of Account Filter categories, click on any category to expand all options. You can filter on almost anything you track about guests and their activity. To add a Condition, drag it from the list to the Conditions window.
Please note: You will notice, if the icon next to the condition is a little circle, you are able to drag it into the conditions box
As you drag Conditions from the menu to this window, you'll see options for further refinement.
As you add Conditions, and refine them, you'll see a real-time estimate of how many guests will be included in the campaign based on the Conditions you've set.
When your Account Filter looks good, click 'Save and Continue'. It'll be ready for this campaign, and you'll be able to use it in future campaigns.
Want to learn more about how to create an Account Filter? Check out What are Account Filters?
SEARCH EXISTING SEGMENTS
You can search for a specific Account Filter.
You can select how many results you want to see in the list on the page.
Click the check box next to the Account Filter to select it. At this point, you'll see the option to set a control group for your campaign:
Target and Control campaigns provide a more accurate assessment of the success of your campaign; they hold out a percentage of guests who will not be part of the campaign (control group). This allows you to see how both groups of guests (in campaign, excluded from campaign) behave over the same time period.
Enter the control % in the “Set a Control Group” section. This creates a control group size that works for your campaign.
We recommend setting the control group to a statistically significant size. Generally, this means holding out 1,000-3,000 in the control group. In campaigns where you expect a lot of visits, you can use a smaller control group. In campaigns where you expect fewer visits, use a larger control group.
When your Account Filter looks good, click 'Save and Review'.
UPLOAD A CUSTOM SEGMENT
Follow the steps below to upload pre-built list of email addresses or card numbers that you wish to target specifically.
Before you begin, make sure that all the intended cards and/or emails already exist in the system.
Click the 'Upload Custom Segment' button. Here you will see instructions, examples and a link to a .csv template to use.
When filling out the form, there should only be one column containing either "Card Number" or "Email." See example content below:
Card number examples:
451013083199
438786702020
451013083201
Email examples:
[email protected]
[email protected]
[email protected]
Upload your file in either .csv or .tsv format
After your file is uploaded, click 'Save and Continue':
Create New Campaign: Schedule
When should your campaign go out? Right away? Next week? On a recurring basis? On the Schedule tab, you have three options for scheduling your campaign:
Now
Deferred Date
Recurring Schedule
Schedule Options
Now - Select Now to send a campaign right away. If your campaign includes an offer, you'll be prompted to set an expiration date for the offer.
Deferred Date - Select Deferred Date to send the Campaign once, on a specific date and time in the future.
Date - this is the date your campaign will go out to guests.
Time (ET) - this is the time of day your campaign will go out to guests. All times are in Eastern Time Zone.
Expire Offer After - if your campaign includes an offer, you'll be prompted to set an expiration date for the offer.
Recurring Schedule - If you have a saved event schedule, you can select it by clicking 'Load Saved Schedule'. To create a new recurring schedule, click 'Create New'. In this example, the Campaign is for National Burger Day, so it's going to recur every year on National Burger Day, May 28th.
Click Recurring
Enter a name for your schedule
Enter a start date and end date for the campaign
Enter a start time for the campaign
Select a message frequency - daily, weekly, monthly, or yearly
If you use "Daily," the campaign recurrence will be on a specific date (in this example, every year on May 28th, regardless of which day of the week May 28th falls on).
If you use "Recurring by week and day," the campaign recurrence will be based on week of the month and day. For example, if you wanted to run a campaign every year on Mothers' Day, you would set it to recur every 2nd Sunday in May.
Expire Offer After - if your campaign includes an offer, you'll be prompted to set an expiration date for the offer.
End - this is optional. Most recurring campaigns recur indefinitely, but you can set an End date. For example, if you wanted a campaign to recur during a particular sports season, you might set an End date based on the date of the last game of the season.
When your Schedule looks good, click 'Save and Review'. If you're not quite ready to send your campaign, you can choose the 'Save' option in the upper right hand corner and come back to it later.
Create New Campaign: Review
Now, it's time to review all of your settings before sending your campaign. The Review tab summarizes all of your selections.
Offer - this is the offer or reward you are adding to each guest account included in the campaign.
Message - this is the message for the campaign.
Segment - this is a breakdown of how many guests will be in the target group, and how many will be in the control group.
Schedule - this is where your schedule details are shown
If you are ready to send the campaign, click the 'Confirm All' option in the bottom right hand corner and then choose 'Publish Campaign'.