How to Create a New Campaign

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Campaigns in Beamery can be used to create highly personalised email messages to target a large group of candidates in your CRM. If a candidate fails to open their first email, or if they don't click on a link, you can schedule automatic follow-ups to source or nurture new candidate relationships.

Please note that not all user permission levels in Beamery can create Campaigns, learn more here

How to Create a Campaign from the Campaigns List

  1. You can create a new campaign from the Campaigns list. To access this, click on the Marketing icon on the left hand navigation bar and then select 'Campaigns' from the top menu.
  2. Click on the Add Campaign button in the top right corner to launch the campaign builder.
  3. This will take you to the Campaigns set up page where you will name your Campaign and select a Campaign type. 
  4. There are three different campaign types available in Beamery: 
    1. Single campaign is one email touch point which you can personalise with variables and send to a group of candidates
    2. Dynamic campaign is a multi-touch campaign which allows you to schedule automatic follow ups according to recipient behaviours
    3. Triggered campaign automatically sends to candidates who meet certain criteria, which you can create in a Beamery Recipe
  5. After selecting your campaign type and giving it a name, click the Next button at the bottom right of your screen.
  6. You will now be taken to the Campaign Building screen where you can choose who will receive your campaign, and build the messages. 
  7. If you are creating a Single Campaign, you will need to select your recipients using the filters at the top of this page. If you are creating a Dynamic Campaign, you can also select recipients at the top of this page but it is optional, as candidates can also be added to this campaign at a later time. If you are creating a Triggered Campaign, you cannot select your recipients on this page, as this campaign type can only be sent using a Recipe. 
  8. If you are selecting recipients at this point, click on the filter you wish to use. For a filter like Pool or Vacancy, you can select from a dropdown menu. For filters like Company or Name, you can simply type your desired parameter.campaign_filters-2mI.gifYou can combine filters like Pool and Status to narrow your selection to the most relevant candidates in your CRM. We recommend adding candidates by Pool as it makes it easier to target your campaign towards a specific candidate group or persona.

    You can always remove a filter by clicking on Remove. You will see a snapshot of candidates added to your campaign with a summary of the number of matching recipients.
  9. Next, you will need to select which email address you would like to send your campaign from by scrolling down to the first email touch point editing window. Click on the green Change option next to the default email and select the desired email address.a4--gg.png
  10.  After organising your recipient list and deciding on the email address to send your campaign from, you're ready to compose your first campaign touch point! Begin typing your email where it says Enter Text Here. The editing toolbar will allow you to change the appearance and structure of your message, including font, size and colour.a5-t5A.png
  11. Variables are candidate data points from your CRM which you can add into a campaign to personalise your email campaign to make it more targetted to each individual. Click the Add Variables button, and select the variable you would like to use from standard variables including first and last name, company and university degree, as well ascustom variables based on your organization's cusotm fields.
  12. The variable will appear as per the image below. Each variable comes with a 'fallback' option in case the data point does not exist in your CRM. For example, if the person's first name was not in your CRM, the fallback (in the example below) would be "there" so the message would read "Hi there" in place of the person's name. You can edit the fallback within the speech marks of the variable, so fallback="[enter fallback here]"%a7-syw.png
  13. Once you have composed the first touch point of your campaign, you can schedule when you would like it sent. The default option is for the message to send immediately, however you can send with a delay. Click on the dropdown within the 'Touch 1' scheduling window to select 'Send Later'. You can decide in how many days, at what time and according to which timezone you would like to send the first message.

    2021-03-29_15-45-37-1-0.png            NOTE: You can select a new default timezone in Settings. Click on the cog icon in the left hand navigation panel to navigate to Settings and select your new default timezone on the Account Information page (you will already be on this page after clicking 'Settings').
  14. If you're creating a Dynamic or Triggered campaign and would like to add another touchpoint, scroll down and click on the 'Add new message' in the bottom left of your screen to add another touch point to your campaign.
  15. Before composing your second touch point, you can select the rule upon which your next touch point will send according to a selection of recipient actions. You can do this in the touch point scheduling window on the left. You can select from the following options:
    1. If "no reply" to previous touch
    2. If "reply" to previous touch
    3. If "no click" to previous touch
    4. If "click" to previous touch
    5. If "no open" to previous touch
    6. If "open" to previous touch
  16. Once you have selected a rule to trigger the second touch point and specified when you would like to send it (no. of days after the first touch point is sent), you can compose your second touch point in exactly the same way as you did the first. 
  17. If you need to delete a touch point, simply click delete within the touch point scheduling window.
  18. If you would like to add further touchpoints, you can repeat this process as necessary. 
  19. We recommend that users preview or send a test email before launching the campaign. Simply click on the Preview button which will show the single touch point from the perspective of an example recipient added to the campaign. Then, click Return to go back to editing your email.
  20. To send a test for a single touch point, click on the Send Test button. Enter the email address that you would like to send the test message to. 
  21. Before launching your campaign, you have three additional options which you can access by clicking on the ellipsis button in in the bottom right of the touch point editing window. Those options are:
    1. Remove Signature - remove your email signature from a campaign touch point
    2. Add Feedback - add a feedback prompt to your email signature asking recipients how they would rate your feedback process with a GreatOkay and Not good answer menu
    3. Remove Unsubscribe - remove the 'Click to unsubscribe' link from your email touch point

      NOTE: These actions only apply to the individual touch point. You can reverse any change by adding the signature, feedback prompt or unsubscribe link by clicking again on the ellipsis button.a12-SUQ.png
  22. When you have completed your campaign, click on the Next button located in the bottom right of your screen.
  23. You will be taken to a Prepare to Launch page, your final opportunity to click Back and make changes. If you're ready, click Launch.
  24. After you have launched your campaign, it will appear in your Campaigns list. You can use Beamery's Campaign Analytics reporting to understand the performance of your Campaign

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