Campaign Settings for E-Mails

Available from Version: 9.7

Operating System: Browser

In the section Campaigns, you can add campaign fields, define and administer campaign groups and assign targets (users and user groups).
Campaign fields can be inserted as placeholders in a signature template and can be assigned content through campaigns. Thus, they provide a link between campaigns and signatures.
Campaign target groups define the hierarchy that is later used to evaluate which campaign is applied to a user based on this hierarchy. They can be set up according to your needs, e.g. per region, company structure (legal entities), departments.
To add campaign fields, follow the following steps:
Navigate to the section Campaign Fields. Click into the input field. Type in a name for the new campaign field and click on the button Add (Figure 87, “Input Field and Button Add”). The campaign field is added to the list.	Figure 87. Input Field and Button Add
To confirm your changes, click on the button Save.
To delete campaign fields, follow the following steps:
Navigate to the section Campaign Fields. Select the campaign field you want to delete and click on the button Delete (Figure 88, “Button Delete”).	Figure 88. Button Delete
To confirm your changes, click on the button Save. The campaign field is removed from the list.

Important

Deleting campaign fields might affect active campaigns. Ensure the campaign field you want to delete is not part of an active campaign.

To add campaign targets, follow the following steps:
Navigate to the section Campaign Targets.
Click on the button Add Group (Figure 89, “Button Add Group”).	Figure 89. Button Add Group
Click into the input field and type in a name for the new campaign group (Figure 90, “Input Field for Campaign Group”).	Figure 90. Input Field for Campaign Group
To add a subgroup to the new campaign group, repeat steps 1 and 2.

Note

There has to be at least one campaign group (level 1) set up for the feature campaigns to function in empower^® and to schedule and run an e-mail campaign. This campaign group has to be present at all times. To add subgroups and access the input field for a new campaign group, expand the campaign group on level 1.

Important

To be able to use campaign fields for an e-mail campaign, user or user groups have to be assigned to them.

To assign users or user groups to a campaign target, follow the following steps:
Navigate to the section Campaign Targets. Click on a campaign target to select it. Click on the button Assign in the navigation bar (Figure 91, “Button Assign”). A dialog box opens.	Figure 91. Button Assign
Click on the button Add in the dialog box Assign Campaign Targets (Figure 92, “Button Add in Dialog Box Assign Campaign Targets”).	Figure 92. Button Add in Dialog Box Assign Campaign Targets
To search for users or user groups, click into the search bar and type in a user or user group name (Figure 93, “User and User Group Search in Window Assign Campaign Targets” (1)). To filter your search results and only search for user groups, switch the toggle button to On (Figure 93, “User and User Group Search in Window Assign Campaign Targets” (2)).	Figure 93. User and User Group Search in Window Assign Campaign Targets
To assign the user or user group to the campaign target, select one of the search results and click on the button Add (Figure 94, “Button Add for Campaign Targets”).	Figure 94. Button Add for Campaign Targets
Once you have assigned a user or user group to a campaign target, you can check the assignments with a click on the button Assign.