Launch Campaign
Enables you to setup and monitor your campaign based on your workflow and intelligent targeting rules.
A campaign is the execution of a workflow on a pre-defined target audience.
Create your Campaign
Required Campaign Settings
- Campaign Name: Choose a clear, descriptive name that reflects the campaign's purpose
- Description: Add details about the campaign's objectives and scope
This decides which customers enter your campaign based on the target audience you configure for this campaign. A ruleset is a set of rules that you can define as an entry criteria for this campaign.
Select from previously created rule sets in your organization.
Build a rule set tailored to your specific requirements. Allow few seconds for new rule sets to appear.
A workflow is an ordered series of actions that are spread across multiple days.
Select from pre-built workflows in your workflow library.
Design a new workflow with days, conditions, and actions.
Campaign runs indefinitely until manually stopped, processing all new customers matching the campaign's target audience criteria.
This is a campaign where invoices are added only once at the time of launching the campaign. There is a 15 mins intentional delay between launching the campaign and invoices entering the campaign to allow for any last-minute change of mind. You would typically used this setting when building a new campaign where you already have existing invoices on the platform and you would like to add these invoices into a campaign as a one time activity. Another use case would be when you want to rerun invoices that have completed treatment in an existing campaign. This re-run can be triggered by selecting the x/y eligible invoices for the desired campaign in the campaign list view.
Optional Campaign Settings
Handle previously processed customers intelligently
- Include previously treated invoices when they're no longer in active campaigns
This setting is only used when you need to run a re-engagement campaign.
For example: Customers that were previously in a campaign and setup a payment arrangement that subsequently failed causing them to exit the campaign. You would now like to re-engage this cohort of customers via a new re-engagement campaign.
Automatically remove invoices when specific criteria are met
This setting is typically used when you need the customers to exit this campaign based on a specific criteria.
For example: If you wanted an account to move from one campaign to another you would set up an exit rule that cancels them from the original campaign and they would enter another campaign based on the created rule set.
Enable automatic reruns
This setting enables you to setup automatic reruns on your campaign and provide the number of times you'd like to run an invoice this campaign.
For example: If you are running an early stage collections campaign(60 days) and would like the invoices to be rerun through the same treatment twice(additional 120 days) before changing their treatment strategy to a settlement or late stage collections.
Exit if target audience condition no longer met
If you need invoices to move into another eligible campaign once they no longer meet their current campaign's target audience.
For example: Consider the scenario where you are running a BAU campaign and you want to change the treatment for a set of invoices to send them through a settlement (discount) campaign. You can now easily do this by switching on the "Exit if target audience condition no longer met" setting on the BAU campaign and update these invoices to match the settlement campaign target audience.
Launch Checklist
| Item | How to check this? |
|---|---|
| ✅ Campaign name/description | Ensure campaign name/description are clear and accurate. |
| ✅ Target audience rules are properly defined | Sample invoice is checked against the target audience to see if it matches the ruleset. Check this in the invoice details 'View Matching rulesets' section. |
| ✅ Appropriate workflow is selected | Double check the workflow selected is the one you need for the campaign. |
| ✅ The campaign has been tested prior to launch |
|
Best Practices
Design for Success
- Use descriptive naming conventions for easy identification.
- Plan for edge cases and error scenarios.
- Use the campaign Test function as part of campaign design.
Test Before You Launch
- Use the campaign Test functionality to test all sends from the workflow steps.
- Ensure you use the Invoice Checker to validate rule sets with known sample invoice.
- Ensure daily send times are correctly setup. (The send times apply to all campaigns.)
Keep Campaigns Healthy
- In case of an issue, raise potential incident and assess impact. The campaign can be paused until you're ready to resume it campaign.
- If the campaign target audience has changed, this can be updated from the 'Update Target Audience' section
Campaign Not Processing Invoices
- Check rule set criteria: Ensure rules match available invoices. If your ruleset is based on custom fields, you can check 'view custom fields' on the invoice details page to check if there is any mismatch with that you've defined in the ruleset and the invoice custom fields.
- Check for overlapping target audience: If an invoice is detected to enter multiple campaigns, the invoice will not be allocated to a campaign to avoid breaching RG96 compliance. Look out for a portal notification in the Notification section when this occurs and resolve it by checking the overlapping rulesets.
Next Steps
Ready to go live?
- Complete the launch checklist above
- Review all settings one final time
- Click the Launch button to activate your campaign
- Monitor the first batch of customers processed
Get Support
- Ensure you have followed the checklist mentioned above.
- Contact support at [email protected] for assistance.
💡 Pro Tip: Campaigns will run continuously until manually stopped.
- Monitor your campaigns regularly to ensure your In Campaign % in the Campaign list view is meeting your expected level(defaults to 90%). You can update this expected In-Campaign % level to meet your specific needs in the Notifications section. Whenever this drops below the expected level, you will see an alert on the client portal and guidance on how to action this. Additionally, if you wish to receive email alerts , make sure you subscribe to email alerts as well.
Campaign Behaviour
- The platform is designed to keep the invoice in the campaign until 2 days after the last day of the campaign. This cool off period is to mitigate the risk of sending multiple comms to a customer on a single day (in keeping with RG96 compliance).
- When a campaign is Paused, all comms for that campaign is Paused until the campaign is Resumed. On campaign resumption, the invoice will resume from the point at which it was paused.
Updated 3 months ago