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--- en:how_to_create_an_auto_campaign [2022/05/11 15:20] – [Activating a campaign] fw
+++ en:how_to_create_an_auto_campaign [2025/07/31 12:56] (current) – bk
@@ Line 1: / Line 1: @@
 ====== How do I create an auto campaign? ======
-An auto campaign is generally used for the regular and automated delivery of e-mails, e.g. birthday or welcome messages. It can also be used for automatic target group functions (move contact to / delete from target groups). With the workflow editor it is easy to create automated campaigns. Even complex marketing automations can be implemented intuitively using a drag-and-drop interface, using functions like filters, schedulers, delivery and so on. Messages can be edited and replaced while the distribution is proceeding.
+An auto campaign is generally used for the regular and automated delivery of e-mails, e.g., birthday or welcome messages. It can also be used for automatic target group functions (move contact to/delete from target groups). With the workflow editor, it is easy to create automated campaigns. Even complex marketing automations can be implemented intuitively using a drag-and-drop interface, using functions like filters, schedulers, delivery, and so on. Messages can be edited and replaced while the distribution is proceeding.
 <WRAP round info 80%>
-In the overview of all campaign drafts, auto campaigns can be recognized by the icon  . If the icon is grey, the auto campaign is inactive. The equivalent darker icon   marks all active auto campaigns.
+In the overview of all campaign drafts, auto campaigns can be recognized by the icon. If the icon is grey, the auto campaign is inactive. The equivalent darker icon   marks all active auto campaigns.
 </WRAP>
 ===== Creating a campaign =====
-To create a new auto campaign, go to //Delivery > Drafts//, click the button //Create campaign// on the bottom right and choose the type //Auto Campaign//.
+To create a new auto campaign, go to //Delivery > Drafts//, click the button //Create campaign// on the bottom right, and choose the type //Auto Campaign//.
 {{:en:delivery_drafts_create_autocampaign.png?nolink&600|}}
-Then, select the client and a name for the campaign under //description//. Finally you define the campaign’s target group:
+Then, select the client and a name for the campaign under //description//. Finally, you define the campaign’s target group:
 ==== Target Group ====
@@ Line 20: / Line 20: @@
 The target group is usually a selected auto target group. In very few cases, such as a birthday campaign, the target group consists of all addresses of your client.
-  * When selecting any //auto target group//, only the new additions / new subscribers of this group will be added to your campaign. Addresses that were already in the auto target group before activating the campaign are **not** included by default (see also: selection of starting time when //activating the campaign//. When activating you have the possibility to also address older contacts when choosing an older starting time). An auto target group is a good choice for campaigns like welcome mails (after registration) or other advertising follow-ups which are supposed to be sent to the auto target group after a certain period of time.
+  * When selecting any //auto target group//, only the new additions/new subscribers of this group will be added to your campaign. Addresses that were already in the auto target group before activating the campaign are **not** included by default (see also: selection of starting time when //activating the campaign//. When activating, you have the possibility to also address older contacts when choosing an older starting time). An auto target group is a good choice for campaigns like welcome mails (after registration) or other advertising follow-ups that are supposed to be sent to the auto target group after a certain period of time
   * When selecting //Complete addresses//, **all** of the addresses in your client’s data are added to the campaign daily. This is suitable for campaigns that are independent of a newsletter subscription or similar action and allow a re-entry of addresses into the campaign. Do NOT choose this option for welcome campaigns. Most frequent application: birthday campaign.
 <WRAP round important 100%>
-When you choose //Complete addresses// as your target group remember to limit the number of your addressees by using filters, when the mailing is not supposed to go to every person in your master data. Without the use of filters or schedulers, this campaign will send out a mailing to every person every day. \\ \\
+When you choose //Complete addresses// as your target group, remember to limit the number of your addressees by using filters when the mailing is not supposed to go to every person in your master data. Without the use of filters or schedulers, this campaign will send out a mailing to every person every day. \\ \\
 If you are uncertain which target group to choose or how to create your campaign structure, please contact our support team via ticket.
 </WRAP>
+When you have given all the information about the name, client, and target group, confirm by clicking //OK//.
-When you gave all information about name, client and target group, confirm by clicking //OK//.
 <WRAP round info 80%>
@@ Line 39: / Line 37: @@
 ==== Viewing an auto campaign ====
-In the draft stage there are two views:
+In the draft stage, there are two views:
   * //Details//: This is where the auto campaign’s messages are edited.
-  * //Workflow structure//: Here you can define the campaign structure, and therefore the workflow.
+  * //Workflow structure//: Here you can define the campaign structure and therefore the workflow.
-Nach Aktivierung finden Sie die Kampagne unter //Reporting//. Dort steht zusätzlich noch der Reiter //Reporting// zur Verfügung.
+Once activated, you'll find the campaign under //Reporting//. There, you'll also find the //Reporting// tab.
-  * //Reporting//: Hier lassen sich die Creative-Statistiken einsehen.
+  * //Reporting//: You can view the creative statistics here.
 ==== Messages in an auto campaign ====
-When you want send out messages within you auto campaign you generate them by clicking //Create message// on the bottom on the button right.
+When you want to send out messages within your auto campaign, you generate them by clicking //Create message// on the bottom of the button on the right.
-{{:en:delivery_drafts_creatives_autocampaign.png?nolink&700|}}
+{{:en:delivery_drafts_creatives_autocampaign.png?nolink&600|}}
-All existing messages in the campaign are divided into three statuses:
+All existing messages in the auto-campaign are divided into four statuses:
-  * //Drafts//: all newly created e-mails
+  * //Display all//: all messages
-  * //Active//: List of letters currently in active use. These e-mails are involved into the auto campaign.
+  * //Display 'active' only//: List of letters currently in active use. These e-mails are involved in the auto campaign.
-  * //Inactive//: List of formerly active letters. These messages were in active use once, but have been replaced by new ones.
+  * //Display 'inactive' only//: List of formerly active letters. These messages were in active use once but have been replaced by new ones.
+  * //Display 'drafts' only//: all newly created e-mails
-The contents of the tabs //Active// and //Inactive// are only visible if the auto campaign has been activated before.
+The tabs //Show 'active' only// and //Show 'inactive' only// only show emails if the auto-campaign has already been activated.
 <WRAP round tip 80%>
 Any active message can be replaced by a draft during operation. To do so, read the step-by-step instructions in the article "//[[en:how_to_change_mails_in_autocampaigns]]//".
 </WRAP>
 ===== Edit campaign structure with the workflow editor =====
-You define the course of your automated campaign via drag and drop. In doing so you can create all types of auto campaigns.
+You define the course of your automated campaign via drag and drop. In doing so, you can create all types of auto campaigns.
 To open the workflow editor, simply click on //Workflow structure//.
-It is possible to select an existing template. For example, if you want to send a birthday mailing, just select the respective template and confirm your choice. In case you choose the birthday mailing the system will relate to the data //field birthday (format YYYY-MM-DD)//.
+It is possible to select an existing template. For example, if you want to send a birthday mailing, just select the respective template and confirm your choice. In case you choose the birthday mailing, the system will relate to the data //field birthday (format YYYY-MM-DD)//.
 When you want to create your own campaign process, click on //Cancel// in the window.
@@ Line 78: / Line 75: @@
 {{:en:delivery_drafts_creatives_autocampaign_workflow1.png?nolink&450|}}
-Afterwards you can use the workflow editor to create your campaign process easily via drag & drop. The workflow of a birthday mailing, based on Complete addresses might look like this:
+Afterwards, you can use the workflow editor to create your campaign process easily via drag & drop. The workflow of a birthday mailing, based on complete addresses, might look like this:
 {{:en:delivery_drafts_creatives_autocampaign_workflow2.png?700|}}
@@ Line 87: / Line 84: @@
 === Start ===
-Marks the beginning of a campaign. You have to define if users are allowed to re-enter the campaign.
+Marks the beginning of a campaign.
+{{:en:reporting_autocampaign_workflow_start.png?700|}}
+It must be defined whether a user is allowed to re-enter the campaign multiple times or not, whether a repeat run should be allowed after a few days, or whether addresses should be removed from the workflow when they unsubscribe from the campaign target group.
+== Allow multiple passes at unlimited frequenzy ==
+Useful for recurring events. \\
+Examples:
+  * A shopping cart abandonment reminder that is sent every time a user leaves products in their cart.
+  * An order confirmation campaign.
+== Disallow re-entry for this campaign ==
+Recommended if the content or purpose of the campaign is only relevant once.
+Examples:
+  * Welcome series for new customers directly after the first registration or login.
+  * One-time discount campaign "Thank you for your first order."
+== Allow re-enter after x days ==
+Ideal for time-limited recurrences such as reactivation, feedback requests, or seasonal offers.
+Examples:
+  * Reactivation campaign for newsletter subscribers: starts 60 days after the last opened email and repeats every 60 days if the user is inactive again.
+  * Semi-annual satisfaction survey, which the user completes again every six months.
+== Remove addresses from the workflow when unsubscribing from campaign target group ==
+If this switch is active, each node of the workflow automatically checks whether the address is still included in the campaign's target group. Perfect when the target group changes dynamically and the content is only relevant to the current target group.
+Examples:
+  * Premium feature campaign: as soon as a user cancels their premium subscription, they are removed from the workflow.
+  * Product-specific tips: Users who deselect a product in their profile settings are removed.
+  * A campaign for discount promotions for existing customers with an active loyalty program. After leaving the program, the user should be automatically removed from the workflow so that they no longer receive any further promotions.
+  * When reactivating a campaign, only the current target group should be contacted.
+<WRAP round info 100%>
+In campaigns that have already been active, this switch can no longer be edited. This is only possible in campaign drafts.
+In campaigns in which the target group //Complete addresses// has been selected, no settings can be made in the start node. The feature is not available there.
+</WRAP>
 === End ===
 Marks the end of a campaign or filtering.
 === Wait ===
-You can define a waiting time (in minutes, hours or days).
+You can define a waiting time (in minutes, hours, or days).
 === Scheduler ===
-Determine the date and time of delivery. Define month, workday and time.
+Determine the date and time of delivery. Define month, workday, and time.
 === Delivery ===
-Define the delivery – you have to choose the message that you want to send.
+Define the delivery; you have to choose the message that you want to send.
 === Filter ===
-Define filtering of criteria or attributes of your user data.
+Define filtering of criteria or attributes of your user data. The following filter options are available:
+  * Birthday
+  * Click-Score
+  * Open-Score
+  * Containes un auto target group
+  * Not contained in auto target group
+  * Predefined filters
+  * Response data
+  * Filter (type: personal data)
+  * Time of filter entry
+<WRAP round info 80%>
+The filter type //Time of filter entry// detects when a user entered the node and compares this time with the time selected in the filter type.
+The following settings must be made:
+  * before or after
+  * a time in the format HH:MM
+Example
+The filter is set to: after 11:00 a.m.
+If a user then reaches this filter node AFTER 11:00 a.m., the filter condition is true. If they reach the filter node BEFORE 11:00 a.m., the condition is false.
+If //Complete addresses// is selected as the target group, the filter type is not available.
+</WRAP>
 === Split ===
@@ Line 113: / Line 174: @@
 <WRAP round info 100%>
-When you insert longer waiting times, remember that the composition of auto target groups change dynamic, e.g. due to newsletter unsubscriptions. If you want to restrict recipients to an auto target group in the complete workflow, it is advisable to insert a filter after waiting elements to check if the address is still part of the auto target group.
+When you insert longer waiting times, remember that the composition of auto target groups changes dynamically, e.g., due to newsletter unsubscriptions. If you want to restrict recipients to an auto target group in the complete workflow, it is advisable to insert a filter after waiting elements to check if the address is still part of the auto target group.
 </WRAP>
@@ Line 136: / Line 197: @@
   - You have the option to define a period of time in which the campaign should be active under //Settings// in the tab //general//, using the fields //active from// and //active to//.
   - Open the action //activate/deactivate// and click on //activate//.
-  - If there are messages embedded in the structure, you must first confirm their quality control. To do so, select a message down below, click on //Quality Control//, inspect the displayed test results and then click on the checkmark to approve message. Once all listed messages are confirmed, click on the button //Continue to the next step//.
+  - If there are messages embedded in the structure, you must first confirm their quality control. To do so, select a message down below, click on //Quality Control//, inspect the displayed test results, and then click on the checkmark to approve the message. Once all listed messages are confirmed, click on the button //Continue to the next step//.
-  - In the last step, you can insert addresses that are already members of the target group into the campaign. Choose a start time to do so. Set the start time of postprocessing in the past to determine from which entry date addresses should be inserted in the campaign. If start time is //Today//, all addresses that are inserted in the target group from now will be inserted in the campaign.
+- You will now be taken to the step-by-step activation. Once you have completed this, the automatic process will start. In the first step, please ensure that the campaign configuration corresponds to the desired campaign goal and that only addresses with opt-in are being contacted. If you have selected the //Complete Adresses// target group, you will receive an additional warning at this point prompting you to define suitable filters, otherwise the entire address database will be added to the workflow every day, which could lead to problems.
-  - A click on the button //activate// activates the campaign and moves it to //campaigns > sent//.
+- In the second step, you have the option to reprocess addresses. If addresses that were added to the selected automatic target group in the past should be included in the workflow, you can specify here whether and from which date the address entered the target group this reprocessing should take place. Depending on your selection, the number of affected addresses will be displayed.
+- For final control, the name, the activity period, the selected target group, and data on any reprocessing will be displayed again in the third step.
 <WRAP round important 80%>
@@ Line 147: / Line 209: @@
-{{tag>filter auto_target_group birthday_mailing welcome_campaign Workflow marketing_automation auto_campaign }}
+{{tag>auto_target_groups birthday_mailings welcome_campaigns workflows marketing_automations auto_campaigns exclude_filter automatical reprocess reprocessing}}

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