We've modernized the campaign creation process in Iterable! With a new interface that lets you configure a campaign in whatever order you like, creating campaigns is more flexible and efficient than ever. Don't worry, though — we haven't changed any core campaign functionality.
This article provides an overview of the updated campaign creation experience.
In this article
- Summary of updates
- Where is it now?
- Creating a campaign
Summary of updates
The new campaigns experience:
Provides a flexible, non-linear flow you can use work through various campaign configuration steps in whatever order you like.
Makes it possible to schedule blast campaigns more flexibly, on specific days of the week or a recurring schedule.
Where is it now?
Here's a table that describes the previews and new location for some elements of the campaign creation process:
|Campaign element||Previous location||New location|
|Campaign name, campaign type, labels||At the top of step 1, when you create a campaign.||In the New Campaign window, after selecting a message medium.|
|Message medium||Below Campaign Type on step 1.||In the New Campaign button dropdown menu.|
|Send lists||Selected before moving to the design step.||The Audience area on the campaign configuration page.|
|Conversion events||In the Conversion Events field on step 1.||In the Conversions and Experiments area on the campaign configuration page.|
|Experiments||In the overflow menu on step 3.||In the Conversions and Experiments area.|
|Quiet hours, Send Time Optimization (STO), send rate limit||On the Review and Launch page, below the campaign's details.||In the Delivery area on the campaign configuration page.|
|Campaign content (templates)||On step 2.||In the Content area on the campaign configuration page.|
|In-app destination||Below the message medium selection.||In the New Campaign window, when you select in-app as the message medium.|
|In-app display priority||Below destination.||In the Delivery area of your in-app campaign.|
|Push destination||Below the message medium selection.||In the New Campaign window, when you select push as the message medium.|
Creating a campaign
To create a campaign: navigate to Messaging > Campaigns, click the New Campaign button, and select a message medium:
Then, name your campaign, add labels, and select Blast or API-Triggered:
There are two places you can add labels to a campaign. In the New campaign window, which pops up when you first create the campaign:
Or, in the header of a campaign that you've opened up in Iterable (below its name and metadata):
Selecting an audience
To specify who should receive (or be excluded from) a campaign, click Select lists (in the Audience area):
Configuring the campaign's design
To add content to a campaign, click Browse Templates and select a template (or, if you're looking at a campaign that already has a template selected, click Edit).
Then, you can edit the campaign's content, preview it, and send proofs to yourself or others.
Sending or scheduling a campaign
After configuring a campaign, click Review. If everything looks right, you can send or schedule it (blast campaigns), or activate it (API-triggered campaigns).
When scheduling a campaign, you can configure:
- The start date and time.
- Whether to base its send time on the project time zone or the recipient's time zone.
- A schedule for repeated sends, if needed.
- And end date for the campaign.
- Days on which to send (for some repeat options).
- How far ahead of time to create the campaign before it sends.
Optimizing campaign delivery
To enable Quiet Hours, Send-Time Optimization (STO), and override send rates, find the Delivery area and click Edit:
Adding conversions and A/B experiments
To add conversions and A/B experiments, click Edit in the Conversions and Experiments area. Use the dropdown menu to add conversion events, or click Add Experiment to add an experiment (this takes you to the Experimentation page).
You can't modify a campaign's custom conversion events if it already has an experiment that selects a winner based on a custom conversion event.
Previewing campaign content
To preview a campaign, click Preview (in the campaign header). Or, in the Content area, click Edit, and then choose an option from the overflow menu.
Replacing a template
To select a different template for a campaign, go to the Content area. Twirl open the arrow next to the Edit button and click Replace template.
Saving the campaign content as a new template
To save the content of a campaign as a template, to use it with other campaigns:
Open up the campaign. In the Content area, click Edit.
In the page header, find the overflow menu (three dots). In this menu, click Save as new template.
Choose a destination project and give the template a name.
Click Save template.
To view the locales for a campaign and add new ones, click Edit in the Content area, then use the Locales dropdown.