Campaign Modernization

Check out the modernized campaign creation flow! With the new one-page process and updated design, creating campaigns is more flexible and efficient than ever. Core campaigns functionality hasn't changed.

This article is an overview of the new campaign experience. We can't wait to hear what you think! 💬

Prefer a visual? Check out this overview video.

# In this article

# Summary of updates

Look for these updates as you create campaigns. Now, you can:

• Configure the campaign in any order with the flexible, non-linear flow.

• Select a message medium from the New campaign dropdown.

• Configure the campaign name, type, and labels in the New campaign window.

• Schedule blast campaigns on:

  • Specific days of the week.
  • A repeat schedule—daily, weekly, every two weeks, every 30 days, the first of the month, the 15th, or the last day of the month.
  • A custom schedule that re-runs the campaign after a specified number of days, on specific days of the week.

• Review the details of your campaign on the modernized review page before you send, schedule, or activate the campaign.

• Identify valid or invalid content with green checks or red exclamation marks in each area.

# Where is it now?

Here's where specific campaign components are located in the classic experience and the modernized flow.

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 new campaign

To create a campaign, use the New campaign button on the Campaign index page and select a message medium.

Configure your new campaign details:

1. Name your campaign and add labels if desired.
2. Select a campaign type.
3. Click Create campaign.

# Adding labels

There are two places to add labels:

• In the New campaign window, when you first create the campaign.

  

• In the campaign header, below its name and metadata.

  

You can configure the following tasks in any order.

# Selecting an audience

To select the list(s) of users who will receive or be excluded from this campaign, click Select lists in the Audience area.

# Configuring the campaign's design

To add content to your campaign, click Browse templates and select a template (or Edit if you already selected one).

From here, you can edit the content's details and design, preview the content, and send a proof to yourself or others. When you're finished, click Done to add the campaign content to this campaign.

# Sending your campaign

Once your campaign is configured, click Review. If everything looks right, you can send it now, schedule it, or activate it.

• Triggered campaigns - To send a campaign to eligible users after they complete a triggering action, click Activate on a triggered campaign.
• Blast campaigns - To send a campaign immediately, click Send now. To set up a recurring send schedule, click Schedule.

To define scheduling options for a blast campaign, click Schedule on the review page, then configure:

• The start date and time.
• Whether the campaign sends based on the project time zone or the recipient's time zone.
• A repeat send schedule if desired.
• The date the campaign should end.
• The days on which to send the campaign, 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, click Edit in the Delivery area.

# Adding conversions and A/B experiments

To add conversions and A/B experiments, click Edit in the Conversions and Experiments area.

• You can select conversion events from the dropdown and search for events.
• To create an experiment with this campaign, click Add experiment to go to the Experimentation page. You must save any changes to conversion events first.

# Previewing campaign content

To preview your campaign content, click Preview in the campaign header.

Or, click Edit in the Content area. From here, preview the content or preview on devices from the overflow menu.

# Replacing a template

To select a different template for this 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

You can save this campaign content as a new template to reuse in other campaigns:

1. In the Content area, click Edit.
2. Click the overflow menu (three vertical dots) in the header and click Save as new template.
3. Select a destination project and give the template a name.
4. Click Save template.

# Switching locales

To view the locales for a campaign and add new ones, click Edit in the Content area, then use the Locales dropdown.