Marketing automation is a powerful tool. Through the power of Campaigns, we will help you win more business and save valuable time ⚡️
To ensure the right message is sent to the right person at the right time in the customer journey, you can customize your campaign entry rules.
In this help article we will show you:
Where to go to edit your campaign
First, you need to navigate to the edit state of your campaign.
To do this, go to the Campaigns tab and click on the campaign you would like to edit.
Next, click 'edit campaign' in the top right hand corner.
Now you are in the edit state of your campaign ✎
How to add and edit campaign entry rules
Campaign entry rules lets us know who you would like to enter the campaign and when.
To edit your entry rules, click on the 'People' card to expand it and reveal the campaign rules builder.
When you click 'add rule' you are offered a range of customer journey events and entities that you can choose from to trigger entry to your campaign.
Once you have selected an event, you will be offered a range of properties to choose from for that event, to ensure your customer is entered at exactly the right time in their journey. For a list of customer journey events and their definitions and properties refer to this help article.
Adding multiple rules using 'And' and 'Or' logic
You can add multiple entry rules to your campaign. In these instances, you might want your campaign to trigger...
When all of the rules are true at once
When any of the rules are true
A combination of the two
In order to allow for any of the above scenarios, you can use 'and' and 'or' logic to connect the rules.
When all of the rules are true at once
If you have multiple rules that you would like to trigger the campaign when all of them are true at once, you would use 'and' to connect the rules.
For example, if you wanted your campaign to trigger when a booking is completed AND the booking is scheduled within the last 14 days, then your entry rules would look like this:
To configure this, once you have added your new rule just click on the connector and select 'and'.
2. When any of the rules are true
Sometimes you might have multiple rules that you would like to trigger your campaign when any of them are true. In this instance, you would use 'or' to connect the rules.
For example, if you wanted your campaign to trigger when an invoice is paid OR when a payment has succeeded, then your entry rules would look like this:
To configure this, once you have added your new rule just click on the connector and select 'or'.
3. A combination of the two
If you have multiple rules, there may be instances when you want some of the rules to be connected by 'and', and others to be connected by 'or'. In order to configure this you can create rule groups.
For example, if you wanted your campaign to trigger when...
A booking is completed AND booking amount is greater than $100
OR
An invoice is paid AND invoice is greater than $100
...then your entry rules would look like this:
Rules within the same group must all be connected with the same connector, e.g. if you had 3 rules, then must all be connected with 'and' or all be connected with 'or'.
The connector between rule groups can differ from the connector within rule groups. Like in this example:
How to create rule groups
To add a rule to a group, click on the blue '+' button next to the rule you would like to include in the group.
To start a new rule group, click on the blue 'add rule' button.
See below for full demo of this example:
FAQs
What does 'allow repeat enrollments' mean?
Here is a help article to talk you through that 😊
Still need some help? Please reach out to us at hello@nicejob.com and our Success team would be happy to help you configure your campaign 😊