Create an Email Campaign

Campaigns are required to send Offers to your accounts and give them access to your live Offer Menu to place orders. Email campaigns allow you to send offers to accounts via email. When accounts receive an email campaign, they can click on any of the email's Call-to-Action buttons to instantly access the live Sales Menu.

Email campaigns can be sent to multiple accounts simultaneously at designated times. After an email campaign has been sent, you can view campaign metrics such as Bounce Rate, Open Rate, Unopened Rate, and Click Through Rate on the campaign's detail page.

Before you begin

Campaigns are used to send offers so an offer must be created before creating a campaign. Adding accounts is also required before sending campaigns as accounts must be added before they can receive campaigns.

Campaigns can be created from the offers page and the campaigns page.

Create an email campaign from the offers page

1. Go to the Offers menu in the Sales sidebar and click Offers.
2. Click the search icon and type the name of the offer to use to create the campaign.
3. Click the offer's Bamboo ID to go to the offer's detail page.
4. Click Create Campaign.
  - The Add Campaign pop-up window will open.
5. Type a required name for the campaign in the Campaign Name field.
6. Click Email in the Choose Channels to Use For The Campaign section.
7. Click the Start Date field in the Campaign Period section and select a campaign start and end date.
  The Campaign Period must be within the Offer Period.
8. Select Send Now, One Time, or Recurring to set a campaign schedule.
  Send Now - the campaign will be sent immediately and you will not be able to select a specific time.
  One Time - the campaign is sent once to clients on the date and at the time that you select.
  
  Recurring - select a frequency (every "x" amount of days) and a specific time to send the campaign periodically until the campaign period ends.
9. Click Confirm to create the campaign.
  - You will be taken to the Campaign page where you can format the campaign by adding campaign Recipients, customizing the campaign's Email Template and Email Settings, and sending the campaign.

Create an email campaign from the campaigns page

1. Go to the Offers menu in the Sales sidebar and click Campaigns.
2. Click Add.
  - The Add Campaign pop-up window will open.
3. Type a name for the campaign in the Campaign Name field.
4. Click the Offer Selection drop-down and select the offer to send in the email campaign.
5. Select Email in the Choose Channels to Use For The Campaign section.
6. Click the Start Date field in the Campaign Period section and select a campaign start and end date.
  The Campaign Period must be within the Offer Period
7. Select Send Now, One Time, or Recurring to set the campaign schedule.
  Send Now - the campaign will be sent immediately and you will not be able to select a specific time.
  One Time - the campaign is sent once to clients on the date and at the time that you select.
  
  Recurring - select a frequency (every "x" amount of days) and a specific time to send the campaign periodically until the campaign period ends.
8. Click Confirm to create the campaign and proceed to the campaign's detail page to add campaign recipients, format, and send the campaign.
  - You will be taken to the Campaign page where you can format the campaign by adding campaign Recipients, customizing the campaign's Email Template and Email Settings, and sending the campaign.

Add recipients to the campaign

1. Click Add on the campaign's Menu Recipients tab.
2. Click the Choose Recipient Type drop-down and select the recipient type from which to add recipients.
3. Click the Choose Recipients drop-down and select the recipients from the selected recipient type.
4. Click Confirm to add the selected recipients.

Format the campaign's email template

1. Click the Email Template tab.
  
  Any campaign email template formatting will be displayed in the campaign's email preview in real time.
2. Type the campaign's email subject in the Subject field.
3. Type the campaign's email heading in the Heading field.
4. Type the email's sub-heading in the Sub Heading field.
5. Type the campaign's email message in the Top Description field.
6. Type the text for the top call to action button in the Top Call To Action field.
7. To add optional sections to the email, click + Add Section.
  
  A maximum of 12 sections can be added to the email template.
8. Type a name for the section in the Section Name field.
9. Click Upload to upload an image for the section, then click Save to save the section image.
10. Type a description for the section in the Section Description field.
11. Select the Enable Optional CTA box to add an optional call to action button to the section.
12. If a section call to action button is selected, type the title of the call to action button in the Call To Action box.
13. Click Additional Sales Reps + to add optional sales reps to the campaign.
  - The name and email of the sales rep(s) you add will appear on the campaign email.
14. Click the Choose Sales Reps drop-down and select the sales reps to add.
15. Click Confirm to add the selected sales reps.
16. Select the Enable Bottom CTA box to add an optional call to action button at the bottom of the email, then type the bottom call to action button text in the Bottom Call To Action field.
17. Click the Instagram Link toggle to display the optional Instagram icon in the email, then add the Instagram link in the Enter Social Link box.
18. Click Facebook Link toggle to display the optional Facebook icon in the email, then add the Facebook link in the Enter Social Link box.
19. Click Save to save the email template formatting.

Select the campaign's email settings

1. Click the campaign's Email Settings tab.
2. Select the Send copy to Sales Rep box, the Send copy to VMI Rep box and/ or the Send Copy to other box in the Order Confirmation Settings section to designate the recipients for all campaign order confirmation emails.
  Selecting the Send copy to Sales Rep box will send a confirmation email to the assigned Sales rep as a CC every time an order is placed.
  Selecting the Send copy to VMI Rep box will send a confirmation to the assigned VMI Rep as a CC every time an order is placed.
  
  Selecting the Send copy to Other box will send a confirmation email as a CC to the email addresses added in the Send Copy to Other email address field.
3. Select Reply to Sales Rep or Reply to other in the Reply-To Settings section to designate who clients can reply to when they receive the email campaign.
  Selecting Reply to Sales Rep will allow clients to reply to the Sales Rep assigned to the campaign.
  Selecting Reply to Other will allow clients to reply to the email addresses added in the Reply to Other email address field
4. Type an email address in the Email address field Sender Email Settings section to set the sender email address for the campaign.
5. Click Save to save the campaign's Email Settings.
6. Click Send to send the campaign, then click Submit to confirm sending the campaign.
  - The campaign will be sent to the selected campaign recipients based on the selected campaign schedule and will become active. Campaign metrics such as Bounce Rate, Open Rate, Unopened Rate and Click Through Rate will appear on the campaign's detail page. Active campaigns can be Paused or Canceled. When an active campaign has been paused, campaign recipients will be unable to access the live Offer Menu until the campaign status changes back to active.