Campaign Configuration: Email Load and Send

For many marketers, the Email channel is a critical method for contacting their consumers. Cheetah Digital provides a fully-featured platform for managing your Email message content, creating Campaigns with sophisticated audience selection tools and personalization options, and scheduling and deploying your Campaigns according to your marketing strategy.

The Campaign screen is also used to manage Campaigns used for the platform's Load and Send feature. Load and Send is an optional feature that allows you to import "campaign-ready" files for use in an email Campaign. The term "campaign-ready" means that everything needed to build and deploy the Campaign -- including contact information and any personalization fields -- are present in this file.

Note: Load and Send is supported only in the Email Channel, and only for Regular One-off and Event Triggered Campaign types. 

The Campaign screen is organized into the following areas:

Select an item above for more details on that section.

Triggers

Sender Profile

Audience

Message

Sending

Responses

Proofing

Auditing

Launching

Campaign Settings

The Tool Ribbon at the top of the screen provides access to the following general Campaign settings.

Configure Campaign Metadata

Cheetah Digital offers the ability to tag Campaigns with custom Metadata fields and values. These Metadata fields allow you to create Filters that look for specific Metadata tags in them, or for use in reports, future Campaigns, or other tasks. You can also add Metadata fields to the Campaign content for personalization. 

To assign Metadata values to a Campaign

  1. In the Tool Ribbon, click Edit > Set Metadata. The Metadata pop-up window is displayed, listing every Metadata field defined for this account. A red asterisk is displayed next to every field that's required for Campaign launch.

  2. Enter or select the desired Metadata values.

  3. Click Ok.

Note: Metadata tagging is not available for every channel.

For more information on setting up Metadata fields, see Metadata Settings.

Assign Campaign Tags

Optionally, you can assign one or more Tags to your Campaign. These Tags serve as an organization tool that allow you to group together items for reports and Filters.

To assign a Tag to the Campaign:

  1. Click on the Add tag field in the Tool Ribbon. The system displays a pop-up menu of all the existing tags.

  2. Select an existing tag, or type in a new one and press Enter.

  3. Repeat the above step as needed to add more tags. Optionally, to remove a tag, click the X icon next to the tag label.  

Configure Report Settings

Cheetah Digital tracks and reports various system events, such as user clicks, opens, delivery, and more. The platform allows you to configure various report options at a Campaign level.

To set the Campaign's report options:

  1. In the Tool Ribbon, click Options > Report Options. The Report Settings pop-up window is displayed.

  2. The Delivery Audit section is an optional feature that must be enabled in your account. This option is available only for Regular One-Off Campaigns in the email Channel. The platform maintains a special list of email addresses across all different domains. This list functions much like a Seed List, in that your Campaign will send copies of the message to these addresses. This feature validates the entire mailing process by checking your sending infrastructure, message content, and sending reputation. The feature indicates whether your message landed in the consumer's inbox or spam folder, or if it was blocked. To utilize this feature for this Campaign, place a check mark in this check box.

    3. Note: Please speak with your Customer Service Representative for more information on enabling the Delivery Audit feature.

  3. Tracking information is constantly gathered by the platform. However, the reports are updated only when manually executed, or based on the account-level schedule set for Automatic Updates on the Update Options screen. Optionally, you can override the account-level schedule, and define an automated update schedule that applies only to a Campaign. To define an automated Campaign-specific update schedule:

    • Place check marks next to the days of week on which you want the automated update schedule to run.

    • From the Every X Hours drop-down menu, select the automated update frequency. The possible frequency ranges from every hour to every twelve hours.

    • From the First X Days drop-down menu, indicate for how long this automated schedule should run after the Campaign is initially launched. The possible values are 5, 10, 15, 20, 25, or 30 days.

  1. Click Ok.

Campaign Management

The Campaign screen provides the following Campaign management features:

Copy a Campaign

To copy an existing Campaign: 

  1. In the Tool Ribbon, click Edit > Save As. The Save As pop-up window is displayed.

  2. The default name of the new Campaign is Copy of followed by the base Campaign name. Optionally enter a different name in the Copy's Name field.

  3. The default folder location for the new Campaign is the same folder as the base Campaign. Optionally select a different folder location where you want to save the new Campaign. 

  4. The default Campaign type for the new Campaign is the same as the base Campaign. Optionally select a different Campaign type.

  5. Click Save a copy. 

Delete a Campaign

When you delete a Campaign, the system moves it from its current folder location into the Recycling Bin, where it can optionally be restored if needed. If the selected Campaign is stored in a folder to which you don't have the proper access privileges, you won't be able to delete that Campaign.

  1. In the Tool Bar, click Edit > Delete. A confirmation dialog box is displayed.

  2. Click Delete. The system moves the Campaign to the Recycling Bin.  

Rename a Campaign

To rename a Campaign:

  1. In the Tool Bar, click Edit > Rename. The Rename the Item pop-up window is displayed. 

  2. In the New Name field, enter the new name.

  3. Click Save new name.

View Campaign Details

To view detailed information about the Campaign:

  1. In the Tool Ribbon, click the Campaign tab. The Item Details panel is displayed, which provides the following information:

    • Who created the item, and who modified it last.

    • The Campaign's Object ID and Object Reference ID.

    • A log of actions taken on the Campaign, including what the action was, when it was taken, and who performed the action.

  2. Optionally click Related Items in the left-hand menu. This section lists other items in the system that reference or utilize this Campaign.

Change Campaign Type

From within the Campaign screen, you can switch the Campaign type between a Regular One-off Campaign and either form of triggered Campaign (Date-triggered or Event-triggered).

To change the Campaign type:

  1. To change the Campaign to Event-triggered, click Edit > Convert to Event Triggered in the Tool Ribbon. A confirmation dialog box is displayed; click convert.

  2. To change the Campaign to Date-triggered, click Edit > Convert to Date Calculated in the Tool Ribbon. A confirmation dialog box is displayed; click convert.

  3. To change the Campaign from either of the triggered Campaign types to a Regular One-Off Campaign, click the remove button (X) next to the Campaign Type. A confirmation dialog box is displayed; click remove triggers.

Note: Depending on the Campaign channel, some of the above Campaign types may not be available.