Recurring Campaign

Campaign that runs at regular intervals.

Recurring campaigns are those that target customers repeatedly over a period of time. These are usually launched with similar messages and offers, increasing customer loyalty, retention, and revenue.

Use Case

1. Send out newsletters with updates on new products, industry news, or exclusive offers on a regular basis.

2. For subscription-based services, set up recurring campaigns to remind users about upcoming renewals or expirations.

3. Implement a recurring campaign to periodically collect customer feedback through surveys.

Before we start with the steps to create a one-time campaign; two notable points are:

1. You need to have a set of audience, i.e. a created segment to whom you want to target. In case you don't, create a segment here.

Campaign can run with any segment whether static or live.

1. An approved template tailored to your targeted audience and the campaign goal. If you don't have, create a template here.

If you have a template and it is not approved, you will not find it while selecting templates in the below procedure.

Create A Recurring Campaign

Suppose you're in the Audio Streaming industry and run a subscription-based model that offers podcasts on various niches, much like Kuku FM.

So, you can run a recurring campaign at an interval of a few days before a year to remind customer that their subscription is about to expire.

Note:

In this scenario, a live segment wouldn't be helpful, as even for newly added customers, the campaign will be launched at the year's end, irrespective of when the new customer has joined.

1. Create Campaign:

• Start by giving a name to your campaign. This helps in identifying and tracking different campaigns easily.

Considering the above scenario, we can name our campaign as Subscription renewal.

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1. Select Recurring Campaign

• Choose the type of campaign as "Recurring Campaign." This implies that the campaign will be sent at regular intervals.

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1. Delivery Time

• Decide when to deliver your campaign. It has three options:

Campaign Start

1. Choose Date

• Choose the initial date on which you want the recurring campaign to begin.

1. Time

• Select the hour from a dropdown in 24-hour format.

• Choose the minute from a dropdown.

1. Timezone

Specify whether the delivery should be in the project's time zone or the user's time zone.

• "Delivery in Project's Time Zone" ensures messages are sent based on the time zone associated with your project.

• "Delivery in User Time Zone" adjusts the delivery time based on each user's time zone.

1. Set Frequency

• Determine how often the recurring campaign should run.

1. Repeat

• Choose the frequency of the campaign: Hourly, Daily, Weekly, or Monthly.

Repeat Options for Weekly

• If you choose to repeat weekly, you can select the day(s) of the week on which the campaign should run.

Repeat Options for Monthly:

• If you choose to repeat monthly, you can select the day of the month when the campaign should run.

Campaign End

Choose the date and time when you want the recurring campaign to end.

• Use the calendar to select the specific end date.

• Specify the time in hours and minutes when you want the recurring campaign to stop sending messages.

As per the above scenario we want to run an 'yearly' campaign. We select a date when campaign start as 04.02.24, project's time zone set frequency to monthly and choose 12 month from dropdown. We select nothing from 'run on' as we want the campaign to run on any date.

Finalize the frequency by selecting a end date of your campaign along with an end time.

By clicking 'repeat campaign on rolling basis' you can

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1. Select Audience

• Target a specific audience or combine several segments as the target audience. Choose from a dropdown list of pre-made segments.

You can add multiple segments by clicking on '+' button.

Here we have a segment called as Subscription purchased 04.04.24, we select that.

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1. Choose Message Template

• Select the message template that your recipients will receive. Choose from a dropdown list of pre-made templates.

Set Attributes

Set attributes that will replace the dynamic field {{ }} available in your header or body of the template. For, e.g., for personalization, you can replace it with the customer's first name, for the same select user attribute>first name.

Here is what all the attributes means:

The Set attribute option is available only when the selected template has dynamic variables in it.

We created a template called 'subscription reminder' so we select it and set the attributes as first name for both the header and body.

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1. Post Campaign Trigger (Optional):

• Optionally, set up post-campaign triggers to update attributes, manage segments, and implement a "Do Not Disturb" (DND) policy based on the selected event. Use conditional logic based on events such as sent, delivered, read, failed, or replied.

Different Events

1. Notification Send

• Sent: Trigger the action when the notification is sent to the user.

• Delivered: Trigger the action when the notification is successfully delivered to the user's device.

• Read: Trigger the action when the user has read the notification.

• Failed: Trigger the action when the delivery of the notification fails.

1. Notification Replied

• Button Reply: Trigger the action when the user replies using predefined buttons (buttons in template are entered as value).

• Text Reply: Trigger the action when the user replies with free-text input.

Post Campaign Trigger

Let's say we want to assign a agent 'Sahil' to all the customers who tap 'Facing Issue' button in the template.

So we select Notification reply>Button reply and enter the value as Facing Issue and select assign to a agent and choose Sahil.

You can add maximum two filter, one from each notification send and notification reply.

You can add multiple 'Post campaign trigger' by clicking 'add another event' and repeating the steps to create the 'post campaign trigger.'

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1. WhatsApp Optin

• Choose to send the campaign only to customers whose "WhatsApp Opted" status is true. This is a recommended practice. Toggle it on.

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1. Campaign Summary

• A summary of your campaign details will be displayed on the right-hand side, including the campaign name, type, schedule, chosen audience, and selected template.

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1. Launch

• Review the campaign details and click on "Launch campaign" to launch the triggered campaign.

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You can access the detailed Report of the campaign in the Action Column of the Campaign Page.

Campaign Report