As indicated, the message in the Messages module is part of the Birthday campaign. The automated campaign itself can be found in the Campaigns module. The campaign in Spotler is already set up correctly, you just need to activate it.
Click on Change status in the drop-down menu behind the campaign. A pop-up will appear, in which you can change the status by clicking on Active.
About the campaign
Every automated campaign in Spotler consists of two parts:
- Campaign trigger(s)
A starting trigger is what prompts a campaign. It tells Spotler that something needs to happen. What causes an automated campaign to start?
- Campaign step(s)
Because of the trigger, Spotler knows that it has to do something. Next comes a campaign step, which could be a message and/or an SMS being sent, or information getting edited.
The trigger for the Birthday campaign is of course the birthday of the contact. The campaign step is therefore sending the birthday email. By clicking on Edit in the drop-down menu behind the campaign, you can view the settings.
Filter: newsletter recipients
You might notice that a target filter has been set up for both the trigger and the campaign step. The legislation regarding email marketing has made this necessary. The Birthday campaign has a commercial purpose, therefore you can only reach contacts who have indicated that they want to receive commercial email communications.
Adding campaign steps (optional)
Did you make multiple variations of the birthday email, or would you like to send a follow-up email? Then add the additional messages that you previously set up in the Messages module with the Add step button. By using target group filters in the campaign step, you can ensure that the right message is sent to the right target group. This way you can give A customers a larger discount.