Exercise - Refresh Non Recurring (Campaign)
This exercise to help you build Refresh Non Recurring based campaigns.
You can use these to:
Leave the door open and add new contacts through the lifespan of the campaign
Website sign up campaigns, e.g. thanks for signing up for hints & Tips, thanks for registering for the event...
Preference based campaigns, a contact meets a condition of the group used for the campaign and is sent a email.
Step 1.
Non CRM Integrated:
Create a new CSV file and import to a new group called your name Refresh via "Audience" and "CSV Import"
If you need help on creating a group via import CSV please see the Online Help.
CRM Integrated:
Please create the audience in CRM but make sure the group is Refresh/Dynamic
Step 2.
Create a new campaign called "your name Refresh Non Recurring"
Click add
Note: If you are integrated make sure your campaign is passed across from your CRM with your refresh/dynamic audience group
Step 3.
Step 4.
Step 5.
Step 6.
Test the campaign!
Save & Close
Step 7.
Step 8.
Non CRM Integrated:
Now repeat Step 1 but this time add in a new test contact to the same audience group that is attached to your campaign.
If you need help on creating a group via import CSV please see the Online Help.
CRM Integrated:
Update the audience group in CRM with a new test contact but make sure the group is Refresh/Dynamic