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Getting Started with Campaigns
Getting Started with Campaigns
Eric Range avatar
Written by Eric Range
Updated over a month ago

Overview

The Campaigns module in Element451 is your comprehensive tool for crafting successful multi-channel communication strategies. Whether engaging prospective students or nurturing admitted students, this module allows you to communicate effectively through email, text messages, and push notifications.

Key Features

  • Multi-Channel Delivery: Reach your audience through their preferred channels, including email, SMS, and push notifications, to ensure maximum impact.

  • Flexible Communication Options: Choose between one-time sends for immediate communication needs or ongoing campaigns driven by dynamic workflows for sustained engagement. Learn more →

  • AI-Driven Campaigns: Use the BoltAI Campaign Assistant to generate comprehensive drip campaigns using a prompt. Learn more →

  • Segmentation: Target your communications based on criteria like academic interests, geographic location, and engagement levels. Learn more →

  • Personalization with Tokens: Add a personal touch to your messages by incorporating details like the recipient's name, major, and other personal information, enhancing the relevance of your communications. Learn more →

  • Dynamic Content: Create multiple versions of your communications using dynamic content to tailor messages for different audiences without rebuilding each message from scratch. Learn more →

  • Templates: Utilize a variety of default templates to quickly create professionally designed emails and SMS messages. Learn more →

  • A/B Testing: Test different versions of your communications using A/B Testing to determine the most effective format and content, then automatically deploy the winning version. Learn more →

  • Analytics: Evaluate the effectiveness of your campaigns with metrics such as open rates and click rates. Learn more →

  • Testing and Preview: Ensure your communication looks perfect on any device by previewing on desktop, tablet, or mobile views. Learn more →

Accessing Campaigns

Navigate to Engagement > Campaigns.


Communication Types

One-Time

Send these messages instantly or schedule them for a specific date and time that aligns with your strategy. A segment defines the audience, letting you precisely target those who receive your message based on tailored criteria. Perfect for immediate needs or time-sensitive announcements.

Ongoing

Ideal for nurturing leads or sustaining engagement, ongoing communications are sent based on a schedule or trigger within a workflow or rule. Start by building your campaign in the Campaigns module, then hop over to Workflows to set it as an action—“send communication.” The workflow controls both the timing and the audience, making it a powerful tool for automated, targeted communication strategies.


Communication Channels

Email

Craft personalized messages using our flexible email builder, complete with text, emojis, images, videos, and buttons for dynamic engagement. Enhance your reach with tokens to tailor content to each recipient. Note: Attachments are not currently supported.

Text Message (SMS)

Quickly deliver concise, time-sensitive messages directly to your audience’s mobile devices. Use text, emojis, and tokens for personalization, and include media attachments like images for a more impactful message.

Push Notification

Instantly alert students with short, actionable messages delivered straight to their devices through StudentHub. Use tokens and emojis to make your notifications personal and engaging, and include links for quick access to important resources.


Creating a Campaign

Follow these steps to set up your campaign across different channels:

Step 1: Campaign Basics

Begin by reviewing Creating a Campaign (All Channels) for guidance on setting up the foundation of your campaign, such as type, audience, and communication settings.

Step 2: Channel Configuration

Once you’ve completed the general setup, move on to configuring your specific communication channels:


Managing Campaigns

Once campaigns have been created, you can manage them in the Campaigns module. Campaigns are organized into two types: One-Time and Ongoing. To access your Campaigns, go to Engagement > Campaigns and select either Ongoing or One-Time based on the campaign type you want to manage.

One-Time Campaigns

One-time campaigns are organized by status: Draft or Sent. For all campaigns in this section, the table view displays essential details:

  • Date of Last Modification: See when the campaign was last edited.

  • Audience: View the target audience for each campaign.

  • Created By: Check who originally created the campaign.

  • Tags: Manage tags for better organization and search.

Draft Campaigns

For campaigns in draft status, you have options to:

  • Edit: Make updates to the campaign before sending.

  • Duplicate: Create a copy of the campaign to reuse content or settings.

  • Send: Schedule or send the campaign immediately.

  • Add Tags: Use tags to organize and easily find campaigns.

Sent Campaigns

For campaigns that have already been sent, you can:

  • Duplicate: Reuse the campaign by creating a new copy.

  • Add Tags: Tag your campaigns for better organization and searchability.

Additionally, you’ll be able to see the date and time when each campaign was sent.

Filtering and Organizing One-Time Campaigns

On the left side of the table, you can refine your view of campaigns based on:

  • Status: Filter to view all campaigns or only those with a scheduled send date.

  • Tags: Filter by tags to quickly locate specific types of campaigns.

Note: Some users may see a Folder section. This feature is deprecated and no longer supported. We recommend using tags to organize your one-time campaigns for an optimal experience.

Ongoing Campaigns

Ongoing campaigns are sent according to a workflow or rule, meaning that they are triggered automatically rather than sent manually. In this section, the table provides a running list of all ongoing campaigns that are ready to be sent based on their assigned workflow or rule.

For each ongoing campaign, the table displays key information:

  • Last Modified Date and Time: See when the campaign was last updated.

  • Created By: View who originally created the campaign.

  • Tags: Use tags to help organize and locate campaigns easily.

You have several options for managing ongoing campaigns in this list:

  • Edit: Update the campaign content or settings.

  • Duplicate: Create a copy of the campaign to reuse or adjust for a different purpose.

  • Delete: Remove the campaign if it’s no longer needed.

Filtering and Organizing Ongoing Campaigns

On the left side of the table, you can refine your view of ongoing campaigns by:

  • Tags: Filter by tags to locate specific campaigns quickly.

Note: Some users may see a Folder section. This feature is deprecated, and we recommend using tags to organize your ongoing campaigns.



The Campaigns Module is only available with the Element Ignite and Engage packages.

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