Available in Element Admissions, Element Marketing, and Element Success. See our packages overview for details.
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.
✨ Pro Tip: Use the Bolt Campaign Creator Agent to build complete, multi-channel drip campaigns in minutes. Just click the Bolt Agent icon in the top-right corner of Element451 to get started.
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 Campaigns Staff Agent 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
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:
Email Campaigns: Follow Configuring Email Campaigns to build and personalize your email with content blocks, images, and tokens.
SMS Campaigns: Follow Configuring SMS Campaigns to craft text messages, include media, and set up personalized versions.
Push Notification Campaigns: Follow Configuring Push Notification Campaigns to create alerts and updates for students using push notifications.
Creating + 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
One-time campaigns are organized by status: Draft, Scheduled, and Sent. Use the toggle at the top of the table to switch views by status.
All Campaigns
For all campaigns, the table displays essential details:
Title: Name of the one-time Campaign
Modified: 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 + Scheduled Campaigns
For campaigns in draft or scheduled status, you have options via the more icon to:
Open: Open the campaign.
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.
Delete: Permanently delete the campaign.
Move to Folder: Organize the campaign by moving it into a folder.
Additionally, you can see another column for "Delivery," allowing you to see when the Campaign is scheduled to be sent.
Sent Campaigns
For campaigns that have already been sent, you can:
Open: Open the campaign.
Duplicate: Reuse the campaign by creating a new copy.
Add Tags: Tag your campaigns for better organization and search.
Additionally, you can see another column for "Delivery," allowing you to see the date and time of when the Campaign was sent.
Ongoing Campaigns
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 table of all ongoing campaigns that are ready to be sent based on their assigned workflow or rule. This table organized by status: Draft and Ready. Use the toggle at the top of the table to switch views by status.
For each ongoing campaign, the table displays key information:
Title: Name of the ongoing Campaign
Modified: See when the campaign was last edited.
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 via the more icon to:
Open: Open the campaign.
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.
Move to Folder: Organize the campaign by moving it into a folder.
Organizing Campaigns Using Tags + Folders
Using Folders
The left sidebar includes a Folders section for organizing campaigns into groups. By default, the All view is selected, which shows every campaign (based on the type you're viewing—one time or ongoing).
Clicking a specific folder filters the table to show only the campaigns within that folder.
Creating a Folder: Click the + button next to the Folders heading. In the dialog that appears, enter a folder name and click Save.
Managing Folders: Each folder has a three-dot menu (⋮) with options to Rename or Delete the folder.
Moving Campaigns to a Folder: Use the Move To Folder option in a campaign's three-dot menu.
Using Tags
Below Folders, the left sidebar also includes a Tags section. Tags provide a flexible way to label and categorize campaigns. Clicking All Tags shows all campaigns, while selecting a specific tag filters the table to display only campaigns with that tag.
Creating a Tag: Click the + button next to the Tags heading. In the dialog that appears, enter a tag name and click Save.
Managing Tags: Each tag has a three-dot menu (⋮) with options to Rename or Delete the tag.
Adding + Removing Tags on Campaigns: Add or remove tags directly from the table view. Click Add Tags in the Tags column for that campaign row, or click an existing tag if one is already present.
Replies to Campaign Emails
When a contact replies to a Campaign email, and that reply is sent to your connected inbox in Element451, the related campaign will be referenced and linked at the top of the message. This provides quick context and easy access to the original campaign details. Please note this is not available for SMS replies at this time.
Frequently Asked Questions
Find quick answers to common questions about the Campaigns module in our dedicated FAQ article.
