We are currently offering Staff Assistants to all users as a free preview. Please let us know how you like it! 🚀
Overview
Campaign Assistant is a revolutionary way to create multi-channel, multi-communication campaigns in Element451. The Assistant will talk through the needs of your campaign and then share outlines, write content, create communications, and build workflows to power your campaign.
Before Trying Campaign Assistant
One of the most important aspects of successful campaigns is personalization. That's why the Assistant utilizes your information from Element451, including Content Tokens like colors and logos and the Knowledge Base, to tailor your campaigns.
It's crucial to keep these elements updated to ensure optimal results. By staying on top of these details, Campaign Assistant can create campaigns that truly resonate with your audience and achieve your desired outcomes.
Review your Content Tokens to ensure they are up-to-date.
To access Content Tokens: Data + Automations > Packs > Content Tokens
For more information on Content Tokens, click here.
Add sources to the Knowledge Base and review existing sources for accuracy and relevance.
To access the Knowledge Base: Data + Automations > Knowledge
For more information on building your Knowledge Base, click here.
Video Walkthrough
Accessing Campaign Assistant
To use Campaign Assistant, you must have the Administer Campaigns or Administer Communications permission.
The Campaign Assistant in accessed from the BoltAI Interface which you can get to in one of two ways:
Campaigns Module
Navigate to Engagement > Campaigns.
Select either One-Time Communications or Ongoing Communications.
Click the orange "New Campaign with BoltAI" button.
The BoltAI interface will open. Now you can ask it to generate your Campaign.
BoltAI Conversational Interface
Navigate to the Start Page or click the BoltAI Icon in the top right corner of your screen. Explore more on accessing the BoltAI Interface.
Generating Campaigns Using Campaign Assistant
Once you have accessed the Campaign Assistant using the process above, you can ask it to generate your Campaign. Here's how:
Tell the Assistant about the Campaign you want created.
Assistants are conversational and designed to ask follow-up questions if it requires additional information. For instance, if you send the prompt "I need a campaign to increase enrollment for the fall semester," it will respond with follow-up questions. For an example of this, see the screenshot below:
Once the Assistant has all the information it needs, it will draft an outline of your campaign for you to review.
From the outline, click on each communication or the angle bracket to expand the details.
If you want to make changes, reply with your change requests. If you approve, tell the Assistant or click "I like it. Continue."
Once you approve the outline, the Assistant will build your campaign.
Once the build is complete, the Assistant will list the Communication and Workflow:
Communication
Each piece of communication in the Campaign will be listed separately.
Clicking on the title (e.g., Email 1 - Application Reminder) will open the communication editor to review and make any necessary changes to that specific communication.
❗Important: While the Campaign Assistant is a powerful tool that will revolutionize the way you communicate and engage, it can't do everything yet. It is essential that you review each communication. Two things we highly recommend checking are links and call-to-actions/buttons.
Workflow
Listed last is the Workflow for the campaign.
Clicking the title (e.g., Increase Fall Enrollment) will open the Workflow. You will notice the Assistant has orchestrated the communication flow with appropriate delays.
❗Important: Audience, triggers, and conditions (if needed) must be added manually.
Accessing Previous Assistant-Generated Campaigns
To go back to your Campaigns generated by the Assistant, take these steps:
Navigate to Data + Automations > Packs > Your Packs.
Your Assistant-generated Campaigns will be listed with the BoltAI icon.
If you uninstall an Assistant-generated campaign, all its components (communications and workflow) will be permanently deleted.
Using BoltAI to Edit Campaigns
Suppose you don't want the Campaign Assistant to build an entire campaign. In that case, you can still use BoltAI to help with other tasks.
BoltAI-Generated Subject Lines & Preview Text
Use BoltAI to generate recommendations for a subject line and preview text using your preferred tone of voice: professional, friendly, exciting, or urgent.
💡 Pro Tip: Use BoltAI to generate the subject line and preview text after composing the email. It will use the email content for its recommendations.
To begin, navigate to Engagement > Campaigns (one-time or ongoing).
Locate and click on the campaign for which you would like BoltAI to generate a subject line or preview text.
Click edit to open the Campaign's editor side sheet.
You will see the BoltAI buttons next to the Subject Line and Preview Text fields. See screenshots below.
BoltAI will generate a few options from which you can choose and you also have the ability to adjust the tone of voice.
BoltAI-Generated Campaign Edits
BoltAI provides a built-in copywriting assistant available to help you review and edit the text within your campaign. BoltAI can:
Improve Writing
Fix Spelling & Grammar
Make Shorter
Expand
Change Tone
Translate
To use BoltAI to edit your Campaign content:
Highlight the text you wish to edit.
Select the BoltAI icon (orange lighting bolt and three stars).
Select the icon corresponding to the action you would like BoltAI to perform.
