Event trigger campaign plan

This section addresses the setup of the primary specifications for an event-trigger campaign.

An event-trigger campaign setup requires input for the following elements in the sequence recommended.

Set the campaign name to be an easily recognizable name that will be used in the Campaign List, Reporting, the Dashboard, and Analytics. You can use up to 50 characters, including a combination of numbers, text, and special characters.
Use campaign tags to identify or search campaigns in the campaign list. This information is optional. Click on the tag icon and enter keywords/phrases for the campaign with comma separators.

Create campaign reference information to record information for your internal purposes. This information is optional. You can enter a maximum of seven fields of information. Information on up to 5 brands specified alphanumeric fields can be captured as well. these fields have to be defined during on-boarding.
Two fields automatically provided are:
- Campaign grouping ID
- Priority

You can also attach a campaign docket (any file type).

Input the campaign grouping ID to group multiple campaigns under a single umbrella campaign. You might run multiple campaigns for Christmas and group them under a single ID for reference. To set the priority:
- Select the relevant campaign grouping ID from the drop-down list, or Create a new campaign grouping ID by clicking on "New grouping ID".
- Set the priority using the drop-down list to define the order in which the campaigns are to be sent within a Grouping ID.
Attach one campaign docket of any type for internal information purposes (e.g. a campaign manager attaching checklist document for reference)
Click on the Attach icon and upload.

Tick the test campaign checkbox if this campaign is a test campaign. If this is enabled then campaign analytics will not be generated for this campaign and the campaign's performance will not affect the campaign dashboard report.
Select the campaign type from the drop-down list. Campaign types are set during on-boarding.

Set the primary goal to be used to measure campaign performance and success. The goal is used for benchmarking purposes as well as for descriptive, predictive and prescriptive analytics. Performance against this goal will be displayed in the Dashboard, as well as in the analytics for that campaign. A secondary goal can be defined as well. The secondary goal is not used on the dashboard or to assess performance against target. The secondary goal is used by Resulticks to report as part of the campaign analytics.
To set the primary goal:
- Select one of the metrics to be used: Reach, Engagement, or Conversion from the drop-down list.
- Enter the goal percentage(s) being targeted.
- Select the conversion types from the drop-down if conversion is set as the primary goal. Conversion events need to be defined at the time of on-boarding.
  To set the secondary goal:
- Click on the "+" icon to set an optional secondary goal for the campaign and follow the same process as the setting the primary goal.

Select the dynamic list for the campaign, defined in the Audience module. Click the "+" icon to create a new dynamic list.

Specify the campaign period with a start and end date. The end date is the last date that analytics for the campaign will be captured. Enter the details in the format displayed or use the icons provided.

Select the channel type(s) through which you want to deliver communications.

Specify the type(s) of analytics for tracking the audience journey, taking into account the channel types selected. You can select the specific types of analytics platforms in detailed content creation. Only analytics systems previously integrated through the Data exchange–Analytics module will appear here.

Set the frequency at which the communications are to be sent out. Select a frequency range. Except for the "Immediate" option, additional inputs need to be provided for all other frequency options which are – Daily, Weekly, and Monthly. These inputs will determine the time of the day when and frequency at which the dynamic list is extracted. The campaign communications will be sent at the same time and frequency as the dynamic list extraction.
Note: a maximum of 8 communications on the same channel will be sent to an individual from a single event trigger campaign.

Select the time zone for the campaign communications by clicking on the pencil icon. You can also enable daylight savings.

Proceed to the next steps. There are 3 options to proceed:
- Click "Save" to save the current input and return to the Campaign List. All mandatory fields on the current screen must be completed to save successfully. The platform will highlight any missing mandatory information.
  The campaign will be saved as "Draft" if it is a new campaign. If the user has been editing a "Draft" or "Scheduled" campaign, the campaign state does not change.
- Click "Next" to save the current input and proceed to the next step. The following occurs:
- All mandatory fields on the current screen must be completed and the platform will highlight any missing mandatory information.
- If all mandatory screens are completed, the screen defaults to the Campaign Creation screen for the first channel selected for the campaign. Refer to the Single-dimension modules for campaign creation for more information on each channel setup.
Click "Cancel" to return to the Campaign list screen and discard all current input.