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Create a Triggered Campaign
Use a triggered campaign to launch a journey when a specific action or event occurs. For example, send a promotion to a shopper who spent time viewing a product but didn’t purchase. You can recommend unread articles or products to a visitor who has spent more than 5 minutes reading about a topic. You can remind new users to complete onboarding steps, or alert sales reps when target prospects spend a certain amount of time on your site. When creating a triggered campaign, you can define when to trigger the campaign, which users to target, and which experiences to deliver.
Required Editions
| Permissions Needed | |
|---|---|
| To create a triggered campaign: | A role with Campaigns Create/Edit permissions |
| To publish a triggered campaign: | A role with Campaigns Publish/Delete permissions |
Before you create a triggered campaign, complete the required setup steps, and configure a triggered campaign template. A triggered campaign requires a triggered template. See Requirements for Creating Triggered Campaigns.
- From the main navigation, select Triggered | Triggered Campaigns.
- Click New Campaign and name your campaign.
- Select the trigger type and related options. For more information, see User Triggers and Catalog Triggers.
- (Optional) For some trigger types, you can add a catalog filter to narrow campaign qualification based on criteria, such as product price, average rating, features, or style.
- (Optional) For some trigger types, you can add a behavior filter to narrow campaign qualification based on user behaviors, such as adding a product to favorites or to the cart.
- To override the default dataset setting for how many times an item appears during a campaign, select Trigger Item Frequency.
- To control how many times a triggered campaign activates for a profile, for Campaign Frequency Limits, add a New Frequency Limit time frame, and a maximum number of triggers.
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To schedule when the campaign triggers for qualified users, click Add
Delay and configure these settings as needed.
Setting Description Delay Send Delays sending the campaign after the trigger activates based on the amount of time entered. Send during specific days and hours Sends the trigger during the specified time. You can select multiple days and times. If multiple trigger events occur outside the send window, each event can still trigger a campaign for a qualified user. Use your browser’s current timezone offset The days and hours that you choose are based on your own time zone. Use the recipient’s timezone The days and hours that you choose are based on the time zone of each campaign recipient’s device. - To add a campaign targeting rule, click Add Rule and select the category and rule. You can use AND logic to add multiple rules. For more information, see Rule Categories.
- Select either A/B Test or Rule Based Test as the campaign type.
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If you select A/B Test, enter a percentage for the
experience and control groups. For more information, see A/B Test Campaigns.
Users must qualify for an experience to be included in the control group. Users in the control group aren’t sent to the journey.
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If you select Rule Based Test, enter a percentage for the
control group, click Add Rule, and select the category and
rule for the experience. For more information, see Rule Categories.
You can also add experiences by clicking the clone icon or Experience+ in the left navigation.
You can add multiple rules, but visitors must satisfy all the rules, regardless of the order, to qualify for the experience.
- For each experience, select the triggered campaign template to use.
- For each experience, click Add to Journey Builder and configure the API event and Marketing Cloud Engagement contact key to ensure that users who qualify are added to the journey.
- Save your campaign, and publish it when you’re ready to go live.
In Contact Builder, update the Marketing Cloud Engagement data extension to include fields for any options you added in the triggered template for each campaign experience.
