Last modified September 8, 2020 by Shelly Wolfe

Campaign overview and channels

Swrve’s consolidated campaign workflow turns concepts into communications—now includes email, SMS, push notifications, and background update campaigns.

A unified campaign workflow

Create, customize, and launch your campaigns in a single workflow using Swrve’s Campaign builder. Email, SMS, most push notification types, and background update campaigns all use this new flow.

Creating a new campaign

The initial steps for creating a campaign are the same for all channels.

Step 1: To access the campaign workflow from your Campaigns center, select Create campaign.

Step 2: On the Choose your marketing channel screen, select the campaign channel and then select Continue.

Campaign channel selector

Step 3: Depending on the channel, you might also need to select additional options:

  • Push: Select the push notification type – Standard push, Push via API, Quick push, or Geo triggered push.
    • For standard push and push via API, you then have the option to send the notification to all platforms or specific platform. Leave as All platform/Any or select the specific platform as required.
  • Email: Select your email provider – third-party provider or Swrve.
  • Background update: Select the update type – Standard or Via API.

For in-app message and Conversation campaigns, follow the steps for the current campaign workflow. For other campaign channels, proceed to step 4.

Step 4: On the Campaign overview screen, enter a name, description, and tags for the campaign.

Campaign overview with name, description and tags

For Swrve email, you might also need to select the campaign category. Depending on your business needs, you might want to categorize your emails based on their purpose and content. For example, promotional or sales offers fall into a marketing email category and in some cases, users will unsubscribe from these emails. However other transactional or operational emails such as changes in terms of service are categorized as transactional and need to reach all users. It’s best practice to clearly distinguish between these email types and ensure each email campaign uses the appropriate category. If required, your CSM will work with you to define your email categories.

Step 5: To save the campaign as a draft and go to the campaign workflow, select Save.

Building your campaign

The Campaigns builder displays your draft campaign with campaign-specific blocks:

Example of campaign builder for a draft push notification campaign

  • Overview: Displays some basic information about the campaign. Select this block to edit the campaign name, description, or tags.
  • Channel: Displays the channel you selected for your campaign, and if relevant, the service provider. For example, if you selected push notification for your campaign, it displays the platforms you selected for the campaign. For multi-platform campaigns (standard push, push via API, background update), select this block to edit the platforms you want to send the campaign to.
  • Goals: Set up custom goals to measure the success of your campaign.
  • Content: Add your campaign content, such as the message copy, media, personalization, additional languages, or multiple variants. Select the Content preview link to preview your campaign content.
  • Audience: Define your audience filters and highly customize the targeting of your campaign.
  • Schedule: Set the delivery date, time, and frequency for your campaign.
  • API: For Push via API or Background update via API campaigns, displays the campaign-specific push API key and URL.

Managing campaigns

From the campaign builder, use the following options to manage your campaigns:

  • Actions  menu:
    • Archive campaign: Archive a finished or inactive campaign.
    • Duplicate campaign: Create a copy of an existing campaign.
    • Delete campaign: Delete a draft campaign.
  • Save & exit: For draft campaigns, save your work and return to the Campaigns center.
  • View report: For active, inactive, or finished campaigns, view the campaign report.
  • Launch or Schedule campaign: Select if you’ve finished setting up your campaign and are ready to launch it.
  • Block actions:
    • Add +: Select to configure your campaign Goals, Content, or Target audience.
    • Edit : Select to edit block details of draft campaigns.
    • View : Select to view block details of active, finished, inactive, or archived campaigns.

Alternatively, to return to the Campaigns center when reviewing any of your campaigns, select the Campaigns header.

Next steps