Last modified July 25, 2019 by Shelly Wolfe

Campaign overview and channels

Swrve’s consolidated campaign workflow turns concepts into communications—now includes email and SMS!

About our new campaign workflow

Create, customize, and launch your campaigns in a single workflow using Swrve’s Campaign builder. Email and SMS are the first channels to use this new workflow.

Email and SMS campaigns are currently available as part of our Early Access program. To have this feature enabled for your app, contact your CSM at Additionally, if you have an integration with a provider not mentioned here, talk to your CSM about a custom integration.

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.

Select campaign channel

Depending on the channel, you might also need to select additional options.

For push notification, in-app message, and Conversation campaigns, follow the steps for the current campaign workflow. For email and SMS campaigns, proceed to step 3.

Step 3: On the Campaign overview screen, enter a name and description for the campaign.

Enter campaign name and description

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 4: 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 using the following blocks:

Campaign builder page

  • Overview: Displays some basic information about the campaign.
  • Channel: Displays the channel you selected for your campaign, and if relevant, the service provider. For example, if you selected email for your campaign, it displays an email icon and email provider name.
  • 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.
  • Target audience: Define your audience filters and highly customize the targeting of your campaign.
  • Schedule: Set the delivery date, time, and frequency for your campaign.

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: Save your work and return to the Campaigns center.
  • Launch 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