Triggering campaigns

With Spotler Automation and Spotler eCommerce you can set up automated campaigns even if you don’t possess much technological know-how. This type of automatic campaign is also referred to as an event-driven, event-based, or trigger-based campaign. This means that a certain event will automatically trigger the start of a campaign directed at an individual customer. Within this campaign, various stages can be preset, such as sending an email, database edit, or text message. This powerful Spotler feature can be guided via the linked system.

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Retrieving campaigns

In order to externally manage the Spotler campaigns, the campaigns should first be set in the linked system. To do this, you can retrieve the list of campaigns from Spotler so that campaigns can be linked to events or actions in the linked system. 

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Get all campaigns

 

Triggering campaigns

Control automated campaigns in Spotler by using the API. Controlling campaigns is also called triggering. For instance, use the API to trigger an automated welcome campaign, an invitation to a survey, or to process a brochure request. It could be an automated process in the background, or a manual action in the linked system by the user.

To trigger a campaign from the system, you will need a campaign code from Spotler in addition to the API. With the campaign code, Spotler and your connected system will be able to recognize which campaign should be triggered. To create a campaign code, you first need to create a campaign in the Campaigns module in Spotler.

Here is how to do this:

  1. Go to the Campaigns module
  2. There, you click on the tab Create campaign
  3. Enter a name, possible description and the campaign lead time
  4. With trigger type, choose External trigger
  5. Give it a name that you and your colleagues will be able to recognize and click on Ok
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  6. You will now see the campaign code you must use in your system
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  7. Configure the campaign steps for your campaign

Would you like to know more about the campaign steps? You can read all about it in the New campaign section, in the module description of the Campaigns module.

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Trigger a campaign for a specific contact

 

Ending campaigns

Some campaigns may require setting a trigger via the linked system to end the campaign as well. An example: a life-cycle campaign is triggered for a customer the moment the status of that customer is changed from prospect to customer. What if this customer unexpectedly ceases to be a customer? In that case, the life-cycle campaign must be ended for that contact. The stages of the campaign that have not been carried out yet for this contact will be cancelled.

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Stop a campagne for a specific contact

 

Personalization fields in your campaign message

It is possible to add personalization fields in your campaign message which are completed by your CRM instead of Spotler. We call these campaign fields. An example of what you can use campaign fields for is invoice information in an internal notification:

Invoice information:

Customer's company name: [campaignfield:customerCompany]

Address: [campaignfield:customerAddress]

Postal code: [campaignfield:customerZipcode]

City: [campaignfield:customerCity]

Email address for invoice: [campaignfield:invoiceEmail]

VAT number: [campaignfield:invoiceVatNumber]

A benefit to using campaign fields is that this data does not get stored in the Spotler database. The moment it is sent, the fields are completed by the API from your CRM. That way, you are always using the most up-to-date data available.

How do the campaign fields work?

You insert placeholders in your message or template. This means that you indicate where and which information should be shown.

For example:

Invoice information:

Customer's company name: [campaignfield:customerCompany]

PO number: [campaignfield:invoiceCharacteristic]

The following parameters can be used:

  • Name: the name of the placeholder. For example: customerCompany
  • Type: the type of value - this could be string, productlist or url. If you do not specify a type, the default is "string"
  • Value: the value that you specify. For example: Spotler.

Values: this option is used when the type is a productlist. This field type is an array (a row), which means that multiple products can be used.

If used, the trigger looks like this:


The placeholder names are placed in a message by means of [campaignfield:name].

Please note: You can add multiple campaign fields in a message. There are three points of attention:

·         The campaign field name must be unique

·         The campaign field name can't contain any spaces

·         The campaign field name is case-sensitive

 

Ready-made campaigns in Spotler eCommerce

Every Spotler eCommerce account contains 5 ready-made campaigns. Three of these campaigns are guided directly by the online store, because they respond to the customer’s actions within the store. Spotler runs these campaigns on the basis of what we call an external trigger. The three campaigns are the:

  • Welcome campaign (triggered by a newsletter subscription)
  • Abandoned Shopping Cart campaign
  • Product Review campaign

The remaining two campaigns are triggered by a start date set in Spotler. The Birthday campaign is triggered by the date of birth, and the Win Back campaign is triggered by the last purchase date.

Welcome campaign

The moment a contact subscribes to the newsletter through the online store, the contact is added to the database in Spotler. The Welcome campaign can simultaneously be triggered for this contact. Through this campaign, the recipient will receive a confirmation of their subscription by email. Please take into account that newsletter subscription can often take place via more than one location: within the online store, via a separate form, a check box displayed during the ordering process, etc. Most of the times there’s already a mechanism in place in the online store that also sends a subscription confirmation. Of course, this mechanism must then be switched off.

Abandoned Shopping Cart campaign

Many online stores make use of a mechanism for storing abandoned shopping carts. You can make great use of this feature with the Abandoned Shopping Cart campaign.

When this campaign is triggered, the online store can pass the data regarding the abandoned cart to Spotler. Data such as products, links, images, and vouchers make up the content of the email that is then sent to the visitor of the online store. This data is referred to as campaignFields and has a name, one or more values, and sometimes a type.

Displaying product data in a campaign message
To display the products included in the abandoned shopping cart in the campaign message, the only information that needs to be passed is the unique productIds. Using these IDs, Spotler will include the correct products in the message. All relevant information is already present in Spotler through product synchronization. To ensure that this campaign runs automatically in Spotler without requiring any further action, it is essential to use the correct naming convention for name and type:

  • name = productlist
  • type = PRODUCTLIST (in capital letters)

Displaying a link to the shopping cart in the campaign message
The link to the abandoned shopping cart can also automatically be placed in the campaign message. To make sure this campaign runs smoothly in Spotler without requiring any further action, it is essential to use the correct naming convention for name:

  • name = linktocart

Product Review campaign

The automatic Product Review campaign makes collecting valuable reviews very easy. This campaign will be triggered in Spotler the moment a purchase is made in the online store and the order status is set to completed. 14 days after the purchase is made, Spotler will send an email featuring the purchased product(s). The customer is invited to write a review for each individual item purchased.

This means that the products that made up the order are automatically included in the Product Review campaign message. You can read more about this process in the section describing the Abandoned Shopping Cart campaign. You can also add a link leading to a specific review page for each individual product.