Campaigns are a powerful feature of the Zembula platform that enable you to present hyper-personalized, relevant content to each individual recipient of your emails. Campaigns are particularly useful when using our SmartBanners and SmartBlocks.

By the end of this tutorial, you’ll be able to set up a campaign with live images, and create rules to dictate how they display, ensuring that each contact in your email list receives content that is unique to them.

Let’s dive in!

Overview

For this example, we will build a campaign for a SmartBanner that includes 3 use cases: An abandoned cart message, a location-based promotion targeting residents of Philadelphia, and a static banner for a seasonal sale.

We want to have the abandoned cart banner show for anyone who has abandoned a cart. If a contact has not abandoned a cart, but has our target city of Philadelphia in their record in our ESP, they will receive the location-based promotion banner. And, if the contact meets none of these criteria, they will see the seasonal sale banner.

Step 1:

We’ve built our three images, and now we will navigate to the Campaigns section of the Zembula dashboard.

Click New Campaign. Name the campaign, and select the first image from the dropdown list.

Step 2:

Once in the campaign creator, click “Add Content” at the upper right. Select if it’s a live image or a static image, and then choose the appropriate image. Repeat this process for all images you want to include in your campaign, then identify each one in the campaign with a name.

Step 3

If you have any email merge tags that are required for an individual live image, you’ll need to add it in here. For our example, we will need a merge tag for the user’s email address, which will be used for both the abandoned cart and location based promotion images, and a location tag, for the location based promotion.

Hover over the Email Merge Tags box at the left of the editor so that the pencil icon shows. Click on the pencil icon and then put in a name for your merge tag, the formatted tag as it is in your ESP, and an optional preview value. Then click add.

Repeat for any other merge tags you need.

Step 4

Next, we need to make sure all the APIs required for our images are also available in the campaign. Click on Available in the API section at the left. Find the APIs you need to make available, and click the (+) sign next to them. This will add them to the campaign and enable you to set up rules based on the data they contain.

Step 5

Next, let’s set up the rules that will dictate which image will display to each contact.

Let’s start with the abandoned cart image. We have the option to put in a URL for the image to direct to when clicked. However, we have already set that in the image itself, so it is not necessary to include it here.

Click Add Rule then, Add Group, and then Add Rule, again. Since we want the cart to display if a user has something in it, we will select the data point cart.totalitems and set it to ‘greater than 0’.

We will repeat the same process for the Philadelphia resident promo: clicking Add Rule, Add Group, and Add Rule. Then, we will select City from the section of the dropdown that says Email Merge Tags. This ensures that we are using the data from the ESP to set the rule. After selecting City, we will set it to “is exactly Philadelphia”.

For the default banner, which is the general sale promotion, we won’t set any rules since it will automatically display if the criteria for the other banners are not met.

Step 6

Now that we have our banners in place and our rules set up, all we need to do is publish the campaign and grab the code. Click Publish at the upper right of the editor. Then, from the dropdown list next to it, click Export. Copy and paste the code into the area of your email template where you want the banner to appear.

There you have it. In just a few steps, you can set up a campaign with live images, and create rules to dictate how they display, ensuring that each contact in your email list receives content that is unique to them.

To see a video tutorial for this and other Zembula features, click here.

If you have any questions, please feel free to email us at support@zembula.com.

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