Creating or modifying a purchase campaign

Purchase campaigns are a type of automated marketing campaign that can be initiated after a client buys a Purchase Option or product from your business. Purchase campaigns can be used to engage clients and encourage them to continue interacting with your business. After you create a purchase campaign template, you can send emails to an individual client or a group of clients. You can also modify your emails before sending them out.

When creating an email template, please remember that there is a character limit of 102,400 characters and that we recommend avoiding complicated HTML code, JavaScript, or loading scripts in email templates, as these aren't supported by all mail receivers.

In this article:

To create or modify a purchase campaign email:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
4. Under Purchase Campaign:
   • To create a new purchase campaign template for a Purchase Option, click ADD next to Purchase Option Campaign at the bottom of the list.
   • To create a new purchase campaign template for a product, click ADD next to Product Campaign at the bottom of the list.
   • To modify an existing purchase campaign template, click the Edit this template button .
5. Under TEMPLATE INFORMATION, configure the following:
   • Under Template name, enter a name for the email template. This isn’t a required field. If you don’t enter a name, the default name of the marketing campaign will be used.
   • Under Description, enter a description for the email template. This isn’t a required field. If you don’t enter a description, the default description of the marketing campaign will be used.
6. Under SETUP, configure the following:
   • Under Email Send Rules, enter a number in the Send field and select days, months, or years from the list to define how much time should pass after a client makes a purchase before the email is triggered. In the After client purchase list, you can select a Purchase Option or product that will trigger the email when it’s purchased.
   • To cancel the campaign when a client makes a new purchase, set the Stop sending the email when the client makes a new purchase option to ON.
   • To send this campaign to only specific client types, set the Send only to specific Client Types option to ON, and then select the checkbox for each client type to which you want to send the email.
   • To send this campaign to only specific client groups, set the Send only to specific Client Groups option to ON, and then select the checkbox for each client group to which you want to send the email.
     • Select the Isaac Churn Risk checkbox to send the notification only to clients who are predicted to be at risk of churning on the Isaac Churn Risk Report.
     • If you’ve selected a client type and a client group, the email will only be sent to clients who fall under both categories.
7. Under Compose email click View sender’s information and configure the sender’s email information. For more information, see Automated email template settings.
8. Under Email content, enter the body of the email message using the basic editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the visual editor.
   • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button  next to a variable, then paste it in the Email content field. For more information, see  Email variables.
   • To learn more about adding content to the body of an email message, see the following instructions:
     • To add a link to an email message
     • To add an image to an email message from a URL
     • To add an image to an email message using Imgur
     • To customize the source code of an email template
9. To activate the campaign, at the top of the page, set the ACTIVATE EMAIL option to ON.
10. Click SAVE. A confirmation popup is displayed prior to accepting any changes in situations where clients will be impacted by email send rule changes.

To create or modify a purchase campaign SMS notification:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
4. Under Purchase Campaign:
   • To create a new purchase campaign template for a Purchase Option, click ADD next to Purchase Option Campaign at the bottom of the list.
   • To create a new purchase campaign template for a product, click ADD next to Product Campaign at the bottom of the list.
   • To modify an existing purchase campaign template, click the Edit this template button .
5. Click the SMS tab.
6. Under SMS content, enter the content of the SMS notification. Alternatively, you can click Fill with default template located under the content box. Be aware of the SMS character limit.
   • Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
7. To activate the SMS notification, set the ACTIVATE SMS option to ON.
8. Click SAVE.

To create or modify a purchase campaign push notification:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Marketing. You can filter the list by entering Marketing into the Search field.
4. Under Purchase Campaign:
   • To create a new purchase campaign template for a Purchase Option, click ADD next to Purchase Option Campaign at the bottom of the list.
   • To create a new purchase campaign template for a product, click ADD next to Product Campaign at the bottom of the list.
   • To modify an existing purchase campaign template, click the Edit this template button .
5. Click the Push tab.
6. Under Push notification content, enter the content of the push notification. Alternatively, you can click Fill with default template located under the content box.
7. To activate the push notification, set the ACTIVATE PUSH option to ON.
8. Click SAVE.