Campaigns

Within the Experience Management Platform (XMP), campaigns offer a versatile framework for orchestrating targeted communication strategies through both email and/or SMS channels over designated timeframes. Primarily designed for automation, campaigns streamline the dissemination of information and collection of valuable customer or employee experience feedback. While campaign templates are available to assist creators in initiating their campaigns, users have full customization control over settings, communications, survey questions, and automated workflows. Campaigns can feature surveys or solely focus on communication, and their automation can be facilitated by linking an active ingestion source to predefined conditions, ensuring seamless and efficient campaign execution.

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Viewing Campaigns

After accessing the Campaigns tab from the left-side navigation menu, users are presented with two distinct formats for viewing campaigns: list view and card view.

List View

In the list view, campaigns are displayed in a listed format, showcasing essential information related to each campaign in a table. This includes details such as completion rate, average score, status (active, draft, inactive), and dates of activation and modification. Additionally, an action column with expandable action menus for each campaign allows users to perform various actions. The list view offers customizable columns, allowing users to include or exclude fields such as creation date and the number of incomplete surveys. This customization can be done using the columns button.

Card View

Alternatively, users can opt for the card view, which presents campaigns in a card or tile format. In this view, users can quickly assess key metrics such as completion rate, average score, number of recipients, responses, and incomplete surveys. Like the list view, the card view provides information regarding each campaign’s activation and last modification dates.

These two viewing options offer flexibility and convenience, allowing users to choose the format that best suits their preferences and workflow when managing campaigns within the platform.

Grouping Campaigns

Organizing campaigns can become challenging with the increasing complexity of capturing moments and journeys through campaigns. The introduction of Campaign Groups allows campaigns to be organized into logical groups based on the organization's feedback structure. Account Managers and Admins can organize Campaigns into groups, which are visible to all users within the account.

1. Once logged in to your Experience.com account, navigate to the Campaigns button from the left-side navigation menu.

2. On the Campaigns page, click the grey Create New button (or the arrow next to it), and from the dropdown menu, select Group.

3. Enter a Name for the Group and select the Campaign(s) that should be a part of the group.

4. Click the blue Confirm button and confirm your selections for the new group. Your new group of campaigns will appear in the Groups section of the Campaigns page.

Adding a Campaign to a Group

To add a campaign to a Group, click the blue Add Campaign text on the collapsed group.

When the menu opens on the right, select the campaign(s) to add to the group, click the blue button, and save.

Editing a Campaign Group

To edit a Campaign Group, click the menu icon and select Edit Group.

When the menu opens on the right, edit the group name or add/remove campaigns from the group. When finished, click the blue Continue button and save.

Deleting a Group

To delete a Campaign Group, click the menu icon and select Delete Group.

When the menu opens on the right, click the blue Continue button to confirm the deletion of the group.