Create a Real-Time Campaign

  • Go to the Campaigns Tab, and click on Create Campaign.

  • Choose Realtime Campaign.

  • Give your Campaign a meaningful name. You can also add a Description, Labels or choose a Campaign Group. This will help you and your team to follow the Campaign later.

  • Select the time frame for the Campaign. For this example, this campaign will run from April 2023 onwards.

  • Choose if this campaign is Transactional. A transactional campaign always sends its messages, bypasses frequency cappings. Here we do not select this option.

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Transactional Campaigns are useful for messages that the customer needs, such as purchase receipts. Generally, we avoid using transactional campaigns, to avoid sending too many messages to a single user.

  • Choose a Control Group for the Campaign. A Control Group is a group of customers who are excluded from the Campaign, so we can judge how the Campaign is affecting user behavior. Here, we disable the Control Group.

  • Click on Save Changes.

  • Go to next step: Target Group.

  • In the Target Group, select or create a User Segment. This is the audience of your campaign that will be targeted.

  • Click on Save Changes.

  • Define a User Journey. Here, we use the events "Added Product" and "Order Completed".

    • Add the first event E1 "Added Product" of type "needs to happen".

    • Add a wait W2 after E1 for "+6 Hours after E1".

    • Add the second event E3 "Completed Order" of type "Should not happen".

  • Click again on "Save Changes".

  • Go to next step: Messages.

  • Create a new message for your audience. Here we use a Template for the message. You can also use Handlebars such as {{journey.steps.[0].[properties.price]}} to customize your message and Subject.

  • After configuring your message, you can click on Preview Message to see what the outgoing message will look like.

  • Go to next step: Frequency Capping.

  • Select the required Frequency Capping. Here, we cap messages from this Campaign at 1 per 7 days.

  • Go to Campaign Summary.

  • You can now activate your campaign,by clicking on the Activate button from the Campaign Summary page.

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