# Create a Campaign Message

## Using optilyz in a Campaign

* Log in to your CrossEngage account.
* Go to `Campaigns` and click `Create new campaign` in the top right corner.cam

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* Choose whether you want to create an Audience or a Realtime campaign.
* Once you have created your campaign and filled in the “Campaign setup” and “Target group” sections, go to the `Messages` section and click `Create new message`.
* Select `Direct mail` from the dropdown menu. The message setup screen will open

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2F4qZeUJRHIegAtYkaIkkf%2Fintegrations_optilyz_message.png?alt=media&#x26;token=65100d13-91a0-42b7-9c2a-3a4ee2bb08fe" alt=""><figcaption></figcaption></figure>

* Under the “Send via integration” heading, select the optilyz integration that you set up earlier.

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2FHHkipnZUeH6f1V1VDu8C%2FCampaign_Messages_Optilyz.png?alt=media&#x26;token=5fff8128-d1a1-4511-8d70-aacf9f99fcc0" alt=""><figcaption></figcaption></figure>

## Automation

* To fill in the Automation field, you will need to have a created Automation in optyliz.
* If you have created automation(s) choose the one you want and skip the following section. If you do not have any yet, follow the steps in the section below.

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## Creating an Automated Mailing in optyliz

{% hint style="info" %}
CrossEngage only displays automations that are Live in your optilyz account.
{% endhint %}

* Log in to your optilyz account.&#x20;
* Go to `Automations` in the left panel menu.
* Click`New Automation` in the top right corner of the page.

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* Give the automated mailing a descriptive name so that you can easily identify it later.
* Choose the delivery country.

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2FqMJtvU3JQdS5SZWNdtWl%2FOptilyz_Automation.png?alt=media&#x26;token=a59a165d-232f-4547-84f3-ad9743b7ed36" alt=""><figcaption></figcaption></figure>

### 1) Postage

* Mailings are created on a minimum volume basis. Select the minimum recipient count to send out a mailing.
* Set mailing dates. By default, mailings can be created on any business day.

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2F5cUlyTAyHMcbQKUr0lLj%2FOptilyz_Postage.png?alt=media&#x26;token=026cb848-8f9d-4da8-b9a6-18fd3a12c4f0" alt=""><figcaption></figcaption></figure>

* Choose whether Optilyz should include or exclude unverified or duplicated addresses, suspicious names or missing names in mailings.

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2Fjw5OIGAGpmDUf4pTNS6k%2FOptilyz_Recipient.png?alt=media&#x26;token=a7433841-1fe9-4995-986a-e999b9b5507b" alt=""><figcaption></figcaption></figure>

### 2) Mail Materials

* Select the mail materials that you would like to use.
* After selecting all mail materials, click `Save and Configure`.

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2FtMGKhJnADEIIH5td9o5Z%2FOptilyz_Material.png?alt=media&#x26;token=0ce974c6-acbc-4449-a38e-4446c1ff5150" alt=""><figcaption></figcaption></figure>

* Set the configuration of each mailing material by clicking `Review Configuration` and then choosing the right format, grammage, material, number of pages, color mode and personalisation.&#x20;
* When ready, click `Confirm`.

{% hint style="info" %}
You can learn more about the optimal configuration of your mail materials by hovering your cursor over the information icon beside each title within the configuration, or by reading [this article](http://help.optilyz.com/en/support/solutions/articles/43000493682-which-formats-does-optilyz-offer-).
{% endhint %}

### 3) Visuals

* Upload your final design of the mailing material. Leave the personalisation and address fields blank.
* Add a voucher code if you wish (see the next section).
* Upload a final design in a similar fashion to the first step, but this time fill in the address and personalised data to show optilyz how to print them. Learn more about personalising your designs [here](http://help.optilyz.com/en/support/solutions/articles/43000493959-how-do-i-personalize-my-designs-).

<figure><img src="https://985110910-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0Hio8LJewN8lQY2Vlqy0%2Fuploads%2FOM20r0RHjGuAFT5If15A%2FOptilyz_Visuals.png?alt=media&#x26;token=b80f4cd7-7c83-446c-88cc-dd0164cf4e35" alt=""><figcaption></figcaption></figure>

### Voucher Codes

* Choose whether you want a
  * **Personalised Voucher** - each customer receives a unique voucher.
  * **Non-Personalised Voucher** - all recipients receive the same voucher.

#### Setting up a Personalised Voucher

* To add a Personalised Voucher, you need to have a voucher pool set up in your CrossEngage account. To set up a voucher pool go to `Settings` > `Vouchers`. [Learn here](https://documentation.crossengage.io/data-and-engagement-platform/messages/vouchers/creating-vouchers) how to set up the voucher pool.
* Once the voucher pool is set up:
  * Copy the name and paste it into the `Voucher pool name` line.&#x20;
  * Click `CONTINUE` and `SAVE`.

#### Non-Personalised Voucher

* Insert the Voucher Code.
* Click `SAVE`.

### 4) Summary

* Double check that everything is set up to your specifications.
* Click `ACTIVATE`.
* Select the created Automation in the CrossEngage campaign message.
