-- If you prefer a video walk through, check out this video.
**BenchmarkONE Hack: Create your campaign before you create your event. It's the easiest way to tie your campaign to all contacts who have or will be attending the event.
Step 1: Start a Campaign
Before you begin building your campaign, make sure you have your email templates built out first.
Navigate to the Emails tab at the top of the page, click Campaigns and then click on the +New Campaign button at the top right corner of the page.
Step 2: Campaign Information
Name and Describe your Campaign (this is for internal use only).
Folder and Lock this campaign if you'd like, then click Continue.
Choose Start from Scratch then click Event Based Campaign.
Step 3: Add Steps to your Campaign
Click the + New Automation button on the right hand side to add steps to your campaign
Then select from any of BenchmarkONE Automations:
Choose the Number of Day(s)/Hour(s) Before or After the event you would like this step to occur:
In this example you can see the email will go out 30 days before the event date and will be sent from the contact's sales rep:
After adding your automations click Continue to save.
Step 5: Add Event to Contacts & Run Event-Based Campaign
Once you have your campaign in place you will need to create the event for your contacts and tie this campaign to the Event with the date and time it occurs. See below!
Creating the Event
Multiple Contacts
You can set a date for multiple contacts, like a webinar, conference, etc on the contact list view.
First, select your contacts by checking the boxes next to their name (the check box in the header row will select all contacts).
From the Actions drop-down menu, select Add Contacts to Event.
Select a current event from the dropdown, or create a new event.
Select the frequency for occurrence (once, annual, etc).
Select the event date & time.
Select which event-based campaign you'd like to run for this event.
Single Contact:
You can set a date for a single contact, like a renewal date, birthday, etc.
Navigate to the Events tab within the contact's record:
Select a current event from the dropdown, or create a new event.
Select the frequency for occurrence (once, annual, etc).
Select the event date & time.
Select which event-based campaign you'd like to run for this event.
Through an Automation:
You can create the event for contacts and tie your campaign communication to that event through a form submission, link click, tag rule, or webpage visit.
** Note: You can only choose ONE date and time that every contact will be tied to for each event automation.
On any automation screen, select "Add to Event."
Select a current event from the dropdown, or create a new event.
Select the frequency for occurrence (once, annual, etc).
Select the event date & time.
Select which event-based campaign you'd like to run for this event.
Through an Import
You can create individual events through a spreadsheet import. This is a useful step for contacts with different birthday/anniversary/membership dates.
** Note: You can only choose ONE date and time that every contact will be tied to for each event automation.
Add a birthday column to your spreadsheet.
Choose to import to the event field and event type already set up.
Choose frequency, campaign and if you want to skip duplicate contacts.
Complete Import steps.