Advanced campaign builder

The advanced builder gives you full control over every aspect of your campaign — multi-channel delivery, A/B testing, scheduling, conversion tracking, and approval workflows.

How to access

Go to Engage → Campaigns → New campaign → Advanced mode.

Builder sections

1. Basics

• Campaign name — internal reference name
• Description — optional context for your team
• Tags — organize campaigns by theme, product, or season

2. Audience

• Primary segment — the main targeting audience
• Additional segments — union or intersect with the primary
• Exclusion segments — contacts to explicitly skip (e.g., recent purchasers, unsubscribed)
• Estimated reach — live count of contacts matching your criteria

3. Channels & content

Select one or more channels and configure content per channel:

For multi-channel campaigns, set a priority order — the platform sends via the highest-priority channel the contact is reachable on.

4. A/B testing (optional)

• Create 2-5 message variants
• Set distribution percentages (e.g., 50/50 or 33/33/34)
• Choose a winner metric: open rate, click rate, or conversion rate
• Set test duration — the winner auto-sends to the remaining audience after the test period

5. Scheduling

For multi-outlet brands the campaign’s scope is set by the chip-strip’s ?location= URL state — “All outlets” produces a brand-tier campaign with branched per-outlet execution; a single outlet selection produces an outlet-scoped send.

6. Conversion goal (optional)

Define what counts as success:

• Select a conversion event (e.g., order_completed, signup_completed)
• Set a tracking window (1-30 days)
• Revenue attribution is calculated automatically if the event includes an amount property

7. Review & launch

Preview the final campaign — channel by channel — and submit. If your workspace has approval workflows enabled, the campaign enters the approval queue instead of sending immediately.

What’s next

• Send-time optimization
• Campaign approvals
• Campaign analytics