Campaign

Things to know

Important points to know before you move forward with Campaigns:

Before you can create a Campaign in Kapitalwise, you'll need to create an Audience. To learn more about Audience creation, read the Audience guide.
If you don't have any Contacts yet, upload your Contacts to Kapitalwise. Read Contacts for detailed information.
Please Contact your Kapitalwise Customer Success Manager to get your domain, or the Sender Email verified for sending Email Campaigns.
Check out our pre-built templates to create stylized and highly customizable email content without the need for costly or time consuming marketing and design.

Campaign Types

We have got different Campaign types to cater to all of your business needs. You will find an option to send regular email Campaigns to your Audience, and target them with different published web content like Blogs and Calculators, Send Offers, and many more.
Here are the different kinds of Campaigns you can create in Kapitalwise:

Email Campaigns

These types of Campaigns target the Audience through emails. It can be a regular one-time email Campaign or can be sent on a recurring basis. We also provide an option to create A/B Testing Campaigns. Email Campaigns can also be triggered using our Engagement Builder.

Landing Page Campaigns

With Kapitalwise, you can easily build landing pages and publish them in just a few clicks. These are called Landing Page Campaigns. You can publish Landing Pages from a wide range of readily available templates in our content library. We offer a wide array of Blogs, Offer Templates and Calculators, or you can build and publish your own Landing Pages starting from scratch.

Create an Email Campaign

Before you begin this process, make sure you have imported Contacts into Kapitalwise and have created an Audience. You will also need to verify your sender's email address before you can send an email Campaign by visiting Learn More.
Follow these steps to create an Email Campaign:

Click on the Campaign menu.
Click Create Campaign.
Enter the name and description of the Campaign.
From the Select Type dropdown, choose Email.
Keep the A/B test checkbox unchecked. To create an A/B test Campaign, refer to Create an A/B Test Campaign.
From the Select Audience dropdown, choose the Audience to which you want to send this Campaign.
In the Subject input box, enter the subject line for the email.
Click the Design button to design the content for your email Campaign.
On the Select a Template page, you’ll see all the layouts, email, and saved templates. Click on the template you want to choose.
The template you selected is loaded into our editor. You can edit the template as per your requirements. Click the Continue button at the top when you are done.
Before you schedule your Campaign if you want to preview how it would look, click the Test button. A test email will be sent to your email address.
Click the Schedule button to choose the schedule for your Campaign.
In the Schedule window, select the desired schedule and click Finalize. Alternatively, you can click Run Now to run the Campaign now. Refer Campaign Schedule below for more information.
Once you finalize the schedule or click Run Now, your Campaign is scheduled or sent. You won’t be able to edit a scheduled Campaign but can cancel a Scheduled Campaign if the Campaign is not sent yet.
At any point, if you want to save your work, click Save at the bottom of the page to save your Campaign as Draft. Click cancel to reset the Create Campaign page.

Campaign Schedule

Kapitalwise provides flexible ways to cater all your Campaign scheduling needs. You may run the Campaign now, or run it once, or schedule it to run on a recurring basis.

Type	Definition	How to
Now	Run a Campaign now	Click the Run Now button on the schedule window.
Once	Run a Campaign only once at a specific date and time	On the schedule window, select Once from the Type dropdown. Enter the date and time for the Campaign run. Click Finalize.
Recurring	Run a Campaign on a recurring basis.	Please refer to the section below.

Things to Note

Run Now doesn’t guarantee an instantaneous run. Our scheduling system runs Campaigns in the order it receives requests from the users.
When a Campaign is opened for edit, the changes made to the Subject and AB Test are not saved until you click the Save button.

Recurring Campaigns

This option is useful if you have a Campaign that needs to be run periodically at the same time. We have three recurring options - Daily, Weekly, and Monthly.
Follow the steps below to schedule a recurring Campaign:

From the Type dropdown select Recurring.
For Daily Recurring
1. Select Daily from the Schedule dropdown.
2. Enter the first run date and time.
3. Choose a value from the Repeat Every dropdown. Example: If you want the Campaign to run every 3 days, choose 3 from the dropdown.
4. Specify an end date. The end date is the date past which your recurring Campaign will stop running. If you want the Campaign to run forever, choose No end date.
5. Click Finalize.
For Weekly Recurring
1. Select Weekly from the Schedule dropdown.
2. Enter the first run date and time.
3. Choose a value from the Repeat Every dropdown. Example: If you want the Campaign to run every 2 weeks, choose 2 from the dropdown.
4. Choose the days on which you want the Campaign to run. You can choose multiple days. Example: Choose Monday and Wednesday if you want the Campaign to run every 2 weeks on Monday and Wednesday.
5. Specify an end date. The end date is the date past which your recurring Campaign will stop running. If you want the Campaign to run forever, choose No end date.
6. Click Finalize.
For Monthly Recurring
1. Select Monthly from the Schedule dropdown.
2. Enter the first run date and time.
3. Choose a value from the Repeat Every dropdown. Example: If you want the Campaign to run every 4 months, choose 4 from the dropdown.
4. For monthly recurring you can either choose to run the Campaign on a specific day of the month or a specific day of the week.
5. For a specific day of the month, click Day of the Month and Choose a value from the dropdown. Example: To repeat a Campaign on day 5th of every 4 months, choose 5.
6. For a specific day of the week, click Day of Week and choose the values from the dropdown. Example: To repeat a Campaign on the 3rd Tuesday of every month, choose 3 and Tue from the dropdown.
7. Specify an end date. The end date is the date past which your recurring Campaign will stop running. If you want the Campaign to run forever, choose No end date.
8. Click Finalize

Create a Landing Page Campaign

Follow these steps to create a Landing Page Campaign:

Click on the Campaign menu.
Click Create Campaign.
Enter the name and description of the Campaign.
From the Select Type dropdown, choose Landing Page.
Click the Design button to design the content for your Landing Page Campaign.
On the Select a Template page, you’ll see all the Layouts, Blogs, Calculators, Offers, and Saved Templates. Click on the template you want to choose.
The template you selected is loaded into our editor. You can edit the template as needed. Click the Continue button at the top when you are done.
Click Publish Content to publish your Campaign. You will see a published URL on the screen once the Campaign is successfully published.
At any point, if you want to save your work, click Save at the bottom of the page to save your Campaign as a Draft.

A/B Test Campaigns

A/B tests are split tests that allow you to compare two versions (design, subject, send time etc.) of a Campaign and to analyze which Campaign is more effective, and maybe run a final leg of your Campaign using the winner. With email marketing A/B tests, you can improve your metrics, increase conversions, get to know your Audience and find out what’s generating sales.
Kapitalwise provides A/B Testing Campaigns to test different versions of a single email to see how small changes can have an impact on customer engagement. On Kapitalwise, you simply set up 2 emails that are exactly the same except for 1 variable, such as a different subject line. You then send the 2 emails to a small sample of your subscribers to see which email is more effective.

Term	Definition
Variation	The element of your Campaign that you want to test. You can test one of the three variations: Subject, Design, or Schedule.
Percentage	This is the test percentage, i.e., the percentage of your Audience that will receive the test variations. Example - If you select 20%, then 10% of your Audience will receive Campaign variation A, another 10% of your Audience will receive Campaign variation B and the remaining 80% of your Audience will receive the winning Campaign variation. Note 1. We require that you test with at least 10% of your Audience for any variation of A/B test. Your samle Audience size should be between 10% and 40%. Note 2. If you're testing Schedule variation, you do not have the option to pick a sample Audience percentage as the Scheule variation AB Test simply helps you identify the best Schedule to send your future emails. Each variation of the AB test, in this case, will be sent to 50% of the Audience selected.
Deciding Parameter	This is the criteria to decide the winning Campaign variation. You can choose one of the three options: “Open”, “Click” or “Open & Click”.
Wait Time	The time duration of the system will wait after the test Campaign variations are sent out to collect and analyze the results to decide the winning Campaign variation.

Create an A/B Test Campaign

Follow these steps to create an A/B Test Campaign:

Click on the Campaign menu.
Click Create Campaign.
Enter the name and description of the Campaign.
From the Select Type dropdown, choose Email.
Check the A/B Test checkbox.
From the variations dropdown, choose a variation you would like to test.
Use the Percentage slider to select the percentage of your Audience that will receive the test variations. For Schedule variation the slider is by default locked at 100%.
From the Select Audience dropdown, choose an Audience.
Enter the subject line for the Campaign. If you have chosen subject variation, you need to enter both subject A and subject B.
Click Design to design the content for your mail. If you have chosen the design variation, you need to design both variations by clicking on Design A and Design B respectively.
Note: Once you have designed the content of your email or saved the Campaign as draft, you won’t be able to change A/B Test Campaign to regular email Campaign. Also, you won’t be able to change the variation of the A/B test Campaign.
Once you are done with designing the content, you can use the Test button to preview the email. You will get test emails for both variations.
Click Schedule to schedule your Campaign. If you have selected Schedule variation, you will have to select two schedules, one for each variation.
Click finalize to schedule your A/B Test Campaign.

View or Edit a Campaign

Things to know

You can only edit draft email Campaigns. Scheduled email Campaigns cannot be edited.
Landing Page Campaigns are always viewable and editable.
Only ongoing and completed email Campaigns can be opened in view mode.

View a Campaign

Go to All Campaigns under the Campaign menu. Select the Email or Webpage tab based on the type of Campaign you would like to view.
All the viewable Campaigns will have a view icon (eye icon) on the right side of the row. Click the view icon to open the Campaign in view mode.

Edit a Campaign

Go to All Campaigns under the Campaign menu. Select Email or Webpage tab based on the type of Campaign you would like to view.
You may filter Campaigns based on their status. Click on #AB Test #Draft #Completed #Active etc. if needed.
All the editable Campaigns will have an edit-pen-icon on the right side of the row. Click the edit icon to open the Campaign in edit mode.

Cancel/Activate a Scheduled Email Campaign

You have the option to cancel a scheduled email Campaign. This is useful if you have scheduled a Campaign that hasn’t completed the runs yet and you want to cancel any future runs for that Campaign. You can activate a canceled Campaign.
Follow these steps to Cancel/Activate a Campaign:

Go to All Campaigns under the Campaign menu. You can cancel any ongoing email Campaign.
Click on the view icon to open the Campaign in view mode.
At the bottom of the page, you’ll see a button to Activate or Cancel the Campaign. Active Campaigns will have Cancel Campaign button, and a Canceled Campaigns will have Activate Campaign button.
Click the button to Cancel/Activate the Campaign.

Clone a Campaign

Please note that:

You can clone only an Email Campaigns. Landing Page Campaign and A/B Test Campaign cannot be cloned.
Cloning copies everything except the schedule from a Campaign and creates a new Campaign.

Follow these steps to clone a Campaign:

Go to All Campaigns under the Campaign menu.
You'll see a clone icon on the right side of each row having a regular Email Campaign.
Click on the clone icon.
You can edit and make changes to the new Campaign if needed. Click save to save the cloned Campaign.

Compliance Review for Email Campaigns

Kapitalwise Compliance Workflow allows you to get a Compliance team review done on any Campaigns before they are published or sent. You will need at least one Compliance User created in the system.

Things to know

To enable/disable the Compliance, please Contact your Kapitalwise Customer Success Manager. You can use the Compliance flow only if it is enabled for your company.
You need to add a Compliance user on your Kapitalwise platform. This user is the one who will review email Campaigns. Please refer to Add a User for more information on how to add a user.

Compliance Flow

The users who have access to creating a Campaign create the Campaign by following the usual steps.
If Compliance Workflow is enabled, the user won’t be able to schedule the Campaign directly. It has to first submit the Campaign to the Compliance for review. This can be done by clicking on the ‘Submit to Compliance’ button at the bottom of the create Campaign page.
Once the Campaign is submitted to be reviewed by Compliance, all the Compliance users will receive an email notification.
When Compliance uses logs in to Kapitalwise, they would see all the pending Campaigns under the ‘Pending Compliance’ tab on All Campaign menu.
The Compliance user can review the Campaign, and based on whether it is compliant or not, they can approve or reject the Campaign by clicking on the Approve/Reject button at the bottom of the page.
Once the Campaign is approved or rejected by the Compliance user, the status will be visible to other users when they go to the All Campaigns page.
If the Campaign were rejected, the schedule option wouldn’t be visible, and the user will have to submit the Campaign for Compliance review again after making the required changes.
If the Campaign gets approved, the user will see an option to schedule the Campaign.
Please note that if a user makes changes to an approved Campaign, it would need to be resubmitted for Compliance review again.

Email Campaign Report

We collect and analyze data on clicks, opens, bounces, unsubscriptions, etc., for all the sent email Campaigns. You can view this information in your email Campaign Report.

Contents of the Report

You can see Reports for completed Campaigns. Completed Campaigns are the ones that have completed at least one run.
The top section of the Report shows the number of opens, number of clicks, number of bounces, and the number of Contacts unsubscribed. You can click on the counts to download a CSV file that contains the Contacts for who that event has occurred. The downloaded file contains the email of the Contacts, total count, and latest timestamp of the event.
You can see a 24-hours performance graph for the Campaign, which is based on clicks and opens. The graph shows the number of clicks and opens in the first 24 hours after a Campaign was run.
You can see all the top links clicked with their counts at the bottom section of the Report.
A/B Test Campaign Reports have an extra section that shows A/B Test Analytics. For both Campaign variations A and B, you can see the number of emails sent, total clicks, and opens within the wait time period of the test. After the wait time period is over, you can see which Campaign variation is the winner based on the deciding parameter you had chosen.

View a Campaign Report

Go to the All Campaigns page.
Click on the Completed tab.
Click the Report icon present on the right side of each row.