Campaign builder overview

Campaign builder allows you to create an automated flow of emails which send out according to the recipient's choice of response to your emails or landing pages.

Creating your campaign

To create a new campaign, go to the Campaign builder homepage and click on the teal "New Campaign" button to the far right, this will take you to your campaign's editor.

When you first create your campaign, you'll be brought to an editor with a blank grid canvas. To the far left you will have 2 widgets, these will allow you to add an Email or Landing page to your campaign as source document, and for emails as a send document.

Note: You can convert your pages/emails to trigger assets by going through these steps here.



Click and drag the email widget to the canvas and you'll be given a selection of email document that are marked as trigger assets (this is done in the Email Composer module during Save). Also note that any documents that are already being use in another campaign will not appear, you will still be able to clone those documents for 'reuse'). In the below example we've added two documents, one as the Source document, and one as the Send documentCampaign_example2.jpg


Creating your trigger

Next you'll notice under your added assets, there is a plus symbol sticking out at the bottom. These will allow you to create a trigger. Under the document you want to have as the source document, click into the plus symbol. You will then be asked to select from one of the 3 trigger to groups: Recipients, Staff and Mail group. 

In each of these trigger to groups, you'll be asked to select from one of the trigger types:

  • Opened - If the recipient opens the email then send.
  • Unopened - If the recipient is still marked as having not opened the email by the send time.
  • Clicked -  If the recipient clicks the selected links (this will prompt a preview with all hyperlinks for selection).
  • Not Clicked - If the recipient has opened the email but did not click on the specific link.
  • Sent - If the recipient had been sent the email (No action on the recipient's end required).

One selected which trigger type you will also have to choose when the document will publish. For Opens and Clicks the options are identical - these are entirely based on the exact time of the Open, or Click of the selected links. However the Unopened and Not Clicked, is based on a systematic check of the Source document's send time along with who has yet to open the email. 

Follow the publish time is a conditional filter which is entirely optional. It can allow you to target specific mail house contacts which fulfill a set criteria such as [industry IS education] or [email CONTAINS]. 

In the last section of the Trigger options will select the action the Suite will take. In the case of the trigger to recipient, you'll specify the usual publication details that would be applied to your send document, such as below: 


Once you have your trigger created on your Source document you'll need to connect the trigger to another document, this will mark the receiving end as the Send document. Click and hold the newly created trigger rules under your Source document, then drag your mouse onto another document's top left email icon which will be outlined in red. 


With the trigger connected to another email document this marks the completion of this individual trigger.

For Trigger to Staff, however this will send an email notification to specific email address(es) that a recipient has completed the set trigger acts. The email notification will note the contact details of the recipient, the trigger's conditions, as well as a customisable message entered via the trigger options. This trigger does not require you to connect to a Send document.


And as for the Trigger to Mail group the trigger options area will allow you to select a mail group which it will add the recipient into. This trigger then does not require you to connect to a Send document

Completing your campaign

Now in order to activate your trigger(s), you'll simply need to Save, during saving you'll need to select the Start date and End date of your Campaign, this will determine the period in which the triggers will be active. The description field can be optionally used to detail any information for other users on your account regarding the campaign.


Please note that there is a distinction between your campaign or trigger's activate dates, and the publication date of your triggers: The publication of your triggers may occur outside of your campaign's active dates depending on the send time's delay set to your triggers.

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