When you set up a campaign in the Delivery Manager you may need to set up some filters to determine who receives which campaign. For instance, you might sell two versions of your product, one B2C and one B2B. You will probably want to send your B2C customers quite a different email and survey than your B2B customers.


AUTOMATED CAMPAIGN


Once you've created a new automated draft campaign, you can click on the "Add" option. For an existing campaign click the edit icon instead.


Please Note: Every CustomerGauge system comes setup with a ready to use default campaign that can be personalized to your needs. In the case of automated campaigns, if you aren't sending more than 1 invitation campaign, you could use the default campaign. The purpose of this campaign is that when any eligible data is uploaded, it would at least meet the parameters to send the default campaign. The default campaign cannot have any recipient filters associated with it. 

 

Depending on your situation, you may wish to deactivate the default campaign and only have campaigns that have recipient filters. Otherwise, you may want to have your default campaign last on the priority list, so that CustomerGauge checks all campaigns with the recipient filters rules first, and then anything that doesn't fit into those campaigns has the default campaign sent out.




In the Recipient filters popup box, you can add as many filters as you like, based on your existing data structure in your system. Just click on "Add a new filter".




Click on the first drop down to select your filter, then on the second drop down and on the text box you can select which fields do you want or not applied on that filter. If you have previously uploaded data with the values you want, the field values will appear as you start typing, if you have not previously uploaded data with the wanted field value, simply enter the value and hit the enter key on your keyboard - this will add the value to your database.

For example: you may want to send a particular campaign only to the US, then select Country ➝ is ➝ US. If you want to send another campaign to the remaining countries, select Country ➝ is not ➝ US.



You can add as many filters as you wish and also delete. Don't forget to press "Save" to save your filters.




MANUAL CAMPAIGN


Once you've created a new manual draft campaign, click on the "+ Filter" option. For an existing or cloned campaign click on the edit icon instead.


    



For manual campaigns, the filter popup looks a little different. Before defining the filters, you need to determine the source of the recipients: Contact List (your address book as a whole) or Previous Survey Recipients.


Contact List: use this if you wish to send an introduction email or a first survey invitation to new contacts (who you haven't surveyed yet)

Previous Survey Recipients: use this if you are sending a reminder survey invitation, or perhaps a "Thank You"-email to those people who responded to your survey


Note: If you are sending a survey reminder invitation, you should use the recipient filters to select 'Non-Responses' from your list of previous survey recipients.


After you determine the source of the recipients, you can define your filters or click on 'Show recipients' to select the list of recipients.



The list of filters for 'Contact List' is different from the 'Previous Survey Recipients List' because the 'Contact List' is not suppose to be used for contacts that have already received or answered a survey.


In the Recipient filters popup box, you can add as many filters as you like, based on your existing data structure in your system. For example: you may want to send a particular campaign only to the US. If you have previously uploaded data with the value "US" in the country field, this value will appear as you start typing, allowing you to select it. If you have not previously uploaded data to the US, simply enter the value and hit the enter key on your keyboard - this will add the value to your database.





When you finish adding your filters for your recipients list, you need to select for whom you wanna send. If you want to send to all your recipients, click on 'Select all' on all the pages (the 'select all' and 'deselect all' works through the page you're in). Do not forget to press 'Save' to save your recipients.


Note: The filter will only be saved after you select the recipients.