Triggered campaigns help you deliver highly personalized experiences by sending automated emails based on specific actions your subscribers take or data stored in their contact profiles. Rather than sending one-size-fits-all emails, triggered campaigns allow you to reach each subscriber at the right moment with content that matters most to them.

These campaigns not only save time but also drive stronger engagement compared to traditional email blasts.

What Is a Triggered Campaign?

A triggered campaign is an automated email that is sent when a subscriber meets specific criteria. These triggers might include subscribing to your list, making a purchase, celebrating a birthday, or any other behavior or data point you choose.

By delivering emails exactly when they are relevant, triggered campaigns often see higher open and click rates compared to standard marketing campaigns.

How to Create a Triggered Campaign in Delivra

Setting up a triggered campaign involves two main steps:

1. Build a Triggered Segment in the Contacts dashboard.
2. Create a Triggered Campaign in the Campaigns dashboard.
   

For information on creating a Triggered Segment, see this article: Triggered Segments

Create a Triggered Campaign

1. Navigate to the Campaigns Dashboard
   
1. Click Create Campaign in the top right corner.
   
2. Setup
   
1. Name your campaign.
   
2. Choose Automated Email as the campaign type, then select Triggered as the subtype.
   
3. Optionally assign the campaign to a folder for organization.
   
3. Design
   
1. Choose your design starting point: a template, a blank canvas, or an HTML upload.
   
2. Use the drag-and-drop editor to design your email with layout, content, and action elements.
   
4. Email Setup
   
1. Choose your Sender Name and Sender Address.
   
2. Enter your Subject Line and optional Preheader Text.
   
3. Select the appropriate Footer or create a new one if needed.
   
5. Contacts
   
1. Select the triggered segment you created and move it to the right-hand box.
   
2. Only triggered segments will appear for selection during this step.
   
6. Preview
   
1. Review the From and Subject lines.
   
2. Check the contact merge and overall file size.
   
3. View the browser version of the email.
   
7. Test
   
1. Send test copies to review rendering, image loading, and link functionality.
   
2. Optionally request a spam analysis report.
   
3. Set the start and end date range for testing.
   
8. Schedule
   
1. Configure when the trigger should run and how frequently.
   
2. Options include sending immediately or before/after a specific date.
   
3. Set an optional expiration date to end the campaign.
   

Advanced Trigger Scheduling Options

Advanced settings offer more control over when your trigger runs:

• Hours of the Day: Restrict sending to specific hours, such as during business hours.
• Days of the Week: Limit sending to particular days, like weekdays only.

Important Notes:

• If a subscriber qualifies outside of your set hours or days, they will be held until the next available window.
• Users on the Air platform will see slightly different options, but similar flexibility applies.

Best Practices and Tips

• Use Clear Triggers: Select trigger events that align with your campaign goals.
• Personalize Thoughtfully: Add dynamic content to tailor the email to each subscriber.
• Test Before Launch: Always preview and test your campaign before going live.
• Monitor Campaign Performance: Regularly check reports to see how your triggered campaigns are performing and make improvements.

Practical Use Cases

• Welcome Series: Greet new subscribers based on their signup date.
• Post-Purchase Follow-Ups: Thank customers and suggest related products.
• Event Reminders: Send timely reminders based on event dates.
• Birthday or Anniversary Messages: Celebrate special milestones with personalized emails.

If you have any questions or need help setting up a triggered campaign, feel free to reach out to our Support team by emailing us at support@delivra.com.