Best Practices for Campaign Wizard

Welcome to Experiture!

Here’s a “Quick Start Checklist for New Users” article designed to help you onboard smoothly into the Experiture platform.  This checklist should give you a strong foundation for using Experiture effectively. Once you’ve completed these steps, you’re ready to dive into more advanced features and start optimizing your marketing efforts!

Configure Your Account

  • Set Up User Profiles: Add team members and assign permissions based on roles.
  • Customize Account Settings: Adjust settings such as time zones, holidays, and preferences to match your business requirements.

For detailed steps, refer to the “My Account” section in the Help Center.

Import Your Audience Data

  • Upload Contacts: Use the import tool to upload your contact list from spreadsheets, CRMs, or other systems.
  • Define Audience Segments: Create segments based on demographics, behaviors, or custom criteria to tailor your outreach.

Tip: Check out the “Audience Management” guide to learn more about segmentation.

Familiarize Yourself with Campaign Types

  • Explore Available Channels: Review the options for Email, SMS, Direct Mail, and Landing Pages. Decide which channel(s) you’ll use for your first campaign.
  • Choose Templates: Access the Template Library to select or create templates for each campaign type (email, SMS, or landing page).

Tip: For help with customization, refer to the “Templates” section in the Help Center.

Set Up Your First Campaign

  • Campaign Objectives: Define your campaign goals (e.g., lead generation, customer engagement, sales conversions).
  • Build the Campaign: Use the campaign builder to configure settings, select templates, and add content.
  • Preview and Test: Run a test version of your campaign to ensure that emails, SMS, and other elements appear as expected.

Tip: Use the “Getting Started with Campaigns” article for a step-by-step guide on setting up different campaign types.

Review Analytics and Tracking Options

  • Set Up Tracking: Enable tracking options for each campaign channel to monitor performance metrics.
  • Familiarize with Key Metrics: Understand what metrics are tracked, such as open rates, click-through rates, and conversions, to evaluate campaign success.

Tip: Visit the “Reporting & Analytics” section for more on interpreting campaign data.

Explore Journey Builder for Automated Campaigns

  • Design Customer Journeys: Use the Journey Builder interface to set up automated workflows based on user behavior and triggers.
  • Schedule and Activate: Schedule campaigns and activate journeys to begin engaging customers with automated sequences.

Tip: Refer to “Journey Builder” for examples and best practices.

Access Support and Additional Training

  • Help Center: Bookmark the Help Center for easy access to tutorials, how-to articles, and troubleshooting guides.
  • Customer Support: Reach out to the support team via in-platform chat or email for any technical assistance.
  • Training Resources: Explore any available community resources or training webinars for ongoing learning.