Set up an Auto Campaign Configuration

Set up an Auto Campaign Configuration

Here’s a simple step by step guide on how to create a Newsletter Content Auto campaign config containing personalised product recommendations.

Prerequisite: Make sure you’ve created your first design.

Step 1: Navigate to Newsletter Content > Auto campaigns and click “Create new auto campaign config”


Step 2: Provide a name, select your design and the number of product recommendations you would like to be displayed as a part of this Auto campaign configuration.
Then press “Create”


Step 3: Now the auto campaign config has been created and you are ready to specify the settings.
Click “Fixed products” 

Step 4: In Fixed products you are able to specify potential “fixed” products, you would like to be displayed to all users - no matter their past browsing or purchasing history. You can also choose to do the same for all unknown users or you can do the opposite, by excluding specific products for all users

Note: We don't recommend doing this for Auto campaigns. If you decide to insert fixed products in an Auto campaign, be aware that these will be cleared after the first campaign has been sent.



Step 5: In the next step you choose the recommendation strategy to use in your auto campaign config.
Here you can choose among the following options: 

  • Related to users interest and previous purchased products
    Promote highly relevant products, based on the users product interests and previously purchased products. Great to trigger up-selling interest.
  • Promote users previously purchased products
    Re-displaying the users previously purchased products. Great choice if you are selling highly repurchasing products.
  • Promote products on sales
    Prioritising to display relevant products on sale. A great choice if you currently have a lot of products on sale.
  • Classic retargeting
    Prioritising to display the users previously visited and related products.

Once you’ve selected your preferred algorithm (recommendation strategy), click “Next”


Step 6: Now you are done setting up your Auto campaign config, please verify that your Newsletter platform are selected correctly and click “Save”.


Step 7: All you have to do, are simply to copy the code snippet into the template in your newsletter platform. Then a campaign will automatically be created every time you send out a new newsletter using this specific template.

Step 8: Once you've sent out the first newsletter using this new Auto campaign config, you'll find a list of all the automatically created campaigns, nested inside the specific Auto campaign config.


Important note!

Currently, the following newsletter platforms are the only ones supporting Auto campaigns:

  • MailChimp
  • Campaign Monitor
  • Ubivox
  • Apsis
  • Bizwizard
  • Heyloyalty
  • Klaviyo
  • Nomiro
  • SmartFocus
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