When you create a Marketing Campaign, there is the need to display it only to a specific set of users. This works by targeting a set of segments under a certain set of conditions.
Before moving forward, make sure you have read and understood all about Customer Segments.
NOTE: It is important for your Campaign to work, to target at least 1 segment.
One Campaign can target 1 or more Customer Segments. Simply choose your target segments from the Campaign Settings panel:
And by selecting some segments you will have the following panel settings:
Selecting more segments means that the campaign targets all the segments separately and not all together. This means that the Campaign will be displayed to a Customer that matches ANY of the segments and it's not necessary to match all of them (sometimes it's not possible to match all of them due to their conditions).
Create New Segment
If you want to target a set of Customers but there is no segment, simply click on the "Create New" button and create your new Segment. After creation, the list will include the new segment for you to select.
If a Campaign targets an inactive segment, this is not the same as it is not targeting the segment at all. The campaign targets a set of segments, regardless of their active status.
If a Segment is inactive, it will not be selected by the Questionnaire, thus the Campaign will not be displayed.
As we mentioned in this article, a Campaign can target multiple Segments. The same way, a Segment can be targeted by multiple Campaigns. Multiple Campaigns for a given segment can result in multiple candidate Campaigns to be displayed to an end-user after completing the Questionnaire.
For this reason, you can set the Priority of each campaign over other campaigns. Priority is a global setting for all your campaigns so that e-satisfaction can choose which campaign to display in case multiple are matched.
Smaller the Priority, highest the it is. If two campaigns have priorities 1 and 2 accordingly, the campaign with the smaller priority will be chosen.
Each Campaign has a dedicated content that is displayed to the user. This content can vary and can be of different language. For this reason, you can select a campaign to be displayed to end-users that completed a Questionnaire to a selected language.
If you do not wish to have language separation, simply leave the Language Option to "All Languages" as it appears in the following screenshot:
You can select one of the supported languages to display the Campaign. This usually is used when the Campaign Content is language specific (e.g. Greek) and not all customers will understand it.
You can use frequency cap to limit the number of times a campaign is displayed to the same user. If for example you wish to enable a Refer campaign and give away promo codes for an offer, you might want to avoid the same user to get the same coupon (by completing the same campaign) in the same day (or week).
For this reason, you can enable the Frequency Cap to make sure that a campaign will not be displayed to the same user more than once in the given time, configured in minutes, hours and days.
We recognize the same user per device, regardless of the user's email or id. If you are a user of your website and place an order, even if you use a different email, we consider the user as the same user and the Frequency Cap applies.