Over the course of your event you will need to send Emails and SMS messages to your Attendees for various purposes, including sending e-Tickets, Surveys, and Registration Reminder emails. Jomablue has one centralised place for sending communications to Attendees - Campaigns.
The Jomablue Campaign Builder is a guided tool designed to make scheduling and customising your event communications as easy as possible. To get started with the Campaign Builder in Jomablue, navigate to Event Configuration > Campaigns, and then click on Campaign Builder at the top right of the page.
IMPORTANT: before scheduling your Campaigns, ensure that you have imported all your registration data (if you are using an external registration system).
IMPORTANT: before scheduling a Campaign, you'll need to have created the appropriate Templates. All Email and SMS Campaigns require the corresponding Email or SMS Template, and most Campaigns will require an additional Template depending on the Campaign Type (see below)
TIP: Generally you should conduct the scheduling of your Campaigns a few days before the event.
TIP: In order to ensure your Campaigns are completely accurate, we recommend scheduling them with 2 people - 1 scheduling the Campaign, and 1 watching them and verifying everything is correct
Short descriptions of each type of campaign can be found below:
- e-Ticket send: this campaign type is used to send e-Tickets to your Attendees prior to the event. It can be sent out via SMS or Email, and requires an e-Ticket Template to have been created
- Registration reminder email: this campaign type is used to send Registration Reminder emails to the email addresses of those who placed the Orders for Products within a Jomablue site. It can be configured to send only to people who have one or more Products which have been ordered, but not yet activated. This campaign can only be sent out via Email, and requires a Registration Reminder Email Template to have been created
- Survey send: this campaign type is used to send out a post-Event Survey to all Attendees after your Event has come to an end. This campaign type can be sent out via SMS or Email, and requires a Survey to have been created
- General: this campaign type can be used to send out any other general communications that you would like to send to your attendees - for example, marketing material or other event information. This campaign type can be sent via SMS or Email
Scheduling a Campaign
To schedule a Campaign in Jomablue, head to Event Configuration > Campaigns. There you'll see a list of already-created Campaigns (if any) and a button at the top right labeled Campaign Builder - click it to open the Campaign Builder and begin creating your Campaign.
First and foremost you'll need to select a Campaign Type. Click on the desired selection and then click Next to advance to the next step. Note that all Campaigns require the appropriate Email or SMS Template to have been created, and the e-Ticket, Registration Reminder, and Survey Campaign Types have additional Templates that are also required (see here for a summary).
Next, you'll need to select the channel via which you want to send this Campaign. The options are Email or SMS. Select one, then click Next to continue.
Next, you'll need to select the appropriate Templates for your Campaign. On the left will be a drop-down menu where you can select an Email Template or SMS Template (depending on the Channel you have selected), and then you will need to select an e-Ticket Template or Survey for e-Ticket Send and Survey Send Campaigns respectively.
Upon selecting your Template(s) you'll be able to see a preview of each Template. Verify that these are the correct Template(s), and then click Next to continue.
Next, you'll need to send a test Campaign to verify that your Templates are being displayed correctly. Click on Select Recipient and you'll be presented with a search bar, with which you can use to search for a Person within your Event to send the test Campaign to. Select a Person who has an email address or mobile number you have access to, as you will need to review the email/SMS (we recommend creating yourself as a Person, and including your mobile number and email address).
Once you have selected a Person to send the Test Campaign to, click Send to send the test. Verify that you have received it, and that the merge tags in your Templates have all been populated successfully. Once you have verified this, and set the appropriate fallback values where required, check the "I have reviewed the received test..." box, and then click Next to continue.
Name your Campaign
Next you'll need to give your Campaign a name. It's important to ensure the name you give it is meaningful, as you may need to refer to it in a list of Campaigns. Once a Campaign is saved the name cannot be changed.
We recommend including the Event name or an internal Event/Project reference code, Campaign Type, Channel, and target Category/Categories (if applicable). For example, an e-Ticket send Campaign intended for Delegates going to the BLS20 event could be name "BLS20_e-Ticket_Send_Email_Delegate".
Once you have entered your Campaign name, click Next to continue.
Set Sending Rules
One of the most important steps in building your Campaign is to ensure that your Campaign will reach the correct audience - this is achieved by setting Sending Rules. The rules available will depend on the Campaign Type selected, however all Campaign Types will include the "Limit to people from specified categories" option. Checking this box will display a list of available Categories, from which you can select one or more to be the audience of this Campaign. The Campaign will only be sent to People who meet ALL the conditions defined in the Sending Rules.
You can also preview the list of people who would receive this Campaign by clicking the Preview button. Note that the list generated here is the list of People that would receive the Campaign if it were sent at the time of previewing - so People may appear in the Preview but not in the actual Campaign if one of the conditions were no longer met between the time of previewing and the time of sending.
For more details on the available Campaign Sending Rules and how to effectively utilise them, see this article.
Once you have set your Sending Rules, click Next to continue.
The next step is to schedule your Campaign. You can either set it to Send Now or Send Later, the latter of which allows you to choose a date and time (in the Event's time zone) to send the Campaign.
Once you've scheduled the Campaign, click Next to continue.
Review and Confirm
Finally, you will need to Review and Confirm that your Campaign has been configured correctly. This view is an overview of all the settings in your Campaign, and includes a Show send list button allowing you to preview the list of People this Campaign will be sent to.
Once you have reviewed all these details and confirmed that they are correct, click Send and your Campaign will be sent at the scheduled time!
Note: that once the Campaign is scheduled it cannot be edited - if changes need to be made you will need to disable the Campaign, and reschedule a new one.
Please be advised: Cancelled people are automatically excluded from any campaigns. This can also be verified when you "preview" the campaign, the recipient list won’t display any cancelled people. If any people are cancelled after the campaign is scheduled they too will automatically be excluded at the time of sending.