Creating Campaigns is a central part of the marketing automation process. When you create a new Campaign, you perform the basic administrative tasks such as choosing a name for the Campaign, creating a description, assigning a Category and defining publishing information for the Campaign.
At the heart of any marketing automation campaign is the Campaign Builder. This allows you to specify how Contacts enter the Campaign, and what happens at every stage after they enter the workflow.
Once the basics are established, the Campaign Builder handles the finer details of building a Campaign workflow using Conditions, Decisions, and Actions.
Before you start creating Campaigns, you must ensure that you have the following set up:
Although you can set up Channels and create Components during the process of creating the Campaign, it is ideal to have them ready beforehand as it makes the Campaign building process faster and more efficient.
After you have the prerequsites in place, you are ready to create your first Campaign.
To begin creating Campaigns, perform the following steps:
Launch your Mautic instance.
Click Campaigns in the left navigation menu. The Campaigns page appears.
Click New on the Campaigns page. The New Campaign wizard appears as shown in the following image.
Enter a name and a brief description for your Campaign.
Optionally, you can set the following properties:
Click Launch Campaign Builder to start building your Campaign, and add at least one event. For information about how to use the Campaign Builder, see Using the Campaign Builder.
After adding events to your Campaign, close the Campaign Builder and click Save & Close to save your changes.
After creating your Campaign, you can add or remove Contacts in batch for Campaigns using the following command:
php /path/to/mautic/bin/console mautic:campaigns:update --env=prod
See documentation on cron jobs for further details.
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