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The Marketing Messages feature in the Channels section is one of the ways Campaign Studio can optimize and personalize your communication with contacts. With marketing messages, contacts receive your content on a channel they have set as their preference.

Marketing messages

Campaign Studio users can create content to send through one or more channels, such as Email, SMS, Web Notification, and Mobile Push Notification. If a contact’s channel preference is set on the contact record, Campaign Studio sends the appropriate content on the preferred channel by using the Send Marketing Message action in a campaign.

If the contact has not specified a preferred channel, Campaign Studio considers Email as the default channel. If a contact has reached frequency rules or paused communication, Campaign Studio sends the message by using another opted-in channel with the highest permissible frequency.

Channel selector

Setting up a marketing message

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Channels > Marketing Messages.

  3. On the Marketing Messages page, click +New.

  4. In Name, enter a name for the marketing message.

  5. In Description, enter a description for the marketing message.

  6. For each of the required channels, slide the Enabled switch to Yes so that the channel is included.

    When you include or enable a channel, the check mark next to the channel name turns green.

  7. For each of the enabled channels, select an item for the content that you have created.

    If you have not created the content yet, select Create New from the dropdown. Alternatively, save the marketing message, create the content, and return to the marketing message later to add the channel.

  8. (Optional) Select a Category to organize your marketing messages based on their goals, campaigns, and other categories. For more information, see Global Categories.

  9. In Published, set the Yes/No toggle bar to publish or unpublish a marketing message. If it is unpublished, it is not sent.

  10. (Optional) In Publish at, set the date and time you want the marketing message to publish. This helps to control relevance, and does not require you to manually publish a marketing message at the right time.

    To schedule a marketing message to publish at a specified date and time:

    1. Click the Publish at (date/time) box and select your preferred date and time from the Date and Time picker.

    2. Set Published to Yes.

      Campaign Studio marks the marketing message as Pending and publishes it at the scheduled date and time.

  11. (Optional) In Unpublish at, set the date and time you want a marketing message to unpublish. This helps to control relevance, and does not require you to manually unpublish a marketing message at the right time.

    To schedule a published marketing message to unpublish at a specified date and time:

    1. Click the Unpublish at (date/time) box and select your preferred date and time from the Date and Time picker.

      Campaign Studio unpublishes the marketing message at the scheduled date and time.

Important

The Date and Time picker shows the date and time according to the default timezone set for your user’s profile in System Settings. Therefore, before scheduling a marketing message to publish or unpublish, you must check the default timezone.

  1. After your marketing message is created with channels and content selected, click Save & Close.

Sending marketing messages

You can send marketing messages through a campaign.

  1. Log in to Campaign Studio.

  2. In the left navigation pane, click Campaigns.

  3. Create a new campaign or edit an existing campaign.

  4. Click Launch Campaign Builder.

    Campaign Studio displays the campaign builder.

  5. Select Action > Send marketing message.

  6. Provide the following details:

    • Name: Specify a name for the action. This helps you and other users easily identify the action when viewing the builder or reports. Acquia recommends a pattern, such as SMS: Name of message.

    • Execute this event…: Select the time period when Campaign Studio needs to perform the event. For more information, see scheduling actions.

    • Select a marketing message: Select the marketing message that you want your contacts to receive through a channel they have set as their preference. If you have not yet created the message you want to send, select Create new and create the message.

  7. Click +Add.