Campaign Builder Introduction
All Automation Happens Here
Applies to: All ONTRAPORT accounts.
The ONTRAPORT Campaign Builder consolidates all of your marketing automation and business processes in an easy to use graphical format called a Campaign Map. It looks like a simple flow chart, but contains all the power of ONTRAPORT. Here's a brief introduction by Landon Ray, our CEO:
You will create Campaign Maps for marketing campaigns, sales funnels, and more. The ONTRAPORT Campaign Builder allows you to create a Map with point and click simplicity.
The Campaign Builder has different modes of operation, edit and performance mode. During edit mode you are creating and running your process. Performance mode adds statistics to each step or function to enable real time evaluation of your efforts.
Campaign Builder Marketplace
Entering the Campaign Builder collection in ONTRAPORT shows you selected, pre-built Campaigns from the Campaign Builder Marketplace. Use the menu on the left to expose pre-built Campaigns in various categories.
Triggers and Goals
Triggers can only appear at the top of a Campaign Builder Map. They determine how a Contact is added. A trigger can be as simple as a opt-in form fillout or tracked link click, or conditional such as a Contact who fills out an opt-in form that has visited your Facebook page but has not yet purchased a product.
Every Campaign Map will have a Contacts Added start element by default. It acts like a trigger to add contacts to a Campaign. It is used whenever you choose to manually add contacts to the Campaign from the Contact Record, via a Group Action, etc.
Goals are similar to Triggers, but can appear anywhere in the Map. A Goal is what you want your Contact to achieve - a purchase, an opt in, signing up for a webinar, etc.
Triggers and Goals can be activated by any number of events. See the Triggers and Goals article for the complete list.
Campaign Builder Workflow
Unique to ONTRAPORT is the built in workflow for nearly every element you work with. The workflow enables you to create a new object or element in ONTRAPORT without having to save the Campaign, close it, and navigate to a different area of the application. When adding a Message element you can choose an email you have already created just like in any other program, or create a new one. At any time you can open the Message element and edit the email, change it out for a new one, or create yet another email.
This powerful system applies to nearly everything you can do in ONTRAPORT, allowing you to quickly create a new SMS message, ONTRApage or ONTRAform, or set up a new Tracked Link.
Actions can be placed anywhere after the initial Trigger and include all the ways you want to interact with the Contact or your staff. Like other elements in your Campaign, Action elements will add statistics in Performance mode (left) and present a clean appearance without statistics in edit mode (right):
Among the actions available are:
- Update Contact
- Change Tags
- Add to Campaign
- Send Email
- Send SMS
- Notify someone with an email
- Notify someone with an SMS
- Send Postcard
- Assign Tasks
- Send to Fulfillment
- Add to FB Custom Audience
- HTTP Post
Filters route contacts that meet a particular condition through the map with behaviors like split testing, forking, and conditions. Available Filters are Wait, Go To, Condition, Split, Fork and End.
Wait - Allows you to define when the next step or action happens in your Map. You can add timing options for your Wait such as Forever, a set amount of time passes, a specific day and time arrives or a number of days before or after a date, or even the value in a date field.
When you add a Goal to your Campaign, a Wait element is added just before it automatically; it is set to wait until the Goal is reached by default, but you can change this period of time. The Wait then provides another path; if the time is up, and the Goal is not achieved, then the Contacts flow down another path.
Note: Each day is a full 24 hours. If the Contact reaches the Wait element at 10:30 AM, and the Wait is configured to "Wait 1 day and then wait until 10 AM" the Wait will pause the Contact for a full 24 hours, until 10:30 AM the next day, and then wait until 10 AM is next seen (the following day).
Condition - A Condition combines the actions of testing a "yes / no" condition and the more complex "if / then / else" structure you see in programming. But we make it easy. You can route Contacts one direction or another in the Campaign Builder Map based on any criteria, such as "Has Tag 'Prospect'".
GoTo - Routes a contact to another element on the Map, or to another Map entirely. You could use this to send a contact identified in the Condition above as having the tag "Prospect" to a nurturing campaign. A GoTo must be the last element on a Campaign Path, and cannot be inserted between two other elements.
Split - A Split will send your contacts down one of two paths based on a percentage you set ... 50 / 50, 10 / 90, etc., without regard to any other criteria. This is used for split testing email, landing pages, sales offers, etc. Each branch of a Split must rejoin the main path at the same point.
Fork - Unlike a Split, the contact goes down both paths of a Fork at the same time. You can send them an immediate "welcome" email on one path and assign them emails scheduled for a specific date on another path. Both branches of the Fork are not required to rejoin the main path in the Map. One path of the Fork can End without affecting the contact's progress through the other path.
End - Adding an End stops the contact on that path. You can optionally have the End element also remove the Contact from the Campaign Map Path they are on (shown as an "Exit" End). Note this action will NOT remove the contact from all paths on the Campaign Map, and only removes them from that individual path.
Publish a Campaign
- When you're ready to launch your Campaign, click the Save and Publish button.
- Optional: If you'd like to give your audience the ability to unsubscribe from the Campaign, click the Subscription Settings link.
a. Check the box next to Show this Campaign on the Subscription Management page
b. Enter a public name and description. The text entered in this box will show on the manage email preferences page if your audience clicks the link at the bottom of their emails to unsubscribe.
c. Click the Save button to confirm the Subscription Settings.
- Click the Save and Publish button in the Publish Campaign window.
Articles in this section
- Campaign Builder Introduction
- Best Practices: Campaign Builder
- Campaign Builder Triggers and Goals
- Campaign Builder Actions
- Campaign Builder Filters
- Campaign Builder Webhooks
- Campaign Builder FAQs
- Campaign Builder Checklist and Notes
- Campaign Builder Modes
- Campaign Builder Revision History