Defining the Campaign Content
Click the Content tab. In this section, the way that the audience is contacted is defined.
The content is selected by choosing a template. Content templates are essential to the content creation process as they provide the means to interact with customers in a meaningful manner. Special options exist for anti-spam, namely the possibility to select delays for weekends and special holidays. Thus, a delay for the communication is added if a message is scheduled to be sent on a weekend or on a holiday.
In addition, there is the option to exempt the communication from anti-spam rules. This is useful for critical messages that need to reach the audience right away.
The table below describes the settings for defining the campaign content:
| Field | Type | Description |
|---|---|---|
| Template | Lookup | Select the personalized content to use from the list of available templates. For details, see the Managing Personalized Content page. |
| Type of delay for holidays | Option Set | The type of delay to be added to the communication date, if the communication date occurs on a holiday. The following values are available:
|
| Type of delay for weekend | Option Set |
The type of delay to be added to the communication date, if the communication date occurs during the weekend. The following values are available:
|
| Exclude From AntiSpam | Bool | If true, it excludes the communication from the anti-spam rules. This is used for highly important messages that need to be sent to the customer as fast as possible. |
| Create Activities On Activity Date | Bool | If true, then the activities are created at the moment when the messages are sent to the recipients. If false, then the activities are created at the moment when the message are scheduled to be sent to the recipients. For example, if the Type of delay for weekend field is set to Send After and the messages are scheduled to be sent over the weekend, then:
|
| Max Delay Days No | Whole Number | Insert the maximum days available for delay of campaign. |
Marketing Anti-spam Settings
To avoid spamming the audience or being unnecessarily disruptive to the clients, a special set of rules and conditions have been created in order to help bank employees choose the best course of action (anti-spam rules).
The anti-spam rules can be set also after saving the campaign.
For all the different types of communication channels available in FintechOS, certain triggers can be defined. These can include the number of days to delay the communication. Click on the Insert button to create a new anti-spam rule. The Add Antispam Settings page is displayed. Fill in the following fields:
| Field | Type | Description |
|---|---|---|
| Communication Channel | Lookup | The communication channel for which the anti-spam rules apply. For example: SMS, email. |
| Source Campaign | Lookup | The campaign according to which the anti-spam rules are set. The existing campaign does not start until the campaign selected in this field ends. |
| Delay Days No | Whole Number | The number of days that communications will be delayed in order to prevent spamming the audience with the same message in a short period of time. |
Click the Save and reload button. The Edit Campaign page is displayed. To navigate between sections, click on the bullets from the bullet list which renders the section tabs.