Creating a Campaign

Campaigns are reasonable for sending messages to users to inform them about important topics the financial institution needs to communicate. For the solution Online and Mobile Banking, the communication is handled by several automation processors: Omnichannel Communication Automation, Hyper-personalization and Omnichannel Campaigns.

Campaigns are used in two situations:

• Mailbox Bulk messages, for details see Inbox
• Mailbox Pop up messages, these are the messages displayed to users after they log in, found as well on the homepage in Inbox.

To achieve the following steps, access Innovation Studio with a user that has the is Administrator field true:

1 Configurations for the Payment Signature

Access them by Innovation Studio > Admin > Omnichannel Communication Automation > Communication Channels > Communication Channels List.

Code	Name	Bus Communication Channel	Bus Communication Provider
sms	ContentTemplate	Email	GatewayEmailOTP
SCA	SCA	Sms	FtosSmsNotificationService
MBM Mailbox_Bulk messages	MailboxBulk	Email	FTOSEmailGateway
MPM Mailbox_Pop up messages	MailboxPopup	Email	FTOSEmailGateway

These channels are used to send the templates presented below. The body of with the content of the SMS received when authorizing a payment as explained in are configured in Innovation Studio > Hyper-personalization > Personalized Content > Content Templates List:

Name	Status
FTOS_IB_BulkSCAContent	Draft
FTOS_IB_PaymentSCAContent	Draft
FTOS_IB_UtilitySCAContent	Draft

 

2 Create the Content

To the same content template you can add multiple items, i.e. multiple messages, which are then associated with a campaign.

1. Open Innovation Studio, from the main menu select Hyper-personalization > Personalized Content. The Content Templates List is displayed.
2. Click the Insert button. The Add content template page is displayed.
3. Fill in the following:

   Field	Required	Description
   Name	Mandatory	The name of the content template.
   Reference Id	No	The number associated with the content template.
   Template Type	No	Select between existing content types in order to categorize.
   Attachment	No	Add an attachment to the content template.

4. Click Manage template items.

5. Select the Communication Start Hour, the hour when the communication can start.

6. Select the Communication End Hour, that is the hour when the communication ends.

7. Click Insert in the grid. The Add Content Template Item page is displayed.
8. Fill in the following:

   Setting	Required	Data Type	Description
   Name	Mandatory	Text	The name of the content template item.
   Subject	Mandatory	Text	The main content of the message.
   Channel	Yes	Lookup	Select a communication channel (e.g., mail, SMS, etc.). To add channels, access the main menu > Admin > Omnichannel Communication Automation > Communication Channels.
   Culture	No	Lookup	Select market to which the campaign is addressed: Bulgarian, English.
   Max Message Length	No	Number	The maximum length of the message to be sent. It is important for the channel SMS.
   Characters Remained	No	Number	This field is read-only. The system informs you how many numbers of remaining characters you have.
   Body	No	HTML	The main body that displays the message that will be sent. This field is of type HTML. Use the HTML Editor toolbar to format text as per your preference and insert tokens within the body by clicking Tokens from the editor's toolbar and selecting the desired token.
   Send Message as Text	No	Bool	Switches between HTML and text.

9. Click the Save and close button at the top right corner to save the content template item.

10. Repeat the process to add as many content template items as needed by using the Clone button.

11. On the top left-hand corner, change the status of the template from Pending Approval to Approved. Click Pending Approval. Once the content is approved, it cannot be modified.
12. The system asks you if you want to change the business status. Click Yes to continue or click No to abandon.

3 Create a Campaign

1. Open Innovation Studio, from the main menu select Automation Blocks > Omnichannel Campaigns > Campaigns. The Campaigns list page is displayed.
2. Click Insert to add a new campaign. The Add Campaign page is displayed.
3. View the following fields on the Setup page:

   Field	Required	Type	Description
   Name	Mandatory	Text	Insert the name of the campaign.
   Start Date	Mandatory	Date	Insert the date when the campaign starts.
   End Date	Mandatory	Date	Insert the date when the campaign ends.
   Campaign Type	Mandatory	Lookup	Choose the campaign type to better organize between campaigns.
   Campaign Subtype	No	Lookup	Choose the campaign subtype.
   Campaign Priority	Yes	Option set	Choose the campaign's priority. The following options are available: High Medium Low Very Low.
   Campaign Identifier	No	Text	Specific to each customer, this is a unique identifier of the campaign.
   Total Number of days	No	Numeric	Insert the number of days that the campaign will be taking place.
   No days since start	No	Numeric	The number of days since the campaign started.
   Remaining Days	No	Numeric	The number of remaining days, the campaign has until it ends.
   Description	No	Text	The purpose of the campaign, how it works, intended audience, etc.
   Created by user	No	Text	This field is read-only. It displays the name of the user once saved.
   Created On	No	Text	This field is read-only. It displays the date once saved.

4. Click Content to view the fields:

   Field	Data Type	Value
   Template	Lookup	Select from the drop-down to choose a template created earlier.
   Type of delay for holidays	Option set	Send anyway
   Type of delay for weekend	Option set	Send anyway
   Exclude From AntiSpam	Bool	null
   Max Delay Days No	Number	N/A
   Create Activities On Activity Date	Bool	null
   Antispam Settings	Bool	N/A

5. Click Audience. Here depending on where your database is located, you can use the contacts from the database on the environment you are working on or choose to import a list with the contacts.
   Importing Audiences List

   Fill in the following:

   Field	Required	Data Type	Value
   Audience Type	Mandatory	Option set	Select Imported List.
   Audience List	No	Text	Leave empty.
   File ID Field Name	Mandatory	Text	Insert the value UID.
   Audience name field	Mandatory	Text	Insert the name of the column in the file that holds the name of the contacts.
   Import file	No	File	Add the file from the local drive by clicking Add file.

   Click Import List on the bottom right-hand corner of the screen.

   Or you can use the records from the database as explained in Audiences Management.

6. Click Schedule to add stage(s) to the campaign.
7. For the field Control Group Behaviour, choose between Stagelevel, i.e., a campaign with stages or a Campaign level.

8. To add a stage, click the Insert button from the Campaign stages grid. The Add Campaign Stage page is displayed.

9. This includes fields for the campaign stage name and the content template, but also personalized content to be used during the campaign stage.

   Field	Required	Data Type	Description
   Name	No	Text	Insert a suggestive name for the stage.
   Content Template	Mandatory	Lookup	Select a template for the stage. It can be a different template than the template selected for the whole campaign.
   Culture	Mandatory	Lookup	Select the campaign culture, for example: Romanian.
   Time zone	Mandatory	Lookup	Select from the list the time applicable.
   Activity type	No	Option set	This field is displayed when the content template selected has a communication channel with the Is Campaign Activity Type field set to true. The following options are available: Sales Administrative.
   Activity subtype	Yes	Option set	The list of attributes that can be selected is defined by the admin user. This field is displayed if the Activity type field value is set to Administrative.
   Convert Activity Option	No	Bool	If true, the Convert button and the Related Journey lookup field are displayed at the Campaign Activity form level. For more information see the Actions Buttons page. This field is displayed if the Activity type field value is Sales.
   Status Reasons List	Yes	Lookup	This field is displayed when an activity type is selected. To add a status reasons list, select from the available options or create a new one by following the steps from the Managing Status Reasons page.

10. Click Schedule.
11. Fill in the following:

    Field	Mandatory	Data Type	Description
    Controlled By Execution Plan	No	Bool	Tick this checkbox for the stage to be controlled by the execution plan.
    Schedule Type	No	Option set	Select the type: One time Campaign life time Fix dates Run for ''X'' days Run for ''X'' weeks Run for "X'' months Run for ''X'' times.
    Start Date	No	Date	Starting date for the campaign stage.
    End Date	No	Date	Ending date for the campaign stage.
    startDateInvariant	No	Date	The starting date.
    clientTimezoneOffset	No	Number	The value of the offset with the client's timezone.
    Activity Validity Days	No	Number	By default, activities generated in a stage are active for one day before they expire. If this time frame is not sufficient, you can manually enter the number of days you wish to keep activities valid. The minimum value can be 1.

12. Click Distributions.
13. Select from the list the Distribution Type:
    • Assign to account responsible
    • Assign to account branch
    • Assign to queue
    • Assign Custom Assignment logic.
14. Click Save and reload.
15. Click Define A/B variations.
16. Repeat the process to add as many stages as needed.

    Field	Description
    Allow recurrence Duplicates	If true, it allows any recurring messages to be duplicates of previous messages.
    Channel Variations list	The proportion for sending differentiated communications. It is automatically populated with the values after saving the campaign.
    Content and Channel Variations list	The proportion for sending differentiated communications of the same type.

17. Click Audiences and modify the audience if needed.
18. Click Save and close.

After these steps, the endpoint FTOS_IB_InsertInMailbox_IN_Messages is responsible for communicating with the campaigns to get their data.