Campaigns

In this article, you will learn how to:

• create and manage campaigns in HoodEngage;
• set up target audiences, attribution, and scheduling options;
• use different scheduling methods for your campaigns.

Create new campaign

To create new campaign in HoodEngage, navigate to Campaigns.

Here, you will get an overview of all of your campaigns with key details.

Campaigns overview

Above the table, there are options to filter your campaigns by next run time, time of creation, and labels.

Under these filters, there are also quick filters which allow you to filter your campaigns by their status.

Campaign filters

To add new campaign, click on the button Add in the top right corner.

Add new campaign

Choose whether you want to use pre-defined templates (tab: Saved) or choose a template that you previously prepared in the Templates subfolder. All templates are classified by channel and occasion.

Campaign libraries

Both tabs allow you to create a template on the spot. Clicking the + button takes you to HoodEngage Studio.

Create campaign template

Picking a template takes you to final campaign setup page.

Campaign setup

Here, you can set up your A/B test, if you want to include it in your campaign. You can learn more about A/B testing here.

On the right, give your campaign a name and a label for easier management.

Right after these basic settings, you can set up your target audience by clicking on the cog icon in the top right corner of the Target audience section.

Campaigns target audience

Also, check out how to use Profiles and Profile lists and Segments and Segment lists for more precise targeting.

To set up Attribution, click here.

Attribution location

The Attribution feature helps tracking and identifying where a profile or conversion came from, in other words, which marketing channel, campaign, or source led someone to visit your website, sign up, or make a purchase.

Here’s where you can set parameters for your attribution tracking.

Attribution tracking

Finally, choose a scheduling option:

Scheduling options

The scheduling options are:

1. Send immediately: Launch your campaign now. Once sent, it moves to Sent status. To send it again, you would need to clone or recreate it.

2. Schedule for later: Set your campaign to launch at a later time within your chosen timeframe.

Schedule for later

• Optimize by profile time zone: The message will be sent at the best time for each user based on their local time zone, rather than sending it at the same global time for everyone.

3. Manual: Prepare your campaign and save it in Ready to launch status, then trigger it manually whenever you decide.

Manual send

• Max run time: Choose how many times your campaign should run or set it to run indefinitely.

4. Recurring: Automatically repeat your campaign on a custom schedule. *Available for Scale & Agency plans only.

Recurring send

• Hours & Minutes / Days / Months: Choose the precise hours, minutes, days, and months when your campaign will run. 
• Max run time: Choose how many times your campaign should run — or set it to run indefinitely.
• Optimize by profile time zone: The message will be sent at the best time for each user based on their local time zone, rather than sending it at the same global time for everyone.
• Advanced mode (cron): Use a custom cron expression for maximum flexibility. Turning this feature on overrides all other recurring time pattern settings except for Optimize by profile time zone and Max run time.