Creating a welcome campaign for your new customers
You want to welcome your new customers with a welcome email.
👉 For this use case, you need to create a Copilot campaign.
-
If you need more details on the different steps of creating a Copilot campaign, you can read this guide.
Selecting campaign type and use case
In the Description tab, you define the type of campaign and the use case corresponding to your needs.
👉 In Campaign Types, select Engagement.
👉 In Use Cases, select Welcome Campaign.
Specifying the eligible population
The Specificities section lets you define which customers are eligible for this Welcome campaign.
👉 The drop-down list lets you target:
prospects (who have not yet made their first purchase):
Prospects (no purchase),new customers (who have made their first purchase):
First time customers.
For our use case, we will use this population.
💡 You can select one or both populations.
-
👉 Next, you specify the conditions for triggering the campaign according to the date your new customers enter the database.
The platform will follow the configured time window (between 1 and 3 days) but will decide the ideal timing for sending the campaign.
👌 For this type of use case, we advise you to configure a fairly wide time window to give the tool all the autonomy it needs to optimize your communications.
Adjusting priority level
By default, welcome campaigns are set to high priority.
👉 According to your needs, you can modify the priority level of the campaign from the Priority tab.
To learn more about setting the priority level of a Copilot campaign, you can read this guide.
Setting additional eligibility (optional)
Depending on your needs, you can refine your campaign targeting and define additional eligibility from the Eligibility tab.
👉 Select an audience filter that will apply in addition to the specificities you have defined in the first step (with a logical AND).
-
If you need details on the steps to create a Copilot campaign that are not covered in the steps above, you can check out this guide.
👌 If you have built a welcome program made up of several campaigns and want to create sequencing between each of them, you can add prerequisite links. To find out more, please read this guide.