Campaigns
Prepare a mailing list selection using Segments and then evaluate and track the return on investment and response by using our Campaigns tool.
Step 1. Prepare your mailing list
Create a Segment that contains the bookers you want to contact via email or post. You can use the guides on Segments to help you get the most from the filters available.
Step 2. Choose the event(s) you're promoting
Decide if your mailing is for a single event or a group of events. If your mailing is for a group of events create an Event Band containing all the events your communication will promote. For example, if this is for a Season on-sale you would pick all the events that have just gone on sale.
Navigate to either the Event or Event Band your communication will promote
Step 3. Create your Campaign
Log the details
- Give the Mailing a Name
- Select the Media Type. If you have chosen Email (VS) and you are using a compatible integrated email provider select the email template you created for the campaign.
- Confirm the Days to Evaluate
- Confirm the Unit Cost (how much it costs to send out each item)
- Choose if you want to send the mailing manually or on a schedule.
- Only use 'send on schedule' if integrated with an email provider, set the date and time you want to schedule the mailing.
- Select the Segment that contains the customers you want to mail. If you are sending out on a schedule and you want the segment to be rebuilt before it is sent tick the 'Refresh the segment automatically before the mailing is sent' box.
Click Save
Send the Campaign
- Once you click Save, your mailing will save as a Draft. If you are using an integrated email provider this will now be sent.
- You can see the status of the mailing by referring to the row marked Status.
- Next. export your data to send out your mailing. At the top of the mailing page click on 'Export Mailing List' Your data will appear and you just choose to export it as a csv file or excel.
- Press the back button
Track the results
After your mailing has been sent, you can evaluate your mailing. When you log in again navigate to the Campaigns tab under Tools and Search For..You can see a summary of all the mailings that have been activated here and their success.
For more detailed data (especially if you are linked up with MailChimp) click through to the Mailing. You will be able to see Open, Click and Opt out rates as well as the bookings made as a result of the mailing.
Wrong unit cost? Forgot to add campaign details at the time of sending? Want to evaluate for longer? How to CHANGE CAMPAIGN DETAILS
You can edit your mailing if specific details have changed. You can amend the sent date (e.g. the mailing was actually sent later than planned), days to evaluate (it's automatically evaluating for 30 days but you want to extend it), media type (it was originally marked as a brochure but you decided to send a flyer instead) and unit cost (brochure costs went up, so you need to update the unit cost to know your true ROI). You cannot change the segment you are using for the mailing list. You would need to start again.
This is also useful for adding campaigns in after they've been sent. For example, you may have sent a brochure to a specific segment (or segments), but not created the campaign for it in VItal Statistics. You now want to know the ROI for the campaign. Start by going to the event or event band page for the event(s) being promoted by the campaign. Click on "Add New Mailing", and create the mailing by adding a name, media type and segment as normal. Choose the "send manually" option, click "save" and in the next page click "flag as sent". Wait for the page to reload, and then click "edit" - you will then be able to change the send date back to the date the mailing was actually sent. Click "save" and the page will reload with all campaign summary information from the date that the mailing was sent: items sent, tickets bought, and ROI.
To change the details of your campaign navigate to the event or event band and click on the Mailing Name. Click on edit in the top left corner, amend the details and click Save. Your campaign will re-calculate based on the new details you have input.
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