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How to use automated campaigns?

Automated campaigns are used to send emails to your users based on pre-defined event trigger filters. Write an email, schedule on which filter condition it should run for a given user, and activate it.

This guide explains you how automated campaigns work and how to use them.

What Automated Campaigns do?

Automated campaigns are pre-defined emails, that are sent on a per-user basis, based on given user events.

For instance, you may configure a "churn" campaign to provide your users with a rebate coupon if they unsubscribed from a subscription on your service, because it was too expensive for them. Given your service uses the Crisp chatbox, you can adjust your unsubscription JavaScript code so that it sends an event upon user unsubscription eg. user:unsubscribe — via the Crisp chatbox. Then, create an Automated Campaign that will trigger based on this event to send the coupon code to the churning user.

Automated Campaigns can be used to automate your workflow and contact your users on some custom event from your website, service or app. There's no limit on how many automated campaigns you can run at the same time, and how many users can receive automated emails. The only requirement is that your app runs the Crisp chatbox when it needs to send a custom event.

How an Automated Campaign is set to trigger?

1. Configure a campaign

  1. First, you need to create a new Automated Campaign. Go to app.crisp.chat and click on the User sidebar tab. Then, click on the Campaigns button on the top, and then New Campaign. A popup will open, prompting you to pick the campaign type. Select Automated Campaign, then name your campaign and continue.

automated campaigns 1
Create your Automated Campaign

  1. Once done, you're redirected to the campaign editor. On the campaign automation flow bar on the left, enter a campaign event name, which will be used to trigger your campaign (we explain how to use this event below). A good event name can be eg. user:churn, user:welcome, product_add_to_basket, etc.

automated campaigns 2
Configure your Automated Campaign

  1. Now, it's time to specify some filters. Filters are not required, but can be useful if you still need to do some checks to ensure the campaign isn't sent to users who don't need to receive it. For instance, you may trigger an event when user logs in to your app eg. user:login, but you only want to send the Automated Campaign message to those who didn't come back since 1 week. Thus, you can specify a filter on user last active date and set it to greater than (7 days * 24 hours) = 168 hours.

automated campaigns 3
Set filters to your Automated Campaign

  1. If needed, you can specify a delay in minutes, to wait for some time before sending the message to user, once event and filter pass. You can also ensure a message is not delivered twice or more for a given message (this helps avoid flooding the user with the same campaign message every day, eg. if you fire the campaign event every day for this user on your end).

automated campaigns 4
Set a delay to your Automated Campaign

  1. Finally, write your campaign message. Make sure to read our help article on How to format campaign messages?. Once you're ready, Save the campaign and then Activate it.

automated campaigns 5
Write and Activate your Automated Campaign

2. Trigger the chatbox event

Now, push the user event corresponding to your campaign (here, we use user:churn as an example) from your JavaScript code, via the Crisp chatbox:

// (your code here...)

$crisp.push(["set", "session:event", ["user:churn"]]);

See our JavaScript SDK documentation for more on how to use it.

Can I pause an Automated Campaign?

Yes! Simply click on Deactivate to pause the Automated Campaign. You can enable it back at any time, by clicking on Activate.

Which plan do I need to use Automated Campaigns?

Automated Campaigns are part of the Unlimited plan. They come with no limit on how many automated campaigns can be sent, as the plan name suggests.

Valerian Saliou
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