> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.crisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to use Automated campaigns

*Learn how to create an automated Campaign and trigger it from events sent through the Crisp chatbox SDK.*

Automated Campaigns send chat or email messages to users based on predefined event triggers and filters. They are useful for lifecycle messages, onboarding, win-back flows, product nudges, and other customer engagement moments driven by your own website or app events.

|| To send email Campaigns, you need a verified sending setup such as a **Custom Email Domain** or **custom SMTP**, and your workspace may need to be verified by Crisp support.

__In this guide:__
* [Watch the Campaigns tutorial](#1-watch-the-campaigns-tutorial) → start with the video walkthrough
* [Understand automated Campaigns](#1-understand-automated-campaigns) → what they do and when to use them
* [Create an automated Campaign](#1-create-an-automated-campaign) → configure event, filters, delay, template, and message
* [Trigger the Campaign event](#1-trigger-the-campaign-event) → push events from your website or app
* [Manage automated Campaigns](#1-manage-automated-campaigns) → pause Campaigns, understand plan access, and interpret open rates

---

# ${color}[#0080dd](Watch the Campaigns tutorial)

${youtube}[How to Use Crisp Campaigns](v-MhDtOyiH0)

---

# ${color}[#0080dd](Understand automated Campaigns)

Automated Campaigns are predefined email or chat messages sent per user when a specific event is received and the Campaign filters match.

For example, you could create a churn Campaign that sends a discount after a user cancels a subscription. Your app would send an event such as `user:unsubscribe` through the Crisp chatbox, and the Campaign would trigger only for users matching your filters.

Automated Campaigns can also handle email replies, so answers to your Campaigns arrive in your Crisp Inbox.

---

# ${color}[#0080dd](Create an automated Campaign)

Go to [**app.crisp.chat**](https://app.crisp.chat), then open **User → Campaigns → New Campaign → Automated Campaign**.

#### ${color}[#445055](Choose the Campaign type)

Select **Automated Campaign**, name your Campaign, and continue to the editor.

![Create an Automated Campaign in Crisp](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114545_7widzo.png =1000xauto)

#### ${color}[#445055](Define the event trigger)

In the automation flow bar, enter the event name that will trigger the Campaign. Good event names are clear and consistent with your app naming, such as `user:churn`, `user:welcome`, or `product_add_to_basket`.

![Configure the Automated Campaign event trigger](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114557_cmu9ce.png =1000xauto)

#### ${color}[#445055](Add filters)

Filters are optional, but they help prevent the Campaign from being sent to users who should not receive it.

For example, you may trigger `user:login` whenever a user logs in, but only send the Campaign to users who had not been active for at least one week. In that case, add a filter on the user's last active date and set the threshold to `168` hours.

![Set filters for an Automated Campaign](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114617_1jfh2me.png =1000xauto)

#### ${color}[#445055](Configure delay and repeat behavior)

You can add a delay in minutes before the message is sent after the event and filters match. You can also prevent the same Campaign from being delivered multiple times to the same user, which is useful if your app sends the triggering event repeatedly.

![Set delay and repeat behavior for an Automated Campaign](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114638_107iyg6.png =1000xauto)

#### ${color}[#445055](Choose a template)

Choose an existing template or skip this step if you want to write the message from scratch.

![Choose a Campaign template](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114651_182bh4.png =1000xauto)

#### ${color}[#445055](Write and activate the Campaign)

Write your Campaign message, then click **Save** and **Activate** when it is ready.

![Write and activate an Automated Campaign](https://storage.crisp.chat/users/helpdesk/website/87ae2703583ac800/cleanshot-2025-02-27-at-114703_190z592.png =1000xauto)

| For formatting and personalization variables, read [How do I format Campaign messages?](https://help.crisp.chat/en/article/how-do-i-format-campaign-messages-ynxdbc/)

---

# ${color}[#0080dd](Trigger the Campaign event)

Your website, service, or app must push the event that matches the Automated Campaign trigger. The event is sent through the Crisp chatbox SDK.

For example, to trigger a Campaign listening for `user:churn`, push a session event from your JavaScript code:

```js
// Make sure the Crisp chatbox is loaded on the page.
$crisp.push(["set", "session:event", [[
  ["user:churn", {}, "blue"]
]]]);
```

You can also pass event data. This is useful when your Campaign message needs to include dynamic values through variables such as `{{ event.data.user_dashboard_url }}`.

```js
$crisp.push(["set", "session:event", [[
  ["user:churn", {
    user_dashboard_url: "https://app.acme.com/dashboard",
    churn_reason: "price"
  }, "blue"]
]]]);
```

||| Automated Campaigns require an email address to be set on the session when the Campaign sends email. If no email is set yet, events can be stacked and processed later once the email is known.

Set the logged-in user's email from your backend-rendered page when possible:

```js
$crisp.push(["set", "user:email", ["user@domain.com"]]);
```

| See the [Crisp JavaScript SDK documentation](https://docs.crisp.chat/guides/chatbox-sdks/web-sdk/dollar-crisp/) for the full `$crisp` method reference.

---

# ${color}[#0080dd](Manage automated Campaigns)

Automated Campaigns can be paused, reactivated, and monitored from the Campaign editor.

#### ${color}[#445055](Pause or reactivate a Campaign)

Click **Deactivate** to pause an Automated Campaign. You can enable it again at any time by clicking **Activate**.

#### ${color}[#445055](Check plan availability)

Automated Campaigns are available on **Crisp Essentials** and **Crisp Plus** plans. They do not have the same one-shot Campaign recipient limits because they are triggered per user by events.

#### ${color}[#445055](Interpret open rates carefully)

Email open rates depend heavily on detection methods and recipient email clients. Some inboxes block tracking through privacy protection, while others may mark emails as opened automatically.

Use open rates as directional data and compare them against your own Campaigns over time, rather than treating them as an exact measurement or comparing them directly with another email delivery service.