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How to create a Multi-step Campaign with Instant AI

A multi-step campaign is an easy and effective way to send a series of campaign emails to send to your subscribers.

Typically, most promotions in your business will involve multiple touch-points or be run over a series of time. For example, you may run a Valentines Day promotion for 14 days or a Summer Collection Launch for 30 days.

With Instant AI Multi-step Campaigns, you can schedule all of your campaign emails into one sequence. This helps you:

  1. Better plan the entire customer journey by visualising all of your emails in a series 

  2. Organize your campaigns to a business goal or outcome

  3. Easily track performance across multiple emails grouped together

Multi-step campaigns can be created manually from scratch, or you can use AI to help build your first draft and make any further edits that you need. 

 


How to create a draft Multistep Campaign with AI

  1. Go to Instant Dashboard
  2. Select Campaigns from the side menu
  3. Select Create Multi-Step Campaigns
  4. Next, you'll be presented a number of options depending on what you're trying to achieve. You can either: 
    1. Shortcut to a suggested campaign based on activity in your Shopify store 
    2. Select a manual goal from the list at the top of the page
  1. Select which goal or shortcut you would like
    1. If you select a goal at the top of the page, you'll be prompted to pick which product or collection you would like to promote. You can choose which option:
      1. Shortcut to a suggested product based on activity in your Shopify store 
      2. Manually select Products, and search for your chosen product
      3. Manually select Collections, and search for your chosen collection
    2. If you select a suggested campaign, we'll already populate that for you
  2. Select how many emails you would like AI to draft for you. The number you choose here will determine how many emails appear in your Multistep campaign when it is ready for review. You can still edit, remove or add your own emails after they have been created so this number is not final but is a convenient way to build your campaign template. 
  3. Select Next
  4. After loading, when your campaign is ready select See your campaign

 


How to create a Manual Multistep Campaign

  1. Go to Instant Dashboard
  2. Select Campaigns from the side menu
  3. Select Create Multi-Step Campaigns
  4. Select Create Manually

Next, you'll be immediately taken to the email editor to build your campaign. 

 


How to edit your Multistep Campaign

Before we start, let's understand all of the properties if your Multistep campaign:

  1. Name - This is the name of your Multi-step Campaign. Use a name that will be easy to remember and is relevant to grouping all of your emails together. Hover over the name to edit. 
  2. Duration - This is the time from the first to last email in your sequence. It will change automatically when you alter the dates of any campaigns sending in your sequence.
  3. Steps - This is the total number of emails in your sequence. This will change automatically as you add or remove steps from your sequence.  
  4. Contacts - This is the total number of people expected to receive your multi-step campaign based on the filters applied. These filters can be edited or updated. All emails in your multistep campaign will send to the same contacts. 
  5. Emails - These are all the individual campaign emails that are included in your multistep campaign. They are editable independently and will send at individual times based on your configuration. 

To edit an email

  1. Find the email that you wish to edit in the sequence
  2. Select edit 
  3. Update the design of the email using the editor. 
  4. Edit the Subject Line or Preview Text 
  5. Select Save
  6. Review the selected date and time for sending the email to ensure it's correct. Multistep emails must be scheduled at least 15 minutes in the future and will send in the default timestamp of your store. 

Note: Any edits made in the email editor will save to only this one email and do not apply globally. 

To add an email

  1. Scroll to the end of your sequence and select Add Email
  2. Use the email editor to create your design
  3. Edit the Subject Line or Preview Text 
  4. Select Save
  5. Review the selected date and time for sending the email to ensure it's correct. Multistep emails must be scheduled at least 15 minutes in the future and will send in the default timestamp of your store. 
  6. Alternatively, you can hover an existing email and select clone

Note: All new emails will default to +2 days in the future from the previous email. This default can be edited to any date, but must be after the previous email

To delete a step

  1. Hover over the email that you would like to delete
  2. Select Delete
  3. Save your changes by selecting save in the top right

This will delete just this one email within your campaign and does not delete the entire parent campaign.

To reorder your emails

  1. Hover any of your emails in the sequence
  2. Select the left or right arrows
  3. This will move the emails along your sequence
  4. Save your changes by selecting save in the top right

Note: Reordering your emails will only move the email content. Each step will maintain the date and time it was selected for. For example, you can swap the emails you want to send in step 1 and step 2 but the send times will stay linked to step 1 and step 2. 

To edit a segment

  1. All multistep campaigns will have a default sending segment
  2. Select the underline number of contacts to edit the filters
  3. A modal will appear with all of the available campaign filters
  4. Apply the filters that you would like to select, confirm the estimated contacts
  5. Select Done
  6. Save your changes by selecting save in the top right

 

To send a preview

  1. Sending a preview can be done by selecting Send Preview on the editor
  2. This will send a preview of every email in the multi-step Campaign to your email address
  3. The title of the email will include [1/1 Campaign] or similar to help you understand the sequence of your preview. 

Note: Some inbox providers may not send your test email in the sequence depending on how many emails you have incoming at once. Use the numbers in the subject line to understand the sequence. These labels are only added on preview sends and will not send to customers. 

 

How to schedule your Multistep Campaign

  1. Select Review and Schedule
  2. A modal will show previewing the final configuration of your campaign
  3. Check that all of your configuration is correct
    1. Confirm the dates
    2. Confirm the contacts & filters
    3. Select any of the steps to preview the emails
    4. Confirm that there is no placeholder images in your emails 
  4. Select Schedule

Your campaign is now scheduled and ready to send!

 

 

How to edit your Multistep Campaign after it's scheduled 

If you need to make any changes to a campaign that is already scheduled, or in progress

  1. Select Edit Campaign

  2. Select Pause and Edit

The campaign will be paused while you are editing to make sure that all changes are valid.

Important things to note:

  1. Any changes that you make will be actioned after saving, and resuming the campaign.

  2. If you cancel or discard any changes they will be reverted

  3. A campaign can be edited as long as there is still at least 1 scheduled email still.

  4. The contacts or segments in a campaign can't be changed after sending