Scheduling, Previewing, & Canceling Email Campaigns

Jump To:

• Schedule a Monthly Campaign
• How to Preview Campaigns
• Cancel/Delete Standard Campaigns
• Schedule & Customize a Campaign (New)
• Preview Edited Campaigns (New)
• Cancel/Delete Edited Campaigns (New) 
• When do campaigns send?
• Who receives monthly campaigns?
• Broken Links and Troubleshooting

Schedule a Campaign

1. Click Reactivation > Monthly Campaigns > Schedule Campaign
   
   
2. Select the campaign you would like to send
   
3. Choose the Date your campaign will be sent 
4. Click Add. 

How to Preview Campaigns

After you schedule a monthly campaign, an option to "view campaign" will appear on the same line, so that you can preview the content and test any links inside. 

Click 'View Campaign' to download a PDF preview of your campaign. 

The preview PDF will show:

• The email campaign copy (Subject Line + Body of the email).
• Populated practice information (not contact information).
• All clickable links within a campaign that the recipient would interact with (and you can preview as well).
• Some PDF downloads may show "extra" white space between the Body Title and the actual email body copy. This is just a display issue, and the email will be formatted correctly when sent.

Cancel/Delete Standard Campaigns

If you need to cancel a campaign, click the small trash can icon next to 'View Campaign.' 

• Note: This will not cancel campaigns that have already started.

Schedule & Customize a Campaign (Beta Feature)

1. Click Reactivation > Reactivation Campaigns > Schedule Campaign
   
2. Select the campaign you would like to send
   
3. Choose the Date your campaign will be sent 
4. Click Add. 
   
   

Want to know more about how to edit campaigns? Go to How to Edit a Campaign (Beta Feature).

Preview Edited Campaigns (New)

After you schedule a monthly campaign, click the eye icon on the far right.

The pop-up window will show:

• The email campaign copy (Subject Line + Body of the email).
• Token practice information (practice name, etc).
• All clickable links within a campaign that the recipient would interact with (and you can preview as well).
  

The pop-up window may show "extra" white space between the Title and the email body. This is a display issue; the email will be formatted correctly when it is sent.

Want to know more about how to edit campaigns? Go to How to Edit a Campaign (Beta Feature).

How to Test a Campaign

• Click Reactivation from the top navigation bar 
• Click Reactivation Campaigns from the sub navigation bar
• Select a campaign from the Reactivation Campaigns dropdown menu 
• Click Test Campaign, located in the bottom left corner 
• Enter the email address you want to use for testing purposes 
• Enter the phone number you want to use for testing purposes
• Click Test in the bottom right corner of the pop-up window 
• Check the corresponding account(s) for a test send of the campaign

Cancel/Delete Edited Campaigns

• Canceling an Edited Campaign that has been scheduled: 
  • Click Reactivation from the top navigation bar 
  • Click Reactivation Campaigns from the sub navigation bar
  • Locate the campaign on the Scheduled Campaigns list
  • Click the delete icon (trash can) 
  • Click Delete in the bottom right corner of the pop-up window to confirm 

• Deleting an Edited Campaign from your My Campaigns library: 

  • Click Reactivation from the top navigation bar 
  • Click Reactivation Campaigns from the sub navigation bar
  • Select a campaign from the Reactivation Campaigns dropdown menu
    • Note: Only edited campaigns, found under My Campaigns, can be deleted
  • Click Delete Campaign in the bottom left corner 
  • Click Delete in the bottom right corner of the pop-up window to confirm 

What are Campaign Triggers?

• Some campaigns have associated triggers. These are secondary campaigns activated when the user performs a specific action on the original campaign, such as opening or clicking. 
• Any triggered campaigns will be listed on the bottom right beneath the editing window. 
• If you schedule a campaign with an associated trigger, the secondary campaign will appear on your Scheduled Campaigns list nested beneath the primary campaign. 
  • Please note your contacts will only receive the secondary campaign if they perform the specific action defined on the campaign editing page. 

When do campaigns send?

• The initial campaign email will go out at 8 AM local time on the date you choose. 
• Follow-up emails will typically be sent between 8 AM and 10 AM.

Who receives monthly campaigns?

• Only contacts that are not currently active in a patient phase (contacts in "No Phase" or "Pending") receive Monthly Campaigns.
• Contacts already in an automated sequence (workshop registrants, scheduled POC, etc.) will not receive these emails until they are moved to No Phase. 

Broken Links and Troubleshooting

• If links are not responsive inside of a campaign, it typically means that either the link does not exist or there is a formatting issue in the campaign. 
• It's important to preview campaigns before scheduling them. Campaigns related to specific funnels may not function properly if the related funnel is not active on your account. 
• If you preview a campaign and find that a link isn't behaving as expected, or your practice information looks inaccurate in the preview, send an email to support@getbreakthrough.com with details and the PDF preview.