Managing Campaigns

The Jomablue Campaign Builder is a user-friendly tool designed to simplify the scheduling and customising of your event communications.

To get started with the Campaign Builder in Jomablue:

1. Navigate to Event Configuration > Campaigns
2. Click on Campaign Builder at the top right of the page.

IMPORTANT:

Before scheduling your Campaigns:

• Ensure you have imported all your registration data if you are using an external registration system
• Verify that you have created the appropriate templates. All Email and SMS Campaigns require a corresponding Email or SMS Template
• Some Campaigns will require an additional Template depending on the Campaign Type. For example, e-Ticket comms also require an e-Ticket template

TIPS:

• Generally, you should create your Campaigns a few days before you wish them to be sent
• To ensure the accuracy of your Campaigns, we recommend scheduling them with 2 people (e.g., 1 person scheduling the Campaign and 1 person watching and verifying everything is correct)

Campaign Types

Below are brief descriptions of each Campaign type:

• e-Ticket send: Send e-Tickets to attendees before the event. It can be sent out via SMS or Email and requires an e-Ticket Template
• General: Send general communications such as marketing materials or event information via SMS or Email.
• Registration Reminder email: Send reminder emails to the individuals who placed Orders for Products within a Jomablue site. It can target those who have ordered Products but have not yet activated them (registered a person). This campaign can only be sent via Email and requires a Registration Reminder Email Template.
• Survey send: Send a post-event Survey to all attendees after the event concludes. It can be sent via SMS or Email and requires a Survey to have been created.

Schedule a Campaign

To schedule a Campaign in Jomablue, go to Event Configuration > Campaigns. A list of existing Campaigns (if any) is displayed. Click the button at the top right labelled Campaign Builder to begin creating your Campaign.

Note: At any stage you can click on Previous to go back.

1. Select Type
   Start by selecting a Campaign Type. Select one and then click Next. Remember, all Campaigns require the appropriate Email or SMS Template to be created.
   
   
2. Select Channel
   Select the channel through which you want to send the Campaign, either Email or SMS. Select
   one and click Next to continue.
   
   
3. Select Template
   Choose the appropriate Templates for your Campaign. Use the drop-down menu on the left to select your Email or SMS Template (based on the Channel you have selected). Additional selections may be required. For example, e-Ticket Send will require selection of the e-Ticket Template; and Survey Send will require selection of the Survey.
   Upon selecting your Template(s) you'll be able to see a preview of each Template. Verify that these and other selections are correct, and then click Next to continue.
   
   
4. Send Test
   Send a test Campaign to confirm that your Templates display correctly. Click on Select Recipient and search for a Person within your Event to send the test Campaign to. Select someone with an accessible email address or mobile number (we recommend creating yourself as a Person, and including your mobile number and email address).
   After selecting a Person, click Send. Once the test has been received, check if the merge tags in your Templates are populated successfully. Once verified and with appropriate fallback values set, where required, check the box "I have reviewed the received test..." to accept the test and then click Next.
   
   
5. Name your Campaign
   Assign a meaningful name to your Campaign, as it cannot be changed once saved. This name serves as an internal label only and will not be visible to your attendees. It's advisable to include the Event name or an internal Event/Project reference code, Campaign Type, Channel, and target Category/Categories if applicable. For example, a Campaign for sending e-Tickets to Delegates attending the BLS20 event could be named "BLS20_e-Ticket_Send_Email_Delegate".
   After entering the Campaign name, click Next to continue.
   
   Set Sending Rules
   Establish clear sending rules for your Campaign to ensure it reaches the right audience at the right time. For more details, check the Campaign Sending Rules section of this article.
   Note: Cancelled people are automatically excluded from any campaigns. This can also be verified when you "preview" the campaign, the recipient list won’t display any cancelled people. If any people are cancelled after the campaign is scheduled they too will automatically be excluded at the time of sending.
   Once you have configured your Sending Rules, click Next to continue.
   
   Schedule
   The next step is to schedule your Campaign. You can choose to send it immediately (Send Now) or select a later date and time (Send Later) based on the event’s time zone. The third option is 'Send When Triggered'. For additional information see the article: Triggered Campaigns.
   Once you've scheduled the Campaign, click Next to continue.
   
   
6. Review and Confirm
   Finally, you need to Review and Confirm that your Campaign has been configured correctly. This overview will display all the settings for your Campaign and includes a Show Send list button, allowing you to preview the list of People currently eligible to receive this Campaign.After reviewing all the details and ensuring they are correct, click Send, and your Campaign will be dispatched at the scheduled time.
   Once a Campaign is scheduled, it cannot be edited. If you need to make changes, you must disable the current Campaign and schedule a new one.
   

Campaign Sending Rules

When configuring campaigns in Jomablue, a set of sending rules is available to restrict the audience for each specific campaign. Sending rules are configured during Step 6 of the campaign configuration process. For more information, see the Schedule a Campaign section

List of Sending Rules

You can set sending rules for attendees or those who are now cancelled from the Community.

Available Filters

Note: You can apply AND/OR Logic on some filters. OR means that as long as one of multiple conditions is met, the query is considered true. AND means that ALL specified conditions must be met for the query to return true.

You can add multiple filters by clicking on the + Add Filter as shown below. The available filters include:

• Category: Shows the available categories for the event, with options to apply AND/OR logic. Once selected, the Campaign will only be sent to People belonging to one or more of the selected categories.
• Checked In: Send to users who have either checked in to the event or those who have not checked in
• Checked In After: Send to users who checked in after a specified time
• Checked In Before: Send to users who checked in before a specified time
• Registered After: Send to users who registered after a particular time
• Registered Before: Send to users who registered before a particular time
• Session Attended: Send to those who have checked into a specified session. You can select from a list of sessions in the event.
• Community User: Send to Community users or non-users. A Community user is a person who has logged into the Community for this event.
• Ticket Status - Send to People who have not yet received a Ticket via the selected channel (email or SMS)
• Survey Status: Send to those who have not completed their Survey
• Item Allocation: Send to People entitled to the specific Item. This rule can be customised to target those who have not collected their Item yet, those who have collected it, or both. A use case for this rule could be sending a reminder Campaign to People who are entitled to an Item (like a swag bag) but have not yet collected it.
• Referring Store: This rule allows you to select one or more Sites, ensuring the Campaign only goes to people who ordered their product (or selected their Free Registration) from the chosen sites
• Custom Fields: Include custom field filters, which may include the following:
  • Defined field - For example, dietary, country, state
  • Undefined field - You can set key and value variables here
• Community Interactions: Filter by community interaction types, adding multiple filters as needed. The Campaign will only reach Community users who have interacted with the Canvas or Block (e.g., a video-played interaction).

Registration Reminder Campaigns

When people purchase a Product, they must Activate their Registration to confirm attendance details. This registration may not always be completed by the same person who made the purchase. 

In some cases, people buy on behalf of others or forget to Activate their Registration. To remind them, you can send a Registration Reminder email directly from Jomablue. This email can be automatically sent to any billing email address associated with an unregistered Product.

It is recommended to start sending these reminders about 2 weeks before your event, increasing the frequency of daily reminders in the days leading up to it. Typically, we observe that between 30%-60% of recipients respond to these reminders.

Send Registration Reminders

To begin, you need to create a Registration Reminder Template. For additional information see the article: Registration email templates.

Once the template has been created, you can set up the Campaign. Follow the steps outlined in the Schedule A Campaign section above to create a Registration Reminder Campaign.

Why a Reminder Campaign has fewer Recipients than expected

You may have unregistered Products and want to encourage people to Activate their Registration by sending a Registration Reminder Campaign.

If the recipient count is much lower than expected, it is because Registration Reminders are sent to the Billing email address associated with any Order that contains an unregistered Product. Because an Order may include more than one Product (e.g., more than one registration), you can't directly compare the count of unregistered Products to the recipient count of the Registration Reminder Campaign.

Campaign & Email Statistics

Portal users in Jomablue have access to email statistics, which provide information on the status of emails sent from Jomablue. The statistics can be viewed at four levels:

• Person level - For all emails associated with a Person record
• Order level - For all emails associated with a specific Order
• Campaign level - To assess the performance of a specific Campaign
• Event level - To see a list of all email messages related to an event

Note: Email Statistics availability is dependent on the email gateway used for the Campaign.

Person-Level Statistics

From a Person's record, portal users can view a list of all the emails sent to that person.

This includes emails from:

• Community Login OTPs
• Campaigns
• Vendor Lead Capture
• Manual email sends
• Registration Confirmation

Order-Level Statistics

Emails that are not associated with a person record are associated with an Order. This includes:

• Order Confirmations
• Invoices/Adjustment Notes
• Registration Reminders

You can find a searchable list of the Email Messages associated with Orders in the Email Messages tab within the Orders view:

Campaign-Level Statistics

Once a Campaign has been sent out from Jomablue, a new button will appear in the portal under the Campaigns view:

Clicking this button will display the Campaign Performance page, where a summary of high-level statistics can be found:

The "Messages" tab will display a searchable list of individual Email Messages, including information about delivery status, email opens, clicks, and any issues:

General Campaigns based on Items allocated to a Person

Triggered Campaigns have the option to send a Campaign to registrants who have purchased a specific Item from an Online Registration Site, either upon completion of their Registration or upon checking in to the Event. Use cases for filtering Campaigns based on Items purchased include:

• Sending tailored communications to attendees of a Gala Dinner or After Party
• Sending tailored communications to People attending a Workshop
• Reminding Attendees to collect their swag

For additional information see the article: Triggered Campaigns.

Track Marketing Campaigns

Jomablue supports the use of tracking parameters in both Online Free Registration and Online Paid Registration. Using these parameters allows you to identify the source of each Registration/Order, which can help assess the effectiveness of your marketing campaigns, sales representatives, and more.

Tracking parameters

Tracking parameters take the form of key=value pairs. Keys and values can include letters, numbers, and underscores (note that they are not case-sensitive). Some common use cases include:

• Tracking multiple campaigns: You can use tracking parameters to identify individual marketing campaigns. For example, if you want to track the effectiveness of various eDM campaigns, you can use the key "edm" and assign values like "edm01," "edm02," etc. to differentiate each campaign.
• Tracking multiple sales representatives: You can also use tracking parameters to identify individual sales representatives. For example, use the key "sales_rep" with values "rep01," "rep02," etc. or names like "roger," "billy," etc.

Tracking parameters do not need to be created beforehand. Just add them to the Site URL, and they will be associated with each Order submitted with those parameters.

For both Online Free Registration and Online Paid Registration, these key=value pairs are available in a bulk export. In the case of Online Paid Registration, these pairs are also accessible as Custom Fields and can be viewed in the Advanced tab of individual Orders.

Create tracking parameters

Jomablue Online Registration supports the use of tracking parameters via URL parameters in an Online Site URL. To include tracking parameters, append a '?' character at the end of the site URL, followed by the first key=value pair. Additional key=value pairs must be separated with '&' characters.

For example, you can include the key=value pairs "edm=edm01" and "sales_rep=rep02" in the following format:

https://acme.jomablue.com/reg/store/demo-store?edm=edm01&sales_rep=rep02

Orders placed through this Site URL will have two Custom Fields attached, named "edm" and "sales_rep." The values for these fields will be "edm01" and "rep02," indicating that the source of this particular sale was the eDM "edm01," and it came from sales representative "rep02".

Note: The key "coupon" is reserved and cannot be used as a tracking parameter, as it is designated for applying Coupon Codes. Tracking parameters and Coupons can be used simultaneously via URL parameters, but ensure that each parameter is separated by an '&' character.

Track your campaigns

You can obtain the data captured by these Order Custom Fields to track your marketing campaigns and sales representative performance in two ways:

• Viewing individual orders (Online Paid Registration only): You can view the Custom Fields associated with a specific Order by navigating to the Order in Jomablue and clicking on the Custom Fields tab, where the parameters will be listed.
• Bulk exporting (All Online Registration): Trusted-finance and trusted-admin users can download a comprehensive list of all Registrations/Orders and their Custom Fields. To download this report, navigate to Registration > Financial Reports, locate the Order Custom Fields section, and click on Download Reports.

View Marketing Campaigns

If Marketing Campaign and/or other URL parameters are included, they will appear under the Custom Field tab of an order in Jomablue.

To view these details:

1. Go to the Order
2. Click Custom Fields
   
   
   
3. In Custom Fields, you can see the key and the value for each of the URL parameters that were included when the order was placed.

Tips when planning a Campaign Schedule

e-Ticket Send Campaigns

One of the most important campaigns is the e-Ticket Send Campaign. It is recommended to send these via both Email and SMS in the days leading up to your event. Here are our suggestions:

• Send the e-Ticket Email approximately 3 business days before the Event starts
• Send a reminder SMS on the morning of the first day, about 1 hour before the check-in for the target Category begins

Note:

• If you have Attendees who belong to multiple Categories and wish to send e-Tickets (or other Campaigns) to these Categories at once, stagger the Campaigns by a few minutes for each category. Ensure that the "Limit to people who have not been sent an e-Ticket email/SMS" option is checked. This will prevent attendees associated with multiple Categories from receiving multiple e-Ticket emails or SMS messages.
• If you have different e-Ticket Templates for different Categories and want to prioritise certain e-Tickets, schedule the Campaign for the highest priority first and arrange the others in descending order of priority. For example, if you have Delegate and VIP categories and want Attendees from both Categories to receive a VIP e-Ticket, send the VIP e-Ticket Campaign first, followed by the Delegate e-Ticket Campaign.

Survey Send Campaigns

To maximise the response rate for your Post-Event Survey, timing is essential. Sending it too early can lead to Attendees forgetting about it while sending it too late might result in their experience not being fresh in their minds, or they may be disinterested in completing it. We recommend the following:

• Schedule the initial Survey Send Campaign during the closing Session of your Event, or shortly after, to ensure Attendees see it in their inbox during the closing Keynote or immediately following the event.
• Schedule a follow-up Survey Send Campaign (for those who haven’t already submitted their Surveys) 1-2 business days after the initial Campaign. This window keeps the experience fresh in Attendees’ minds while avoiding a sense of pressure.

Plan your Schedule

When creating multiple Campaigns, we recommend using a spreadsheet or a similar tool to track them. Below is a sample Campaign Schedule for e-Ticket Send Campaigns, in which we use the following columns:

• Email or SMS: Specifies whether the Campaign will be sent via Email or SMS
• Category: Lists the Categories to which the Campaign will be sent, separated by commas
• When will it be sent: The date and time for when the Campaign will be sent
• Scheduled by: The initials of the people who scheduled the Campaign
• Key messaging in the communications: A brief overview of the content that will be included in the Campaign itself (in addition to the e-Ticket link)
• e-Ticket Templates: The name of the e-Ticket Template used in this Campaign
• Email Templates: The name of the Email Template used in this Campaign
• SMS Templates:The name of the SMS Template used in this Campaign
  
  
  

Referenced Articles