To create a new e-mail campaign, go to the 'Manage e-mail campaigns' application ( Catalog > E-mails > Manage e-mail campaigns).
Click on the '+ Create a new campaign' button.
Choosing the campaign type
Next, you will have to choose the type of campaign that you want
There are 4 different types of campaigns :
One shot: This type of campaign is sent at given time to a great number of profiles all at once.
Scenarized: This type of campaign can be triggered automatically via Scenarios or via API.
A/B Testing: This option enables you to test several versions of your e-mails and to easily find out which version is the best performing. For more details, read the chapter on 'A/B testing'.
Transactional: This option enables you to set up continuous campaigns routed without any filter towards the destination address. It is only available if the licence is set up to allow this kind of campaign. Fore more details, read the chapter on 'Transactional e-mails'
This is also at this step that you will have to choose the
creation mode of the e-mail.
From blank: by choosing this mode, you will have to define the e-mail from A to Z. You will have the choice between basing the content on a template, or code it in HTML.
From a saved campaign template . Only templates for the chosen type of campaign will be displayed.
Modifying the campaign type
If you chose the wrong campaign type, or if, for instance, you want to copy an existing one shot campaign to use in a scenario, it is possible to modify the campaign type.
After every step of the campaign creation, a button in the top right corner will :
remind you of the current campaign type
give you the possibility to switch to another campaign type
Please note that some parameters are not compatible with other types. For example, there is no Targeting step or unsubscribe link in a Transactional e-mail, and personalizations provided via API are only available for Scenarized and Transactional e-mails.
A warning screen will detail the parameters that will be lost in the switch. You will be required to acknowledge them before going forward. Please note that reverting to the original campaign type afterward would not restore these parameters.
If your original type is 'A/B testing', you will be able to choose which version you want to keep.