In Hayylo, Campaigns are a way to communicate to larger segments of your customer base. By using the Hayylo segmentation engine, you are able to create filtered groups of customers and direct targeted communications by SMS as well as activities and offers via the customer app. SMS communications can be sent to any client, family contact or worker with a valid mobile phone number stored in Hayylo. Offers can be directed to any client or or family contact that has accessed the app and is active in this channel. All campaigns are managed in the Campaigns tab which you can find in the left-hand menu list.
Getting Started
The key steps we will cover in this article will give you an understanding of how to get started with campaigns including creating your customer segment, launching your first campaign and tracking the responses. More detail has been provided below to explain each step.
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Create your target group
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Launch your Campaign
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Track the responses
1. Create your target group
Before we can create a targeted communication we need to filter the recipient list to ensure we are sending the Campaign to the right list of people.
SMS Campaigns can be directed to Clients, Family Contacts and Support Workers via SMS. The filter options for Offers Campaigns are:
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Client’s state of residence
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Client’s suburb of residence
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Client’s last date of scheduled visit
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Site/Department custom field
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Group assignment
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Unspent budget amount
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Budget name
Offers Campaigns can be directed to Clients and Family Contacts via the app. The filter options for Offers Campaigns are:
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State of residence
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Suburb of residence
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Last date of scheduled visit
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Service type
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Site/Department custom field
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Unspent budget amount
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Budget name
Instructions
Follow these steps to create a filtered group for your first campaign in hayylo:
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Login to Hayylo with your registered username and password
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From the left-hand menu, select Campaigns
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Click the Create button
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Choose a campaign type (Offer/SMS)
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In the dropdown
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Select your first Query Filter
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Click add query filter
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Choose a filter type e.g State
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Choose an operator e.g. is/ is not
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Choose a value e.g. Victoria
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Add further query filters by clicking Add query filter
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Once you have your filters confirmed, click Apply
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Use the checkboxes next to each listed person to include or exclude them from your final list
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Click Next
Filter Values that require client text will display valid options as you start to type. An example of this is Budget Name. To select a budget name as a filter value, start to type the name of the budget to see valid names which you can then select.
2. Launch your campaign
Now you have a list of recipients who will be targeted by your campaign, let’s create and launch your first campaign content. For SMS campaigns you will only need the body text along with a title for your campaign whereas offers will require more information.
SMS campaigns incur a cost per message sent. The Campaigns interface will show you how many messages will be used for your campaign to help you understand the overall cost of the campaign.
After pressing Send, your Campaign will be queued for sending in the Hayylo Campaigns engine. Depending on the size of your campaign (eg, number of recipients) it may be take several minutes or longer for the campaign to be sent.
Your Offer Campaign will require you to complete a number of fields before you can launch it to your customers. Please make sure you are ready to provide:
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Offer title
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Offer subtitle
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Description
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Terms and conditions
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Cost/price
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Expiry date
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Routing group for responses
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Offer image
Instructions
Follow these steps to create and launch your first offer campaign:
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Enter the Offer title
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Click choose file to select your Offer image
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Enter the Offer sub title
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Enter the Offer description
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Enter the Offer terms and conditions
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Select the cost type
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Select the expiry date
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Choose which routing group to direct responses
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Enter the button name
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Review the result preview image to the right side and make change to the above if needed
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Once you are happy to send the Offer campaign, click Confirm and Send
3. Track the responses
Now that you’ve sent your first campaign, you can return to the campaigns tab in Hayylo to view the status of campaigns and track the responses. Individual customer responses will be sent to the actions tab and assigned to the routing group you specified when you launched your offer campaign. From the campaigns tab you can export the results or mark the campaign as expired.