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My Campaigns

This screen displays all current e-mail Campaigns that you can manage.

Campaigns are a powerful way to keep in touch with prospects, members, customers, and others interested in what you do through e-newsletters, e-promotions, and e-announcements.

Campaigns can be sent as plain text or HTML (by selecting a Page) to a one or more Contacts or Contact Groups.

Only Contacts that have a valid e-mail address and have "opted-in" to receive e-mails will be included in any Campaign. We call these Contacts "Subscribers".

Since Campaigns can be Pages, your website design, content styling, logo, and other branding can remain intact, so your image stays consistent and professional to all Subscribers.

You can also add a personalization tag before you broadcast it, and liveSite will insert each Subscriber's name into every e-mail message.

Campaigns can be paused, restarted, and canceled at any time before they have been completed. You can monitor a Campaign's Status at any time. Cancelled and Completed Campaigns are displayed only on the Campaign History screen.

There are two types of Campaigns. Manual and Auto Campaigns. Here is a comparison of the differences between them:

Manual
Auto
Created by a Campaign Manager to send a single e-mail message to many recipients (Contact Groups) all at the same time. E-mail blast and mass-mailing are terms that best describe this form of e-mail campaign.
Orchestrated by a Campaign Manager, but triggered and created by each recipient themselves to send a single e-mail message to the recipient at a specific interval of time in the future.
Creation of each e-mail campaign is manual, but sending can be automated.
Creation of the e-mail campaign is automated (and sending can be automated with a software subscrption).
Sent to many recipients the same time.
Sent to many recipients, all at different times.
Sent based on the actions of the Campaign Manager (by setting the date/time for delivery).
Sent based on the actions of each recipient (setting their own delivery date/time, albeit unknowingly).

 

Creating Manual Campaigns

You must be a Campaign Manager to create a Manual Campaign.

If you are also a Content Manager, you can create a Campaign from any Page that you can edit. Modify the Page to your liking, and click "Create Campaign".  Your Page will be selected by default.

TIP: Be sure that you assign at least one Contact Group to your Campaign Managers so they have access to Contacts to send too. Likewise, you can also use this feature to restrict Campaign Managers to only sending Campaigns to their own Contact Groups.

Creating Auto Campaigns

You must be a Campaign Manager to create a Campaign Profile. You can't create an Auto Campaign manually, instead you create a Campaign Profile which in turn will create the campaign automatically when a Visitor triggers the Profile's Action.

The access control for Auto Campaigns is the same as Manual Campaigns. Site Administrators, Site Designers, and Site Managers can edit any Campaign and Profile, as well as the Campaign Manager that created the Campaign Profile.

Gift Card emails are also created as Auto Campaigns. For Gift Card emails, the Campaigns are not created from a Campaign Profile. Instead, the properties for the email are set in the Product properties for the Gift Card.

NOTE: For Starter hosting plans or sites without a software subscription, Auto Campaigns are automatically created with the status of "Paused" so they can be audited. For small websites with few actions and visitors this works well and no upgraded hosting plan or software subscription is required. For larger sites with many visitors and actions, if a Pro or Elite hosting plan or software subscription is detected, liveSite will automate the process of creation and sending of Auto Campaigns.

Viewing Campaigns

Click on the Campaign name that you want to view. Campaign Managers can only view and edit their own Campaigns. Site Managers can manage any Campaign.

NOTE: This screen only shows Campaigns that are "Ready to Send" or "Paused". If you change the status of any Campaign on this screen to "Cancelled" or it is sent and becomes "Complete", it will no longer be visible on this screen (but visible on the My Campaign History screen).

Sending Campaigns

Campaigns can be started or restarted manually at any time, or started automatically at a future date and time if the Campaign Scheduler is enabled. Simply set the status to "Ready to Send" and make sure that the scheduled date is in the future.

Manual Campaigns merge all Subscribers together and removes any opt-outs and duplicate e-mail addresses to ensure that only those Subscribers that want the e-mail will get one, and only one!

Manual Campaigns send individual e-mail messages to each Subscriber, so that no snooping e-mail administrator can view the message header record and determine who else received the same e-mail communication. This method also produces the highest delivery rate.

For HTML Campaigns, two versions of the Page are embedded into each e-mail message. One version is HTML, reformatted to be displayed correctly within any web-based e-mail client, like Gmail or Yahoo! mail. The other is a text version, created automatically from the Page's content, so that text-based e-mail clients don't see any messy HTML if they are unable to render it. Also included in the message footer is a link to the Page itself, so that the Subscriber can view the message from within their web browser if they wish.

For HTML Campaigns, a snapshot copy of the Page being sent is saved within each Campaign, so that the content remains the same even if the Page gets changed or deleted after the Campaign has been created or sent.

For HTML Campaigns, when a Campaign is created a unique tracking code will automatically be added to the end of each returning link (this is a link that comes back to your site) that does not already contain a tracking code.

If the built-in Google Analytics, Who's Online, or Social Networking features are enabled for your site, those code snippet will not be included in Pages when they are e-mailed because they can cause delivery or viewing problems for some recipients.

Because the majority of e-mail clients do not support JavaScript, E-mail Campaigns will not include it. This means Pages that contain Ad Regions, Photo Galleries, or any other type of JavaScript should not be e-mailed (i.e. don't include animationed regions like these in the Page Styles that you use to e-mail Pages).

Sending from your Desktop Browser

If the Campaign Scheduler is disabled, liveSite will use your desktop browser to send the Campaign. To manually start or restart a Campaign, click on the Campaign name and then click on "Send Campaign".

When you click "Send Campaign", a browser window pops up and begins sending the e-mail messages for the Campaigns. If you close the browser window, or click "Stop & Close" before the Campaign is complete, the Campaign will be interrupted and not all e-mails will be sent.

If you do close the window or stop the Campaign, you can "resume" it again at anytime to sent the remaining e-mails by clicking "Send Campaign" again.

NOTE: liveSite broadcasts individual e-mail messages that are not sent at one time to maximize delivery rate, so please be patient.

Sending using the Campaign Scheduler

If the Campaign Scheduler is enabled, and you would like the Campaign to be sent automatically at a future date and time, click on the Campaign name and set the "Send at this Date & Time" field. If you leave this field blank, your Campaign will be sent immediately.

Personalizing Campaigns

You can personalize your Campaigns so that each e-mail is delivered with the Recipient's name in the subject or the body of the e-mail. To do this, simply add the follow text tag to the body (for plain text format) or Page content (for HTML format) and/or the Campaign's Message Subject line:

^^name^^

If you want to replace the name value with some alternative text in case the name is blank, then use this format:

[[^^name^^||Recipient]]      <- "Recipient" can be replaced with any text.

The "name" mail merge field is replaced with the Subscriber's Contact values according the the following example:

  • Dear ^^name^^,
  • If there is a value in the Contact's Nickname field, use it:
    Dear Andy,
  • Else If there is a value in the Contact's Salutation, First Name, Last Name, and Suffix, use:
    Dear Mr. Andrew Smith, Jr.,
  • Else If there is a value in the Contact's Salutation, First Name, Last Name, use them:
    Dear Mr. Andrew Smith,
  • Else If there is a value in the Contact's Salutation and Last Name, use them:
    Dear Mr. Smith,
  • Else If there is a value in the Contact's First Name and Last Name, use them:
    Dear Andrew Smith,
  • Else If there is a value in the Contact's First Name and no Last Name, use it:
    Dear Andrew,
  • Else If there is no value in the Contact's First Name or Last Name, use the default text:
    Dear Recipient,

For UNIX web servers (i.e. not Windows), this name value will also be used in the "To:" field of the e-mail, along with the e-mail address (e.g. Andrew Smith <example@example.com>). If no Contact or name info can be found, or this is a Windows server, then the "To:" field will only contain the e-mail address.

In addition to ^^name^^, you can also use ^^first_name^^ and ^^last_name^^ if you want to specifically output parts of the name.

Deleting Campaigns

Check the box next to one of more Campaigns you wish to delete and click 'Delete Selected' button. Cancelling a Campaign will not delete it.

Unsolicited E-mail (SPAM)

In order to be compliant with the CAN-SPAM act, legislation intended to prevent unsolicited e-mail from flooding your inbox, each e-mail message sent by a Campaign contains an additional message at the bottom. This message provides the following functions, and cannot be disabled:

  • Allows the Subscriber to instantly "opt-out" of any future Campaigns. (They can opt back in later if they wish.)
  • Adds the Physical Mailing Address of your organization from the Site Settings.

It is important to point out that we do not condone unsolicited e-mail communications and using this system for such purpose violates our terms of use policies. If we detect such usage, we will disable the Campaign feature for your website permanently.

Create / Edit Campaign

This screen allows you to create a new Manual Campaign or update the status of any Campaign. Options will be visible and/or editable based on whether this is a Manual or Auto Campaign.

 
Status
Status:
Once your Campaign is created, you will see a Status field.  You can edit the status of your Campaign as long as it's not Complete. The Status is affected by whether or not the Campaign Scheduler is enabled.

Ready to Send means that the Campaign is either in the process of being sent, waiting for the Scheduled Time and Date. You can start the Campaign at any time by pressing "Send Campaign".

Paused means that the Campaign has been interrupted by a Campaign Manager. You can restart a paused Campaign at any time and liveSite will pick up where it left off by changing the status to "Ready to Send". Scheduled Campaigns restart immediately if they are past due, or set to send immediately. If the Campaign Scheduler is not enabled, click on Send Campaign" to restart the Campaign immediately.

Cancelled means that the Campaign has been stopped by a Campaign Manager. You cannot restart a Campaign that has been cancelled. If the Campaign has already started sending e-mails, those e-mails will still be delivered.

Completed means that all e-mail messages have been sent for the Campaign. You cannot change the Status or restart a Campaign after it has been completed.
 
Auto Campaign
Profile:
If this is an Auto Campaign created from a Campaign Profile, then the name of the Profile will appear with a link to that Profile.
Order:
If this is an Auto Campaign that was created because an Order was abandoned, then the Order's reference code with appear with a link to the Order.
 
New E-Mail Message
Subject:
Enter the e-mail Subject that will be placed in the Subject in each e-mail message sent by this Campaign.
Format:
Select the format for the Campaign. If you select plain text, then you will be able to enter a plain text body. If you select HTML, then you will be able to select a Page.
Body:

This field appears if you selected plain text for the format. Enter the body for the plain text e-mail here.

If a plain text footer has been entered in the Site Settings, then it should appear at the bottom of this field for you. Feel free to update or remove the footer, as necessary. You can safely update it here without affecting the default footer in the Site Settings.

NOTE: After a Campaign is created, you may only edit the body of a plain text Campaign (not an HTML Campaign).

My Page to Send:
This field appears if you selected HTML for the format. Select any Page that you have access to. This Page will be placed in the Body field in each e-mail message sent by this Campaign.

TIP: You should not select a complex Page to send, like one with a shared multi-level Menu, or Custom Form Page. Rendering them in an e-mail message might break some of their functionality. Typically, your Site Designer will add a Page Style specifically designed for any Pages that are going to be e-mailed.
Body Preview:

This field appears if you selected HTML for the format. You will see a preview of the Page that was selected (above) as a confirmation that you have selected the correct Page you wish the e-mail.

NOTE: After a Campaign is created, you may only edit the body of a plain text Campaign (not an HTML Campaign).

 
E-Mail Message To My Contact Groups
All Contact Groups you have access to are listed here.

Select from any of your Contact Groups that you wish to Ignore, Include, and Exclude in this Campaign.  These three options give you total control of who will and who will not receive an e-mail from this Campaign.

Ignore the Contacts in these groups unless they are also in any of the Included groups.
Include every Contact in these groups that are not also in any of the Excluded groups.
Exclude all Contacts from these groups.
NOTE: The number listed next to each Contact Group is not the total number of Contacts in the group, but rather the number of Contacts with a valid e-mail addresses.

IMPORTANT: Only those Subscribers that have already "opted-in" the Included Contact Groups BEFORE the Campaign was created will be included.

For unix web servers (i.e. not Windows), if name info can be found for the recipient's Contact, then the name will be included in the "To:" field of the e-mail, along with the e-mail address (e.g. Andrew Smith <example@example.com>). The format of the name is the same format that is used for the ^^name^^ mail merge field. In summary, if the Contact has a nickname, then the nickname is used, otherwise a combination of the salutation, first name, last name, and suffix is used, depending on what values exist. If no Contact or name info can be found, or this is a Windows server, then the "To:" field will only contain the e-mail address.

Also send message to the following e-mail address:
You can optionally enter another e-mail address to send this Campaign too, regardless of whether they are in any of the groups listed above.

NOTE: If a matching Contact is not found for this e-mail address, liveSite will create a Contact for the new Subscriber after sending the e-mail message.  This will allow them to "opt-out" if necessary.

TIP: You can use this feature to send yourself or someone else a "proof" of the e-mail Campaign before you send it to your Subscribers.
 
E-Mail Message From
From Name:
Enter the e-mail message's "From" field.  This is not the sender's e-mail address, but the name.

For example, the From Name in this e-mail header "FROM: Jack Bauer <jbauer@24.com>" would be "Jack Bauer"

TIP: Typically, you would use either your full name, department, or organization name.
From E-mail Address:
Enter the sender's e-mail address.

NOTE: You must use a valid e-mail address for this value.

IMPORTANT: Make sure the domain portion of this e-mail address matches your website domain.  If not, many receiving mail servers will detect this difference, flag your messages as spam, and will not deliver your e-mails (many times without bouncing back any non-delivery notices).
 
E-Mail Message Reply To
Reply to E-mail Address:
When a Subscriber replies to this Campaign, their reply e-mail is delivered to this inbox.

NOTE: You must use a valid e-mail address for this value.
 
E-Mail Message Delivery Schedule
Send at this Date & Time:
Date & Time: Enter the Date and Time that you would like the Campaign Scheduler to start sending this Campaign.

Blank: Leave this field blank if you want to the Campaign Scheduler to start sending the Campaign immediately.

NOTE: If you do not see this field on your screen, the Campaign Scheduler is not enabled. You can still send your Campaigns at any time by clicking "Send Campaign". The scheduled delivery feature must be setup for your account. If you would like us to enable this feature, please contact us.


NOTE: E-mail messages are sent individually, so it may take some time for the entire Campaign to be delivered.

NOTE: For HTML Campaigns, when a Campaign is created a unique tracking code will automatically be added to the end of each returning link (this is a link that comes back to your site) that does not already contain a tracking code.

NOTE: Because the majority of e-mail clients do not support JavaScript, E-mail Campaigns will not include it. This means Pages that contain Ad Regions, Photo Galleries, or any other type of JavaScript should not be e-mailed.

My Campaign History

This screen displays all e-mail Campaigns that have either been completed or cancelled and that you have access too.

Viewing Campaigns

Click on the Campaign name that you want to view. Campaign Managers can only view and edit their own Campaigns. Site Managers can manage any Campaign.

NOTE: This screen only shows Campaigns that are "Cancelled" or "Complete". All other Campaigns are visible on the My Campaign screen.

Deleting Campaigns

Check the box next to one of more Campaigns you wish to delete and click 'Delete Selected' button.

My Campaign Profiles

In addition to manually created E-mail Campaigns, there is another way to deliver effective messages via e-mail to the right person and the right time.  And it's fully automated!

Auto Campaigns are personalized e-mail campaigns that are triggered by an action taken by an individual visitor to your website.  Auto Campaigns are dynamic, meaning they may be different for each visitor and are sent to each visitor (recipient) at different times based on the action they take.

Auto Campaigns are different than manual E-mail Campaigns in that they are not scheduled to be delivered on a specific date and time to a broad audience of recipients by the Site Manager.  Instead, they are created and scheduled to be delivered to each individual recipient after some period of time based on when an action is taken by the visitor themselves.

Auto Campaigns can be stringed together to create a personalized series of campaigns, custom tailored to each visitor based on the Actions they have taken on your site.

Campaign Profiles are used to setup what message is to be sent to the recipient, when, and what Action triggers these new E-mail Campaigns. Once an Auto Campaign is created, you can view and manage it from the My Campaigns screen.

Here are some examples of Auto Campaigns:

  • E-mail a customer survey form 45 days after a customer orders from your online store.
  • E-mail an order reminder to a customer for an upcoming event, like an event reservation, membership renewal, or a gift giving occasion.
  • E-mail a follow-up message to a prospective customer that submits a customer service form.
  • E-mail a customer service survey to a customer 7 days after they submit a support ticket form.
  • Email a series of special offers each week to a prospect that has joined your mailing list.
  • Send event reminders before and follow-up survey after an event they have registered for.
  • Send a reminder about an abandoned order to a customer.

Exporting

You can click the "Export" button to export Campaign Profiles to a CSV file. This might be useful if you have another system that needs to know about your Campaign Profiles, or you want to back up your Campaign Profiles. All of the properties of the Campaign Profiles are included in the CSV file.

Create / Edit Campaign Profile

This screen allows you to edit the properties of a Campaign Profile so it will create an e-mail campaign based on a certain action that a Visitor or User performs on the website.

 
 
Name:
This is the name of the Auto Campaign Profile.  This is informational only and used so you can keep track of any E-mail Campaign created as a result of this Profile.
Enable:
Select this to enable this Auto Campaign to create a new e-mail Campaigns for any "reachable recipient" (a Contact with a valid e-mail address that has not opted-out) that performs the Action specified as the trigger for this Profile.

Deselect this option if you wish to suspend creating any new e-mail campaigns for future Actions. Auto Campaign Profiles are forward looking so no e-mail campaigns will be created for past Actions if this Profile is re-enabled.
Action:
An Action is an event on the website that triggers the creation of a new e-mail campaign to the recipient. Actions can any of the following events completed by a reachable recipient to the website:

Calendar Event was reserved: Select this Action if you want an e-mail campaign created whenever a Calendar Event reservation is ordered.  This Action is great for reservations or ticketed events where you want to set reminders before and after the Event date.

NOTE: This option is only selectable by specific Calendar Managers, as well as all Site Administrators, Site Designers, and Site Managers.

Custom Form Submitted:  Select this Action if you want an e-mail campaign created whenever a specific Custom Form is submitted.  This Action is great for sending follow up e-mails to a recipient at some point after they have submitted information through the website.

NOTE: This option is only selectable by specific Form Editors, as well as all Site Administrators, Site Designers, and Site Managers.

Order Abandoned: Select this Action if you want to send a reminder email to a customer if the customer created an Order but did not complete it. An Order is considered to be abandoned 6 hours after the customer added the first item to his/her cart.

The Auto Campaign will be created 6 hours after the Order is created, and then the schedule will be set based on the e-mail schedule settings below. For example, if "Send e-mail" is set to "1 hour after action", then the email will be sent 7 hours after the customer first created the Order (i.e. 6 hours + 1 hour). You may set "Send e-mail" to "0 hours" to send the email immediately after the Order is considered to be abandoned.

An Auto Campaign will only be created for Orders than are less than a week old. This prevents many Campaigns from being created for old Orders when you first enable this feature.

An Auto Campaign will only be created if a Contact is found for the Order. A Contact will be found for an Order, for example, if the customer was logged in when creating an Order, or if the customer completed the billing info. For some abandoned Orders, an Auto Campaign will not be created, because liveSite does not have enough info to know who the customer is.

An Auto Campaign will only be created and sent if the Order has not been deleted, and the Order contains at least one enabled Product. This check is done both when the Auto Campaign is created and also when it is about to be sent. If this check fails, and the Auto Campaign already exists, then the Auto Campaign will be canceled. An Auto Campaign will be created and sent regardless of the inventory status of the Products in the Order.

An Auto Campaign will not be created if a different Order Abandoned Auto Campaign was already created for this same customer in the last week. This prevents the customer from receiving too many emails in short period of time.

If a customer completes any Order, then all Order Abandoned Auto Campaigns, for all Orders, for that customer, will be canceled. This prevents the customer from being alerted about similar Orders that are no longer relevant.

You may include a shopping cart link with a mail-merge field in the email content, like the example below, in order to allow the customer to easily retrieve the Order.

https://example.com/cart?r=^^order_reference_code^^

You might want to include an Offer code in the email so that the customer is encouraged to complete the Order.

There is not currently a way to include the Order contents (e.g. Products) in the Auto Campaign email content.

This action requires that the General Job be enabled. Your server admin can add a cron job/scheduled task for the General Job to run every 5 minutes. The General Job should be set to run the "job.php" script in the software directory.

NOTE: This option is only selectable by Commerce Managers, as well as all Site Administrators, Site Designers, and Site Managers.

Order Completed: Select this Action if you want an e-mail campaign created whenever any Order is completed (submitted successfully) on the website.  This Action is great for sending a follow up e-mail to the Customer at some time period after the Order.

NOTE: This option is only selectable by Commerce Managers, as well as all Site Administrators, Site Designers, and Site Managers.

Product Ordered: Select this Action if you want an e-mail campaign created whenever you want to send an e-mail campaign to a Customer at some point after they have ordered a specific Product.

NOTE: This option is only selectable by Commerce Managers, as well as all Site Administrators, Site Designers, and Site Managers.

Auto Campaign Sent: Select this Action if you want an e-mail campaign created whenever another Auto Campaign is sent successfully.  This feature allows you to create 'drip campaigns' by daisy chaining Auto Campaigns together.  For example, let's say you create an Auto Campaign Profile to send an informational e-mail campaign that builds on the previous e-mail message.  You want the initial e-mail to be sent 2 days after a Product is ordered from your website.  Then let's say you want to send a second build-up e-mail 1 week after that and perhaps a third and final grand finale e-mail 1 week after that.  Using multiple Auto Campaign Profiles you can create this drip campaign scenario, with each campaign only being created if the previous e-mail was sent.

NOTE: This option will display only Profiles that the User creating this Profile has access too.
Campaign Profile for Campaign that was sent:
Select the Auto Campaign that this Profile will use to trigger the creation of a new Auto Campaign to the same recipient as soon as the selected Auto Campaign is successfully sent.

This option is only available for 'Auto Campaign Sent' Actions.
Calendar Event:
Select the Calendar Event that this Profile will use to trigger the creation of a new Auto Campaign to the recipient as soon as a successful reservation is captured (ordered) by the recipient.

This option is only available for 'Calendar Event was reserved' Action.
Custom Form:
Select the Custom Form that this Profile will use to trigger the creation of a new Auto Campaign to the recipient as soon as a successful submitted form is captured by the recipient. NOTE: You must include an E-mail Address field on your Custom Form and make it required or the recipient will not be "reachable" and no Auto Campaign can be created.

This option is only available for 'Custom Form Submitted' Action.
Product:
Select the Product that this Profile will use to trigger the creation of a new Auto Campaign to the recipient as soon as the Product (any quantity) is Ordered by the recipient.

This option is only available for 'Product Ordered' Action.
 
E-Mail Message
Subject:
Enter the subject of the e-mail campaign that this Profile will create.
Format:

Select the format of the body of the e-mail campaign that this Profile will create.

Plain Text: If you wish to enter plain text message, then you can do so in the box provided.

HTML: If you wish to send a branded HTML Page that you previously created, then you can select it.

TIP: You can personalize your Auto Campaigns using the following 'mail-merge' type formatting tags to pull in some of the dynamic information into the text of the body or your HTML page:

^^name^^
^^first_name^^
^^last_name^^
^^action_date_and_time^^
^^calendar_event_date_and_time_range^^
^^calendar_event_start_date_and_time^^
^^calendar_event_end_date_and_time^^

You can also use the following format to customize the date format for date and date & time fields. The format can either be a PHP date format or "relative" for a relative time (e.g. "2 minutes ago", "2 minutes from now").

Format: ^^value^^%%format%%

Examples:
^^action_date_and_time^^%%relative%%
^^calendar_event_start_date_and_time^^%%l, F j, Y \a\t g:i A%%
^^calendar_event_end_date_and_time^^%%l, F j, Y \a\t g:i A%%

NOTE: For "relative" date/time formatting, once the date goes beyond one month, the full date and/or time is displayed.

For an Order Abandoned action, you may include a shopping cart link with a Order reference code mail-merge field in the email content, like the example below, in order to allow the customer to easily retrieve the Order.

https://example.com/cart?r=^^order_reference_code^^
Body:

Enter the text message you wish to send as the e-mail campaign. This option is only available if you select 'Text' Format.

If a plain text footer has been entered in the Site Settings, then it should appear at the bottom of this field for you. Feel free to update or remove the footer, as necessary. You can safely update it here without affecting the default footer in the Site Settings.

My Page to Send:
Select the Page you wish to send as the e-mail campaign.

This option is only available if you select 'HTML' Format.
To:
This is the e-mail campaign "To" field that will contain the recipient's Contact E-mail Address Field. This value is not editable.
BCC E-mail Address:
If you want to audit all e-mail campaigns created by this Profile, enter a valid e-mail address and receive a Blind Carbon Copy of the e-mail that is sent to the recipient.
From Name:
Enter the organization name or person's name that identifies who sent the e-mail message (e.g. "ABC Company" or "Johnny Appleseed", etc).
From E-mail Address:
Enter the organization or person's e-mail address that identifies what e-mail address sent the e-mail message (e.g. "abc.company@company.org" or "johnny.appleseed@example.org").
Reply to E-mail Address:
Enter the organization or person's e-mail address that all replies to the e-mail message should be routed too (e.g. "abc.company@company.org" or "johnny.appleseed@example.org").
 
E-mail Schedule

Send e-mail:

Specify the future time period after the Action occurs when all e-mail campaigns created by this Profile will be sent to the recipient. You may set this setting to "0" days/hours to send the email immediately after the action.

For Events, this value can be some time before or after the Event date and time.

For an Order Abandoned action, the Auto Campaign will be created 6 hours after the Order is created, and then the schedule will be set based on this setting. For example, if "Send e-mail" is set to "1 hour after action", then the email will be sent 7 hours after the customer first created the Order (i.e. 6 hours + 1 hour).

Send at a specific time:
Since any Action that triggers the creation of a new e-mail campaign could occur late at night or early in the morning, the actual time of day that the Auto Campaign should be sent may not be the best time, so you can enter a time of day to adjust the sending date/time of each campaign so that it is sent at the best time for the recipient.

For example: Let's say you setup an Auto Campaign Profile to send a "thank you survey" 2 weeks after any Customer orders from your website. Say a Customer is up late one night and decides to place an order on your website at 1 AM.  Without a way to adjust the schedule of the auto e-mail campaign, in 2 weeks the e-mail message would be sent to the Customer at 1 AM.  Not an optimal time to make an impact with your message in their inbox! But, if you set 'Send at a specific time' to 11 AM, then the scheduled campaign would be adjusted to the closest 11 AM to the original scheduled date/time. Now you message is sent when it's optimal for you and your Customer.


NOTE:  The scheduled date & time is always at least the full length (e.g. 1 day) away from the action/event date & time. Then, if there is a specific time set, the scheduled date & time is pushed either further back in time (for "before") or pushed further forward in time (for "after") to the next occurrence of the specific time. For example, if the event start date & time is on Friday at 12:00 PM, and the profile is set so that the e-mail is sent 1 day before the event starts, with a specific time of 1:00 PM, then the scheduled date & time will be Wednesday at 1:00 PM. The scheduled date & time is not set to Thursday at 1:00 PM because that is not a full day before the event start date & time.

Import Campaign Profiles

You can Import Campaign Profiles into liveSite from any Comma Separated Values (CSV) File. CSV file format is a universally accepted way to move data between systems. Most spreadsheet programs and databases can save data as a CSV text file so it is an ideal way to upload and create Campaign Profiles automatically in liveSite.

 
 
 
Select Formatted Text File to Upload
CSV File:
Click on the [Browse] button to select a CSV text file from your local computer that contains the Campaign Profiles that you wish to import.

NOTE: You do not have to import all the available columns.

 

Import from CSV file

Simply put your data into columns using a spreadsheet program and save as a .CSV file. Here are the guidelines for the CSV file:

  • The first row of the CSV file must contain the field names that you wish to import data for.
  • You may use any number of columns from the list below.
  • The "name" column is required.
  • Columns can be listed in any order.
  • A property will not be updated if the column does not exist in the CSV file.

You can use the export Campaign Profile feature in order to create an example for a valid formatted file. The export will include some extra columns that won't be used by the import (e.g. last modified), however it is safe to leave them in the file, since they will be ignored by the import.

 

Available Columns

Here is the list of the valid properties that you can import. Place one of the following on the first row of each of your data columns:

Column
Instructions
name
If the name matches an existing Campaign Profile in liveSite, then the existing Campaign Profile will be updated with data from the CSV file. Otherwise, a new Campaign Profile will be created.
enabled
"0" to disable or "1" to enable. "1" is the default.
action
"calendar_event_reserved", "custom_form_submitted", "email_campaign_sent", "order_abandoned", "order_completed", or "product_ordered".
action_item_id
The numerical id for the item that is related to the action (e.g. 1). Found in the address bar when editing an item. Not necessary for "order_abandoned" and "order_completed" actions.
subject
Email subject.
format
Email format. "plain_text" or "html".
body
Include email body if format is "plain_text".
page_id
Include the numerical id of the Page that will be used in the body of the email if format is "html". You can find a Page id by viewing the address bar when editing page properties.
from_name
Email from name.
from_email_address
 
reply_email_address
 
bcc_email_address
 
schedule_length
Number of days or hours relative to the schedule base that you want the Campaign to be scheduled for (e.g. 1).
schedule_unit
"days" or "hours" related to the schedule_length.
schedule_period
"before" or "after" the schedule_base. "before" is only valid for a "calendar_event_reserved" action and a "calendar_event_start_time" schedule_base.
schedule_base
"action" if you want the Campaign to be scheduled relative to the action time or "calendar_event_start_time" if you want the Campaign to be scheduled relative to the Calendar Event start time for the calendar_event_reserved action.
schedule_time
If you want the Campaign to be scheduled at an exact time, enter it here. Format: h:mm AM/PM (e.g. 2:00 PM). Leave blank to send at any time

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