Creating smart campaigns

Smart Campaigns automatically send digital Giftograms for key events like birthdays and anniversaries, or for enrollments as recipients are added to your account.

From the Campaigns section of your account, click Create Campaign at the top right of the page. Next, select Smart Campaigns to begin applying your settings to your new campaign.

Giftograms can be delivered by either Email or SMS through Smart Campaigns. Selecting both will prioritize Email, but will send via SMS if there is no email and a mobile number is present.

Select a timeframe for your campaign to remain active. Leaving the End Date blank will allow your smart campaign to run indefinitely.

Smart campaigns can be triggered by either recipient key dates or enrollment, which is based on the creation of a new recipient.

If the trigger is set to Key Date, you can select which date will trigger the campaign. The default choices are Birthday and Hire Date.

Select Send every year for campaigns that are not based on tenure or Milestone for campaigns that are. If Milestone is selected, you will also need to select the frequency for the campaign to send.

Select the group of recipients for this campaign

Select the currency and catalog for your gifts.

Choose the value for your Giftograms.

Select the design you'd like to use.

Select a Brand Kit to assign to the campaign. You can read more about Brand Kits here: Creating brand kits

You can select a Sender Name from your Brand Kit or use Create Sender Name to add a new name to your kit.

Create or select a message to be included in your gifts.

Select if you would like to give recipients the option to react to their gifts.

By default, admin approval is on. This means each smart campaign gift is added to your Approval Queue for review. Turning this off will enable gifts to go out without any review.