What is a smart campaign?
Smart Campaigns automatically send digital Giftograms for key events, such as birthdays and anniversaries, or for enrollments as recipients are added to your account.
Note: Smart campaigns require that you save recipients in your account and deposit funds before the campaign's start date.
How to create a smart campaign
From the Manage 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.
How do you want recipients to receive their Giftograms?
Choose how recipients will receive their Giftograms. You can select one of the following options:
Email – Delivers directly to the recipient's inbox.
SMS – Sends the gift via text message to a mobile number.
When should this campaign start and end?
Select a timeframe for your campaign to remain active.
Start Date - This is the date when gifts will begin to be sent.
End Date - This is the date by which gifts will stop being sent. Leaving the End Date blank will allow your smart campaign to run indefinitely.
What event should trigger a Giftogram to go out automatically?
Learn about automation triggers
Select what will trigger your gifts to send.
Key Date - 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.
Enrollment - Triggers gifts when a recipient is added to a group, such as a new hire or an enrollment program.
How frequently should we send gifts on this date?
Learn about key date frequency
Decide how often gifts should be sent.
Send every year - For campaigns that are not based on tenure
Send on a milestone year - For campaigns that are based on tenure. If Milestone is selected, you will also need to select the frequency at which the campaign will send.
Which recipient group should this campaign send gifts to?
Decide which recipients this campaign should send to:
Gifts will be automatically sent to recipients in this group who meet this campaign's criteria.
Which gift card catalog will be offered to recipients?
Select the currency and catalog for your gifts.
What’s the denomination for this Giftogram?
Choose the value for your Giftograms.
Choose a Giftogram design for this campaign
Select the design you'd like to use.
Which brand kit should we apply to gifts in this campaign?
Select a Brand Kit to assign to the campaign. You can read more about Brand Kits here: Creating brand kits
Who should this Giftogram appear to come from?
Learn about sender names
You can select a Sender Name from your Brand Kit or use Create Sender Name to add a new name to your kit.
What message should accompany this Giftogram?
Create or select a message to be included in your gifts.
Would you like to give recipients the option to react with a thank-you emoji?
Select if you would like to give recipients the option to react to their gifts.
Set advanced permissions
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.
Note:
Years must be included in your recipient date fields in order to use Milestones.
Smart campaigns can only be in one currency. If you have recipients in multiple countries, you must organize them into separate groups. Each group can then be assigned to its own smart campaign.