How To Use Campaign Series: Triggered Series, Scheduled Series, and Split Tests

Understanding Campaign Series: What's a Triggered Series vs. a Scheduled Series vs. a Split Test Series?

Learn about Triggered, Scheduled and Split Test series.

Create successive campaigns that advance automatically through up to five campaigns.

A Triggered Series will display the same campaign on every visit until the user records a video, uploads a video or posts to the campaign. At that point, the series will advance and the next campaign in the series will be displayed until they engage again.

A Scheduled Series advances on a set schedule.

The Split Test Series will rotate through up to five campaigns evenly, so you can determine the best performing campaign.

Use the series feature to keep your brand advocates from ‘tuning out' your campaigns and to plan and refine future campaigns.

How To Use Campaign Series: Triggered Series, Scheduled Series, and Split Tests

Introduction

This advanced training covers the series functionality of campaigns, a feature that enhances user engagement and improves campaign efficiency. There are three types of series available: Triggered Series, Scheduled Series, and Split Tests.

Types of Series

1. Triggered Series:
   • Acts like an automated, real-time funnel.
   • Displays the same campaign to an individual until they submit, then automatically progresses to the next campaign.
2. Scheduled Series:
   • Shows one campaign for a set period, then automatically transitions to another campaign on a specified date.
   • Ideal for planning multiple campaigns throughout the year.
3. Split Test Series:
   • Allows testing of up to five different campaigns to identify the most effective one.
   • Useful for comparing offers or creative strategies.

Creating a Triggered Series

1. Setup:
   • Name your series (e.g., ‘Triggered Test').
   • Choose the initial campaign, typically aimed at capturing emails.
2. Progression:
   • After initial engagement, display subsequent campaigns like testimonials to further engage the user.
3. Deployment:
   • Deploy using various methods like JavaScript widgets, pop-ups, or as a Facebook tab.

Setting Up a Scheduled Series

1. Scheduling:
   • Set the date for when you want the campaign to switch to the next one (e.g., from November 1 to December 1).
2. Ending the Series:
   • Decide whether to end the series after a certain campaign or continue indefinitely.

Conducting a Split Test

1. Adding Campaigns:
   • Include different campaigns to test their effectiveness.
2. Analysis:
   • Analyze performance in the reports section to identify the best-performing campaign.

Managing Your Series

1. Evaluating Split Test Results:
   • Access the split test report in the reports section to view comparative data.
2. Adjusting Series:
   • After identifying the winning campaign, remove the less effective ones and continue with the best performer.

Conclusion

Campaign series and split tests offer sophisticated tools for managing campaigns and optimizing marketing strategies. Whether scheduling multiple campaigns or testing different approaches, these features provide flexibility and insights for improved campaign performance. For further assistance, search the Knowledge Base or connect with support.