Announcement Campaign

Updated a month ago ​by Conley Ernst

Announcement campaigns are an easy way to get to get information to your customers and can draw more leads as a result! Announcement campaigns can be either Sliders, Takeovers, Emails, or Welcome Messages. 

Want to know what Announcement Campaigns can do for you? Click here.

Beta users can now do video campaigns! To learn more, click here.

 

Here’s how to set up an Announcement Campaign...


Create New Campaign

 

Go to the Campaigns page in your Drift account and click the button in the upper right corner labeled New Campaign.

After you click New Campaign, select Announcement.

 

Select Delivery Method

 

Click the button under the title Delivery Method to select the delivery type of your campaign. It can be a Slider, Takeover, Email, or Welcome Message.

 

Create a Headline 

 This is the subject or preview of what your campaign is about. Write your headline in the text field under the title Headline. This section is key to capturing your user’s attention but is limited to 40 characters, so make it eye catching and to the point!

 Welcome Message campaigns do not require a headline! The headline will be the photo and name of the person assigned to the campaign.

 

Select Your Theme

For Takeover and Email delivery types, you will be prompted to select a theme.

Takeover will prompt you to select Light or Dark under the title Theme. Light will take over your screen with a white background and Dark will take over your screen with a black background. 

 

Email will prompt you to select Simple or Styled the title Theme. Simple will be a plain text email while Styled will apply a subtle format.

This type of campaign does not currently support custom formatting for emails.


Write a Message 

 

What do you want your campaign to say? Write the content of your campaign in the text field under the title Message. 

You can format the text in your message! For more information, click here
You can personalize your message! For more information, click here.

 

Call to Action

 

Under the title Call to Action, there is a drop down menu with your Call to Action types. Select the one you would like to use… 

Different Delivery Methods will have a unique set of Call to Action items.
  • No Call To Action – do not redirect user

    • This is the default and involves no further set up.

  • Start New Conversation – start a conversation a select user.

    • This will create a Button that will link a user’s calendar. Write whatever you would like your button to say in the text field under Button Copy and select the inbox you would like to use from the drop down menu under Inbox for Responses.

  • Link to a URL – redirect your customer to a specified page.

    • This will create a Button that will link a specified URL. Write whatever you would like your button to say in the text field under Button Copy and paste your URL in the text field under the title URL link.

  • Schedule a Meeting – schedule a meeting a select user’s calendar.

    • This will create a Button that will link a user’s calendar. Write whatever you would like your button to say in the text field under Button Copy and select the inbox you would like to use from the drop down menu under Inbox for Responses. 

If you select a call to action and change your mind, you can reset to No Call to Action by clicking the blue Clear button to the right above the drop down menu.


Select Send From 

Who do you want this campaign to be from? Under the title Send From, click Edit and select the user you want to be the face of the campaign.

 Once you’re done, hit the green Next button.

 

Set Your Targeting

 

Who do you want this campaign to go to? 

Under the title Segment, select the group of users you will like to target with your campaign from the drop down menu. 

When do you want this campaign to show? 

Under the title Display When, select the conditions for when you want your campaign to display from the drop down menu or create a new condition with the Create New button to the top right of the drop down menu.

For information on how to set up Display When conditions, click here.

How long do you want this campaign to run? 

From the drop down menu under Send This, select whether you want the campaign to run Until You Manually Shut it Off or Until a Specified Date (if you select this option, you will be prompted to enter an End Date for the campaign).

You can target people by their URL, for more information click here

Once you have filled all the field, click the green Next button.

 In addition, Slider campaigns provide an option where you can have a follow up email if a user doesn’t respond to your campaign.

 

Send Your Campaign!

 

Give your campaign name so you can find it in the future and review your campaign details.

Once you’re done, hit the green Send Campaign button to get your campaign going!

  

If you run into any trouble or have any questions, let us know. We’re here to help!


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