Where do we start?

Creation of campaigns

The first step to take to create a campaign in Fideltour is to have previously created a template. In order to create a template we recommend seeing the article of "How is the campaign editor used?", previously published.

Once we have our staff, we will proceed to click on the Campaigns, we select the subparagraph of "Campaigns" and "Automatic campaigns" and click on the "+ Advanced Campaign".

Once the campaign is created, we will have to complete all the paragraphs in order to be able to activate it.

Campaign settings

Basic data

The step forward once the campaign has been created, is to edit the name of our campaign, this name is for internal use nothing else. We advise that it is a name that will help us remind us after a while of the purpose of the campaign.

Scope

Once the name of the campaign is chosen, we will add the scope. To add the scope it is important to have previously created our segment if you do not want to send the communication to the entire database.

See the article: How do I create a segment in Fideltour?

In the option "Type of communication", we can select between:

1. Commercial communications: all offers or promotional campaigns. Only those who have agreed to receive them (contacts signed).
2. Transactional communications: all information campaigns where we are not promoting or selling anything (e.g. a reservation confirmation or survey), this type of campaign will be sent to all contacts irrespective of whether they are subscribed or unsubscribed.

In the segment box, we will insert the previously created segments which will contain the contacts to whom we want to direct the campaigns. More than one segment can be inserted at a time.

Then we will have three checkboxes where we can decide whether exclude contacts with future reservations, exclude contacts with any reservation or nor repeat sending a campaign in X days.

If we have any connection active, as may be with the PMS or the reserve engine on the website, or if we have made reservations imports, we will be able to use the option of "segment by movements.

In this paragraph we will be able to define several fields that we find in the reservations:

1. Status of reservation: active (a confirmed reservation) or inactive (a reservation cancelled).
2. Hotels: if we have more than one hotel in our account, we can decide which we want to address (you can choose more than one)
3. Types of movement: each movement will enter the platform with a specific type, usually the "Booking" is that of the reserve holder, "Stay" are the various rooms, "Visitor" can be a customer movement. In general, the types of movements will depend on the configuration of integrations.
4. Number of minimum and maximum movements: if for example, we want to send a campaign only to those who have made a minimum (or maximum) two reservations.
5. Initial date and final date: refers to check-in and check-out.
6. Room types
7. Regimes
8. Origin: the most common will be PMS, WIFI, BE (Booking Engine)
9. Agencies
10. Reservation cost minimum and maximum: if for example we want to send a campaign only to anyone who has spent more than X amount        
11. Number of adults, children and babies minimum and maximum.
    

We also have the option of excluding contacts with reservations with children and/or babies by ticking the box at the end.

In case we require to know what is the updated scope of our campaign after modifying any of these fields, we can click on "update scope".

When we have our scope defined, we will save.

Sender

The third step is to add the sender. It is usually advised that as a sender the name of the company if it is to be communicated from it with the general email of the account. If you want to communicate from a specific department, the sender email and name are totally modifiable of course, it is important that the email to be used has the SPF (sender policy framework) added.

Subject

In the subject of the email we will add the commercial title of the campaign that contacts will visualize upon receipt of the campaign. In addition, we can choose a preview text (this text can be viewed in different ways depending on the device or application used by the contact). In these fields it is possible to use some of the dynamic labels found in the templates.

Example: "Hello #NOMBRE#, enjoy an exceptional stay again!".

The #NOMBRE# tag will be replaced automatically with the name of the contact that the campaign is receiving.

Content

In this section we will click on the "Edit content" option which will redirect us to the template module where we can select the template previously created so we can add it to our campaign. This template, if desired, can be modified before sending.

Schedule the campaign sending

When we already have all the steps completed successfully, we will go to the bottom button and click on the "Activate campaign" and box will pop-up asking to select when we would like this campaign to be automated including different triggers as well as delay days:

1. The date of registration is the first date on which the customer has entered the BBDDD of the platform.
2. The date of interest assignment refers to the date that the interest was automatically assigned through a previous campaign sent
3. The date of movement refers to the date on which the customer has made their reservation or has adquired a new service related to a reservation.
4. "Campaign" gives us the option to activate sequential campaigns.

In "Delay Days", number 0 refers to the campaign being sent on the same day, -1 refers to the campaign being sent X days remaining to date and 1 after the date. Once these fields are filled in, we will proceed to activate the campaign.