Multi-stage campaigns

Multi-stage campaigning in Orbit allows you to expand your campaigns beyond a single stage and message. You can extend customer journeys into multiple stages based on how recipients engage with your communications. This enables you to send timely, relevant, and engaging follow-up messages.

By integrating features such as time delays, audience splits, and interaction splits into your messages, you can create targeted and impactful communication strategies.

Note: Make sure that your licensing bundle is Campaigner or higher to gain access to multi-stage campaigning features.

Setting up a multi-stage campaign

To set up a multi-stage campaign:

  1. Begin by setting up a single-stage campaign, defining your target audience, and crafting the initial message. See Creating a campaign.

  2. Click on the + sign to add additional steps to the campaign journey.

  3. You can now select a Control for the subsequent stage. These include:

    • Interaction splits: Split your audience into segments and send each down different journey paths.

    • Audience splits: Tailor your campaigns based on recipient interactions.

    • Time delays: Create a pause between stages in your campaign journey.

Event journey

When organising an event, it's key to engage attendees at all stages. To do this, you could start by sending an initial awareness message, then wait three weeks until the event date. You can then segment your audience into different categories, like participants and sponsors, and tailor messages based on their interactions. After the event, you can maintain engagement by repeating the process for follow-up communication.

Product promotion

To promote a new product with personalised offers, you could start with an announcement and allow some time for recipients to process the information. You can then segment your audience into groups like new and loyal customers, then offer personalised discounts based on their interactions, such as clicking on a product link. Keep the engagement going with follow-up messages or additional promotions.