Multi-stage campaigns

New Feature: This is a new feature currently under active development and may be subject to change. If you are an administrator, our Technical Services team can guide you through the setup process. Please contact our technical services team here to get started.

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 Starting a new campaign journey.

  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:

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

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

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

Example use cases

Event journey

Imagine organising an event, and you want to engage attendees before, during, and after the event.

  1. Start with an initial message for awareness.

  2. Add a time delay for three weeks to wait until the event date.

  3. Create an audience split for different attendee categories (e.g., participants, sponsors).

  4. Further customise messages based on interactions, such as clicks or bounces.

  5. Repeat the process for post-event communication.

Product promotion

Suppose you want to promote a new product with personalised offers.

  1. Initiate the campaign with an announcement.

  2. Use a time delay to allow recipients to digest the information.

  3. Implement an audience split based on customer segments (e.g., new customers, loyal customers).

  4. Offer personalised discounts using interaction splits (e.g., clicked on the product link).

  5. Continue the campaign with follow-up messages or additional promotions.