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 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.