Your first campaign

4 - Rule first campaign. Sub. From Rule Communication On Vimeo.

In this article you will learn how to create campaigns in Rule. The goal of creating campaigns is to enable you to communicate smarter and more personalized with your customers. With the right campaign set up, you can reach the right customers, in the right channel with the right content and thus build better customer relationships and increase your conversion. 

After reading this guide, you will have the following knowledge: 

  • How to create a campaign 
  • How to choose a template 
  • How to edit in your template 
  • How to add tags and filters linked to the campaign

Follow these simple steps to create a campaign: 

1. Click on " Dashboard"

2. Click on " Campaign"

Click on the  "new mail" 

Choose which template you want to use for the mailing

Here you can build your own mailing. You can easily add and remove blocks to create the layout you want.

Now it's time to set up your campaign settings 

1. Start by filling in the sender
2. Add tags and/or filters/segments to select the recipients of the mailing.  Läs mer om taggar och filter! 
3. Here you write the title of the campaign. This is what will appear in the subject line of your recipients' inboxes, so make sure you have something that will entice the customer to open your email.
4. Before you send your email, it may be a good idea to preview it to make sure you have included everything and that it looks good. You can do this by sending the email to, for example, yourself or a colleague! 
5. When you have completed all the steps, click on  "summary and scheduling"

Ps. be sure to click save in the left corner between each one so that all your content is saved. Your settings or changes will not be saved automatically, so be sure to click save before leaving the page. 

Here you can choose when to send your campaign

1. You can choose either " Decide later" and save in draft, "Specific time" to schedule the mailing or "Immediately" to send now.
2. To track the campaign, fill in a UTM campaign, name it something that will make it recognizable when you check it in your analytics tools.
3. For the third step, choose "save draft", "schedule" or "send now". The button will change based on what you selected in step 1. 

Voila! Now you've created your first campaign.

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