Building a Campaign with Templates | Made With Intent Help Center

Setting up your Campaign

You are able to begin campaign creation from either the Campaign Manager, by selecting 'Create Campaign'. Or directly from the segment you wish to target, by selecting 'Add Campaign'.

The first step is to name your campaign, and add the URL of the page you would like to preview the campaign on. This will be your websites URL by default, but can be edited to be the specific page you require (for example, if you're building an experience to fire on a specific page, like a product page).

After completing this, select 'Continue' which will take you through to your experience.

Setting up your Experience

Within the Experience set-up, name the experience, and add the segment you would like to target. (If you have set-up the campaign directly from a segment, this will be pre-filled).

Then select 'Add Content', and 'Experience Templates'.

You can then choose from our template library which one you would like to add to your experience. There is also the option to create a custom template, using HTML, CSS and JS. More information on this can be found here.

Once you have selected the template, you will be taken through to a Editor, where , dependant on the template, you can customise;

Position; where the experience sits on your page
Content; any text, icons, or links within the experience
Size; the size of the experience
Styling; the colour, font, and size of different elements within the experience
Behaviour; any specific behaviour for the experience

Once you have customised your template, click 'Save' and you will be taken back to the set-up page.

You will then need to select the frequency of the experience, whether it should fire once per page, session or journey.

After you have selected this, click 'Continue'. If you are firing the campaign as an experience, with no control group, you can then move onto the Global Rules set-up. If you wish to test it as an experiment, read more below about setting this up.

Creating an Experiment

Once you have set-up your experience template, navigate back to the Campaign Set-Up tab.

Here, under Experiences toggle on 'A/B Test'. This will create a control.

From here, you can customise the traffic split. By default, when you create an A/B Test, it will be 50/50.

Setting up Global Rules

Global Rules apply to all variants within your campaign.

Within this area, you can define;

Page Targeting; which pages your campaign will fire on, either by including pages, or excluding them. By default campaigns will fire across all pages
Device Targeting; which devices the campaign should fire on (All, Desktop or Mobile)
Schedule; whether the campaign should start running immediately, or from a specific date and time
Holdback Group; whether there should be a Holdback Group in the campaign, in order to help you report on its success

Once completed, select 'Continue'.

Advanced Settings

If required, we also allow you to add global JavaScript within the experience to add custom triggers.

Adding an Additional Variant / Experience

You are able to add additional variants, or experiences, within a campaign, on the Campaign Set-Up page

By default, visitors will only see one variant or experience. However, you are able to enable 'Multi-Experience' in the set-up page, which allows visitors to be re-bucketed and see another variant / experience. If this is selected, you will then be asked to choose whether this re-bucketing is done on every event, every page, or every session.

Additional Variants

You may use this if you have set-up an A/B test and want to test;

Different content, to the same segment
The same content, to different segments
Different content, to different segments

To add an additional variant, once you have toggled on 'A/B Test', select 'Add Variation', and follow the same process.

If visitors can only see one experience, then they will be bucketed randomly into variants based on traffic split.

If multi experience is enabled, visitors will be bucketed into the variants based on the priority order set in the campaign set-up page. You can change the priority order by dragging variants.

Additional Experiences

You may wish to add additional experiences in order to serve different content to different segments of users. For example, you may have a discount code experience for those who are Struggling which is different than those who are Abandoning.

To add an additional experience, select 'Add Additional Experience', and follow the same process.

Visitors will be bucketed into experiences based on the priority order set in the campaign set-up page. You can change the priority order by dragging experiences.

Previewing a Campaign

To preview a campaign, go to the Campaign Manager, and find the campaign you wish to preview.

Then select the eye icon. If there are multiple experiences, or experiment variants, you will need to choose which you would like to preview.

The preview will then load onto the URL you specified in the campaign set-up.

Please note; the previews will follow trigger settings. For example, if it is set to fire once per session. In order to get the preview to fire again, you will need to be in a new session (which can be achieved by using incognito mode, or clearing cookies)

Saving & Setting a Campaign Live

As you build your campaign, you are able to save your progress at any time by clicking 'Save Campaign' in the top right of the editor.

Once you are ready to set your campaign live, select 'Start Campaign'. If your campaign is scheduled to start immediately it will begin to fire. It it is scheduled for a specific date and time, it will begin to fire from then.