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How to set up a Sequenced Campaign

This article will take you through how to set up a Sequenced Campaign

Charley Bader avatar
Written by Charley Bader
Updated over 2 weeks ago

A sequenced campaign is a journey made up of experiences that trigger in a pre-defined order. It allows you to take visitors step by step through a journey. Responding to their intent as it evolves throughout the session.

Here are a couple of example use cases:

  • Progressive Discounting: You may start by surfacing messaging that highlights value or urgency. If a visitor shows exit intent or appears unlikely to return, follow up with a more compelling incentive; such as an upgraded discount.

  • Category-Led Storytelling: For visitors with a clear affinity to a specific category, you can create a tailored experience flow. Start with relevant USPs or product benefits tied to that category, then follow up with a well-timed incentive to drive conversion whilst keeping the journey contextual.

Take a look at the video to learn how to set these up, or read the guide below


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'.

First, select 'Sequenced Campaign'. You'll then be taken to the campaign set-up page where you can 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'. From here you will be able to choose from;

Once you have created your content, you will be navigated back to the set-up page.

You can then select if the experience should persist. A persisted experience will remain active until either a new experience is triggered or the journey ends - even if the user no longer matches the original segment. If this is selected, you can then choose whether this should also ignore global rules.

Then click 'Continue'. You will be taken to the Global Rules section of the campaign builder. To add an additional experience in your Campaign, click 'Experiences' to return to the Campaign Set-Up page.

Adding an additional Experience

You are able to add additional variants, or experiences, for the sequence, on the Campaign Set-Up page.

Click 'Add Sequenced Variant' and follow the same process to set up the content.

On the Campaign Set-Up page you are able to;

  • Change the order of the sequence, by drag and dropping the experiences

  • Select if a step can be optional. If this is not selected, a visitor will have to move through all experiences in the sequence in order

When you have added all the variants, 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 experiences, navigate back to the Campaign Set-Up tab.

Here, under Sequenced Campaign 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 experiences 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

  • Allow in-page transitions; this will be enabled by default, allowing content to transition in-page when a visitor matches a different segment. You are able to disable this, as well as set a minimum time delay before showing new content when a visitors moves segment in-page

  • 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.

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.

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