This feature is only available in the PRO version.

Description

Scheduled campaigns allow actions to be executed automatically on a specific date or when a predefined time-based condition is met.

In this example, we will configure a birthday campaign that sends an SMS to the customer and automatically assigns a gift on their birthday.

Prerequisites

Before creating the campaign, make sure you have:

• A communication template to define the message that the customer will receive.
• A previously configured gift that will be automatically assigned to the customer.

Create the Scheduled Campaign

1. Access Smart Campaigns

Go to the Smart Campaigns menu and click Add.

2. Create the Campaign

Configure:

• Campaign type: Scheduled
• Name: Birthday Campaign

3. Select Members

Select the members to whom you want to apply the campaign.

NOTE: Only members who meet the defined conditions will receive the actions configured in the campaign.

4. Configure the Actions

Campaigns allow you to combine different types of actions:

• Communication
• Assets
• Membership

In this example, we will configure a birthday greeting SMS.

Configure:

• Action: Send SMS

5. Configure the Message

Select a previously created template or write a custom message.

6. Add the Gift

Click Add Action to include the gift in the campaign.

Then, select the previously configured gift.

7. Save the Campaign

Once all actions have been configured, save the campaign.

Final Result

When the customer's birthday arrives:

• They will automatically receive the configured SMS.
• They will receive the gift associated with the campaign.
• The actions will be executed without any manual intervention.

The scheduled campaign is now active and ready to use.