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Campaigns

Campaigns allow you to send relevant and timely news via email or SMS, making it easy to communicate with employees.
Campaigns are a powerful tool for reaching and engaging with your entire workforce, including employees who may not be directly connected. With campaigns, you can deliver relevant and timely news through email or SMS, simplifying communication within your organization. Internal communication teams can leverage campaigns to create compelling and professional employee communications targeted at specific user groups, reducing email overload and increasing engagement.
Here are some examples of campaigns you can create:
  • "Onboard newly joined clinicians"
  • "Share best practices with store managers for efficient store execution"
  • "Send approved security and operational practices to branch managers"
With campaign tracking, internal communication teams gain access to valuable data and metrics to improve their communications and demonstrate the effectiveness of their campaigns. Users responsible for creating or managing campaigns can view detailed insights for each sent campaign.
Network admins or admins with access to the "Campaigns" module can clone, edit, deactivate, and delete campaigns as needed.
  • Title: This field displays the name given to your Campaign
  • Status: This field displays the status of your Campaign. The available statuses are Draft, In Progress, Scheduled, and Sent.
  • Target Audience: This field displays the intended audience for your Campaign.
  • Category: This field displays the category to which the Campaign belongs.
  • Channel: This field displays the medium through which Campaign details are being sent, such as email, SMS, or both.
  • Last Updated: This field displays the date and time when the campaign was last updated.
  • Sent: This field displays the total number of users who were sent the campaign.
  • Delivered: This field displays the total number of users who were successfully delivered the campaign. If the delivery mode is both, then this count is unique (meaning if a user is delivered on both channels, they are only counted once).
  • Unique Opens: This field displays the total number of unique users who opened the campaign. If a user opened the campaign from both email and SMS, it is counted as one unique open.
  • Unique Clicks: This field displays the total number of unique users who clicked on the call-to-action button in the campaign. If a user clicked on the call-to-action button in the campaign from both email and SMS, it is counted as one unique click.
  • Three Dots Menu - (Admin Users Only)
    • Edit - Draft Only: You can edit the campaign details.
    • View Insights: (Published Campaign Only) Get detailed data and metrics on the communication of your selected campaign. Learn more below!
    • Duplicate: Duplicate the selected campaign.
    • Delete: Delete the selected campaign.
  • Status
    • Draft: The campaign has not been completed or the planned date for being sent has not passed.
    • Sent: The campaign has been sent to the target audience.
    • Scheduled: The campaign is scheduled to be sent.
    • In Progress: The campaign started, but the sending process is not complete yet.
    To sort your campaigns by their status (Draft, Sent, Scheduled, or In Progress), use the Status dropdown menu located at the top right of the screen.
  • Category: By default, there are four categories your campaigns can be sorted into:
    • Employee Comms
    • Leadership Comms
    • Change Comms
    • Company Update
Network administrators can edit and delete these categories. All categories can be deleted, and new categories can be created by network administrators. Additionally, network administrators can reorder all categories.

Create a New Campaign

  1. 1.
    Click New Campaign to enter the Create Campaign screen.
  2. 2.
    Select either 'Single Send' or 'Series'
  3. 3.
    Select your template
  4. 4.
    Fill out the campaign details:
    • Campaign Title: Name or short description of the campaign.
    • Campaign Category: Select the campaign category from the list: Employee Comms, Leadership Comms, Change Comms.
    • Owner: Select the owner. The owner is one who will publish the campaign.
    • Target Audience: Select the audience for the campaign using filters to navigate the company structure by organization, office location, department, etc.
      • All Users: All network users in the domain.
      • Specific User: Select a specific network user in the domain.
      • Select User Criteria: Use filters to create a custom list of users that meet the criteria.
    • Planned Campaign Date: Select the planned date when the campaign should be published to the target audience.
    • Click Save and Continue.
  5. 5.
    Design your campaign message
  6. 6.
    Preview your campaign
  7. 7.
    Send or Schedule

Spotlight: Designing A Campaign

MangoApps provides campaign templates that come with sample content to help users get started quickly. These out-of-the-box campaign templates include:
  • New policy announcement
  • Company Communications
  • Company event
  • Company Leadership Update
  • Employee campaign
  • Mandatory training
After completing Step 1: Audience, click Save & Continue to continue on to Step 2: Design. If you need to exit and return later, click the dropdown caret to select Save as a Draft & Close.
Edit the template directly by clicking elements within the template:
  1. 1.
    Set an image or banner using the Replace Image function.
  2. 2.
    Modify Body text by clicking the Body Blocks
To create your own template, utilize the tools available in the Add Block toolbar. The toolbar provides options such as a Cover Image, Stand Alone Image Block, Video, Audio Clip, Text, Image + Text, and more. Explore additional blocks by selecting the dropdown menu labeled More Blocks.
Select the Channel
The Channel Toolbar allows your to choose how you would like to send the campaign: Email, SMS, or both. Email is selected by default.
Smart Select ensures delivery of the message to the recipient without overwhelming them with the same message on multiple channels.
  • First the message will be sent to the recipient via their Email address.
    • From the Additional Settings toolbar, you can change the background color of the email body.
  • If the Email cannot be delivered, the recipient will receive it via SMS.
  • If the SMS cannot be delivered, the recipient will be sent a private message.
Manual Select allows you to pick a single method for your campaign to be delivered: Email, SMS, or Direct Message

Preview

In this step you can see a preview of your campaign before sending it to your audience or publishing it. This allows you to review and make any necessary adjustments. Switch between Web, Mobile, SMS, and Message views with a simple toggle.
Note: SMS campaigns are exclusively displayed in the Mobile view.
  • Email:
  • Mobile:
  • SMS:
  • Message:

Send or Schedule:

You are now ready to send your campaign! In this Step you can choose to Send Now or Schedule It
  • Send Now: Send this campaign now to it's targeted audience
  • Schedule It: Schedule this campaign for a later date & time to send to its targeted audience
Once you have made your selection, make sure to confirm all of the details and click the confirmation button in the bottom right corner.
Your Campaign is now published!

Spotlight: Series Campaigns

Internal communications, HR teams, and L&D teams can create customized, intelligent, and automated employee journeys by implementing series-based campaigns. This approach enables a scalable and captivating digital employee experience for the entire workforce.
The internal communications teams can leverage the user-friendly "steps" designer tool to construct a Series Campaign, which allows for a maximum of 10 steps to be included.
Navigate to Campaign> Series; on the dashboard, you see:
  1. 1.
    Title: This field displays the name given to your Campaign.
  2. 2.
    Status: This field displays the status of your Campaign. The available statuses are draft, In Progress, Scheduled, and Sent.
  3. 3.
    Target Audience: This field displays the intended audience for your Campaign.
  4. 4.
    Category: This field displays the category to which the Campaign belongs.
  5. 5.
    Channel: This field displays the medium through which Campaign details are being sent, such as email, SMS, or both.
  6. 6.
    Last Updated: This field displays the date and time the Campaign was last updated.
  7. 7.
    Sent: This field displays the total number of users who were sent the Campaign
  8. 8.
    Delivered: This field displays the total number of users who successfully delivered the campaign. If the delivery mode is both, then this count is unique (meaning if a user is delivered on both channels, they are only counted once).
  9. 9.
    Unique Opens: This field displays the number of unique users who opened the campaign. If a user opens the campaign from email and SMS, it is counted as one unique open.
  10. 10.
    Unique Clicks: This field displays the total number of unique users who clicked on the call-to-action button in the campaign. If a user clicks on the campaign's call-to-action button from both email and SMS, it is counted as one unique click.
  11. 11.
    Three Dots Menu - (Admin Users Only)
    • Edit - Draft Only: You can edit the campaign details.
    • View Log: Get detailed data and metrics on the communication of your selected campaign. Learn more below!
    • Duplicate: Duplicate the selected campaign.
    • Delete: Delete the selected campaign.
    • Simulate a Run: Series Campaigns come with a 'Simulate a run' feature, which will execute each step one after the after without waiting for the actual day/time to occur so that the Campaign creator can review the Email/SMS/Private Message ahead of time.
    • Archive: All users in the Campaign will enter "unenrolled" status. (Published Campaign only)
    • Pause: No messages will be sent from the Campaign. (Published Campaign only)
  12. 12.
    Status
    • Draft: The campaign has yet to be completed or the planned date for being sent has yet to pass.
    • Sent: The campaign has been sent to the target audience.
    • Scheduled: The campaign is scheduled to be sent.
    • In Progress: The campaign started, but the sending process still needs to be completed
To sort your campaigns by their status (Draft, Sent, Scheduled, or In Progress), use the Status dropdown menu at the top right of the screen.
  1. 13.
    Category: By default, there are four categories your campaigns can be sorted into:
    • Employee Comms
    • Leadership Comms
    • Change Comms
    • Company Update

Create a New Series Campaign:

Click Create a New Series Campaign.
  1. 1.
    Campaign Title: Name or short description of the campaign.
  2. 2.
    Campaign Category: Select the campaign category from the list: Employee Comms, Leadership Comms, and Change Comms.
  3. 3.
    Owner: Select the owner. The owner will publish the campaign.
  4. 4.
    Add steps to start designing your series.
  5. 5.
    Select your template.
  6. 6.
    Enter the campaign details in the template and click Create Steps and Continue.
  7. 7.
    The day & time for each step can be configured to give the campaign creator control over the communication cadence.
  8. 8.
    The Campaign creator has tools to move the steps above or below and the same steps to allow for faster sequence creation.
Note: The ability to add new steps, move, and duplicate steps is available when the Campaign is in draft or scheduled state (i.e., before the Campaign becomes active).
Three dots:
  • Move: You can move the steps above or below.
  • Duplicate: Duplicate the steps
  • Remove: Remove the steps.
  1. 9.
    Click Publish or Schedule to publish now or schedule at a particular time.
Send or Schedule:
  • Select Send: Select Send to campaign through email.
  • Select Schedule to send campaigns at a future date and time. Enter your date and time, then click Schedule. Select Save as Draft and Exit to save campaign details.
  • On the Confirmation tab, confirm the details and click Publish Now.

Multi-channel smart delivery of targeted information

Campaigns empower you to disseminate messages through various channels and devices. When configuring each step within the campaign, the creator can choose between two delivery methods: Smart delivery or Single channel delivery.
Opting for "Smart" delivery prompts MangoApps to prioritize the following sequence for delivering messages to the user: Email first, SMS, and M Mail (Private Message).
How it works:
If the step message cannot be delivered via email, either because the user does not have an email address or the email was undelivered, the system will try sending the message through the SMS channel.
If the step message cannot be delivered to the user via SMS, either because the user does not have a phone number in the system or the SMS was undelivered, then the system will attempt to send the message through the Private Message channel.
Note that if the Private Message feature is disabled in the domain, then a Private Message delivery will not be attempted.
If all the delivery channels fail, the user's status will be changed to "Error," and no further step messages for that Campaign will be sent to the user.
Here's an example:
Consider a user base of 25,000, with 20,000 users having an email address, 3,000 having only an SMS number, and 2,000 having neither email nor SMS.
For the 20,000 users with email addresses, an email delivery will be attempted.
For the 3,000 users with only SMS numbers, an SMS delivery will be attempted, and this will also be attempted for any users from the 20,000 who experienced a bounced email.
For the 2,000 users with neither email nor SMS, a delivery attempt will be made via M Mail (Private Message). This delivery method will also be attempted for any users from the 3,000 whose SMS was undelivered and for any users from the 20,000 whose email bounced and SMS was also undelivered.
Single-channel delivery (Manual) option
If the Single-channel delivery (Manual) option is chosen, MangoApps will only try to deliver the step message on the selected channel.
However, if the message cannot be delivered to the user on the selected channel, either because the user requires the channel address or the message was undelivered or bounced. The user's status will be changed to "Error." In such cases, no further step messages for that Campaign will be sent to the user.
Message Designer
The Message designer is a feature that comes with each step of the Campaign. It provides a user-friendly interface with various options to create visually rich messages. Users can embed various media types into the messages, such as videos, images, text, posts, files, and tables.
Users can choose from different fonts, layouts, and colors that work together seamlessly to create a beautiful, company-branded communication that can be accessed from any device, including mobile and web.
The Message designer also provides easy-to-use UI tools to move blocks up/down, increase/decrease block widths, duplicate blocks, fetch media from URLs, integrate media gallery, and much more.
Changes are auto-saved as a draft so that Campaign creators don't lose their work. Additionally, Campaign creators can edit a step message using the message designer at any time, regardless of the Campaign's status.
Placeholders:
Variable placeholder support in Campaigns allows creators to personalize subjects & content. These placeholders include:
  • Campaign title
  • Message Title
  • Recipient Display Name
  • Recipient First Name
  • Sender Display Name

User Lifecycle in a Campaign

  • Series Campaigns allow the creator to set up automation rules based on user personas using any of the user profile attributes.
  • Automation rules allow audience targeting in unlimited ways, for example, sales associates who join in the last 30 days in a specific region, frontline staff who have the lowest engagement in the last 30 days, etc.
  • Campaign creators can also manually add any user to a Campaign at anytime.
  • Campaign creators can un-enroll a user from the Campaign at any time.
  • Campaign creators can re-enroll a user into the Campaign (who hasn't finished the Campaign) to re-start from the beginning or from the step at which they were un-enrolled
  • Campaign creators can see at which step enrolled users are at any time.
  • Detailed progress logs for each enrolled user are provided to track their progress through the Campaign.
  • Users can continue to be enrolled in paused Campaigns. They can't be enrolled in archived Campaigns.
Navigate to Series Campaign>Recipients.
On the dashboard, you see:
  1. 1.
    User Name: Name of the user
  2. 2.
    Enrolled on: Date on which they enrolled.
  3. 3.
    Completed Steps: Details of steps completed.
  4. 4.
    Status: Each enrolled user's lifecycle status in a Campaign is summarized below:
    • In Progress
      • This is the default status of the user when they are added to the Campaign.
      • This status indicates that there is a following step message scheduled for the user (except when Campaign is paused)
    • Unenrolled
      • This status indicates that the user has either self unenrolled / the admin has unenrolled / the Campaign is archived.
      • The Campaign will not send any more messages to an unenrolled user.
    • Error
      • This status indicates that a message could not be sent to the user using any channels configured.
      • The Campaign will not send any more messages to an unenrolled user.
  • Finished
    • This status indicates that the user has successfully sent all the step messages in the Campaign, and each step message has been delivered on at least one channel.
    • The Campaign will not send any more messages to an unenrolled user.
  1. 5.
    Details: Details about steps.
  2. 6.
    Add Recipients: Click Add Recipients, either manually or via automation.
  3. 7.
    Add Manually: You must select Users from the list and click Done.
Via Automation: Enable Automatic Enrollment of Users.
  1. 1.
    Enter the trigger time and date.
  2. 2.
    Set up a filter that should be met to auto-enroll users to this Campaign.
  3. 3.
    Click Save.
Three dots:
Un-roll: Campaign creators can un-enroll a user from the Campaign at any time
Re- enroll: Campaign creators can re-enroll a user into the Campaign (who hasn't finished the Campaign) to re-start from the beginning or from the step at which they were un-enrolled
  • Campaign creators can see at which step enrolled users are at any time
Progress log: Detailed progress logs for each enrolled user are provided to track their progress through the Campaign.

Series Campaign Insights

Insight
  • Campaign creators get performance insights into how the Campaign is performing at an aggregate level, per-step level, and detailed message level.
Campaign aggregate insights
  • Total Enrollments
    • This is the unique count of all the users enrolled in the Campaign.
  • Unique Opens
    • This is the unique count of enrolled users who have opened any one of the messages from any channel at least once.
    • Channel could be email, SMS, or private message.
  • Unique Clicks
    • This is the unique count of enrolled users who clicked a link/button in any one of the messages on any channel at least once.
Step insights
  • Sent
    • The unique number of users to whom the step message has been sent
    • If a user in the Campaign is sent the step message on multiple channels, they will be counted only once for that step
  • Delivered
    • The unique number of users to whom the step message was delivered
    • If a user in the Campaign is delivered the step message on multiple channels, they will be counted only once for that step
  • Unique Opens
    • The unique number of users opened the step message
    • If a user in the Campaign opens the step message on multiple channels, they would be counted only once for that step
  • Unique Clicks
    • The unique number of users who clicked a link or button in the step message
    • If a user in the Campaign clicks multiple times on the same link/button or different link/button in the step message on multiple channels, they would be counted only once for that step.
  • Message insights
    • For each message, Campaign creators get insights into the percentage opened vs. not opened and the percentage opened by device type.
    • For each message, the audience insights are captured by department/location/title to see which audience segments have higher vs. lower engagement.
  • Open/Sent by Location
    • This list shows the number of users who opened the step message & the top 10 office locations at which those users work.
  • Open/Sent by Department
    • This list shows the number of users who opened the step message & the top 10 departments those users are a part of.
  • Open/Sent by Job Title
    • This list shows the number of users who opened the step message & the top 10 job roles those users have.

View Insight

Detailed data and metrics are collected for every published campaign, allowing you to pinpoint areas of outreach success and areas that require communication improvements. These comprehensive insights are available to all individuals with permission to create and manage campaigns, granting them access to the details of all campaigns.
From the Campaign section, scroll to any Campaign.
From the three-dots menu, click View Insights.
Along the top menu are 4 categories:
Send
  • Total count of users who were sent the campaign.
Delivered
  • Total count of users who were delivered the campaign.
  • If the delivery mode is both, then this is a unique count (if a user is delivered on both channels).
Unique Opens
  • Unique user count of those who opened the campaign.
  • If a user opened the campaign from both Email & SMS, it's counted as 1 unique open
Unique Clicks
  • Unique users click-through count on the call-to-action button in the campaign.
  • If a user clicks on the call-to-action button in the campaign from both Email & SMS, it's counted as 1 unique click.
The call-to-action is a prompt within the campaign that tells the user to take some specified action, such as RSVP or clicking on a specific link.
Two charts illustrating the interactions with your campaign are displayed below the top menu.
Opened vs Unopened
  • This shows the percentage of unique opens vs unopened campaign messages in a pie chart.
Open by Device type
  • This shows the unique openings on web vs mobile in the donut chart.
Below the charts, you will find lists of the top 10 office locations, departments, and job titles that have generated unique clicks and sends for your campaign:
Open/Sent by Location
  • Here is the list of the top 10 office locations of the users that opened this campaign message.
  • This is a unique open count out of the sent messages to users in a specific office location.
Open/Sent by Department
  • This is the list of top 10 departments of the users that opened this campaign message.
  • This is the unique open count out of the total sent messages to users in a specific department.
Open/Sent by Job Title
  • This is the list of top 10 job titles of the users that opened this campaign message.
  • This is the unique open count out of the total sent messages to users with a specific job title.
Finally, at the bottom of the View Insights hub is the Opens vs Click-Through Timeline
  • You can view the number of times the campaign is being opened and the number of times the campaign call-to-action button is being clicked per day.

Campaign History

From Tools, click Campaign History to view the campaign history details.

App installation is not required to read the campaign message

MangoApps mobile app or web login are not required to read the campaign message. The full campaign message can be read via email or SMS.
  • Each user sent the campaign message will receive a unique user-specific link to the campaign message. This ensures accurate insight on the user who opened/read the campaign message.
  • Once the campaign message is sent through SMS, the user receives a personalized SMS text containing a short URL. This URL directs the user to the full campaign, which is a mobile-responsive campaign page that can be easily viewed in the mobile browser.
Campaign Message on email:
Campaign message sent over SMS
Campaign Message on mobile:

FAQ

When Should I Use This Feature?

The Campaigns module makes it easy to reach and engage with your audience, including employees who are completely un-engaged with your intranet. It is the best way to deliver relevant and timely news over email and/or SMS.
Campaigns are recommended in the following scenarios:
  • When you want recipients to easily view the campaign contents without requiring them to log onto your platform.
  • When you want to personalize the campaign by addressing each employee by name in the subject line of their email/message.
  • When you desire more detailed analytics compared to regular posts, such as day-by-day graphs showing total views, opened vs unopened, clicked vs not clicked, and more.
  • When you want to target a specific segment of users based on their engagement level.
  • When you want to target specific segments (or a combination of segments) that may not be their own department, group, or project.
  • When you need to bypass users' notification settings.
  • In situation when the content you are sharing does not necessarily need to appear in users' news feeds.
Using campaigns in these situations can provide you with greater flexibility and control over your communication efforts.
Use-Cases for Campaigns include:
  • Open Enrollment information
  • Branch/location closing due to weather
  • Onboarding new employees
  • Mandatory training
  • Leadership update
  • Encourage users to login to or learn the benefits of your platform
  • Communications that would benefit from specific user targeting and personalization, as well as specific delivery methods
Last modified 6mo ago