On the Deliver page of the Create Campaign flow, you can access all of the campaign settings that will impact the campaign's delivery.

Before You Start

This article provides an overview of the delivery page within campaigns. We also have articles that go into more detail on specific areas of delivery. One particular setting of interest, Engagement Boost, was designed to balance getting information to end-users while minimizing disruption. 

Learn more about how Engagement Boost works here, or find our additional resources. For troubleshooting guidance, find our Why is a User Not Receiving an Email Campaign? article. And to learn more about campaign publishing permissions, refer to this article.

This article assumes you're signed into Creator Studio and have a role with permissions to create and publish campaigns.

Looking for training on Deliver Page settings? Enroll in our eLearning course in the Training Center!

Feed

Feed focuses on your target topics. Defining your target topics ensures your campaigns are only visible to the relevant users in the member experience. The Feed section is also where you will specify if you want the campaign to be included in Featured or Resources in the member experience.

Topics

Topics organize posts for your community in the web and mobile app experience. If you want your campaign to appear in the topic-filtered views such as Latest, Featured, Trending, and Microapps, or email newsletters that pull in content from this topic, you can target the campaign to at least one topic by clicking Add Topics.

Learn more about topics vs. audiences in this article!



If you don't select a topic, you must select an audience. With only an audience selected, the content still appears in the web and mobile app experience under For You. You can modify the topic selection at any time, including after publication.

Once a topic/s are selected, you can choose whether you want the campaign to appear in the Featured feed or as a Resource.

Note: At least one topic must be selected for the Featured and Resources options to appear.

• Featured - Enable this feature for your campaign to appear in the Featured feed in the web and mobile app experience. Once enabled, you can customize the label.
• Resources - Enable this feature to add this campaign to the list of links available on the Resources page in the web and mobile experience.
  
  
  
  Throughout the Deliver page, you will notice that green and orange-colored pills indicate whether an option is enabled or disabled.
  
  

Direct Delivery

Audiences

Click Add Audiences to select one of your frequently used audiences, search from an existing list of saved audiences, or create a new audience. The audience controls who receives the notifications for this campaign. Combined with priority and user history, this can mean Notification Center, email, or push notifications.

Priority

Priority determines how important the campaign is and informs which channels may be used for a campaign if more than one channel is enabled. Priority also impacts the timing of notifications and whether retargeting will occur if a user has not yet opened the campaign. Select at least one audience to display the Priority setting.

A Critical priority campaign notification will include a Must Read label in the Notification Center.

• Nice to know: Culture-building posts, light on tone and information (Anniversaries, Employee Highlights, Promotions, Volunteer Activities)
• Should know: FYI posts, informative but not imperative message (Upcoming Events, Weekly Company Updates, Company Strategic Initiatives, Newsletters)
• Must know: Important information posts; requires employee action or has a direct employee impact (Benefits Enrollment, Policy/Regulation Changes, Corporate Procedures, Security Training)
• Critical: Essential information posts; requires immediate attention or a change in behavior (Wide-reaching Internet Outage, Security Breach, Unplanned Office Closures, Health & Safety Protocols)

Note: If Engagement Boost is turned ON, with either toggle enabled, changing the campaign priority after a campaign has been published could affect the delivery of the campaign to users based on their campaign queue, as well as which channels are utilized.

Channels

Once you have selected at least one audience, you will be able to choose your channels. Your audience will receive the campaign on one or more channels. Click Edit to select which channel/s (Email, Notification Center, or Notification Center and Push notification) your audience will receive the campaign on. This will also help define retargeting preferences.

Email

When you enable the Email channel, your audience members may get a campaign notification via email. Choose from your assigned email aliases to customize who the email segment of your campaign will be sent from. You can customize your email subject line and message and even add personalization variables.

Metrics note: If an email is sent to a distribution group, any interaction that happens on that email would be associated with a single user, the distribution group. The same also applies if an email is forwarded. This is because email tracking happens through:

• A pixel embedded in the email (opens). That pixel is unique to the recipient and does not change if different people are opening an email intended for another user.
• Tokens on links - These tokens are unique to each recipient. For example: If someone forwards you an email intended for them, you are interacting with a link that only tracks activity for them and will only be associated with that user.

Notification Center

When you enable the Notification Center channel, your audience members may get a campaign notification via the Notification Center in the web and mobile app experiences. You can customize the Notification Center message and link it to your campaign, including personalization variables.

Note: If you manually enter a Notification Center Title in the Deliver tab when creating a campaign, that title will be retained in templates. When a campaign is created from that template, the manually entered title will persist in the Deliver settings.

Only when the Notification Center Title has not been manually overridden will the system default to: “Communication from {program name}”.

Mark as Important

Marking a campaign as important adds additional emphasis to a notification in the Notification Center without impacting delivery. When a notification is marked as important, it will have an 'Important' label in the Notification Center until the reader clicks on it and reads the content. After reading, the label will disappear.

Push Notification

When you enable push notifications, users may get a campaign notification via a push notification. You can customize the push notification message and deep-link it to your campaign, including personalization variables.

Note: Notification Center must be enabled for push notifications to be enabled. If a push notification is sent, users will also receive a notification in the Notification Center.

Note: If you manually enter a Push Notification Message in the Deliver tab when creating a campaign, that message will be retained in templates. When a campaign is created from that template, the manually entered message will persist in the Deliver settings.

Only when the Push Notification Message has not been manually overridden will the system default to: “Communication from {program name}”.

For You

If you enable this feature for your community, you’ll see the option to include or exclude campaigns you send through Direct Delivery from  'For You'. Selecting this option makes those campaigns visible in the member experience feed, even when you don’t select a topic.

If you do not see the option 'For You', the ability to opt into or out of 'For You' is not enabled for your community. This means that all campaigns targeted to only an audience will, by default, appear in 'For You'.

Note: Since push and Notification Center notifications cannot be resent, audience-only campaigns with 'For You' disabled can't be revisited once opened.

Engagement Boost

When you turn on Engagement Boost, it optimizes campaign delivery based on your users’ behavior, preferences, and competing communications. You can use Engagement Boost in four different ways. In other words, Engagement Boost optimizes both performance and fatigue scores.

When you turn off Engagement Boost, your campaign is delivered only once (at publish time) via your selected channels. Intelligent Delivery is still involved if multiple channels are selected, in order to choose between channels. When Engagement Boost is off, you must manually aim for high performance and low fatigue by adjusting the selected channels, publish time, and other Deliver page settings.

Note: Engagement Boost avoids weekend delivery (Saturday and Sunday) unless there is an abundance of data showing that a user opens content on the weekend, which is not the case for most users. Refer to the Weekend Warning article for more details.

The Engagement Boost settings can be combined in four different ways, as outlined below.

• Optimized Delivery ON and Automatic Retargeting ON- Engagement Boost decides timing, channels, and frequency of deliveries and re-engagement attempts for the campaign based on user behavior.
  
  
  Ex: Policy changes, company news not tied to a deadline
   
• Automatic Retargeting ONLY - Engagement Boost sends the campaign to all users at the selected publish time, but optimizes based on channel, and decides the timing and frequency of re-engagement attempts for the campaign based on user behavior.
  
  
  Ex: Benefits elections with a deadline
• Optimized Delivery ONLY- Engagement Boost determines the best time and channel to send a single delivery of the campaign during the selected duration based on user behavior with no retargeting attempts.
  
  
  Ex: People moves
• Engagement Boost OFF - Engagement Boost makes a single delivery to all users at the selected publish time with no retargeting attempts.
  
  If multiple channels are selected, even if Engagement Boost is off, Intelligent Delivery will still use user channel reachability data and campaign priority to determine which channel to target users on.
  
  Ex. This would be a good setting if you have a truly critical communication that you need to go out immediately to all users in your audience and no retargeting is needed.
  
  

Duration

Duration is the length of time the campaign has to potentially send the initial notification, as well as any retargeting notifications. Keep in mind that a short duration limits Firstup's ability to optimize delivery. Also, a shorter duration does NOT expedite delivery. Only the Priority or Publish dates expedite delivery. Therefore, we do recommend as long a duration as makes sense for the campaign. We know that you would not want a reminder about a Company Town Hall to go out after the town hall has concluded. On the other hand, you do not want to set the duration to 2 days and risk zero notifications going out because recipients have busy campaign queues and your campaign would increase fatigue too much.

Duration and Archive Date are two distinct features. If you schedule an Archive date, the campaign will be removed from the member experience and all retargeting attempts will cease on the Archive Date. Duration simply defines the frame of time in which retargeted notifications may be attempted.

Note: A 1-day duration is equivalent to 24 hours. If a campaign with a 1-day duration is published at 9:00 am, the campaign will run until 9:00 am the next day.

Note: If an audience is not set, the Engagement Boost section will not be displayed.

Engagement Boost Use Cases

*Ensures communication is sent via email

Retargeting Notifications

If retargeting has been enabled for your campaign, you can add retargeting notifications to send different messages per attempt to users who have not engaged. Click + Add retargeting notifications to create custom email and push notification messaging, including personalization variables. Retargeting notifications will be utilized in the order they are configured. Retargeting attempts will end once the user has seen the campaign (through an email open, push open, or opening the campaign directly in a feed or from the Notification Center).

Note: There is no guarantee that all configured notification text will be used or a guarantee of delivery. The last configured text will be re-used if more retargeting attempts are sent, and the initial notification text will be used if no retargeting notifications are set.

Content Settings

Author

The user will always appear as the default campaign author, but you can click into the search box to select an assigned author alias/community name from the dropdown menu to use instead.

Engagement

The Engagement section allows you to apply action items to your campaign to increase engagement. (Some toggles may already be enabled or disabled based on your community's default settings.) Options include the ability to assign initiatives to help track your business objectives, as well as the option to choose whether you want the community itself or another user to be listed as the campaign author.

Note: A campaign cannot both require acknowledgment and allow shares externally.

• Allow comments - Enable to promote engagement.
• Allow Translation - When enabled, users that are browsing content with a device set to a different language than the content will see a translate icon on the post. (Note: This is a premium feature.)
• Require acknowledgment - When enabled, you can ensure users have seen a campaign by including a customizable acknowledgment button on campaigns.
  
  Note: Requiring acknowledgment will add a Acknowledge Content label to the notification in the Notification Center.
  
  
• Allow Shares Externally - You can enable this to make the share icon appear to users. When enabled, the pre-populated share message becomes available.
  • Share Message - Craft a suggested share message for users. This share message can be edited by users and will be suggested to users depending on which network they share to and your community configuration.
  • Public URL Slug - This will be added to your community's URL to uniquely identify the campaign when shared externally
    
    

Initiatives

Click + Add initiatives to assign an initiative to the campaign to aid with tracking on business objectives. When an initiative is assigned to a campaign in Creator Studio, that initiative label is only visible to Creator Studio users. There is no change in the member experience when a campaign is assigned an initiative, however, you can report on initiatives in Creator Studio.


Click into the initiatives box to select an existing initiative or to create a new initiative. Once an initiative is created, it will become available to all Creator Studio users to add to their campaigns.

Search Keywords

Click + Add search keywords to add search keywords to help boost the relevancy of your content in the member experience.



Click into the search keyword box to select an existing keyword or to create a new keyword. Once a search keyword in created, it will become available to all Creator Studio users to add to their campaigns.

Schedule

Specify a date and time for the post to be published. The time that you select will be set in the same time zone as your device. For example, if you schedule a publish time of 9 am EST, the post will publish at 9 am EST/6 am PT. By default, campaigns are set to be published immediately, however, by selecting Schedule For Later, you can choose a later date and time.

From this view, you can also choose a date and time to archive your campaign. Toggle on Add archive date to select a later date and time. With Add archive date toggled off, the campaign will exist indefinitely.

Plan Panel

The Plan panel will provide results based on the selections made in the Direct Delivery section. The plan includes Performance and Fatigue scores, targeted reach, estimated percentage of users reached per channel, delivery schedule, and possible retargeting attempts (if Automatic Retargeting is enabled). 

Note: The estimated plan displayed is derived from a sample of users in the audience/s selected.

Additional Resources

To dive deeper into the Deliver page, we encourage you to check out the following courses in the Firstup Training Center:

• Campaign Basics for Brand Super Admins
• Campaign Basics for Community Admins
• Campaign Basics for Content Publishers
• Campaign Basics for Content Creators