Campaigns

Purpose

The Campaigns screen is used to create, manage, and execute automated marketing campaigns within Thulo Marketing Automation.

A campaign combines:

• Segments

• Email messages

• SMS messages

• Workflow automation

• Decision logic

• Wait conditions

• Lead movement actions

Campaigns allow businesses to automate customer communication based on predefined workflows and customer behavior.

Typical use cases include:

• Welcome campaigns

• Lead nurturing campaigns

• Follow-up campaigns

• Customer onboarding journeys

• Promotional campaigns

• Re-engagement campaigns

Before creating a campaign, the following components should be prepared:

1. Categories

2. Email Templates and/or SMS Templates

3. Segments

4. Email Messages and/or SMS Messages

Once these components are configured, a workflow can be built and executed through a campaign.

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Business Process Overview

The typical process for running an automated marketing campaign is:

1. Create Category

2. Create Email Template and/or SMS Template

3. Create Segment

4. Create Email Message and/or SMS Message

5. Create Campaign

6. Design Workflow

7. Run Cron Job

The Cron Job is responsible for processing campaign workflows and executing scheduled actions.

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Create

Step 1: Create a Segment

A Segment is used to identify and filter the Leads that should participate in a campaign.

The Leads module contains all available leads, while a Segment contains only the leads matching specific filter conditions.

To Create a Segment

1. Navigate to Marketing Automation → Segments.

2. Click Create Segment.

3. Enter the required information.

4. Open the Filters tab.

5. Configure one or more filter conditions.

6. Save the Segment.

The system will automatically generate a list of Leads that match the selected criteria.

These Leads become the campaign audience.

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Step 2: Create an Email Message

Email messages are used within campaign workflows.

You may either:

• Create an Email Template first and use it later, or

• Design the email directly within the Email module.

To Create an Email

1. Navigate to Marketing Automation → Email.

2. Click Create Email.

3. Enter the required information.

4. Save the record.

After saving, the system opens the Email View screen.

Add Language Versions

1. Click Add Language.

2. Select the desired language.

3. Save.

You can create multiple language versions of the same email.

When a campaign runs, the system automatically sends the email version that matches the Lead's preferred language.

Design the Email

1. Open the Email record.

2. Click Design.

3. Use the Email Builder to create the email layout and content.

4. Save the design.

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Step 3: Create a Campaign

1. Navigate to Marketing Automation → Campaigns.

2. Click Add.

3. Complete the required fields.

4. Click Save.

After saving, the system opens the Campaign Details screen.

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View

To view a campaign:

1. Navigate to Marketing Automation → Campaigns.

2. Select the desired campaign.

3. Review:

   • Campaign information

   • Workflow configuration

   • Associated Leads

   • Campaign status

   • Execution history

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Edit

1. Open the campaign.

2. Update the required information.

3. Modify workflow nodes if necessary.

4. Save the changes.

Changes apply only to workflow nodes that have not yet been executed.

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Delete

1. Navigate to Marketing Automation → Campaigns.

2. Select the campaign.

3. Click Delete.

4. Confirm the deletion.

Deleted campaigns cannot be recovered.

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Field Descriptions

Field	Description
Name	Name of the campaign.
Category	Campaign category. Values are retrieved from Categories configured under Settings and filtered to Campaign-type categories only.
Color	Visual identifier used for sorting and searching campaigns.
Published	Determines whether the campaign is active and eligible for execution.
Start Date	Date when the campaign becomes eligible to run.
End Date	Date when the campaign expires.
Description	Additional information about the campaign.

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Workflow Design

After creating a campaign:

1. Open the campaign.

2. Navigate to General Details.

3. Click Builder.

4. The Workflow Builder screen appears.

5. Drag workflow nodes from the toolbox onto the design area.

6. Connect nodes to create the campaign journey.

7. Click Save.

To remove the workflow design:

1. Click Clear.

2. Confirm the action.

Workflow Builder Tips

• Drag and drop nodes into the workflow area.

• Connect nodes to define the automation path.

• Hold Ctrl and use the mouse wheel to zoom in or out.

• Save frequently while designing complex workflows.

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Workflow Rules

Campaign Audience Selection

Campaigns use Leads contained within the selected Segment.

When the workflow starts:

• The system retrieves Leads matching the Segment criteria.

• Eligible Leads appear in the Campaign Leads tab.

• Only these Leads participate in the campaign.

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Email Language Selection

When an email contains multiple language versions:

• The system checks the Lead's language preference.

• The matching language version is sent automatically.

• If no matching language exists, the default version is used.

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Campaign Execution

Campaigns do not run automatically when created.

A Cron Job must be executed to process campaign workflows.

The Cron Job:

• Loads active campaigns.

• Evaluates workflow conditions.

• Sends emails and SMS messages.

• Processes delays and wait actions.

• Evaluates customer behavior.

• Moves Leads between segments when required.

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Example Workflow

Example Campaign Flow:

1. Start Campaign.

2. Load Leads from Segment 953.

3. Send "Welcome" Email.

4. Wait 2 minutes.

5. Check whether the email was opened.

If the Lead opened the email:

• Move the Lead to another Segment.

• Send an SMS message.

If the Lead did not open the email:

• Send a follow-up email.

This allows campaigns to react automatically based on customer engagement.

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Campaign Status Rules

A campaign is eligible for execution only when:

• Published = Yes

• Start Date ≤ Current Date

• End Date > Current Date

If any condition is not met, the campaign will be ignored during Cron Job execution.

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Node Execution Rules

The system tracks execution status for each workflow node.

When a campaign runs:

• Previously executed nodes are not executed again.

• Only pending nodes continue processing.

Once all nodes in a campaign have been completed:

• The campaign cannot be restarted.

• A new campaign must be created if the workflow needs to run again.

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Important Notes

• Campaigns require at least one valid Segment before execution.

• Email and SMS actions should be configured before building workflows.

• A campaign must be Published before it can run.

• Campaign Start Date must be less than or equal to the current date.

• Campaign End Date must be greater than the current date.

• Campaign execution depends on the Cron Job running successfully.

• Workflow nodes that have already been completed will not run again.

• Completed campaigns cannot be reused or restarted.

• To rerun a completed marketing journey, create a new campaign.

• Leads included in a Segment may change automatically if Segment filter conditions are modified.

• Changes to workflow designs should be reviewed carefully before campaign execution.