Creating an Automated Email Campaign

To create an automated campaign, do the following:

1. In the Yext sidebar, click Campaigns. 
2. Click Create a Campaign. 
3. Select Automated Campaign.
4. Enter the campaign name and description, then click Continue.
5. Click the Campaign Scope card to select entities, then click Save. 
   • Campaign Scope determines which entities can use the campaign, and limits the potential audience to only contacts that are associated with the chosen entities.
6. Hover over the Campaign Scope card, then click +Add List Trigger.
7. Select which list(s) trigger the campaign, then click Save.
8. Click the Email card to add your first email to the campaign, then click Save.
   • Optionally, change the name of the email. This name change only applies to this campaign.
   • Select the email from the drop down. To see a preview of the email, click the eye icon. 
   • Select the date and time you want the first email to go out.
9. Click Add next step and select one of the following:
   • Add Email - repeat step 9. This time, instead of selecting a send date and time, you can choose to send this email a certain number of days, hours, minutes, or seconds after the previous email.
   • End Campaign
   • Add Condition - Select different paths for recipients based on whether they opened or clicked in a previous email.

     1. Click Add Condition.

         

     2. Optionally, add a new name for the condition. 
     3. Optionally, under Evaluation Timing, select Wait Before Evaluating, then enter the number of days, hours, minutes, or seconds you want to delay checking whether this condition was met. This gives the recipient a certain amount of time to open or click on the email. This defaults to one day if you do not configure it.
     4. Under Referenced Email, select which email this condition applies to.
     5. Under Event, select whether the condition will depend on the recipient opening the email or clicking on a link or button in the email. 
     6. Click Save.
10. Repeat step 7-8 for your remaining emails or conditional branches. 
11. When you’re finished, do one of the following:
    • To save it as a draft, click the back arrow.
    • To activate the campaign, change the Inactive toggle to Active.