Prerequisites

To use the Shuffle campaign type, there are some minimum requirements that must be met, depending on your implementation type.

  • Outlook Agent: The Terminus Email Experiences Outlook Agent v4.1 must be installed to support this feature
  • Gmail Signature Sync: The Terminus Chrome Extension must be installed to support this feature
  • Sigstr One: No minimum requirements
  • Manual Installation: Shuffle campaigns are not supported by manual installation methods (Example: copy-pasted on a mobile device)
  • An active campaign is required before creating a Shuffle campaign.

Note: For those running Email Experiences' Mac Outlook Agent, Shuffle banners will rotate every 15 minutes or when Outlook refreshes the user's signature.

 

Feature Details

Shuffle provides marketers the ability to use up to 5 different banners for a campaign, where each one can promote something different (and point to different URLs). Promote an ebook, webinar, and the latest blog post all with one campaign. The banners are randomly rotated so email recipients will see fresh content each time. Email Experiences provides analytics for each banner so you can see the performance of each ad over time. Shuffle campaigns can be assigned to Employee Groups (just like Sender Based campaigns), so you can control which employees will promote the banners. You can upload 2-5 banner ads that can each point to different (or the same) URLs. The banners will randomly rotate for each email sent. After the campaign has been activated, you will be able to view analytics for each banner ad that you uploaded. There will also be a chart that shows views and click rates over time. It may take 24 hours for the data to populate/refresh on the Campaign Details page. REQUIRED: An active Default link to Default campaign article> campaign before creating your first Shuffle campaign.

 

Implementation/Setup

Step 1 - Select the Shuffle campaign type

From the Campaigns link to application campaigns page page, click the "Create Campaign" button in the top right corner and select the "Shuffle" tile and click "Get Started". Note that you can provide a campaign name in this step, but can also be added during later steps.

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Step 2 - Assign Employee Groups

After selecting "Get Started" you will be taken to the next step to assign Employee Groups that will display this Shuffle Campaign.  You can select one or multiple Groups.  Once you have selected Group(s), you can click the "Next" button in the left rail.

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Step 3 - Upload banners and add clickthrough URLs

After Groups have been selected, you can upload 2 - 5 banner ads that you would like the signature to display. Each banner can have a UNIQUE URL, so a URL will need to be assigned to each banner that is uploaded.

To add additional banners, click on the "+ Add Banner Ad" icon on the right side of the page. Clicking on each banner that has been uploaded will allow you to alter attributes of that banner (name, alt. text, clickthrough URL, etc.). In this step, UTM parameters can be added or modified at the bottom of the page.

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Step 4 - Review and Activate!

After Steps 1 - 3 have been completed the final step is to review and activate the campaign! Shuffle campaigns can be scheduled if you desire for the campaign to run during a specific date range, but this is optional. Once you have reviewed that all details are correct, click "Activate this Campaign" button at the bottom of the page. 

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If there are steps that have be missed, the "Activate Campaign" button will be inactive until the missing items have been added.
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