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When selecting a Call To Action campaign, you’ll need to determine if you want your campaign to be Rolling or Fixed Date (a.k.a. Date-Based.)

To help you determine which type to choose, we’ve created a helpful diagram and explanation below:

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What’s The Difference Between Rolling and Date-Based?

The main difference between a Rolling and Date-Based campaign is where new recipients enter into the the campaign timeline. In a Rolling campaign it doesn’t matter when Mitch enters the campaign – he will always start off with first message in the campaign series. 

The Date-Based campaign starts off the same way. Everyone at the start of the campaign will be sent the first message and subsequent messages. However, when a new recipient joins, they will only get messages in the series that have NOT yet been sent out. You will not be able to reconfigure messages which have already been sent, such as selecting a new message or setting a new send time. You can change messages which have not yet been sent out – remember to redeploy the campaign to put your changes into effect!

Take a look at the Date-Based campaign for Mariana. She is added to the campaign the month after the first message was sent out. For her, the marketing campaign will begin with the second message in the campaign series.

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Which Method Is Right For Me?

This depends primarily on the type of Call To Action being sent out. A Rolling Call To Action Campaign is great for ongoing initiatives which do not have a hard deadline. These would include campaigns for new member acquisition, downloading of whitepapers, satisfaction surveys, and so forth. To have the campaign end, a user must specify an end date for the campaign or manually end the campaign at a later date.

A Date-Based Call To Action Campaign implies a fixed expiration date for the entire campaign. At some point, no new recipients will be sent a message as the date of the last message will have passed. A Date-Based Campaign is great for time sensitive offers, such as promotions or events.