Real Magnet provides “Campaign Templates” for the most commonly used campaigns.  These are pre-set campaigns where all you need to do is answer a few questions, fill out a few forms and then deploy the campaign.  Campaigns are organized by Industry.  From the main campaign screen select an industry from the drop down and then select the specific campaign from list to the right.

  • Associations
  • Publishers
  • Hospitality
  • Retail
  • Higher Ed
  • Services

Simple Birthday & Milestone Anniversary Campaign

This campaign sends a single message to recipients on or around their birthday or other milestone anniversary date.  The campaign runs daily at a designated time, finds all recipients who meet the date requirement, and sends them an email. This campaign does not have an end date as it is a recurring campaign and will send the message on the specified date every year.

Birthday & Milestone Anniversary Call to Action

This campaign sends a series of emails driving recipients to take a specific action (schedule a conversation, request more information, connect via social, etc.). Messages are triggered based on a custom date field. Each message can be scheduled to be sent exactly on the anniversary date in the custom date field, a number of days before that date or a number of days after that date.  Recipients continue to receive campaign messages until they either complete the Call to Action, or go through the entire campaign without completing the goal.

Rolling Call to Action Campaign

“Rolling” Call to Action campaigns allow individual recipients to begin, experience, and complete the campaign according to whatever timeframe is appropriate for them personally. You determine how many emails to send and the time interval to wait between each. Whenever an individual recipient is entered into the campaign, they receive each of the emails you’ve designated, with the appropriate wait intervals in between, until they either complete the Call to Action or receive the entire series of emails and reach the end of the campaign.

Fixed Send Date Call to Action Campaign

“Fixed Send Date” campaigns send each email at the same time to all recipients. You can configure how many emails to send and schedule the exact date and time for each message. Unlike Rolling campaigns, all recipients receive each email on the same day and time as all other recipients. The campaign will send all scheduled messages to recipients until they either complete the Call to Action or go through the entire campaign without completing the action.

Engagement – Interaction from Last Number of Messages Sent

This campaign allows you to segment your database into “Engaged” and “Disengaged” recipients.  “Engagement” is defined by the recipient interacting with at least ONE of the last number of messages you have sent.  Once a recipient interacts with a message, they are immediately considered Engaged.  Any recipient who does not interact with messages will over time (a period of time you will yourself select as appropriate for your organization and this recipient type) be defined as “Disengaged”.

Engagement – Interaction Based on Date Range

This campaign allows you to segment your database into “Engaged” and “Disengaged” recipients.  “Engagement” is defined as a recipient having interacted with a minimum number of messages within a fixed period of time. For example, you may decide that  in order to be considered “Engaged” a recipient would have to Open at least 3 of your emails within the last 6 months. This is extremely simple to set up.

Fixed Send Date Event Promotion

This campaign sends a series of emails driving recipients to sign up for an event (either physical or web-based). Recipients continue to receive campaign messages until they either register for the event or go through the entire campaign without registering. You can configure how many emails to send and the wait time in between each send.

You can configure how many emails to send and schedule the exact date and time for each message.  Unlike the Rolling campaign, every recipient is on the same timeline and will receive messages at the same pre-set dates and times as other recipients.

Rolling Fundraising Appeal

This campaign sends a series of emails driving recipients to make a donation. Recipients continue to receive campaign messages until they either donate or go through the entire campaign without donating. You can configure how many emails to send and the wait time in between each send.

The campaign is “Rolling”, meaning there is no fixed date or deadline for the donation request. The recipient receives the first email when they enter the campaign. They will then receive subsequent emails based on the designated wait parameters. Therefore, each recipient can be on their own timeline for receiving messages.

Fixed Send Date Fundraising Appeal

This campaign sends a series of emails driving recipients to make a donation. Recipients continue to receive campaign messages until they either donate or go through the entire campaign without donating.

You can configure how many emails to send and schedule the exact date and time for each message.  Unlike the Rolling campaign, every recipient is on the same timeline and will receive messages only at the pre-set dates and times.

Lead Scoring Campaign

This campaign assigns points (or scores) to recipients based on their interaction with your content. When a recipient “does” something (opens a message, clicks a link, etc.) they are automatically assigned specific points for that action.  Lead Scoring rules can be configured using the interactions listed below.

Note: Some of these may not be available in all accounts.

  • Opened a message
  • Opened a message in a message category
  • Clicked a link label
  • Clicked a link in a message category
  • Submitted a survey
  • Registered for an event (or a paid item)
  • Was added to a group
  • Received a tag

Additionally, you can configure “Score Thresholds” whereby once a recipient accumulates a certain amount of points they can be added to a group, given a tag or added to another campaign. You can also have an internal notification sent with the recipient’s information.

Membership Renewal Based on Expiration Date

This campaign sends a series of emails driving members to renew their membership. The campaign keys off of a custom date field, which stores the recipient’s upcoming EXPIRATION DATE.  You set the number of messages to send, and the number of days PRIOR to or AFTER the expiration date when each message should be sent.  Recipients continue to receive renewal messages until they either renew, or go through the entire campaign without renewing their membership.

A member is considered “Renewed” when the Expiration Date in the custom date field is updated. Therefore it is critical to make sure you are updating this field for ALL recipients in the campaign on a daily basis.

Date Reminder Campaign

This campaign sends a single message to recipients on or around the date in the designated custom date field. The campaign runs daily at a designated time, finds all recipients who meet the date requirement, and sends them an email. This is a recurring campaign and will send the message on the specified date every year.

Schedule Reminder Campaign

This campaign sends a series of email on scheduled dates and times.  There is no specific “Goal” or objective of this campaign. Recipients will receive ALL campaign messages regardless of their interactions.

Date Based Triggered Campaign

This campaign sends a series of emails driving recipients to take a specific action (register for an event, request more information, etc.). Messages are triggered based on a custom date field. Each message can be scheduled to be sent exactly on the anniversary date in the field, a number of days before the date, or a number of days after the date.  Recipients continue to receive campaign messages until they either complete the Call to Action, or go through the entire campaign without completing the goal.

Re-Engagement Campaign

The re-engagement campaign sends one or more emails to recipients who have been identified as “Disengaged”.  You may already have a group of recipients who you believe are disengaged or you can use our engagement campaign to automatically identify these recipients.  You set the number of messages to send and the wait time interval between each message.  Re-engagement can be defined as the recipient either opening a message OR clicking a link.

IF a recipient does re-engage, then the campaign can automatically can perform one of the following actions:

  • Add the recipient to a group(s);
  • Remove the recipient from a group(s);
  • Tag the recipient; or
  • Remove a tag from the recipient.

Similarly IF a recipient does NOT re-engage, then the campaign can automatically perform one of the following actions:

  • Add the recipient to a group(s);
  • Remove the recipient from group(s);
  • Tag the recipient; or
  • Remove tag from the recipient.

Basic Segmentation Campaign

This campaign segments recipients into different groups based on their interactions with your content.  Segmentation rules can be configured using the interactions listed below.

Note: Some of these may not be available in all accounts.

  • Opened a message
  • Opened a message in a message category
  • Clicked a link label
  • Clicked a link in a message category
  • Submitted a survey
  • Registered for an event (or a paid item)
  • Was added to a group
  • Received a tag

When a recipient takes one of these actions, they are automatically added to a the designated group. You can create an unlimited number of segmentation rules.

Customized Segmentation Campaign

This campaign segments recipients into different groups based on their interactions with your content.  It provides additional flexibility in determining segmentation rules.  Segmentation rules can be configured using the interactions listed below.

Note: Some of these may not be available in all accounts.

  • Opened a certain number of messages within the last number of days
  • Opened a certain number of messages in a message category (ies) within the last number of days
  • Clicked a certain number of link labels within the last number of days
  • Clicked a certain number of links in a message category within the last number of days
  • Submitted a certain number of surveys within the last number of days
  • Registered for a certain number of events (or a paid items) within the last number of days
  • Was added to a group
  • Received a certain number of tags within the last number of days

When a recipient takes one of these action, they are automatically added to the designated  group. You can create an unlimited number of segmentation rules.

Suppression Campaign

This campaign automatically “Suppresses” recipients when they meet pre-defined criteria.  Suppression means the recipient will no longer receive ANY emails from the account, regardless of whether the messages have been sent through Marketing Automation or via the regular send process.  Suppression criteria can be configured based on recurring bounces or recipient inactivity.

Welcome Campaign

This campaign sends a series of emails with a timed interval between each send. There is no specific “Goal” or Call to Action for the campaign. Recipients will receive ALL campaign messages regardless of their interactions. Each recipient can be on their own timeline for receiving messages as the campaign starts for each member when they join.