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ConnectAgent Campaign Features: Orchestrating Multi-Channel Campaigns

Explore ConnectAgent's campaign features for orchestrating SMS, email, and voice campaigns. Learn about campaign templates, scheduling, and analytics.

1 min read
ConnectAgent Team
Multi-channel marketing campaigns orchestration

ConnectAgent's campaign features enable businesses to orchestrate sophisticated multi-channel marketing campaigns that combine SMS, email, and voice calls. With powerful automation, scheduling, personalization, and analytics capabilities, ConnectAgent helps you create, manage, and optimize campaigns that drive engagement and conversions across all channels.

Multi-Channel Campaign Orchestration

ConnectAgent allows you to coordinate campaigns across multiple channels:

  • SMS Campaigns: Broadcast text messages to segments or lists
  • Email Campaigns: Send personalized emails with rich content
  • Voice Campaigns: Initiate outbound calls as part of campaigns
  • Combined Campaigns: Sequence messages across channels

Campaign Templates

Save time with pre-built campaign templates:

  • Welcome series templates
  • Abandoned cart recovery
  • Lead nurturing sequences
  • Re-engagement campaigns
  • Event reminders
  • Custom templates for your use cases

Templates can be customized, saved, and reused across campaigns, ensuring consistency while allowing flexibility.

Segmentation and Targeting

Advanced Segmentation

Target the right audience with powerful segmentation:

  • Demographics (age, location, gender)
  • Behavior (purchase history, engagement)
  • Lifecycle stage (new, active, at-risk)
  • Custom fields and tags
  • Combined criteria with AND/OR logic

Dynamic Lists

Lists update automatically based on criteria:

  • Real-time list updates
  • Automatic inclusion/exclusion
  • Behavior-based segmentation
  • Reduced manual list management

Personalization

Personalize campaigns at scale:

  • Merge Tags: Insert customer data (name, company, etc.)
  • Dynamic Content: Show different content based on customer attributes
  • Behavioral Personalization: Customize based on past interactions
  • Product Recommendations: Suggest relevant products or services

Scheduling and Automation

Flexible Scheduling

  • Send immediately or schedule for later
  • Schedule by recipient timezone
  • Best time delivery (automatic optimization)
  • Recurring campaigns
  • Event-triggered campaigns

Automated Workflows

Create complex, automated campaign sequences:

  • Trigger-based campaigns (form submissions, purchases, etc.)
  • Multi-step sequences
  • Conditional logic (if/then branches)
  • Delays between steps
  • Channel switching within workflows

Content Creation

Email Builder

  • Drag-and-drop email builder
  • Responsive email templates
  • Rich media support (images, videos)
  • HTML editing for advanced customization
  • Mobile preview

SMS Content

  • Character count tracking
  • Message preview
  • Personalization tokens
  • Link shortening
  • Compliance text (opt-out instructions)

Campaign Analytics

Real-Time Metrics

Track campaign performance in real-time:

  • Delivery Rates: Percentage of messages delivered
  • Open Rates: Email opens (SMS if trackable)
  • Click Rates: Link clicks
  • Conversion Rates: Goal completions
  • Engagement: Replies, interactions
  • Revenue: Revenue attribution

Advanced Reporting

  • Campaign comparison
  • Channel performance analysis
  • Segment performance
  • Time-based analysis
  • Exportable reports
  • Custom dashboards

A/B Testing

Optimize campaigns with built-in A/B testing:

  • Test subject lines, content, CTAs
  • Split audience automatically
  • Statistical significance tracking
  • Automatic winner selection
  • Test multiple variations

Compliance Features

Built-in compliance tools:

  • Automatic opt-out handling
  • Compliance text insertion
  • Consent tracking
  • Do-not-contact list management
  • Audit trails
  • GDPR and TCPA compliance tools

Integration Capabilities

ConnectAgent integrates with:

  • CRM systems
  • E-commerce platforms
  • Analytics tools
  • Webhooks for custom integrations
  • API for programmatic access

Campaign Workflow Example

Abandoned Cart Recovery

  1. Trigger: Customer adds item to cart but doesn't checkout within 1 hour
  2. Step 1 (SMS): Send reminder text with cart link (immediate)
  3. Step 2 (Email): If no response after 2 hours, send detailed email with product images
  4. Step 3 (SMS): If still no purchase after 24 hours, send final reminder with discount code
  5. Step 4 (Cleanup): Remove from campaign after 7 days or purchase

Best Practices

1. Start with Clear Goals

Define what you want to achieve with each campaign before creating it.

2. Segment Appropriately

Use segmentation to ensure messages are relevant to recipients.

3. Test Before Launching

Send test messages to yourself before launching campaigns to verify content and formatting.

4. Monitor Performance

Track key metrics and adjust campaigns based on performance data.

5. Respect Frequency

Avoid overwhelming recipients with too many messages.

6. Maintain Compliance

Ensure all campaigns include opt-out instructions and respect do-not-contact lists.

Use Cases

E-commerce

  • Abandoned cart recovery
  • Product recommendations
  • Order updates
  • Post-purchase follow-ups

Lead Generation

  • Welcome series
  • Lead nurturing
  • Content delivery
  • Event invitations

Customer Retention

  • Re-engagement campaigns
  • Loyalty program communications
  • Special offers
  • Feedback requests

Conclusion

ConnectAgent's campaign features provide everything you need to create, manage, and optimize multi-channel marketing campaigns. With powerful segmentation, personalization, scheduling, automation, and analytics, you can orchestrate sophisticated campaigns that engage your audience and drive results across SMS, email, and voice channels.

Whether you're running simple broadcasts or complex multi-step automated sequences, ConnectAgent's campaign tools help you deliver the right message to the right person at the right time, while maintaining compliance and optimizing for performance.

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ConnectAgent Team

We're the team behind ConnectAgent, building tools that help businesses communicate better through SMS, email, and voice. Follow us for more insights on marketing automation and compliance.