How Do I ?

How do I track people visiting my website?

CAMP facilitates the tracking of visitors on your corporate website through a script that needs to be embedded by your web administrator. This script enables the identification and monitoring of both Anonymous and Known visitors, providing valuable insights into their interactions with your website.

• Anonymous Visitors:

Definition: Visitors not yet identified through a form or interaction.

Functionality: Camp records activities, including visited webpages and dates.

Actionable Insights: Helps analyze historical page visits upon submission of contact details.

Accessing Information:

• Navigate to Contacts -> Toggle (right corner on CAMP).

• View a list of Anonymous visitors with details on activities.

• Known Contacts:

Definition: Contacts who have provided additional information beyond being a visitor.

Nurturing: Use Camp's marketing automation to engage and prepare them for sales interaction.

Tracking Methods:

• Visitor Tracking Report:(Comprehensive overview of visitor activities on the website)

Location: Reports -> Web Tracking Report. Comprehensive overview of visitor activities on the website.

• Contact-Specific Tracking:

Check individual contacts for a detailed history of visited pages and timestamps.

• Custom Reports:

Create personalized reports to display contacts who visited specific pages on your website.

Conclusion: Effectively utilizing CAMP's visitor tracking capabilities allows businesses to understand and engage with both Anonymous and Known visitors, optimizing marketing and sales strategies based on actionable insights.

How do I send an automated email when people fill-up a form?

Case 1: Submission of the form by a visitor through a landing page.

Step 1: Within CAMP, initiate the form creation process by generating a new form under the "Content" section.

NOTE: CAMP incorporates captcha, providing fundamental spam protection by either prompting a human-response or detecting spambot activity in a concealed Captcha field. For enhanced security, we advise implementing some form of Captcha on all forms. Additionally, CAMP supports reCAPTCHA v2.

Ensure that all required fields are included, with emphasis on making the first name, last name and email ID a mandatory entry, as illustrated in the screenshot below:

1.Click on the "New" button.

2.Fill in the details such as name, description, etc.

Step 2: After creating all necessary fields, navigate to Form -> Actions -> Send email to contact. Choose one of your existing email templates for sending to contacts, save, and close the form.

Select the preferred action to be taken.

Choose the email template to be sent to the end-user.

Step 3: Create a new landing page or edit an existing one. Include the form created in the previous steps as demonstrated below:

Replace {form} with {form= form id}, form id is the id of the form you want to embed in the landing page.

Case 2: When a visitor submits a form on your website, and you desire an automated email to be sent to the visitor. Additionally, you may want to notify an internal user within your organization to take necessary action.

Follow the instructions provided in Step 1 and Step 2 of the previous case to create a form in CAMP, including the necessary fields and defining actions upon form submission.

Include the action Send form results and add the internal users’ email id in the to: section.

When this is set the form results are emailed to the internal user along with a email to the contact.

How to embed a form in your webpage?

Camp offers two methods to embed the form in your website:

Automatic and Manual.

The code is found in the form details page. Click on the form name to enter the

1.Automatic Option:

• Using JavaScript or iframe codes, CAMP will dynamically generate the form, ensuring it is always up-to-date.
• JavaScript provides automatic integration but limits customization of height and width.
• iframe codes offer customization by a web administrator for precise styling to match corporate guidelines.

2.Manual Option:

• Requires manual HTML updates if changes are made within CAMP.
• Provides flexibility for code editing, allowing independence from CAMP for serving the form.

Follow the instructions listed under each method about how the code needs to be placed in your webpage.

Form Manual HTML:

JavaScript to be embedded on your website.

You can obtain the iFrame script for customization as demonstrated below. While iframes might be preferred for specific cases such as optimizing page load time or adhering to styling preferences, it's important to note that iframes can be more challenging to manage. Ensure to adjust the width and height parameters to fit the designated space for the form. Keep in mind that, depending on the user's screen size, they may still need to scroll within the iframe on your page to view all fields.

The manual copy option provides increased flexibility for extending forms with JavaScript snippets and custom styling. However, it involves a more manual process, and any modifications to the form will not reflect on your page automatically. To implement changes, you need to re-copy and paste the HTML code, as outlined in Step 5.

Step 5: Opt for the manual HTML tags for the form and embed them into the website as illustrated below.

How do I see open rates, unsubscribe rate, bounce rate for all the emails I have sent?

There are two ways to get the statics for an email,

Email stats and Email report

Option 1: Email Stats

1.Go to Email list page.

2.Select the email of interest.

3.Find detailed stats under the stats column: open rates, unsubscribe rates, bounce rates, etc.

Refer to attached screenshots.

Option 2: Email Report

Creating a New Report in Camp Platform

1.Navigate to Analytics:

• Access the Camp platform.
• Go to 'Analytics' from the main menu.

2.Open Reports Section:

• Inside Analytics, find and select 'Reports.'

3.Create New Report:

• Click on 'New' to start creating a new report.

4.Name the Report:

• Give your report a meaningful name.

5.Choose Data Source:

• Select the email sent sent as the data source for the report.

Refer to attached screenshots.

In the Data tab, select relevant fields (e.g., campaign ID, name, email sent, clicked, date sent, date read) to include desired metrics in the report.

In the graph sections, click on desired metrics to include in graphs, then save and close the report.

Export the report in HTML, CSV, or Excel formats for versatile data presentation.

How to bulk delete all the contacts present in a segment permanently from the Camp?

Deleting bounced and unsubscribed contacts is a decision requiring careful consideration. This process might be necessary for reasons such as no longer needing specific contacts in your account or maintaining a clean list to adhere to GDPR compliance.

Procedure for Bulk Deletion:

1.Access Campaign Builder:

• Launch the campaign builder within CAMP.

2.Select Contact Segment:

• Choose the specific contact segment containing contacts to be deleted.

3.Choose "Delete Contact" Action:

• In the campaign builder, opt for the "Delete Contact" action for the selected segment.

4.Apply Changes and Close Builder:

• Apply the desired changes in the builder and then close it.

5.Publish the New Campaign:

• Publish the newly created campaign after ensuring all changes are accurate.

6.Irreversible Action:

• Triggering the campaign will lead to the permanent deletion of all contacts in the specified segment. Please note that this action is irreversible.

Ensure careful adherence to this sequential guide to successfully execute the bulk deletion of contacts in CAMP.

How do I plan and execute a successful campaign ?

Process overview:

Planning: Define campaign objectives, identify target audience, craft messaging, select channels, set budget, and create a timeline.

Execution: Develop creative assets, activate channels, allocate resources, and launch the campaign according to the timeline.

Monitoring: Track KPIs(open rate, click rate, social media visits, website visits, form fills)

Optimization: Evaluate results, identify successes and areas for improvement, and make necessary adjustments to enhance performance.

Purpose:

This SOP establishes a standardized approach for launching campaigns, aiming to streamline operations, enhance collaboration, and drive the achievement of campaign objectives.

Frequency and application

• Frequency: This SOP is applicable to every campaign launch undertaken by the marketing team.

• Application: This SOP applies to all members of the marketing team involved in planning, executing, monitoring, and optimizing campaigns. It serves as a guide for cross-functional collaboration, coordination, and adherence to best practices throughout the campaign lifecycle.

Procedure to launch CAMPAIGN

Define Campaign Objectives:

Outline the goals and objectives of the campaign such as

• creating awareness about the product or

• creating interest among people who already know your product or

• conversion campaign for converting leads to customers

Create Campaign Assets:

Identifying and segmenting target audience:

Segments :

• Conduct market research to identify and understand the target audience segments.

• Segment them into particular groups, so that you can personalize messaging themes to particular segments.

• Name them accordingly so that they can be used in their respective campaigns.

Custom fields:

• Custom fields can vary widely depending on the context of your contact mapping efforts and the specific requirements of your organization.

Tags:

• Use tags to define demographic, behavioural characteristics to create detailed buyer personas.

• Use tags as labels so that you could differentiate between your prospects

• Assign the type of tags accordingly e.g.: if it is used for a contact use lead type

Content:

Messaging:

• Develop a concept note on the line of your campaign objective

• Try to personalize your emails as much as possible

• Try to come up with at least 2 subject lines for each email with the score of above 100 in the subject line score checker

Email designing:

• Name the email accordingly {nth email of campaign - email content – objective}

• Go with the responsive blank template as it renders well on both mobile and desktop.

• Don’t use any images over 12 MB inside the emails as it affects the loading time.

• Make sure you check for typography and broken links.

• In the email header section, set a reply to address so that your prospects can reply to your email.

• Check the responsiveness of the emails on both desktop and mobile.

• Categorize the emails accordingly to the campaigns they have been used.

Landing page :

• Name the landing page {LP content - Channel used – objective} using this convention.

• Categorize your landing page according to their usage in the campaigns.

• Always use the forms on the right-hand side of the landing page.

Forms:

• Name the forms {Channel used - LP content/website name - LP ID} using this convention categorize them accordingly.

• Map the form fields to respective contact fields.

• Setup the form completion action to notify user the form fill results.

• Setup the form completion action in such a way that if someone fills the form they will be removed from the ongoing campaign.

Downloadable assets:

• Name them {Asset Particulars} such as prospectus accordingly.

• Categorize them to sales/marketing based upon their use.

Campaign execution:

Stages:

• Create multiple stages for the journey taken by the leads inside the campaign, so that You can track how many prospects moving from one stage to other.

• Name the stages accordingly and create only necessary stages.

• Categorize your stages sales/marketing.

• You will be able to see the prospects who are all marked in sales category in the mobile app.

• You can change the stages of the prospects according to their responses during the reach out.

Points:

• Give points for the actions taken by the prospects such as opening email, clicking an URL . In the campaigns you can move contacts from one campaign to another based upon the points

Campaign flow :

• Define the sequence of emails, triggers, and actions based on prospect behaviour and segmentation.

• Determine the timing and frequency of emails to be send.

• Setup campaigns for thank you/welcoming emails, lead nurturing sequence and re-engagement sequence.

Monitoring performance metrics:

Analytics & reporting :

• Track KPI’s , such as open rates, click-through rates, conversion rates, bounce rates, and unsubscribe rates.

Checklist before launching a campaign:

How can I use earlier campaign to run similar campaign on different segments?

Over time, you may have successful marketing campaigns that you wish to replicate across multiple segments without the need to recreate each step. CAMP provides a convenient cloning option for this purpose.

Cloning Process:

1.Clone the Campaign:

• Utilize the dropdown option to clone an existing campaign.

• Rename the new campaign for clarity.

Customization Steps:

1.Launch the Campaign Builder:

• Open the campaign builder for the newly cloned campaign.

2.Modify Contact Segment, Schedule, and Template:

• Adjust the contact segment, campaign schedule, and email template if necessary.

3.Publish the New Campaign:

• Once all changes are made, publish the new campaign to make it live.

This cloning and customization process streamlines replicating successful campaigns with minimal effort. Refer to the provided screenshot for visual assistance in the cloning step.

How to combine two or more existing segments present on CAMP to create entirely a new segment

• In CAMP, navigate to Segments, click on 'New' to create a new segment, and assign a name.

• Under Filters, access 'Segment Membership' option to include the desired contact segment for the new segment.

Refer to attached screenshots.

• Repeat the process to include one or more segments as needed. Use the appropriate boolean (AND/OR) functions between segments.

• After adding all segments, click 'Apply' and publish the segment.

Note: This process does not alter existing segments; they remain unchanged in CAMP.

How to schedule and generate comprehensive email report for a campaign on Camp?

Navigate to Analytics-> Reports -> New in the Camp platform, create a report, name it, and choose the campaign mail sent as the input source.

Choose the correct data source as demonstrated below.

In the Data tab, click on pertinent fields like campaign id, campaign name, email sent, clicked, date sent, date read, and other desired metrics for the report, following the example below.

Incorporate necessary filters or grouping factors.

Navigate to the Graphs section, select the desired metrics for visualization, and save and close the report.

To generate a comprehensive report for a specific campaign, create a filter with the campaign id by entering the id of the campaign. Export the report in HTML, CSV, or Excel formats. Schedule the report to be emailed periodically by selecting the scheduling option, including the email address and specifying the frequency, such as daily, weekly, or monthly.

See the screenshot below for scheduling the email.

What is Lead-scoring and Lead Stages in Camp and what are the steps involved to configure:

In the online customer journey, a Lead Scoring Model is pivotal for marketing teams to identify high-potential leads. Assigning points based on interactions, such as website visits or email opens, the model streamlines lead prioritization. Once a lead reaches a specific score, it is directed to the sales team or specific touchpoints. For instance, high-scoring leads trigger targeted campaigns or product demo invitations.

By strictly following the sequence of steps, launch this lead scoring campaign before other major marketing initiatives for effective engagement with prospective customers.

Step 1: Define Buyer's Journey Stages and Points Thresholds

Navigate to Lead Profiling -> Stages and create sequential stages for the buyer's journey. For simplicity, establish six stages: Unclassified, Prospect, Lead, MQL (Marketing Qualified Lead), SQL (Sales Qualified Lead), and Opportunity. Publish these stages.

Establish threshold points for each stage in collaboration with marketing and sales teams. Points allocation varies by industry.

For illustrative purposes:

• Unclassified stage: < 5 points.
• Prospect stage: ≥ 5 and ≤ 10 points.
• Lead stage: ≥ 11 and ≤ 15 points.
• MQL stage: ≥ 16 and ≤ 25 points.
• SQL stage: ≥ 26 and ≤ 69 points.
• Opportunity stage: ≥ 70 points.

Publish all stages upon confirmation with marketing and sales teams, ensuring alignment on the assigned points for each stage in the buyer's journey.

Step 2: Define and Assign Points for Actions in Email Campaigns

Go to Lead Profiling -> Points -> Manage Actions tab on CAMP.

Define points for various actions taken by contacts upon receiving an email from the campaign. Common actions include:

• Opens the email
• Clicks any link/button in the email
• Visits the landing page
• Downloads an asset
• Fills a form, etc.

Allocate points for each action, and once configured, publish all actions on CAMP.

For defining an action, please refer to the provided screenshots.

Step 3: Create and Publish Segments

• Create segments with names corresponding to the stages defined in Step 1.
• For quick visibility of contact distribution across stages and efficient nurture campaign planning, it's recommended to name segments identically to stages.
• While creating each segment, apply a "Points" filter and assign the points range corresponding to the specific stage.
• Follow a strict sequence when creating and publishing segments, starting from the Unclassified segment to the Opportunity segment for optimal campaign effectiveness.

Refer to the provided screenshots for creating each segment.

Unclassified Segment

Prospect Segment

Screenshot for defining the points for prospect segment.

Lead Segment

MQL Segment

SQL Segment

Opportunity Segment

The purpose of creating Segments based on the points is to have the correct contact mapped to the appropriate stage. These segments will serve as input for the “always-on” campaigns which are created in the next step.

Step 4: Create ALWAYS-ON Campaigns

ALWAYS-ON campaigns are designed for continuous monitoring of contact actions, ensuring timely updates to each contact's stage based on their presence in the corresponding segments. These campaigns should remain "ALWAYS–ON," never to be unpublished or deleted.

Create individual campaigns for each buyer journey stage, updating the stage name for all contacts within that stage's segment. Follow a sequence aligning with the buyer journey stages, from prospect to opportunity, ensuring sequential publishing for maximum campaign effectiveness.

The number of campaigns to be launched should match the number of segments created. In this scenario, with six segments, create six ALWAYS-ON campaigns.

Execute the following steps for each campaign creation to streamline this integral process.

Step 4a: Select Contact Segment in Campaign Builder

In the campaign builder, choose a contact segment from the six previously created segments. Options include:

• Unclassified Segment
• Prospect Segment
• MQL Segment
• SQL Segment
• Opportunity Segment

Select the relevant segment based on the stage alignment within the buyer's journey.

Step 4b: Define Actions in the Campaign Builder

1.Navigate to the "Actions" tab in the campaign builder.

2.From the dropdown menu, select the "Change contact's stage" option.

Step 4c: Select Respective Stage in Pop-up Window

1.Upon selecting "Change contact's stage," a pop-up window will appear.

2.Choose the respective stage associated with the selected segment. This ensures that contacts within the segment are updated to the correct stage in the buyer's journey.

Update the changes and publish the campaign.

Similarly, create the rest of the always-on campaigns on remaining segments in sequence and publish them.

Do's:

1.Define stages first, followed by actions, segments, and create all campaigns, publishing them in the same order.

2.Create and publish segments sequentially, aligning with the buyer's journey stages.

3.Develop and publish campaigns in the same sequence as buyer's journey stages.

4.Launch marketing campaigns only after publishing all ALWAYS-ON campaigns for lead scoring.

Don'ts:

1.Do not delete ALWAYS-ON campaigns.

2.Avoid assigning points in marketing campaigns, as points allocation is managed through lead scoring campaigns, preventing undesirable results.

Exceptional Case:

As a special condition if you wish to redefine the points and stages on a set of fresh contacts, then they have to follow the below-mentioned steps:

1.Unpublish existing segments and ALWAYS-ON campaigns created for the lead scoring campaign.

2.Create new segments, using stage names but with different identifiers.

3.Add updated point filters and Segment_membership conditions to populate contacts only from the freshly imported segment.

4.Create the rest of the segments while maintaining both filters.

5.Develop ALWAYS-ON campaigns with the newly created segments.

6.If changing scores for actions, exclude current marketing elements from Manage Actions and assign points in the marketing campaign.

7.Publish the newly created segments sequentially.

8.Publish the newly created ALWAYS-ON campaigns in sequence.

9.Execute your marketing campaign.

Note:

To prevent an influx of contacts into the newly created lead score segments, an additional Segment membership filter is added. This ensures that only contacts added in the CAMP for this marketing campaign are selected.

Screenshots for excluding the marketing mail from actions are provided.

Screenshot for assigning points through campaign

Under the campaign builder:

What SMS solutions are integrated with CAMP?

CAMP's SMS integration accommodates Textlocal (https://www.textlocal.in) for India and Twilio for global use. To activate, sign up and share your login credentials for configuration. Once enabled, follow the steps below to leverage SMS in your marketing outreach:

1.Sign Up and Configuration:

• Register on Textlocal or Twilio.

• Provide login credentials for CAMP configuration.

2.Template Creation:

• After activation, create a new SMS text template as illustrated below.

3.Marketing Campaign Execution:

• Run the desired marketing campaign using the configured SMS channel.

Note: Activate the SMS plugin to access the "Send Text Message" action in the campaign builder.

Refer to the provided screenshot for a visual guide on the text campaign builder interface.

Alternatively, create a new SMS template while setting up a new campaign with the SMS plugin configured on CAMP. Follow these steps:

1.Navigate to Campaigns:

• Go to the Campaigns section in CAMP.

2.Edit or Create Campaign:

• Choose to edit an existing campaign or create a new one.

3.Open Campaign Builder:

• Access the Campaign Builder for the selected campaign.

4.Select Send Text Message:

• In the workflow, choose the "Send Text Message" action.

5.Create New Text Message:

• Click the "New Text Message" button, opening a form in a new browser window.

6.Fill in Details:

• Input Internal Name, Text Message, and optionally, change the language. Save the template.

Note:

For a successful SMS campaign execution, ensure accurate entry of contact phone numbers and national/international codes into the system. Any discrepancies can impact campaign results.

Dynamic content and its implementation in Camp.

Please refer to the relevant section for further details on this topic.

• Dynamic Content

How do I do A/B testing

A/B testing in Camp is a user experience research methodology comparing two versions of landing pages or emails to determine which performs better. It helps in deciding the most effective design or content based on predefined objectives, such as open rates, signups, conversions, or other relevant metrics.

Conduct A/B testing in Camp by creating a segment, comprising a small subset of the main marketing campaign segment. This subset will participate in the A/B test, selected either manually or through filter criteria based on demographics or behavioral information. After A/B testing completion, send the winning variant email to the main marketing segment, excluding the A/B test subset contacts.

For instance, if the main marketing segment has 100,000 contacts, and A/B testing involves 0.2% (200 contacts), send Variant A to 50% (100 contacts) and Variant B to the remaining 50%. Based on the test winner, send the winning variant email to the remaining 99.8% (99,800 contacts) of the marketing segment.

Follow these steps for Email A/B testing:

Step 1: Generate variants for an email and determine the traffic percentage of viewership for total contacts between the two versions. Save the email version, then locate the dropdown menu next to the "close" button on the right side. In this dropdown, select the "add A/B test" option as illustrated below.

Upon clicking the "add A/B test" option, you will be directed to create another email, which serves as the variant of the earlier one. Before saving the new email, specify the total percentage of contacts who will receive this version. Make sure to save these changes.

Refer to the screenshot below for guidance on setting the traffic recipient percentage.

Step 2: Establish the winner criteria or business objectives that will aid in determining the superior version of the email among the two. The screenshot below illustrates the A/B test winner criteria for email design versions, encompassing read rate and click-through rate as included criteria.

Step 3: Integrate the email with the A/B symbol into a test campaign to identify the winning variant. Once both emails are created, you'll observe the A/B test symbol against the parent email, as illustrated below. Ensure that this email is incorporated into the A/B test campaign for evaluation.

Create a campaign with the A/B test email. Once triggered, the campaign will send out the two variants of the email according to the recipient percentage specified. Subsequently, based on the winner criteria, you can assess which variant has performed better, such as considering the read rate for Variant B or Variant A.

Refer to the screenshot below illustrating the A/B test campaign.

The CAMP system will update the results by displaying a cup symbol against the winning variant, which you should then include in your final marketing campaign.

Refer to the screenshot below depicting the winner cup against the winning variant for an Email A/B test.

Note:

• Always conduct the A/B test of emails through campaigns exclusively.
• Manually select a subset of contacts from the main marketing segment for the A/B test. Ensure this subset is excluded from the main marketing campaign segment.

Camp Form insertion process in various web page building tools

We have listed the steps to follow to insert Camp form for a few of the commonly used platforms that are used to build webpages.

1. WordPress Webpage:

Steps to insert Camp form code in wordpress website:

• Access the Form Section.
• Choose the specific form you want to embed.
• Obtain the embedding code, which comes in two types: Automatic and Manual.

• Automatic Code: Ensures the form is always up-to-date without manual intervention.
• Manual Code: Requires manual HTML updates but offers more flexibility in editing.
• Choose the code type based on your preference for automation or control.
• Copy and paste the selected code into your desired location, such as your website using wordpress.

Steps :

a.) Select All Pages

b.) Select the desired page, then click the edit button insert the form.

c.) Click on three dot

d.) Select the code editor

e.) Paste the code here, then proceed to click the "Update" button to save the changes.

• Save any changes made, and the embedded form will be ready for use.

2. React Webpage:

Steps are:

• Access the Form Section.
• Choose the specific form you want to embed.
• Only the automatically generated iframe code within this context is permitted for selection.

Copy and paste this code into the component of your choice, as demonstrated below:

• Save all changes made, and the embedded form will be ready for use.

3. Html/CSS Simple webpage:

Steps are:

• Access the Form Section.
• Choose the specific form you want to embed.
• Obtain the embedding code, which comes in two types: Automatic and Manual.

• Automatic Code: Ensures the form is always up-to-date without manual intervention.
• Manual Code: Requires manual HTML updates but offers more flexibility in editing.
• Choose the code type based on your preference for automation or control.
• Copy and paste the selected code into your desired location, such as your website.

Example: (Manual Code)

OR, (Automatic)

• Save changes made, and the embedded form will be ready for use.

4. Wix Webpage:

Steps are:

• Access the Form Section.
• Choose the specific form you want to embed.
• Choose the automatically generated iframe code here.

Please copy and paste this code into your Wix website.

To embed code in a Wix website, you can follow these steps:

a.) In the Wix, go to the setup.

b.) Inside Setup, Click on edit button of “Design your website”.

c.) Then, Click on Add Elements.

d.) Click on Embed Code-> Popular Embeds-> Embed HTML.

e.) Paste your code here and then click on Update button.

• Save changes made, and the embedded form will be ready for use.