Users on a paid Jilt plan can access advanced campaign creation within Jilt. This free-form campaign mode allows you to build a set of segmentation rules from scratch rather than using a pre-built template.
This campaign mode grants maximum flexibility, but is only recommended for advanced users because it doesn't include the failsafes that pre-built templates do! You'll need to be cautious of the rules you add to avoid sending customers duplicate emails. Please read our tips below if this is your first time creating an advanced campaign, or reach out to our support team and we'd be happy to help you get your first advanced campaign set up! 🙂
Creating an advanced campaign
To create an advanced campaign, you can click on "New campaign" from your campaigns list. Select the type of campaign you'd like to create under the Advanced section from the dropdown menu.
Note that customer data and segmentation rules are available in all campaigns, so you only need to choose a "customer" campaign if your campaign is not related to carts, orders, or other objects.
If you use WooCommerce with the Memberships or Subscriptions integrations, you'll also see "membership" and "subscription" topics available here.
⚠️Don't see this option? Go to the account menu in the top right and select "Billing" — you'll need to ensure your account uses a paid plan to create advanced campaigns.
Prevent campaign re-entry
There are a few sets of rules that are critical to avoiding duplicate emails that are added as hidden rules to pre-built templates. (You may also want to read about campaign settings to help with re-entry behavior as well.)
You'll need to add these manually to your advanced campaign to avoid duplication, depending on your intent.
You can select the following rules for non-customer objects (carts, orders, memberships, and subscriptions):
- Object entered campaigns includes / doesn't include: Keeping this rule type is highly recommended, and your campaign has a rule by default that looks like, "Object entered campaigns doesn't include [this campaign]." This prevents your order or cart from entering the campaign multiple times. So for example, if I want to send a single follow up for an order, this rule is a requirement to make sure an object can only get this set of emails once.
- Object within campaigns includes / doesn't include: This rule prevents orders from entering the campaign while receiving emails, but would allow for re-entry in the future. This is a tricky one, though! You need to use some other rule to prevent re-entry then, such as the customer's last order date, to ensure that an order won't immediately re-enter a campaign once it exits.
- Object exited campaigns includes / doesn't include: This rule is most helpful in two cases:
a. You want to allow the order to enter this campaign only if it's completed a pre-requisite campaign before this (you'd use an "includes any of" version of this rule).
b. You only want to prevent orders from re-entering if they've received all emails, but allow re-entry otherwise (you'd use a "doesn't include any of" version of the rule). This would work only if you're using a campaign that allows early exit, such as a cart recovery campaign (which exits the customer if they purchase).
You can also use similar rules for customer objects, which act slightly differently:
- Customer entered campaigns includes / doesn't include: This rule is helpful if you want to create a campaign that customers can only ever enter once — this is useful for things like rewarding customers when they reach a certain lifetime value, for example, as that can only happen one time.
- Customer within campaigns includes / doesn't include: This is a default rule, and we recommend keeping it in most cases. This prevents the customer from entering the same campaign multiple times with different orders, carts, memberships, or subscriptions. For example, our abandoned cart campaigns use this rule by default: customers should never receive duplicated emails for an abandonment series, so they can only be in the campaign with one cart at a time. However, you may want to delete this rule for other objects. Another example: you want to send a thank you note for every order — in this case, you'd want to allow the customer to enter the campaign with every order, even if they've placed them close together.
- Customer exited campaigns includes / doesn't include: This rule is most helpful in two cases:
a. You want to allow the customer to enter this campaign only if they've completed a pre-requisite campaign before this (you'd use an "includes any of" version of this rule).
b. You only want to prevent customers from re-entering if they've received all emails, but allow re-entry otherwise (you'd use a "doesn't include any of" version of the rule). This would work only if you're using a campaign that allows early exit, such as a cart recovery campaign (which exits the customer if they purchase).
Think of the object-specific rules (orders, carts, etc) like targeting the question, "Has the customer gotten these emails for this cart / order / etc?" while the customer-specific rules answer, "Has the customer ever gotten these emails?"
Avoid the spam folder
Finally, you'll want to make sure your orders are welcomed by customers! If you're sending a transactional email, such as an order follow up, then often you have a valid basis to send this to every customer.
However, if you're sending a marketing email, you likely want to check if the customer has opted into your mailing list first. You can add the "customer accepts marketing" rule to check for this.
ℹ️ Looking to gather marketing consent? Shopify helps you do this built-in, while WooCommerce and Easy Digital Downloads stores can enable this in Jilt under "Settings":