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.

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.

We suggest using the following rules:

  • Contact entered campaigns includes / doesn't include: This rule is helpful if you want to create a campaign that contacts 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.

  • Contact 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 contact to enter the campaign with every order, even if they've placed them close together.

  • Contact exited campaigns includes / doesn't include: This rule is most helpful in two cases:
     a. You want to allow the contact 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 contact 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).

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 "Contact 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 > Shop Settings > Storefront Settings:

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