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    "post": {
      "postuid": "u64t7ue8lh",
      "tenantuid": "d8b744fc-2e70-4089-bb80-dd1d08f6c7b2",
      "projectuid": "239698c5-f7eb-4574-8cc8-c6568f08b3a0",
      "title": "Referral Campaign",
      "slug": "article/u64t7ue8lh-referral-campaign",
      "html": "\u003Cp\u003EShow your customers you appreciate their referrals with a simple drip campaign. We\u0026#39;ll walk you through an easy way to set up an automation so you can \u0026#39;set it and forget it!\u0026#39;\u003C/p\u003E\u003Cp\u003E\u003Ci\u003EPlease note, in order to utilize this campaign/segment you have to be collecting the data field for whatever you want to celebrate (i.e. first product purchase, becoming a member, etc.).\u003C/i\u003E\u003C/p\u003E\u003Ch3\u003ESteps we\u0026#39;ll guide you through:\u003C/h3\u003E\u003Cul\u003E\u003Cli\u003EDetermining your audience and creating a segment\u003C/li\u003E\u003Cli\u003ECreating a campaign\u003C/li\u003E\u003Cli\u003ECreating your marketing piece(s): referral texts or emails\u003C/li\u003E\u003Cli\u003EAutomating your communication\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003ESTEP 1: Determine your audience and create a segment\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EIn this example, we\u0026#39;re going to make our audience anyone who completes a purchase (ie: their most recent purchase at your business). To find these contacts based on our criteria, we\u0026#39;re going to search for them and then create a dynamic segment. Go to \u003Ccode\u003EContacts \u0026gt; Search Contacts\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/68bfe14512e6ea584302500a0dc24bf0.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ELook for the filter search field you want to celebrate like \u003Ccode\u003ELast Order Date\u003C/code\u003E and change it from \u003Ci\u003ERange\u003C/i\u003E to \u003Ci\u003EPeriod\u003C/i\u003E. You can set this to be for the next 14 days, 10 days, 2 days...whatever date range you would like to begin sending texts \u0026amp;/or emails to your customers. For this example, we\u0026#39;re going to choose in the past 1 day. Hit the green \u003Ccode\u003ESearch\u003C/code\u003E bar to return the results. If the contacts look like what you were expecting, click \u003Ccode\u003ECreate Segment\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/766f2eb496e6877b22ebbe33842ee234.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/47480f668a2c244c275fc86a6148da60.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFollow the steps to name, describe and save your segment.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/lxpvj9ex98-create-a-dynamic-segment-from-search\u0022\u003Ecreating and working with dynamic segments.\u003C/a\u003E\u003C/p\u003E\u003Ch4\u003ESTEP 2: Create a campaign\u003C/h4\u003E\u003Col\u003E\u003Cli\u003ENavigate to \u003Ccode\u003ECampaigns \u0026gt; Create Campaign\u003C/code\u003E\u003C/li\u003E\u003Cli\u003EName the campaign Referral Campaign. Click \u003Ccode\u003ECreate Campaign\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/95288a1706d26148eb1350dd1cce8d60.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EYou will be taken to the campaign\u0026#39;s settings screen where you can name it, give an optional description, pick your audience and other settings.\u003C/li\u003E\u003Cli\u003EIn the \u003Cb\u003ETarget Audience\u003C/b\u003E section, select the radio button next to \u003Ccode\u003EExisting contacts in the following segments.\u003C/code\u003E Select the segment you created in \u003Cb\u003EStep 1\u003C/b\u003E from the drop-down list.\u003C/li\u003E\u003Cli\u003EClick \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/8b3470d3786780436155f925cf26bfe7.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/x284lgm51p-create-and-edit-a-campaign\u0022\u003Ecreating and working with Campaigns\u003C/a\u003E.\u003C/p\u003E\u003Ch4\u003ESTEP 3: Create a referral email or text message\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAssets\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add Asset.\u003C/code\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/94d93b895ef76ac06b09d2640d20d926.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003EAdd an Email\u003C/code\u003E or \u003Ccode\u003EAdd a Text Message\u003C/code\u003E from the popup menu.\u003C/li\u003E\u003Cli\u003EFill out the settings and add your content to either selection and click \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E. You will now find that \u0026#34;asset\u0026#34; under the assets tab in your campaign and can go back and edit it whenever you like.\u003C/li\u003E\u003C/ol\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/sf7cdfvdrz-create-or-edit-a-text-message\u0022\u003Ecreating text messages\u003C/a\u003E or \u003Ca href=\u0022/article/g5d6kyabxb-create-an-email\u0022\u003Ecreating an email\u003C/a\u003E with the email designer.\u003C/p\u003E\u003Ch4\u003ESTEP 4: Automate your campaign\u003C/h4\u003E\u003Col\u003E\u003Cli\u003EFrom within the campaign, select the \u003Cb\u003EAutomations\u003C/b\u003E tab and then click \u003Ccode\u003E\u002B Add an Automation\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/170fe592475d057fd3321a2ab0470374.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00222\u0022\u003E\u003Cli\u003ESelect \u003Ccode\u003ECreate a new automation\u003C/code\u003E from the automations window.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/48357813cdfacf84330ed47b0b1bf211.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00223\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003ETriggers\u003C/b\u003E tab, drag and drop the trigger \u003Ccode\u003EWhen added to this campaign\u003C/code\u003E onto the canvas.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/ee622558c44d0b32d2491601a42088e9.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00224\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003ETriggers\u003C/b\u003E tab, drag and drop the \u003Ccode\u003EPause the Automation\u003C/code\u003E\u003Cb\u003E.\u003C/b\u003E You can choose whatever time frame fits your need and preferences. For this example, we\u0026#39;ll choose 7 days. This means we want to wait 7 days after they\u0026#39;ve made their last purchase before we go to the next step of sending them our message. \u003Ci\u003ERemember: they get added to the campaign from the segment we attached and they get added to the segment we designed based on their last purchase date of 1 day ago.\u003C/i\u003E\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6de64af80c581954c52c951ecc72ba8e.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00225\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003EActions\u003C/b\u003E tab, drag and drop the action \u003Ccode\u003ESend a text message\u003C/code\u003E or \u003Ccode\u003ESend an email\u003C/code\u003E onto the canvas overlapping the previous step so it will drop into place. Select the text message or email to send and any restrictions on the day and time from the menu to the right.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/87934eb72fe0eb7b461db51692414e17.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00226\u0022\u003E\u003Cli\u003EFrom the \u003Cb\u003EActions\u003C/b\u003E tab, drag and drop \u003Ccode\u003EEnd the automation\u003C/code\u003E onto the canvas overlapping the previous step. Select the campaign from the menu on the right.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6202d22d71728ec166f59d690e04d88d.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ccite class=\u0022recommended\u0022\u003E\u003Cspan class=\u0022title\u0022\u003E\u003Ci class=\u0022fa-duotone fa-circle-exclamation\u0022 aria-hidden=\u0022true\u0022\u003E\u003C/i\u003ERecommended\u003C/span\u003E\u003Cp\u003EWe\u0026#39;re ending the automation so your customers aren\u0026#39;t consistently targeted to refer someone. Customers will get added to this segment after their last order, and fall into the automation.\u003C/p\u003E\u003C/cite\u003E\u003Col start=\u00227\u0022\u003E\u003Cli\u003EClick \u003Ccode\u003ESave Changes\u003C/code\u003E from the bottom right of the screen. Give your automation a \u003Cb\u003EName\u003C/b\u003E and optional \u003Cb\u003EDescription\u003C/b\u003E in the popup window and click \u003Ccode\u003ESave\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/4a1a8c3c86013b9943dfb5b52e0dbe4b.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Col start=\u00228\u0022\u003E\u003Cli\u003ENow, make sure the enabled button is switched to \u003Ccode\u003ERunning\u003C/code\u003E if you are ready for messages to begin automatically sending and click on \u003Ccode\u003ESave \u0026amp; Close\u003C/code\u003E.\u003C/li\u003E\u003C/ol\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/7ff5fbee552e2619072abfa681682366.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EClick here for more help with \u003Ca href=\u0022/article/xrhcd8830x-daily-story-autopilot-guide\u0022 target=\u0022_blank\u0022\u003Ecreating automations.\u003C/a\u003E\u003C/p\u003E\u003Cp\u003EYou\u0026#39;re all set! You can track the results in your reports as well as see at a glance who has run through your automation(s) and who is in progress.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/52d5b92ac09979b9535e69b7e7d6314f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E",
      "publish_status": 0,
      "post_type": "Article",
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      "meta_description": "Show your customers you appreciate their referrals with a simple drip campaign. We\u0026#39;ll walk you through an easy way to set up an automation so you can \u0026#39;set it and forget it!\u0026#39; Please note, in order to utilize this campaign/segment you have to be collecting the data field for whatever you want to celebrate (i.e. first product purchase, becoming a member, etc.). Steps we\u0026#39;ll guide you through: Determining your audience and creating a segment Creating a campaign Creating your marke ...",
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      "total_views": 541,
      "date_published": "2023-01-26T11:47:49",
      "date_updated": "2025-05-16T19:10:58.86",
      "date_created": "2025-04-23T17:16:56.207"
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