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A Campaign is a tool used to find and target a specific segment of participants and automatically assign them to a Journey. This allows you to proactively enroll groups of users into relevant content based on their specific needs, tags, or other characteristics, automating targeted interventions.

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Example Imagine you want to help all participants who are struggling with their sleep. You could create a campaign that searches for every participant with the tag Sleep-Deprived. The campaign would then automatically assign all of those participants to a specialized Journey you've built called 'Better Sleep Habits'. This ensures the right users get the right support at the right time without manual effort.

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Creating a New Campaign

Creating a campaign involves defining the target audience, the action to take, and when it should happen.

1. Define the Target Audience: First, you will build a Query to define your participant segment. This could be based on a simple rule, like finding all participants with a specific tag, or a more complex set of criteria.
2. Select the Journey: Next, you will select the Journey that this group of participants will be assigned to.
3. Schedule the Campaign: Finally, you can choose to run the campaign immediately or set a Scheduled At date and time for it to run in the future.

Building Your Query

Query Syntax is the powerful filtering language used to select the exact segment of participants you want to target. Think of it as building a set of precise instructions to find people based on their characteristics. A query is made up of one or more conditions.

Filtering by Tags

• Inclusion: To find participants who have one or more specific tags, use the in operator. tags in ["TAG_A", "TAG_B"]
• Exclusion: To exclude participants who have specific tags, use the not in operator. tags not in ["TAG_C"]

Filtering by Groups

• Inclusion:groups in ["GROUP_A", "GROUP_B"]
• Exclusion:groups not in ["GROUP_C"]

Filtering by Extras You can also filter participants based on custom data stored in Extras. The syntax always starts with extras. followed by the code for your Extra Type.

• String Extras: For text-based extras, use standard comparison operators. extras.department = "Sales"
• Numeric Extras: For number-based extras, use mathematical operators like >, <, or =. extras.age > 45
• JSON Extras: For extras that store complex JSON data, use the > notation to access nested keys. For example, if an extra progress_data contained {"test": {"key": 1}}, you could query it like this: extras.progress_data -> test.key > 0

Combining Filters You can create highly specific segments by combining multiple conditions using the && (AND) operator. This ensures that a participant must meet all the specified conditions to be included.

Complete Query Exampletags in ["TAG_A"] && tags not in ["TAG_B"] && extras.status == "Active"

This query targets participants who have "TAG_A", do not have "TAG_B", and have their "status" extra set to "Active".

Reviewing a Campaign

After a campaign has run, you can review its performance. The system will show you when it was Executed At and a list of all the Affected Participants who were successfully found by your query and assigned to the Journey.