Putting it all together

In Randio Open Campaigns Open Campaigns → New campaign

A campaign joins the pieces: a strategy (what to offer), a template (how it looks), an audience, and a schedule. Randio then builds a catalog per customer and serves it for the length of a run.

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1 Storefront on the left, Outreach on the right, each with its last 30 days.

2 The live run: its template, its window and its numbers.

3 Up next: the run queued after it.

4 Outreach: the next run of each campaign; the arrows page through them.

5 New Campaign starts with "Who is it for?".

Two campaign types

• Outreach emails a customer group. Each reachable member gets a personal catalog and an email, with an optional reminder before the run ends. How many a run reaches is bounded by your store's sending capacity; the schedule card shows the number.
• Storefront shows offers on your store to visitors. Logged In mode gives each signed-in customer a personal catalog; Guest mode serves a shared pool to visitors who are not signed in. See Guest visitors.

Which one for what:

• Outreach when you want to reach people who are not on your store right now: a monthly set of picks for subscribers, an early look before a sale, a win-back for customers who have gone quiet.
• Storefront, Logged In to reward customers who sign in, with picks of their own while they shop.
• Storefront, Guest for visitors you do not know yet: a shared pool of offers on the store, with no email involved.

The New campaign page asks "Who is it for?" first, then "How should it run?":

• Runs automatically on a schedule you set. The automatic settings card holds a standing rule: strategy and template rows plus a rotation. Randio keeps creating runs from it.
• A single run for a specific window you choose. A manual run with its own start and end.

Both feed one Upcoming queue on the campaign page. Manual runs take their window; the automatic rotation fills in around them. See Scheduling and duration.

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1 Storefront: Guest for visitors who are not signed in, Logged In for customers signed in to their account.

2 Outreach: pick the customer group to email. The count is the group's size, not the number that will be reached.

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1 The storefront mode, Guest or Logged In; Change mode switches it.

2 The strategy the rule's runs draw from, with its distributions and range.

3 The template, previewed with sample products. The rotation and timing follow below.

Runs

A run is one live window with its own catalogs. Its page shows who it reached, what it served, and the orders it produced. Catalogs are built when a customer is reached: an Outreach catalog as its email goes out, a Logged In catalog as the customer arrives, and the Guest pool shortly before the run starts. When a run ends its catalogs stop discounting and its record stays in History.

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1 The live run, previewed as shoppers see it, with its numbers so far.

2 Its strategy, its template and when it ends; Manage opens the run.

3 The upcoming queue: manual runs and the rotation in one list, with Schedule manual campaign below.

4 History keeps every ended run and what it produced.

What has to be ready

Randio will not start a run that cannot work:

• The strategy needs active products. If every catalog would be empty, the run cannot launch. Add products in Shopify or set existing ones to Active.
• An Outreach run needs someone it can email. A group with nobody reachable is skipped and recorded in History as skipped, with the reason.
• The app embed must be on and the checkout discount registered, or shoppers see full prices at checkout. Settings → Sync shows both. See Cart and checkout.

Status words

The campaign list shows three states. Active has a run live. Upcoming has a run scheduled and none live. Inactive has neither.

The campaign page shows the live run's phase:

• Preparing…: the run is being set up, about half an hour before its start.
• Ready, with a countdown: everything is in place and the run starts on the minute.
• Sending soon, then Active (Sending n of m): Outreach emails are leaving; n have gone out of the m the run expects to send.
• Nothing to send: nobody in the group could be emailed.
• Active: the run is live and serving.
• No instance scheduled: the campaign has no run queued.

In History, Ended early marks a run that was ended by hand or by the next run starting.

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1 One card per ended run: its strategy, template, window and results.

2 How it was scheduled: Manual, or Automatic when a rule started it.

3 View this run opens the run's own page.

Related: Campaign lifecycle, Setting up your first campaign.