When you have multiple marketing campaigns and/or sequences set up, it is important that you prioritize them to ensure that records are going into the correct campaign/sequence at the right time.
Because a record can only be in one campaign at a time, the level of priority is important in determining which campaign a record will go in if it meets the criteria for multiple campaigns. Invelo's marketing philosophy is that users should focus more energy on those records that are of higher quality than those that are of lower quality. Therefore, we recommend that your highest quality campaigns are in the first priority spot.
For example, imagine that you have two campaigns:
Campaign #1 includes records from your Tax Lien list.
Campaign #2 includes records that are on two or more lists, including your Tax Lien list.
You can see that records on your Tax Lien would meet the criteria for both campaigns. And because Campaign #2 is targeting records on multiple lists and your Tax Lien list, this would make those records of higher quality and therefore, Campaign #2 should be prioritized above Campaign #1.
Campaign priority can be affected in a number of ways:
The order of priority on the marketing campaigns page
The settings selected within a marketing campaign
Order of priority
Campaign priority determines which campaign a prospect or lead will be entered into first, as well as which campaign the record may flow into once it has completed all the sequences from the first campaign.
To change the priority of a campaign, click and hold the icon under the Order column. Then drag and drop it to reprioritize.
Marketing campaign settings
You can determine how records flow within a specific marketing campaign under the Campaign Automations section within the Audience step when you create your campaign.
Single Use vs Continuous Campaign: A single use campaign will only run once. Therefore, future prospects or leads that meet the filter criteria will not enter this campaign. A continuous campaign will run until it is canceled. Therefore, future prospects or leads that meet the filter criteria will automatically enter this campaign if it is in the highest priority campaign position.
Automatically add new records: If you select Continuous campaign, you can select whether you want to automatically add new prospects or leads into this campaign if they meet the filter criteria. For example, if this is your first priority campaign and you select No, new records that meet the campaign's filter criteria will not be added to this campaign—they will skip this campaign and go to the next one that they qualify for.
Batch threshold: This is for prospect marketing campaigns only and identifies how many prospects need to meet the filter criteria before they flow through the campaign.
Allow existing records to reenter: If you select Continuous campaign, you can select whether prospects or leads who have completed the campaign can reenter the campaign. If you select No, the prospect or leads will not repeat the campaign but will enter the next campaign that they qualify for.
Sequence priority determines the order of marketing sequences that a prospect or lead will flow through within a specific marketing campaign.
To change the priority of a sequence, click and hold the icon under the Order column. Then drag and drop it to reprioritize.