Campaigns Overview
Campaigns are structured timelines of scheduled interactions (messages, posts, reminders, and action items). Today, Campaigns are primarily used for Onboarding Journeys—introducing clients to the in-app experience and guiding them step-by-step through their initial engagement with your firm's DXP.
As we continue to expand functionality, Campaigns will support more types of automated journeys and ongoing engagement flows.
Currently, Campaigns are a key part of the overall client experience. While the Experience determines what clients see in the app, and the Team defines who they interact with, Onboarding Campaigns guide what interactions they receive—and when assigned together, these three elements ensure clients are engaged with the right people, at the right time, with the right content.
Create a Campaign
Go to the Settings icon in the Top Menu.
Click Campaigns.
Click Add.
Give your Campaign a Name and Description. (not client facing)
Use the + icon on each day to add posts, reminders, action items, or messages to your Campaign schedule.
Save.
Your Campaign is now ready to assign.
💡 Tip: Use clear naming conventions (e.g., "Tier 1 Onboarding - 30 Days") to help your team manage multiple Campaigns.
Assign a Campaign
Campaigns can be assigned during Experience setup or later from the Contact Summary Page.
The assigned Campaign will automatically begin when the client is activated, following the schedule you've set.
Go to Contacts.
Click the Bulk Assign button.
Click Assign Experience.
Use the search to find the clients you want to update. Check the box next to one or multiple contacts to assign them a Team.
Select their Experience.
Select their Team.
Select the desired Onboarding Campaign.
Click Assign.
The assigned Campaign will automatically apply to all selected contacts upon activation and will begin on Day 1 of their activation timeline.
Edit a Campaign – Your Changes Cascade!
When you update a Campaign, those changes will automatically cascade to all contacts currently assigned to that Campaign and still within the active schedule. Any edits—such as adjusting the timing, modifying content, or adding new interactions—will be reflected in the client experience in real time.
To manage or modify a Campaign:
Click the Settings icon in the top menu.
Select Campaigns from the list.
Find the Campaign you want to update, click the Actions dropdown, then select Edit. Note: You can only edit Campaigns that you own.
Make your desired updates and click Save.
Your changes will now apply to all contacts currently assigned to that Campaign.
Update Campaigns in Bulk
Campaign Changes vs. Experience Reassignment
Changes to Campaigns automatically cascade to all contacts currently assigned and still within the active schedule. These updates are seamless and help maintain consistency without disrupting the client's experience.
However, reassigning or removing a Campaign is a significant action. It can interrupt or replace the client’s existing journey, depending on where they are in the sequence. Use reassignment thoughtfully to avoid disrupting expected communication flows.
⚠️ Before making changes, consider whether you need to edit the current Campaign or replace it entirely.
Editing the existing Campaign is often the better choice if you're not intending to fully reset or disrupt the client's journey. This allows you to update timing, messaging, or content without starting over.
Go to Contacts.
Click the Bulk Assign button.
Select Update Experience.
Use the search to find the clients you want to update.
Check the box next to one or more contacts.
Toggle on Do you want to update a Campaign?
Use the dropdown menu to select the desired Campaign.
Click Update.
The selected Campaign will now be applied to all chosen contacts and begin immediately. Any previous campaign will end.
Assign a Campaign at the Contact Level
Go to Contacts and search for the desired contact.
Click their name to open the Contact Summary Page.
Select Experiences from the top menu.
Use the dropdown to assign a new Campaign. This will start the new Campaign immediately and end any previously assigned Campaign.