Create an Automated Connect Campaign

Setting up a new Automated Connect Campaign always involves these steps:

1. Create one or more Automated Templates in Connect

2. Start the Mail Shot in Connect

3. Set up the automated Campaign in Gold-Vision

4. Run the Stage in Gold-Vision

Create Automated Mail Shot

Creating an automated mail shot in Gold-Vision Connect is easy:

Once created, simply design your mail shot template as normal by either embedding your HTML or creating a new design using the drag and drop editor.

Then, preview your mail shot as normal and run the Spam Check. Select the Send tab and ensure you have ticked to agree mail shot terms. You will then have the option to Start your mail shot, rather than the usual Send. Clicking Start on the Send tab will prepare your mail shot to run – once started, you will then able to select the mail shot template from within Gold-Vision.

Next, go into Gold-Vision, and set up a Connect Campaign with a Connect Stage. Then, run your stage and choose Automated Run.

Automated Run Setup

Completed as required

Run – would you like it to run hourly, daily, weekly, monthly or yearly. At/On – this will change slightly depending on which Run option you have chosen:

• Hourly – choose how many minutes past the hour
• Daily – choose a time of day
• Weekly – choose a time of day and day of the week
• Monthly – choose either to set the date of the month and time, such as “Day 15 of the month at 10:00” or choose the first ‘day’ of the month and time, such as “First Tuesday of the month, at 16:30”

Schedule – Choose to either run indefinitely or run between dates. Using template – Select one of your automated templates that you have created from the drop-down list. Send to new recipients only – tick this box if you want to ensure that only new contacts added to your campaign source will receive the mail shot. Once set up, click Start Automated Run. You can see what automation settings have been chosen for a campaign stage from the Campaign Stage Overview page:

Stop automated Run

Clicking the Stop icon will stop the automation.

Automated Campaign Progress

To check the progress of your Automated Campaign, go back into Gold-Vision Connect and open the Automated Runs tab in the Automated Template that has been used.

From the All Automated Templates page in Connect you can view whether a mail shot is set for Automated Sending or has been Stopped: