How AI Campaigns Work
Traditional campaigns require you to manually:- Choose a template
- Select a channel
- Pick a send time
- A/B test variations
- Analyze results
- Apply learnings
- You configure objectives, audience, and channels
- The AI generates brand-aware content variations
- The system tests combinations automatically
- Traffic shifts to better-performing variations
- Performance continuously improves
The Multi-Armed Bandit algorithm balances exploration (testing new variations) with exploitation (using proven winners), ensuring your campaigns improve without sacrificing too much performance during testing.
Creating an AI Campaign
Navigate to Engagement → AI Campaigns and click Create Campaign. The full-screen campaign wizard guides you through 6 steps.Step 1: Campaign Type
Choose your campaign type:Step 2: Objective
Configure the campaign’s purpose:Step 3: Audience
Select which customers to target:- Choose an existing audience segment from the dropdown
- Or select a pre-built audience template
- Review the audience size
Step 4: Channels
Select channels to use for the campaign:
You can select multiple channels. The AI will test and optimize channel selection per customer.
Select your content strategy for the campaign:
- AI Generated: Let the AI create content variations based on your Brand Dossier and briefing
- Template Based: Select existing templates to use in the campaign
Step 5: Budget
Configure execution scheduling with one of three modes:
Execution limits control how many times the campaign runs before auto-stopping:
When a limit is set, the system shows a preview of the expected campaign duration.
Step 6: Review & Launch
Review all campaign configuration on a single summary page. From here you can:- Launch Campaign: Start the campaign immediately
- Save as Draft: Save without launching for later editing
A completed Brand Dossier is required to launch any campaign. If you haven’t set up your brand yet, go to Assets → Branding first.
Campaign Editing
You can edit campaigns that are in Draft or Active status. To edit a campaign:- Click the pencil icon or select Edit Campaign from the action menu
- The campaign wizard reopens with all existing settings pre-loaded
- Make your changes across any step
- Click Launch Campaign to save and launch, or Save as Draft to keep as draft
Campaign Restart
To restart a campaign that has already been dispatched:- Open the action menu (three dots) on any campaign row
- Click Restart Campaign
- The campaign is restarted on the backend with a fresh execution cycle
Campaign Management
Campaign States
Pausing and Resuming
To pause an active campaign:- Click on the campaign
- Click Pause
- Confirm
Monitoring Performance
View real-time metrics on the campaign detail page:Template Performance
See how each template variation is performing:- Open rate
- Click rate
- Conversion rate
- Revenue per send
Channel Performance
Compare results across channels:- Which channel has highest engagement
- Which channel drives most conversions
- Channel-specific delivery rates
Optimization Details
How the MAB Algorithm Decides
For each customer interaction, the algorithm considers:- Template Performance: Historical conversion rates
- Channel Effectiveness: Customer’s engagement history per channel
- Send Time: Optimal time based on past behavior
- Exploration Needs: Whether more testing data is needed
Convergence
Over time, the algorithm converges on optimal settings:- Early: Heavy exploration, traffic split across variations
- Mid: Winning variations receive more traffic
- Late: Best performers dominate, minimal exploration
You can see the optimization score on the campaign detail page. Higher scores mean the algorithm is more confident in its selections.
Best Practices
Template Diversity
Provide diverse templates that test different approaches:- Include emotional AND rational appeals
- Vary subject lines significantly
- Test different CTAs
- Don’t use nearly identical variations
Audience Size
Larger audiences provide more data for optimization:- Minimum recommended: 1,000 customers
- Optimal: 10,000+ customers
- Smaller audiences can work but optimize more slowly
Runtime
Give campaigns time to optimize:- Minimum: 7 days
- Recommended: 30 days
- Longer runtime = better optimization
Budget Allocation
Set budgets that allow for adequate testing:- Too low: Not enough sends to learn
- Too high: May waste budget on underperformers early
Frequency Caps
Respect customer preferences:- Email: 2-3 per week maximum
- SMS: 1 per week maximum
- Consider overall cross-channel frequency
Advanced Features
Campaign Priority
When a customer qualifies for multiple campaigns:- Higher priority campaigns send first
- Frequency caps are respected across campaigns
- Lower priority campaigns may be suppressed
Control Groups
AI Campaigns can automatically hold out a control group:- Measures true lift from your campaign
- Control group receives no messages
- Compare conversion rates to prove ROI
