Utilizing Marketing Campaign Blueprints

Creating and Managing Campaign Blueprints

What is a Blueprint?
A Blueprint is a reusable campaign template that bundles:

Triggers: when to send (for example, inventory change, date/time, audience action)
Audience logic: who should receive it (segments and exclusions)
Message content: email/SMS content with dynamic tags
Settings: send domain, throttling, and frequency caps
Use blueprints to standardize best-practice campaigns your team can launch quickly with minimal edits.

Before You Begin

Confirm you can access Promote → Campaigns.
Ensure at least one verified send domain is available.
Have brand assets and any required dynamic fields ready (for example, event name, URL, image).

Create a Blueprint

Open Campaigns
Go to Promote → Campaigns and click Create Campaign.
Choose “Blueprints”
Select Blueprints to start from a guided template rather than a blank canvas.
Pick a Starting Pattern
Browse common patterns, such as On-sale announcement, Low inventory nudge, Post-purchase add-on, Artist announce, or Reminder/Last call. Pick the closest match.
Set the Trigger
Choose the condition that starts the send, such as:
- Date/Time: fixed schedule or relative to event date
- Behavioral: viewed event, abandoned checkout, joined list
- Status: inventory level, status change, price tier change
  Tip: Add safeguards (for example, minimum audience size) to avoid accidental sends.
Define the Audience
Include the segments you want and set exclusions (for example, exclude purchasers or recent recipients). Save the audience for reuse if needed.
Build the Message
Use the drag-and-drop editor to customize:
- Subject/Preheader
- Hero image and body copy
- CTA buttons with the correct destination URL
- Dynamic tags such as {EventName}, {EventImage}, {EventUrl}
  Note: Provide fallbacks for any tag that might be missing (for example, a placeholder image).
Configure Settings
- Send domain
- Frequency caps and throttling
- UTM tracking (optional)
Test
Send yourself a proof, check link tracking, and confirm tags resolve correctly.
Save as Blueprint
Choose Save as Blueprint (or Publish Template, depending on your UI). Add a clear name and description so teammates know when to use it.

Launch a Campaign From a Blueprint

Best Practices

One objective per blueprint: keep the message and primary CTA focused.
Segment thoughtfully: include/exclude based on purchase status and recency.
Name clearly: examples — “Reminder — 24h before show (excludes buyers)” or “Post-purchase add-on — 2h after purchase.”
Version control: clone and iterate rather than overwriting a strong performer.
Test subject lines: short, specific, and action-oriented.

Troubleshooting

Blueprint doesn’t appear at launch: ensure it’s published, not just saved as a draft.
Dynamic tags show blanks: check the source fields and add fallbacks.
Audience is 0: loosen filters or verify the segment sync.
Domain missing: re-verify DNS and domain status in Settings.

FAQs

Can I edit a blueprint after publishing?
Yes. Create a new version or clone it to preserve history.
Can I run a one-time send with a blueprint?
Yes. Select the blueprint, remove the trigger, and schedule a single send.
Can I share blueprints across teams or venues?
If your plan and permissions allow, you can share or export. Add a descriptive summary so others understand its use case.