Creating a banner campaign

Overview

Create a banner campaign from the Campaigns page. The New Campaign window has three steps: the campaign details, the ad setup, and the targeting.

Before you start

• Set up group targets, so that banners show correctly when your team sends email.
• Design your banner. See Banner best practices.

Starting a new campaign

1. In the navigation pane, select Marketing > Campaigns.
2. Click New Campaign at the upper right.

To switch the Campaigns page between grid view and list view, use the view buttons above the list.

Entering the campaign details

1. In Name, enter a unique name for the campaign.
2. Optional: turn on Schedule to run the campaign on a set schedule.
3. In Tags, select or create the tags for the campaign. Tags decide which recipients see the banner. See Targeting banner campaigns for how tags work, and Naming and organizing banners for naming advice.
4. Optional: in Categories, select the categories that match the campaign’s objectives. Categories are pre-populated in your account. They help you organize campaigns and filter analytics on the Performance dashboard.
5. Optional: in Asset Folder, choose a folder for the campaign assets. You can then filter the Campaigns page by folder. An admin must turn on folders first.
6. Click Next.

A campaign without a schedule runs until you stop it

If you do not set a schedule, the banner shows until you turn it off. Check your banners regularly. To stop a live banner, open its campaign, remove the tag, and click Update.

Setting up the ad

1. In Click Action, select where the banner sends recipients: URL, Document, or Video. Then enter the URL or upload the file.
2. Optional: if the click action is URL, add UTM Parameters. Use your own UTM link, or click + Param to build one.
3. In Ad Type, select Image to upload a banner, or Text for a text-only message. For an image, click Choose File and enter the Image Alt Text.
4. Optional: turn on the ad options that you need. See the list below.
5. Click Next.

Inline Image

Embeds the image in the email as a data string instead of a remote URL, so the email does not need to fetch it. This helps deliverability.

High-Resolution Image (2x)

Renders the banner at high resolution.

Placeholder Image

Uses this banner as a placeholder while the sender composes, until the banners rotate.

Allow Internal

Counts impressions and clicks from internal recipients.

Disable Tracking

Does not embed view beacons in the banner.

Use the full UTM link

Opensense cannot track shortened links, such as Bitly or HubSpot links. With the full UTM link, you can track banner campaigns the same way as your other campaigns.

Test before the banner goes live

Send a test email to a personal (non-work) email address to see the full banner. Your work email shows only the plain text preview.

Targeting recipients and domains

Recipient and domain targeting is optional. It is useful for account-based marketing to specific recipients or accounts.

1. Optional: next to Recipient-based, click Add Email and enter the email addresses to target.
2. Optional: next to Domain-based, click Add Domain and enter the domains to target.
3. Click Create Campaign.

A/B testing a banner

To A/B test a banner, clone its campaign and change the part you want to test.

1. On the Campaigns page, click the actions menu (⋮) on the campaign and select Clone.
2. Rename the clone, so that you can tell the two banners apart.
3. Change the creative that you want to test.

For test ideas, see A/B testing banners.

What’s next

• Editing a banner campaign: change a campaign’s details and view its analytics.
• Using the Performance dashboard: compare your campaigns.