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Getting Started with Custom Campaigns

After getting set up with your A.I. Warm-up campaigns, the next natural step in optimizing your marketing efforts would be to start working with Custom Campaigns, or our newest feature, Multi-campaigns.

In this short guide, we go over how you can set up, including adding products to, a custom campaign.


To get started, click on the “Email campaigns” tab in the menu (in the “One-off Campaigns” section). From there, click on the “Create campaign” button in the top-right corner of the administration panel.

From the next screen (as shown below), you will be able to initialize and later modify the campaign, including adding a newsletter/email design, edit campaign settings, or changing the distribution schedule.

When first creating a campaign, start by setting the distribution schedule, which is shown beneath “Send on:”. Your default setting will already be shown and if you want to change it, simply click the pencil button directly to the right of the day of the week or the time.

Distribution tip

We recommend setting the distribution time to some point in the morning, as emails get easily lost amongst the many received during the course of the day.

Once your distribution schedule is set, click the “Add newsletter” button (as shown below) and choose the type of the email, you want to send.

You’ll then be asked to choose your audience type. The two options are:

  • Smart Targeting – You set the amount of customers you want to send the campaign to and Samba will automatically select which customers will receive the communication based on relevancy.
  • Precise Segmentation – With this option, you can manually select the audience yourself with the help of over 60 segmentation filters.

After you select the audience type, the first default communication will show up in the list under that campaign.

Please note

One campaign can contain an unlimited number of communications. How they work together is up to you.


To further modify a communication, click the “SETTINGS” button located on the right-hand side of the respective communication’s tab.

Upon doing so, you will gain access to three main settings:

  • Base settings
  • Customers
  • Design

Base Settings

In the Base settings, you’ll be able to modify:

  • Email subject: This is what will show up as the email subject
  • Preheader text:
  • Products: Here you can manually select products you wish to appear. Once you’re done selecting the products you wish to place, click the “Generate new template” button to actualize those additions. Please note, Samba will always automatically fill any empty product slots in the design template with personalized products.

If you click the “Detail settings” button, you will be able to set some more advanced options, such as:

  • Product filter based on price, brand, and category
  • UTM Parameters including UTM Source, UTM Medium, and UTM Campaign

The default setting will be which audience you chose when adding the new newsletter. Also, you have the choice to send it to “Everyone”, “Active” subscribers, and “Inactive” subscribers. You can read more about these Segmentation settings here.

With “Smart Targeting”, the A.I. will only select an audience if it has enough data to pull from. If the audience is too small, please run some more A.I. Warm Up campaigns or utilize “Precise segmentation”.

If you opt for “Precise segmentation”, you will have a selection of filters to choose from. Simply select the filter, the desired value and/or value range, and click the “Add segment” button. You can repeat that process as many times as you need.

In addition,

If you chose “Smart Targeting” at that time, Samba Samba targets relevant segment of your customers automatically in “Smart targeting” campains. You have to pick the segment yourselves in the “Precise segmentation” type.


After you’ve completed selecting your audience, you have the option of modifying the design of the communication with our built-in Picasso email editor. For more information on how to use Picasso, please read our guide.


Last but not least, once you’ve finalized your design by clicking the “Save and back” button, you’ll be taken back to the campaign screen where you will have to start the campaign.

To do, click the orange “Schedule for sending” button.

With that, you’re all set!

This post is also available in: Čeština (Czech)

Updated on April 28, 2020

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