Use campaign recipes

  • Updated
If you had access to campaigns prior to April 2023, Optimizely updated the tab name from Campaigns to Activation. All functionality remains the same.

The recipes feature automatically generates the necessary segments, filters, behaviors and campaign structure so that the user only needs to customize the campaign's settings and touchpoint content.

Configure a campaign

If you are using one of our out-of-the-box ecommerce integrations, you can generate various popular campaigns with a recipe. If you are not utilizing one of the out-of-the-box solutions, you need to create these campaigns from scratch.

Use a recipe

  1. Go to Activation > Engage > Create New Campaign.
  2. Select Behavioral or Transactional from the prompt. The transactional option will not appear if you do not subscribe to the transactional email add-on.
  3. Select an available recipe if integrated with a compatible third-party app.
  4. Configure the campaign's Enrollment settings and touchpoints. You must customize the touchpoints, including the design, content, and sender profile.
  5. Save the changes and Go Live when ready. 

Create from scratch

These guides will help you create and combine the different pieces.

Example campaigns

A comparison of the "from recipe" and "from scratch" approaches of a few popular lifecycle campaigns can be found below. Use these campaigns to engage your customers, drive increased purchase rates, and create a more robust view of your customers over time.