Configure campaign enrollment

  • 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.

You can apply enrollment rules to campaigns to further refine the campaign's audience. If the campaign is a series of touchpoints, Optimizely Data Platform (ODP) reapplies enrollment rules after every touchpoint based on the current status of the enrollment rule. For example, if you use a list as an enrollment rule, ODP checks the list membership before sending each touchpoint.

Configure enrollment

To configure enrollment for a campaign, go to Activation > Engage and create or edit a campaign. Within that campaign, expand the Enrollment section.

There are two different enrollment options depending on the campaign type:

  • Segment-based enrollment – Use a standard or real-time segment to define users that you want to reach with this campaign. Standard segments are available for one-time and behavioral campaigns. Real-time segments are available for web campaigns.
  • Event-based enrollment – Define a specific event, such as when a customer creates an account, that triggers the campaign. This is available for only behavioral campaigns.

Segment-based enrollment

  1. Within the Enrollment section of a campaign, select a segment. This differs slightly for each campaign type:
    • One-Time – Select a pre-defined standard segment (and edit it if desired), or click Create New Segment to create a standard segment. For help with editing or creating a standard segment in a campaign, see Create standard segments > Campaigns.
    • Behavioral – Select Customers that match a segment, then select, edit, or create a standard segment as described above for one-time campaigns.
    • Web – Select All Visitors or a real-time segment. For information on building a real-time segment, see Build real-time segments in ODP.
  2. (Optional) Click Preview to populate the estimated reachable audience.
  3. Click Apply to save your selection.
  4. (Optional) For one-time and behavioral campaigns, adjust the Enrollment Rules as desired. For more information, see the Additional enrollment rules section below.

Event-based enrollment

Available for only behavioral campaigns.
  1. Within the Enrollment section of a campaign, select Customers that trigger an event.
  2. Expand the Filter drop-down list and select an event.
  3. Expand the Automation Rules section and define the number of messages the campaign sends per person, per hour.

Additional enrollment rules

One-time and behavioral campaigns have an additional Enrollment Rules section with the following options to further narrow your audience, where the underlines denote an editable part of the phrase:

  • Must have been active in the past 24 hours – Disabled by default. Click the toggle to enable it.
  • Must not have matched this campaign in the last 7 days – Enabled by default. Click the toggle to disable it. Click Add to add more enrollment rules similar to this one.
  • Must be subscribed to (select) – Disabled by default. Click the toggle to enable it.