Configuring A Halda AI Email Campaign

The following article discusses all steps needed to configure your Halda Email Campaign. Before getting started, you will need to confirm you have all the following: 

• Slate is your CRM.
• Email Integration is complete.* 
• AI Campaigns are turned on for your Halda account (this can be confirmed with your Account Manager).
• You have a list of prospects with the following information ready to upload for the campaign: 
  
  • First Name
  • Last Name
  • Email Address
  • Slate Reference ID
  • Created Date
  • Any information you want to use to personalize the email content (state, country, grade level, program of interest, etc.) 

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Step 1: Upload Your List

There are two ways that you can upload the records for your campaign. The first way to upload the list of students for your campaign is by navigating to the Student Records tab. Once on this page, click the "Import" button in the top right corner.

Clicking this button will open the inquiry ingestion section of the Halda app where you will be prompted to take the following actions:

The second option for uploading your list is going into a new campaign and selecting the "Create New Audience" button in the Select Audience dropdown. This will redirect you to the inquiry ingestion section of the Halda app.

Upload CSV

Fields to include: Think carefully about what your objective and what types of data points influence how you would speak differently to students. Your AI Campaign Agent is similar - it requires those fields to craft truly individualized emails.

For example:

• • Do you speak with students from different states differently? You may want to include "state" in the data set
  • Does a student's visit (on campus or virtual) history (volume, type, recency) change the ways you talk to them
  • Does their program of interest change the conversation?
  • Does status inform your talking points? Might you speak abut your institution to a sophomore prospect differently than a senior inquiry.

How to name fields in the .csv.

• • Halda's data ingestion tool uses AI to make intelligent field mapping/field creation recommendations. We recommend avoiding overly generic .csv column titles like "GUID" as these could lead to additional human intervention and could be confused multiple field options between Slate and Halda.

Map Fields

In this step, you will match the fields from your file import with existing fields in Halda. This will ensure that data is used correctly in the email generation and delivery step of the campaign.

Review & Confirm

Confirm that values have been mapped correctly.

Name Your Import

In order to differentiate your different audiences, it is critical that you name your audiences in a fashion that makes it easy to identify who that specific list contains. For example, "List 1" is too vague and may lead to future confusion when building campaigns. A better name could be "In-State Undergraduate Prospects for 2027." 

Import Complete

After completing these steps, your import will be complete and you are ready to move onto the configuration of your campaign. 

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Step 2: Configure Your Campaign

Once your inquiry list has been uploaded into the Halda app, you will be able to configure your campaign. To get started, navigate the the AI Student Recruiter section in the left hand navigation menu and select "email Campaigns."

Once in this section, click on the blue "Configure New Campaign" button in the top right corner. This will open up the campaign builder where you will be prompted to input a campaign name and description as well as confirming which Slate connection the campaign should be sent through: 

After inputing the name, description, and selecting the correct CRM connection, click the "Create Campaign" button.

Select Audience

Use the dropdown in this section to select the audience you uploaded in the previous step or use the "Create New Audience" button to upload your list.

Set Delivery Details

1.  Configure your delivery details for the campaign
   
   1. Campaign Start Date: Input the date you want your campaign to start.
   2. Campaign Length and Frequency:  Choose from a static or dynamic campaign length and frequency.

• • • Static: Input the number of emails the campaign should send as well as the frequency the emails should send (ex. 3 emails sent 5 days apart). 

• • • Dynamic: Using the calendar tool, select the days on which you would like your emails to send and select a time for delivery.

Content Plan

Objective: Add a 1-2 sentence objective for your campaign. 

Objective Confirmation: Confirm that the AI generated interpretation of the campaign objective matches your desired outputs. Make any desired edits directly in the text box.

CTA Selection: Choose between AI generated CTAs or manually input CTAs. The primary CTA is required while the secondary CTA is optional.

Main Content: Review the main content plan bullet points and provide feedback.

Field Selection: Select what information you would like the AI Campaign to use in its generation. When choosing fields, you will also be able to indicate which fields you would like website content to be fetched for.

Review: View the overview of the campaign plan, what content will be fetched from your website, and how information will be customized. 

Preview Emails

You will be able to select a student record and preview what their email content would look like based on the campaign prompt. You will be able to adjust the prompt if the email previews do not reflect your desired outcome.

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Step 3: Test Your Integration

Before activating your campaign, you will need to update the mailing filters in Slate for your campaign email to include the Campaign ID. You can find this ID in the Email Campaign page: 

Once that has been applied to the mailing query, you will also need to configure your query export to include that name of the campaign. 

After these steps are completed, your Account Manager will help send a test email to an existing test lead in your Slate instance to confirm everything is working.

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Step 4: Publish Your Campaign

After configuring both the campaign settings and CRM, you are ready to publish the campaign inside of Halda. 

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