How to manually set up a campaign

With Penbox, you can create your own campaign to reach out to all your customers effortlessly, saving precious time. This guide will walk you through the process of setting up your campaign.

How to Create a campaign list

Go to app.penbox.io and login
In the left most column click on Campaigns & Lists
In the top bar click on Create a campaign
Enter the name of your campaign in the modal and click on Create

In order to setup the campaign you will follow four steps, Upload, Mapping, Option, and Creation.

How to upload the campaign data (Upload)

In the top right corner click on Add Data
In the pop-up select your file type
There are two kind of file types: CSV & Brio
- CSV files are used for campaigns for which the contact data is not extracted from Brio PLW
- Brio files are used for campaigns for which the contact data is extracted from Brio PLW, and the data needs to be imported back into Brio PLW

Note: For Brio files, you need to have an Brio extract of your Contact and Policies list, and your Brio affiliation number. To extract these files follow the steps in this manual. INSERT LINK

Upload your file file(s) by clicking on Load file
For Brio files, fill in your Brio Affiliation number
Select the flow that you want to use for your campaign
Click on Upload files

Setup your data variables (Mapping)

After uploading your files you will be redirected to the second step (Mapping)
Allocated to right variable type to the right column, this is to ensure that your end-users flows are correctly pre-filled

At Penbox there are the following variable types:

Variable type	Value	Description
user.given_name	Plain text	First name contact
user.family_name	Plain text	Surname contact
user.email	Plain text	E-mail contact
user.phone	Numerical	Phone number contact
data.address_street	Plain text	Street name contact
data.address_number	Numerical	House number contact
data.address_box	Plain text	House number addition contact
data.address_zip	Plain text	Zip code contact
data..address_city	Plain text	Place of residence
data.address_country	Plain text	Country of residence
data.date_of_birth	Numerical	Contact's data of birth
data.title	String	Contact's title
data.marital_status	String	Marital status contact
data.childern_has	TRUE or FALSE	Does the contact have children
data.professional_status	String	Contact's profession
data.profession_free_text	Plain text	Contact's profession free text
data.sector_free_text	Plain text	Contact's sector of employment
data.nationality	Plain text	Contact's nationality
data.iban	Plain text	Contact's Iban
data.eid_sent
data.driver_driving_license_has	TRUE or FALSE	Does the contact have a driving license ?
data.polite		Contact's flow politeness form
data.show_scsenarios
user.internal_ref	Plain text	Contact's internal reference
user.local	nl, fr, en or du	Contact's flow language

Tip: Add these variables on top of each column, this way the software will automatically allocate the variable type to the correct column. However, you can also manually assign them to the right column after uploading the csv file

Select the flow options (option)

In the next step (option) select the formality of the email
- The standard Penbox emails are set as friendly
You can still make edits to the campaign the clicking on View the different scenarios
- An overview will open showing you you flow settings, click on the toggle button to activate or deactivate them.
Next click on Validate options

Create the requests (Creation)

After clicking on Validate options you will be directed to the next step. Click on Start creating

Note: it might take a couple of minutes to create all the request.

The request have been created and are ready to be planned. Click here to learn how to plan and pause your campaign.