How to Create a Campaign
Creating a campaign in Penbox is simple and efficient. This guide will walk you through the entire process, from creating a campaign list to uploading and mapping your data, selecting flow options, and generating requests. Follow these steps to get started:
1. Create a Campaign List
- Log in to app.penbox.io.
- In the left-hand menu, click on Campaigns & Lists.
- In the top bar, click on Create a Campaign.
- Enter the name of your campaign in the modal and click Create.
Once your campaign is created, you will go through four key steps: Upload, Mapping, Option, and Creation.
2. Upload Campaign Data (Upload)
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In the top-right corner, click on Add Data.
-
In the pop-up, select your file type:
- CSV Files: Use this option if your contact data is not extracted from Brio PLW.
- Brio Files: Use this option if your contact data is extracted from Brio PLW and needs to be imported back into Brio PLW.
BRIO Campaigns
For Brio campaigns, see our specific documentation: link
- Upload your file(s) by clicking on Load File.
- Select the form template you want to use for your campaign.
- Click Upload Files to proceed.
3. Map Data Variables (Mapping)
After uploading your files, you'll be redirected to the Mapping step. Here, you'll allocate the correct variable types to each column in your data file to ensure your forms are properly pre-filled.
Common Variable Types in Penbox:
| Variable Type | Value Type | Description |
|---|---|---|
user.given_name | Plain text | First name of the contact |
user.family_name | Plain text | Last name of the contact |
user.email | Plain text | Email address of the contact |
user.phone | Numerical | Phone number of the contact |
data.address_street | Plain text | Street name of the contact |
data.address_number | Numerical | House number of the contact |
data.address_box | Plain text | House number addition of the contact |
data.address_zip | Plain text | Zip code of the contact |
data.address_city | Plain text | City of residence |
data.address_country | Plain text | Country of residence |
data.date_of_birth | Numerical | Date of birth of the contact |
data.title | String | Title of the contact |
data.marital_status | String | Marital status of the contact |
data.children_has | TRUE or FALSE | Whether the contact has children |
data.professional_status | String | Profession of the contact |
data.profession_free_text | Plain text | Free-text description of the contact's profession |
data.sector_free_text | Plain text | Sector of employment |
data.nationality | Plain text | Nationality of the contact |
data.iban | Plain text | IBAN of the contact |
data.driver_driving_license_has | TRUE or FALSE | Whether the contact has a driving license |
user.internal_ref | Plain text | Internal reference of the contact |
user.local | nl, fr, en, du | Preferred language for the contact's flow |
Tip
Add these variables as headers in your file to automatically map them to the correct columns. Otherwise, you can manually assign them after uploading.
4. Select Flow Options (Optional)
Once the data mapping is complete, you’ll proceed to the Options step.
- An overview of your flow settings will appear.
- Use the toggle buttons to activate or deactivate specific flow options as needed.
- Click Validate Options to confirm your selections.
5. Create Requests (Creation)
After validating your flow options, you’ll move to the Creation step.
- Click on Start Creating to generate all requests for the campaign. This process may take a few minutes, depending on the number of contacts.
- Once complete, your requests will be created and ready to be scheduled.
What’s Next?
Now that your campaign is created, you can plan or pause it as needed. Learn how to schedule and manage your campaigns. With these steps, you can efficiently reach your contacts and manage bulk requests with ease.
Updated 6 days ago