After setting up the Trbo integration, you can now create your first message by selecting the newly created integration from the "Send via integration dropdown". We strongly recommend giving your message a descriptive name, as this can easily help you identify what this segment transfer is doing at a glance and it will also appear on your Trbo campaign's user interface.
You can now select one of the "Shops" you have defined on Trbo and select one of the active campaigns that you would like to transfer audiences to.
CrossEngage automatically extracts your campaign Start and End date and displays them upon selection in the current format:
Additionally, if your current CrossEngage campaign does not have at least one dispatch within the "Start" and "End" date of your Trbo campaign, we will immediately notify you to allow you to change the dates to ensure that the users transferred will see this onsite campaign.
If you do not plan to add any additional rules to a Trbo campaign and you plan on using this campaign only with CrossEngage segments, please ensure that you add a placeholder to avoid displaying the campaign to your entire Trbo account audience.
To add a placeholder, when creating or updating a campaign on your Trbo user interface, add the following rule:
- CrossEngage Segment is "reserved" (can be any word you choose)
Users will be automatically removed from the Trbo campaign audience by the end of their selected lifespan or the end of the Trbo campaign, depending on which occurs first. You may select a lifespan from 30 minutes and up to 90 days.
CrossEngage also gives you the ability to overwrite the existing audience each time a campaign runs. This option is only valid for "Audience" campaigns. If you would like to overwrite the audience, please check the box under the "Overwrite list" section.