Quick Workflow Overview
- 1Campaigns
- 2Set Banners
- 3Scheduling
- 4Manage Rules
- 5Set Priority
- 6Deployed
CampaignsSet BannersSchedulingManage RulesSet PriorityDeployed
Prerequisites
Admin / Manager / Editor role required. Upload campaign banners first under Settings → Branding if you haven't already.
Creating Campaigns
1
Navigate to Campaigns
Open sidebar → click Campaigns.
2
Create New Campaign
Click Create Campaign.
3
Select Banner & Set Link
Campaign Details
- Enter a campaign name and description.
- Select a banner from Settings → Branding or upload one there first.
- Add an optional link URL and image alt text.
- Schedule start and end date/time.
4
Fine-tune Details
- Keep banner height reasonable for email clients.
- Use clear alt text for accessibility.
- Confirm schedule timezone before go-live.
- Use Preview and Testing after linking to a rule.
5
Save Campaign
Save the campaign, then associate it with a rule under Rules.
Rule Assignment & Priority
1
Open Rules
Go to sidebar → Rules. Create or edit a rule and attach this campaign.
2
Define matching conditions
Choose Match ALL (AND) or Match ANY (OR), then add conditions such as:
- Department
- Job Title
- Groups
3
Set priority number
Priority must be between 1 and 100. Lower number = higher priority (1 is evaluated first).
Understanding Priority Logic
Highest PriorityLowest Priority
1 – 151 – 100
WiseSignly evaluates rules from the lowest priority number upward. The first matching rule wins, only one rule applies per user.
Pro Tip
Put specific rules at low numbers (1–15). Reserve 90–100 for organization-wide fallback rules.
Best Practices & Quick Tips
Campaign Design
- Keep visible height under 100px for banners
- Use external image hosting
- Test dark mode & mobile
- Always preview in Outlook/Gmail
Rules & Priority
- Upload banners in Settings → Branding before creating campaigns
- Associate campaigns to rules, banners do not deploy on their own
- Use Preview and Testing to verify which template and banner apply
- Keep a fallback rule near priority 100

