Campaigns

Complete campaign setup from a single brief

Ask for a campaign. Sortment builds the audience, content, timing, experiment, and goal tracking in one setup.

Explore the 30-day POC

No credit card · No migration · One revenue metric moved in 30 days

Jazeel to add the campaigns view here, vertically stacked

When lifecycle teams use it

What Strategy AI is built for

Use it when the opportunity is already in your data, but no one has time to find, size, and act on it.

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric

Last week

This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

Catch funnel drops before they compound

Strategy AI flags when a cohort starts behaving differently — before the weekly review catches it.

Surface high-intent users before the window closes

Find users who completed a key step but haven't taken the next one.

Build audiences without a data ticket

Describe what you want in plain language. Strategy AI writes the logic and builds the audience.

Trial-to-paid conversion dropped 11 pts this week. Free users who hit 3 sessions are converting at 19% vs. 30% last month.

Metric

Last week

This week

3-session users

440

481

Trial-to-paid

30%

19% ↓

Formulating…

Campaign builder

From campaign idea to ready-to-send setup

Describe the campaign. Sortment assembles audience, content, experiment, timing, and goal in one setup.

Describe the campaign

Ask for the campaign in plain language. Include the audience signal, channel, goal, any offer, and timing or suppression constraints.

Review audience, content, and timing

Sortment creates a full campaign setup: audience with estimated reach, subject line variants, send timing, experiment split, QA checks, and a conversion goal.

Send or sync

Send through Sortment, sync audience and content to your existing ESP, or trigger a webhook. All options from the same setup screen.

Create a winback for paid users inactive 30+ days. Offer 15% off. A/B test subject lines. Track reactivation.

Thought for 10s

Built audience of 4,100 lapsed paid users. Assembling campaign with 2 subject variants.

Description

Subject A

"We've missed you — here's 15% off"

Subject B

"Your account is waiting"

Split

50/50 · auto winner at 4h

Goal

Session started within 7 days

Lapsed paid users (30+ days)

4,100 users

High

last_login: null > 30 days
subscription_status: paid_active

Building content and QA checks…

“Before Sortment, one campaign took most of a week. With Content AI, we brief it, get copy, variants, and QA in hours, then push. We went from eight campaigns a month to over thirty.”

Divyeshwari Singh, PMM, Shopflo

Read full case study

Campaign Capabilities

Everything a campaign needs, built in one ask

From audience targeting to A/B tests, suppression rules, and send controls, all created from a single campaign brief.

Suppression, frequency, and overlap checked per send

Every campaign checks unsubscribes, recent sends, journey overlaps, and frequency caps before anything goes out.

Here's the pre-send checklist for the "Paid Winback — 30-Day Lapse" campaign.

Check

Status

Users affected

Unsubscribes

Excluded

408 removed

Recent send (3-day window)

Applied

84 suppressed

Journey overlap

None

—

Frequency cap (2/week)

Applied

57 suppressed

Target by account, not just individual contacts

All contacts at the same account get the same variant, no account is split across groups in an experiment.

Contact level

Acme Corp

Alice

Variant A

Variant B

Carol

Variant A

Account level

Acme Corp

Alice

Variant A

Carol

Variant A

A/B tests built in, not bolted on

Set variants in the brief, Sortment splits, picks the winner, and promotes it automatically.

Selecting Variant A as the winning variant. Sending it to remaining 48% of the audience.

Variant A

24.1%

Variant B

19.8%

Holdout Group

10%

Audience, content, timing, and goal, one ask

Audience, content, timing, QA, and goal assembled in one setup from a brief.

Item

Description

Audience

Paid lapsed (4,100)

Variants

A · B [Optimized]

Goal

Paid conv. · 14d

View campaign

One-time, recurring, or event-triggered sends

Send once, on a recurring schedule, or triggered by an event or audience entry.

One-time

Recurring

Triggered

On entry

From manual campaign building to lifecycle velocity

Content AI helped Shopflo's team test, launch, and iterate on retention and upsell campaigns, without production delays or additional hires.

22%

Reduction in customer churn

18%

Growth in NRR

1 day

to first campaign

The business case

Why lifecycle teams use Campaigns

The campaigns that move metrics are timely, well-targeted, and actually sent, not sitting in a backlog waiting on setup time.

Launch faster around moments

Build campaigns around product launches, promotional windows, and behavior-triggered moments without the usual setup overhead.

The window matters more than the polish.

Feature launches

Promotional sends

Behavior-triggered nudges

Test offers and messages

Run structured experiments on subject lines, offers, and content variants without building separate campaign setups for each test.

Test more. Guess less.

Subject line A/B tests

Discount vs. no-discount variants

Holdout groups

Keep sends controlled

Build suppression rules, frequency caps, and approval steps directly into campaign setup so nothing goes out without review.

Better targeting includes knowing when not to send.

Recent-send suppression

Frequency and fatigue rules

Approval before send

Start where you are. Go as far as you want.

How teams use Sortment

Add Sortment to Braze, Iterable, or any other ESP without migrating, or use it to replace your CEP entirely.

Work with your existing stack

Full CEP replacement

Keep your CEP, add Sortment where it helps.

Your warehouse. Your ESP. Sortment sits in between.

Sortment connects to your warehouse and works with your existing ESP, so you can build real-time audiences, AI-created traits, and segments without data team support.

Map my 30-day POC

Replace scattered tools with one AI-native CEP.

One platform. Every channel. No handoffs.

Sortment replaces your CEP entirely. Journeys, campaigns, segments, content, analytics, and AI agents all run in one platform.

No more coordinating across Asana, Jira, or Slack. No shared resources, no data team tickets, no waiting. Everything your lifecycle team needs to execute, in one place.

Map my 30-day POC