Create a Campaign

3 min

This exercise will walk through the steps to create a Campaign in the Adobe Campaign V8 Web UI.

Campaigns are a combination of workflows and deliveries. Each campaign can contain multiple workflows and each workflow can include one or more deliveries.

Create a Campaign

Navigate to Campaigns from the left navigation menu:
Click on Create Campaign in the top right corner of the screen:
On the next screen, define the Properties and Schedule for the Campaign. Choose a template and provide a Label that you will recognise later. This is also where you can update the folder or schedule dates for the campaign.
Click Create
You will arrive at a screen with 2 tabs: Workflows and Deliveries. What you see configured here will depend on which campaign template has been selected when creating the campaign. In this instance a default empty workflow has been created for you.
The Deliveries tab is where you will find all deliveries related to the campaign. Currently this will be empty.
You can add deliveries directly to this tab using the Create delivery button and configure them the same way we saw in the last exercise. Alternatively you can use a workflow to define a more complicated set of actions which might include multiple steps and multiple deliveries across channels.

This is what we will do for this exercise, let's now create a multi-step campaign to send an email, wait for 3 days then send a reminder via SMS to anyone that clicked through but has not yet purchased.

Configure the workflow

Return to the workflows tab and click to open the default workflow.
Click on the + and select Build Audience
We'll use the audience we created earlier so change the option from creat your own to Read audience. Then click Continue.
Select the audience you created
Now let's add an Email activity
In the activity properties you can choose whether you want to create a single or a recurring delivery and which delivery template to start from. Leave the settings as default
Toggle the Generate an outbound transition option as we want the campaign to continue beyond the delivery.
Click on Create delivery to create a new delivery and attach it to the campaign.
This opens the delivery window which you saw in the last exercise. Note that the audience is set for you since it will come from the query in the workflow.
Click to edit the email content and give your email a subject line and some content. Click Save and return to the workflow using the arrow on the top left.
Add a wait activity to the transition after your email.
Set the wait duration to 3 days.
Add a Build Audience activity after the wait
For this we'll use a pre-defined filter to query for everyone who clicked on the email. In the query builder select Predefined filter
Select the Customers who clicked on previous delivery and click Confirm
Your query should look like this. Click confirm.
Now let's exclude anyone who has made a purchase in the last 3 days. Add a Split activity to your workflow.
Name your segment Purchasers. Toggle to Generate complement. This will give allow anyone who doesn't fall into the purchasers segment to follow complement path.
Click on Create filter to configure the purchasers segment.
Find the Orders table linked to the targeting dimension.
Click into it and select Transaction Date. Then click Confirm.
Change the condition settings to look for transactions in the last 3 days
Click Confirm when you're happy with your query.
Add an End activity to the Purchasers branch. And add an SMS activity to the Complement.
Click Create delivery to create an SMS Delivery. This will open the delivery properties similar to the Email Delivery.
You can add content for your SMS by clicking Edit content.
Save your Delivery and return to the workflow using the arrow on the top left.
Save your workflow. Congratulations you have created your first multi-step, multi-channel campaign in Adobe Campaign v8!
Return to the campaign by clicking the arrow on top left.
Click to the Deliveries tab and you can see the 2 deliveries you created in your workflow. You can edit the content and view individual settings from this view.

This completes the lab on creating a Campaign.