---
title: Build a Workflow
slug: ajo-oc-lab-april26/build-a-workflow
docTags: 
createdAt: 2025-10-15T23:29:41.763Z
---

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/8jybDfPEizps9Egul5Eyb-20260302-165738.png)

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## Lab Use Case

Create a workflow in Campaign Orchestration that targets the uploaded list and based on specific attributes.

Combine the ad-hoc data with data that has been ingested in other datasets within the workflow.

Create a split of the data to configure multiple cohorts to personalize based on preferences. 
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## Exercise

### Create a Campaign

1. Click Create Campaign
2. Choose **Orchestration - Marketing**
3. Name your campaign : Test Campaign - NN

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Nwey3TgiDZUk30wh7ku8i_screenshot-2026-04-07-at-80104aam.png" size="68" width="775" height="920" position="center" showCaption="false"}

### Add a Fork

1. Click on the **Plus** Sign **Icon** in the canvas
2. Select **Fork **under flow control 
3. Add a **Build Audience node** to **both** paths
   1. **Top** Build Audience Node** Label: Adhoc List**
   2. **Bottom** Build Audience Node **Label: Low Risk and Top Customers **

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/5FIibuUOPRJOF2e-zJiUa_screenshot-2026-04-07-at-80822aam.png" size="78" width="1176" height="430" position="center" showCaption="false"}

### Build Audience Queries

1. Click back on Adhoc List Audience Node: **Adhoc List**

   1. **Click** the **Folder Icon** under Targeting Dimension
   2. Select your **Ad-hoc List**
   3. Click the button **Create Audience**
   4. Click **Add Condition**
   5. The criteria should be ***listId equal*** ***to*** ***12052025***
   6.  Click **Calculate**.
   7. **Confirm** and exit to Canvas


   ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/zEIBz5za-Gijy0uHc9J6j-20260127-223414.png" size="50" width="307" height="454" position="center" showCaption="false"}
2. Click back on Low Risk and Top Customers (Bottom Path Build Audience Node)
   1. **Click** on the **Folder Icon** Under Targeting Dimension
   2. Select **Recipients**
   3. **Click** the button **Continue**
   4. Click **Add Condition**
   5. Choose **@recipients-accts > risk\_rating**
   6. The criteria should be **risk\_rating less than 3 **
   7. Choose **@recipients-memberValue > clientTier**
   8. Set condition** clientTier equal to Premier OR clientTier equal to Private Client**
   9. Click **Calculate**
   10. **Confirm** and exit to Canvas


       ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/s-qcBS64LCqSeqE1VsmfK-20260302-162151.png" size="50" width="620" height="1000" position="center" showCaption="false"}

### Add Reconciliation

- **On the Top Path (Adhoc List query)**

  -  Select a new targeting dimension:  **Recipients**
  - Select **Simple Attributes**
  - Click on **Add rule**
  - Source: **Targeting Dimension --> recipientId **
  - Destination: **recipientID**
  - **Confirm**

  ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/yo4DalDYaUPXFZdRENTCj-20260127-223823.png" size="44" width="301" height="697" position="center" showCaption="false"}

### Add a Combine

- On the **Top Path**, click the **plus sign** 
- **Add** a **Combine Node**
- Select **Intersection**
- Click on the Check Box to select the **bottom path** Query
- Click **Start** on the Canvas

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/70ksOLF522JTAI9LlNjXZ_screenshot-2026-04-07-at-82717aam.png" size="48" width="398" height="676" position="center" showCaption="false"}

### Add "Enrichment"

- Click the Plus Sign Icon next to our Intersection
- Select the **Enrichment Node**
- Click on **Add enrichment data**
- Choose on **Targeting Dimension > preferredChannel**


  ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/MEoUV1X9rrMRA2Fdy1cMo-20260302-164343.png" size="50" width="594" height="1208" position="center" showCaption="false"}

### Add a Split

- Click on the plus sign, next to your Reconciliation node.
- Select the **Split Node**
- **Add** a total of **3 Segments** (Labels: Email, SMS, Direct Mail)
- Email Segment:
  - Click **Create Filter**
  - Click **Add Condition**
  - Select **preferredChannel**
  - Condition: **preferredChannel equal to email**
- Repeat the steps above but for "sms" and "direct mail" (these are the values)
- Once done, select: **Generate complement**
- Click Start/Resume

  ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_m8i9G05mo-4-Uv4I3zn4-20260302-164912.png" size="50" width="600" height="1508" position="center" showCaption="false"}

### Add Save Audience

- **Click** the plus **sign** next to the Complement path of your split
- Select **Save Audience**
- Audience Label: **Social Media Activation - Initials**
- Select the Profile Mapping Field: **Recipients - recipientID**
- Add an Audience Mapping and feel free to store any attribute you would like to expose as part of the audience

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/WhmMtT2zTc5HriJipVbf9_screenshot-2026-04-07-at-84722aam.png" size="50" width="395" height="655" position="center" showCaption="false"}

### Add Channel Activity Nodes

- On All the other paths of our split, please click the sign plus next to them
- Add Email, SMS, and DirectMail respectively

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/GMXYOeTqpHgL82UuKjMjM_screenshot-2026-04-07-at-84910aam.png" size="82" width="960" height="503" position="center" showCaption="false"}

**Congratulations, you completed the Campaign Workflow! Now, we'll add content!**
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