Build a Workflow

1 min

We will launch our omni-channel summer campaign to promote our offers/services based on cohorts. We will target social media and email. We will accomplish this by creating a campaign workflow that targets our list of recipients. Using data on a list, we will categorize these targetable recipients into cohorts. The cohorts will be distributed among High, Low, and Complement (the mediums).

Workflow Steps

In general, these are the steps of our campaign workflow:

Query Campaign Metadata – Extract campaign constraints and/or metadata from the list dataset(s) you uploaded into the system on x basis.

Enrich Profiles – Augment each member of the list with propensity information and any other information you might find relevant for campaign personalization.

Enlist Members – Merge qualified members on the campaign list with recipients

Segment by Cohorts – Target three distinct cohorts based on scores

Add Save Audience and Message (Email) Nodes

Create Schedule, and Publish!

Add "Build Audience"

Click the Plus Sign Icon in the canvas.

Select Build Audience

Select our Lab Brand List Table as the Targeting Dimension

Click Create Audience and add a condition

The criteria should be listId equal to 12052025

Click calculate.

Confirm, hit Start

Add "Enrichment"

Click the Plus Sign Icon

Select the Enrich Node

Add 3 Enrichment data attributes: ResponseModel, EnrollDate, DivisionalPreference by following these steps:

Click Add Enrichment Data

Select Attribute from the Targeting Dimension

Do these steps for at least 1 of the above fields. ResponseModel is the only one required to complete this lab.

Add "Reconciliation"

Select a new targeting dimension: Recipient

Select Simple Attributes

Click on Add rule

Source: Targeting Dimension --> recipientId

Destination: recipientID

Click on Create Filter

Confirm

Hit Re-Start

Add a "Split"

Click on the plus sign, next to your Reconciliation node.

Select the Split Node

On Subset, change the name to Model-High

Transition Label: Model-High

Segment Code: MH

Click Create Filter, and Add a condition

Condition: responseModel greater than 2

Confirm

Click Add Segment

Repeat the previous steps on the Result Segment and use:

Transtion Label: Model-Low

Segment Code: ML

Condition: responseModel less than 2

Once done, select: Generate complement

Click Start/Resume

Add "Save Audience"

Click the plus sign next to the Complement (Model-Medium; which will include only records equal 2) path of your split

Select Save Audience

Audience Label: Medium Propensity - Initials

Select the Profile Mapping Field: Recipients - recipientID

Add an Audience Mapping: responseModel

On the other 2 paths, click the plus sign and select email. Congratulations, you completed Campaign Workflow orientation!