---
title: Build a Workflow
slug: ajo-orchestrated-campaigns-lab-feb25/build-a-workflow
docTags: 
createdAt: 2025-10-15T23:29:41.763Z
---

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/y2ZdNttG3Qqb6ZoBIkaeQ-20251124-233734.png)

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## Lab Use Case

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:

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Query Campaign Metadata – Extract campaign constraints and/or metadata from the list dataset(s) you uploaded into the system on x basis. 
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:::WorkflowBlockItem
Enrich Profiles – Augment each member of the list with propensity information and any other information you might find relevant for campaign personalization.
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:::WorkflowBlockItem
Enlist Members – Merge qualified members on the campaign list with recipients
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:::WorkflowBlockItem
Segment by Cohorts – Target three distinct cohorts based on scores
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:::WorkflowBlockItem
Add Save Audience and Message (Email) Nodes
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:::WorkflowBlockItem
Create Schedule, and Publish!
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## Exercise

### Add "Build Audience"

1. Click the **Plus** Sign **Icon **in the canvas.
2. Select **Build Audience**
3. Select our **Lab Brand List Table** as the **Targeting Dimension**
4. Click **Create Audience** and **add a condition**
5. The criteria should be ***listId equal*** ***to*** ***12052025***
6.  Click **calculate**.
7. Confirm, hit Start

   ::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"}

### Add "Enrichment"

- Click the Plus Sign Icon
- Select the **Enrich Node**
- Add 3 Enrichment data attributes: <u>**ResponseModel**</u>**, 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.&#x20;

  ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/aOwz1XzDIG6tOC5lCT5f1-20260127-223552.png" size="50" width="304" height="539" position="center" showCaption="false"}

### Add "Reconciliation"

- Select a new targeting dimension:  **Recipient**&#x20;
- Select **Simple Attributes**
- Click on **Add rule**
- Source: **Targeting Dimension --> recipientId&#x20;**
- Destination: **recipientID**
- Click on **Create Filter**
- Confirm
- Hit Re-Start

  ::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 "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

:::Paragraph{indent="1"}

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::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/SkQnf6vMlEit08JsDJtMB-20260127-225029.png" size="50" width="318" height="783" position="center" showCaption="false" indent="2"}

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/70_RkFKkGWGEEI5tSnZjR-20251205-162823.png)

### 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!**
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