Build a Workflow

1 min

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.

Create a Campaign

Click Create Campaign

Choose Orchestration - Marketing

Name your campaign : Test Campaign - NN

Add a Fork

Click on the Plus Sign Icon in the canvas

Select Fork under flow control

Add a Build Audience node to both paths

Top Build Audience Node Label: Adhoc List

Bottom Build Audience Node Label: Low Risk and Top Customers

Build Audience Queries

Click back on Adhoc List Audience Node: Adhoc List

Click the Folder Icon under Targeting Dimension

Select your Ad-hoc List

Click the button Create Audience

Click Add Condition

The criteria should be listId equal to 12052025

Click Calculate.

Confirm and exit to Canvas

Click back on Low Risk and Top Customers (Bottom Path Build Audience Node)

Click on the Folder Icon Under Targeting Dimension

Select Recipients

Click the button Confirm

Click Create Audience

Click Add Condition

Choose @recipients-accts > risk_rating

Click Confirm

The criteria should be risk_rating less than 3

We are going to add an additional condition for Client Tier. Click on the three dots and choose "Add Group":

Similar to the steps above, click to add a condition and choose @recipients-memberValue > clientTier

Set condition clientTier equal to Premier OR clientTier equal to Private Client

Click Calculate to see the Profiles targeted:

Click Confirm and exit to Canvas

Add Reconciliation

On the Top Path (Adhoc List query)

Click on the + sign and add a Reconciliation Node:

Select a new targeting dimension: Recipients

Select Simple Attributes

Click on Add rule

Source: Targeting Dimension --> recipientId

Destination: recipientID

Click SAVE

Add a Combine

On the Top Path, click the plus sign

Add a Combine Node

Select Intersection as the type.

Click on the Check Box for "Low Risk and Top Customers" to merge the two paths:

Click on the Reconciliation Options and select "A selection of Columns" for the Reconciliation Type.

Click on Reconciliation Options - "Add Attribute" and select the "RecipientID":

Click SAVE.

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

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 to review counts:

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

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

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