--- title: Build a Workflow slug: ajoco-multicx-jun26/build-a-workflow docTags: createdAt: 2025-10-15T23:29:41.763Z --- ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/8jybDfPEizps9Egul5Eyb-20260302-165738.png) :::ExpandableHeading{isOpen="true"} ## 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. ::: ::::ExpandableHeading{isOpen="true"} ## 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" darkWidth="775" darkHeight="920" 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" darkWidth="1176" darkHeight="430" 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" darkWidth="307" darkHeight="454" 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 **Confirm** 4. Click **Create Audience** 5. Click **Add Condition** 6. Choose **@recipients-accts > risk\_rating** 7. Click **Confirm** 8. The criteria should be **risk\_rating less than 3 ** 9. We are going to add an additional condition for Client Tier. Click on the three dots and choose "Add Group": 10. ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/5NvxAkuRIsZE78IGp6pz8_ctc-0675.jpg" size="58" width="340" height="209" position="center" darkWidth="340" darkHeight="209" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="11" listRestartPolite="11" indent="2"} Similar to the steps above, click to add a condition and choose **@recipients-memberValue > clientTier** ::: :::Paragraph{listStyleType="decimal" listStart="12" indent="2"} Set condition** clientTier equal to Premier OR clientTier equal to Private Client** ::: :::Paragraph{listStyleType="decimal" listStart="13" indent="2"} Click **Calculate **to see the Profiles targeted: ::: :::Paragraph{listStyleType="decimal" listStart="14" indent="2"} ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/w-9ai1nkcEc50rafe7QFl_ctc-0676.jpg) 15. Click **Confirm** and exit to Canvas ### Add Reconciliation - **On the Top Path (Adhoc List query)** - Click on the + sign and add a Reconciliation Node: - ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/njuCSFgUrOLx4MIEI5AbS_ctc-0678.jpg" size="70" width="636" height="680" position="center" darkWidth="636" darkHeight="680" showCaption="false"} :::Paragraph{listStyleType="disc" indent="2"} Select a new targeting dimension: **Recipients** ::: :::Paragraph{listStyleType="disc" listStart="2" indent="2"} Select **Simple Attributes** ::: :::Paragraph{listStyleType="disc" listStart="3" indent="2"} Click on **Add rule** ::: :::Paragraph{listStyleType="disc" listStart="4" indent="2"} Source: **Targeting Dimension --> recipientId ** ::: :::Paragraph{listStyleType="disc" listStart="5" indent="2"} Destination: **recipientID** ::: :::Paragraph{listStyleType="disc" listStart="6" indent="2"} Click **SAVE** ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/yo4DalDYaUPXFZdRENTCj-20260127-223823.png" size="44" width="301" height="697" position="center" darkWidth="301" darkHeight="697" showCaption="false" indent="2"} ### Add a Combine - On the **Top Path**, click the **plus sign** - **Add** a **Combine Node** - **** ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/kUDK6kZmCscRCUGkN5lEq_ctc-0679.jpg" size="60" width="609" height="676" position="center" darkWidth="609" darkHeight="676" showCaption="false"} - Select **Intersection **as the type. - Click on the Check Box for "Low Risk and Top Customers" to merge the two paths: - ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/fBeKNb2JqU45VQ2lUlMQc_ctc-0681.jpg" size="80" width="1765" height="619" position="center" darkWidth="1765" darkHeight="619" showCaption="false"} - 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": - ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/4jVYMUz_s6iY3bnj0EHnp_ctc-0682.jpg" size="62" width="312" height="294" position="center" darkWidth="312" darkHeight="294" showCaption="false"} - 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** ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/MEoUV1X9rrMRA2Fdy1cMo-20260302-164343.png" size="50" width="594" height="1208" position="center" darkWidth="594" darkHeight="1208" 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 to review counts: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_m8i9G05mo-4-Uv4I3zn4-20260302-164912.png" size="50" width="600" height="1508" position="center" darkWidth="600" darkHeight="1508" 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" darkWidth="395" darkHeight="655" 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" darkWidth="960" darkHeight="503" showCaption="false"} **Congratulations, you completed the Campaign Workflow! Now, we'll add content!** ::::