Lab: Direct Mail Campaign
description: >-
This lab details instructions for setting up a Direct Mail Campaign. Campaigns
are used to create ad-hoc messages (email, sms, push, etc) to a defined
audience segment.(Note: Some steps presented in the AJO Modules may vary, depending on the presenter, as content frequently changes.) Navigate to Campaigns in the AJO Interface:
Click on “Create Campaign”
Click on "Direct Mail" under Actions and then choose the "Multichannel Marketing" from the message surface dropdown. Then click Create.
- Provide a title (Newsletter Invitation - INITIALS) and if you'd like a description.\
Under Actions, click 'Edit Content'
- Within the Direct Mail File, provide File Name.
- Click Add button.
First Field Label will be First Name. Click on the Personalization Button and search for Personalization Attribute: First Name.
Do Step 7 and 8 but this time for Last Name and Address (Search for "Street 1" attribute and look for the Direct Marketing one.)
- Go Back To Campaign Configurations.
Under Audience, choose 'All Users' or 'Select Audience' to use a previously defined segment. Change the namespace to CRMID
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Define Start and End schedule for the Campaign
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Click Review to Activate. (Note: You do not have to Activate for this Lab.)
Confirm your File Design and then exit out of the designer.
- End of lab.