Build a Workflow
2 min
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 the following nodes to the top and bottom paths after the Fork:
- Top - Load File Node (Add Label: File Based List)
- Bottom Build Audience Node (Add Label: Low Risk and Top Customers)
File Based Targeting
- Click on the File Based List node. On the right side panel:
- Under Sample file click the button Select file
- Select the file that you downloaded earlier from above.
- Click Select file again and choose the file for this lab
- Click Confirm
- Under Target file click Select file
- Choose the file for this lab
- Click Save.
Build Audience Queries
- 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
- Click on the 3 dots and click "Add Group", as we are creating a nested group for our first condition:
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- For the first condition, click on the bar that says, "Click here to create a condition":
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- Scroll down in the Select Attribute window and click on "Recipients Member Value".
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- Click to add a condition and choose @recipients-memberValue > clientTier
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- Set condition Client Tier equal to Premier OR clientTier equal to Private Client:
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- We are going to add an additional condition for Credit Risk Rating
- From the top, click on the "Add Condition" button:
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- Similar to the process above, click to create the condition. Scroll down to the group "Recipient Accts":
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- Inside of Recipient Accts, scroll down and select "Risk Rating". Click confirm to add it to the canvas:
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- Set the Risk Rating to Less Than 3, using the Operator and Value options for the custom condition:
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- As a last step, click on the "Calculate" button to review the total number of profiles that will be targeted in this Audience:
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- Click Calculate to see the Profiles targeted:
- Click Confirm and exit to Canvas.
- Click Save to make sure you save your work.
Add Reconciliation
- On the Top Path (File Based List)
- Click on the + sign and add a Reconciliation Node:
- Select a new targeting dimension: Recipients
- Select Simple Attributes
- Click on Add rule
- Source: File Based List --> recipientId
- Destination: Recipients --> 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 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!