--- title: Build a Workflow slug: multi-customer-ajoco-aug-2026/build-a-workflow docTags: createdAt: 2025-10-15T23:29:41.763Z --- ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/A4cEeprBhKUKFGKAKorNF_screenshot-2026-08-13-at-111159-am.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"} ## Lab Material ::File{src="https://api.archbee.com/api/presign/1Jp0iolWv35Z_mkI7oUiT/Knob2plQpnzsthWXUROfz_sample-file.csv" label="Sample_FILE.csv"} ::: ::::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 the following nodes to the top and bottom paths after the Fork: 1. **Top** - Load File Node (Add **Label: File Based List)** 2. **Bottom** Build Audience Node (Add **Label: Low Risk and Top Customers) ** ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/gbJjkz4HQeKhJgx8v0vak_image.png) **** ### File Based Targeting 1. Click on the **File Based List **node. On the right side panel: 1. Under **Sample file **click the button **Select file** 2. Select the file that you downloaded earlier from above. 3. Click **Select file **again and choose the file for this lab 4. Click **Confirm** 5. Under **Target file **click Select file 6. Choose the file for this lab 7. Click **Save.** ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/DY0aUfkxAjC07rzDx2Iy0_screenshot-2026-08-12-at-115449-am.png" size="50" isUploading="false" width="320" height="828" darkWidth="320" darkHeight="828" showCaption="false"} ### Build Audience Queries 1. 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** ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/2v0Dru2ODQGBj1a_biDWM_image.png" size="50" isUploading="false" width="443" height="321" darkWidth="443" darkHeight="321" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="6" listRestartPolite="6" indent="2"} Click on the 3 dots and click "Add Group", as we are creating a nested group for our first condition: ::: :::Paragraph{listStyleType="decimal" listStart="7" indent="2"} ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/WBV3jsAd7FkhiL1ek-ky2_image.png) :::Paragraph{listStyleType="decimal" listStart="8" listRestartPolite="8" indent="2"} For the first condition, click on the bar that says, "Click here to create a condition": ::: :::Paragraph{listStyleType="decimal" listStart="9" indent="2"} ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/8h41kBXmNXHof3zdbmPDa_image.png) :::Paragraph{listStyleType="decimal" listStart="10" listRestartPolite="10" indent="2"} Scroll down in the Select Attribute window and click on "Recipients Member Value". ::: :::Paragraph{listStyleType="decimal" listStart="11" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/lSpI_GpChdCIfv4z6B4pW_image.png" size="50" isUploading="false" width="654" height="612" darkWidth="654" darkHeight="612" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="12" listRestartPolite="12" indent="2"} Click to add a condition and choose **@recipients-memberValue > clientTier** ::: :::Paragraph{listStyleType="decimal" listStart="13" indent="2"} **** ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/p7bUR1COfLJLkVgrcX4GK_image.png" size="50" isUploading="false" width="644" height="608" darkWidth="644" darkHeight="608" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="14" listRestartPolite="14" indent="2"} Set condition** Client Tier equal to Premier OR clientTier equal to Private Client:** ::: :::Paragraph{listStyleType="decimal" listStart="15" indent="2"} **** ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/B67JvBqKWSCTaEzQVUo65_image.png) :::Paragraph{listStyleType="decimal" listStart="16" listRestartPolite="16" indent="2"} We are going to add an additional condition for Credit Risk Rating ::: :::Paragraph{listStyleType="decimal" listStart="17" indent="2"} From the top, click on the "Add Condition" button: ::: :::Paragraph{listStyleType="decimal" listStart="18" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/Foxp31fXGbwM6eH_OUZzm_image.png" size="50" isUploading="false" width="247" height="141" darkWidth="247" darkHeight="141" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="19" listRestartPolite="19" indent="2"} Similar to the process above, click to create the condition. Scroll down to the group "Recipient Accts": ::: :::Paragraph{listStyleType="decimal" listStart="20" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/XxgMJdSu8Fjcs8WS90aTq_image.png" size="50" isUploading="false" width="642" height="609" darkWidth="642" darkHeight="609" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="21" listRestartPolite="21" indent="2"} Inside of Recipient Accts, scroll down and select "Risk Rating". Click confirm to add it to the canvas: ::: :::Paragraph{listStyleType="decimal" listStart="22" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/ykNxypLnbV9MqSiThlxdl_image.png" size="50" isUploading="false" width="653" height="613" darkWidth="653" darkHeight="613" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="23" listRestartPolite="23" indent="2"} Set the Risk Rating to Less Than 3, using the Operator and Value options for the custom condition: ::: :::Paragraph{listStyleType="decimal" listStart="24" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/K-rnJdMm6QhDaRbmZauTp_image.png" size="50" isUploading="false" width="330" height="380" darkWidth="330" darkHeight="380" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="25" listRestartPolite="25" indent="2"} As a last step, click on the "Calculate" button to review the total number of profiles that will be targeted in this Audience: ::: :::Paragraph{listStyleType="decimal" listStart="26" indent="2"} ::: ::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/V5HIys4cMjWxCBbqyF4Ig_image.png" size="50" isUploading="false" width="253" height="330" darkWidth="253" darkHeight="330" showCaption="false"} :::Paragraph{listStyleType="decimal" listStart="27" listRestartPolite="27" indent="2"} Click **Calculate **to see the Profiles targeted: ::: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/w-9ai1nkcEc50rafe7QFl_ctc-0676.jpg) :::Paragraph{listStyleType="decimal" listStart="28" listRestartPolite="28" indent="2"} Click **Confirm** and exit to Canvas. ::: :::Paragraph{listStyleType="decimal" listStart="29" indent="2"} 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: ![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/h4Vj_UoevsNOqYycsz7CJ_image.png) :::Paragraph{listStyleType="disc" indent="2"} Select a new targeting dimension: **Recipients** ::: :::Paragraph{listStyleType="disc" indent="2"} Select **Simple Attributes** ::: :::Paragraph{listStyleType="disc" indent="2"} Click on **Add rule** ::: :::Paragraph{listStyleType="disc" indent="2"} Source: **File Based List --> recipientId ** ::: :::Paragraph{listStyleType="disc" indent="2"} Destination: **Recipients --> recipientID** ::: :::Paragraph{listStyleType="disc" 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 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!** ::::