---
title: Build a Workflow
slug: us-bank-ajo-oc-lab-april26/build-a-workflow
docTags:
createdAt: 2025-10-15T23:29:41.763Z
---
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## Lab Use Case
***Target business customers who have a business card but not a business checking account***
- *Identify all business customers that have a business credit card and do not have a checking account ****(******Customer****** and ******Account****** Dimensions have been defined)***
- Suppress all business customers who have received a business checking offer in the past 6 months. This status is determined from the campaign history logs stored in the cloud. **(Your Campaign File Dimension's column: ****Date**** and ****CampaignIDs****)**
- Stratify customers based on their credit card usage. Create multiple “cells” or sub-audiences based on the card usage stratifications. ***(This is indicated by the Account Dimension's column: ******CardUsageBand******)***
- Create 10% holdouts for each "cell"
- Integrate data and send emails monthly based on each of the "cells". **(Emails will be executed outside of AJO.)**
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## Exercise
### Add a Fork
1. Click on the **Plus** Sign **Icon** in the canvas
2. Select **Fork **under flow control (Label: Checking Campaign)
3. Add a **Build Audience node** to **both** paths
1. **Top** Build Audience Node** Label: Account and Customer**
2. **Bottom** Build Audience Node **Label: Suppression Audience **
### Build Audience Queries
1. Click back on Build Audience Node and Label it: **Business Account No Checking**
1. **Click** the **Folder Icon** under Targeting Dimension
2. Select your **CUSTOMER\_RECIPIENTS**
3. Click the button **Edit Audience**
4. Click **Add Select or save filter**
5. Click **Select predefined filter **
6. Select **BUSINESS\_CARD\_NO\_CHECKING, click confirm**
7. **Confirm** and exit to Canvas
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/2GQQfGK74DJPLyE9C-UI6-20260407-143252.png" size="50" width="598" height="1134" position="center" showCaption="false"}
1. Click back on **Suppression Audience** (Label It: **Previous Campaign Activity**)
1. **Click** on the **Folder Icon** Under Targeting Dimension
2. Select your CAMPAIGN\_MEMBERSHIP\_INITIALS Dimension
3. **Click** the button **Edit Audience**
4. Click **Add Condition**
5. The criteria should be (**CampaignID equal to BUSINESS\_CHECKING\_OFFER) AND (SendDate greater than or equal to 6 months ago**)
6. Click **Calculate**
7. **Confirm** and exit to Canvas
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/zmQxJ-XeSfTSlvlQlccDa-20260407-143621.png" size="50" width="596" height="1060" position="center" showCaption="false"}
### Add Enrichment
- **On the Top Path**
- Select a **Enrichment** node and Label: **Customer Accounts**
- Select primary set **Business Account No Checking**
- Click on **Add Enrichment data**
- Click on **Targeting dimension**
- Click on **ACCOUNTS\_FILE**
- Select **Last4AcctNum**
- click **confirm**
- **Lines to retrieve must be 1**
- Click on Add Attribute
- Select **CardUsageBand**
- **Confirm**
- Click on Add Attribute
- Select AccountType
- **confirm**
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/bw5-wwo4pSDHUHhH9zQTB-20260407-145128.png" size="50" width="277" height="953" position="center" showCaption="false"}
### Add a Combine Node
- On the **Top Path**, click the **plus sign**
- **Add** a **Combine Node**
- Select **Exclusion**
- Make sure both Sets to join are checked (Previous Campaign Activity and Customer Accounts)
- Primary Set: **Customer Accounts**
- Click **Add a rule**
- Select **Join**
- Excluded Set (**Previous Campaign Activity**)
- Click **Source** and select **CustomerID**
- Click **Destination** and select **CustomerID**
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/CU4MNA8u8yy6pidVVHlps_screenshot-2026-04-07-at-110046aam.png" size="50" width="310" height="905" position="center" showCaption="false"}
### Add a Split
- Click on the plus sign, next to your Exclusion node.
- Select the **Split Node and Label: Control/Target Selection**
- **Add** a total of **3 Segments** (Labels: USAGE\_HI\_CONTROL, USAGE\_MED\_CONTROL, USAGE\_HI\_CONTROL)
- USAGE\_HI\_CONTROL:
- Click **Create Filter**
- Click **Add Condition**
- Select **cardUsageBand equal to HIGH**
- Enable Limit
- Limit Size: 10 Percent
- Repeat the steps above but for USAGE\_MED\_CONTROL and USAGE\_LO\_CONTROL but **cardUsageBand** equals **MEDIUM** and **LOW** respectively.
- Once done, select: **Generate complement and Label Target Audience**
- Click Start/Resume
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/6l2R3mbLpHNsR0rdkJDFO-20260407-150622.png" size="50" width="312" height="856" position="center" showCaption="false"}
### Add a Fork
Add a Fork node on the Target Audience path.
### Add Direct Mail
- **Click** the plus **sign** on the first path
- Select **Direct Mail**
- Category: Transactional
- Click Edit Direct Mail
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/mK1BKctX3XRct-g096FqP_screenshot-2026-04-09-at-90728apm.png" size="66" width="678" height="1112" position="center" showCaption="false"}
- Select the 'Direct Mail' preset under Actions
- Click 'Edit Content'
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/kh2YxZOG701ZDWPLrxYTg_screenshot-2026-04-09-at-90913apm.png" size="78" width="1828" height="990" position="center" showCaption="false"}
- Provide a file name
- Add Data Fields :
- CustomerName
- EmailAddress
- AccountType
- CardUsageBand
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/pakPX_WCMITS5StAM7p9D_screenshot-2026-04-09-at-93027apm.png" size="74" width="1308" height="1090" position="center" showCaption="false"}
### Add Save Audience
- **Click** the plus **sign** on the second path
- Select **Save Audience**
- Audience Label: **CHECKING\_CAMPAIGN - Initials**
- Select the Profile Mapping Field: **CUSTOMER\_FILE - CustomerID**
- Add an Audience Mapping:
- CustomerID
- AccountType
- CardUsageBand
- Last4accNum
- CustomerName
::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/AkpF1Xd2FPtPo0B6hgli-_screenshot-2026-04-09-at-85744apm.png" size="64" width="622" height="1144" position="center" showCaption="false"}
### Add End Activity Nodes
- On All the other paths of our split, please click the sign plus next to them
- Add an End to each.
**Congratulations, you completed the Campaign Workflow! Now, we'll add content!**
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