DocumentationCampaignCampaign Classic v7 Documentation
v7
Applies to Campaign Classic v7 only

Distributed Marketing samples distributed-marketing-samples

Last update: Mon May 15 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Create a local campaign (by form) creating-a-local-campaign--by-form-

The By form type web interface involves using a web application. Depending on its configuration, this web application can contain any type of defined personalized elements. For example, you can suggest links to evaluate the target, the budget, the content, etc. via dedicated APIs.

NOTE
APIs are detailed in a dedicated document. Learn more.
The Web application used in this example is not a Web app that comes out-of-the-box with Adobe Campaign. To use a form in a campaign, you must create the dedicated web application.

When creating the campaign template, click the Zoom icon within the Web interface option of the Advanced campaign settings… link to access details of the web application.

NOTE
Web application parameters are only available in the campaign template.

In the Edit tab, select the Campaign order activity and open it to access its content.

In this example, the Campaign order activity includes:

  • fields to be entered by the local entity during the order,

  • links that will allow the local entity to evaluate the campaign (e.g. the target, budget, content, etc.),

  • scripts that allow you to calculate and display the result of these evaluations.

In this example, the following APIs are used:

  • For the target evaluation,

    code language-none 
    var res = nms.localOrder.EvaluateTarget(ctx.localOrder);

  • For the budget evaluation,

    code language-none 
    var res = nms.localOrder.EvaluateDeliveryBudget(ctx.@deliveryId, NL.XTK.parseNumber(ctx.@compt));

  • For the content evaluation,

    code language-none 
    var res = nms.localOrder.EvaluateContent(ctx.localOrder, ctx.@deliveryId, "html", resSeed.@id);

Create a collaborative campaign (by target approval) creating-a-collaborative-campaign--by-target-approval-

Introduction introduction

You are the marketing manager for a large clothing brand that has an online store and several boutiques all over the US. Now that spring has arrived, you decide to create a special offer that will give your best clients 50% off all dresses in your catalog.

This offer is aimed at the best clients of your US stores, meaning those who have spent more than $300 since the beginning of the year.

You therefore decide to use Distributed Marketing to create a collaborative campaign (by target approval) which will allow you to select your stores’ best clients (grouped by region), who will receive the email delivery containing the special offer.

The first part of this example illustrates your local entities receiving the campaign creation notification, and how they can use it to evaluate the campaign and order it.

The second part of this example explains how to create your campaign.

The steps are as follows:

For the local entity

  1. Use the campaign creation notification to access the list of contacts selected by the central entity.
  2. Select the contacts and approve participation.

For the central entity:

  1. Create a Data distribution activity.
  2. Create the collaborative campaign.
  3. Publish the campaign.

Local entity side local-entity-side

  1. The local entities that have been chosen to participate in the campaign will receive an email notification.

  2. By clicking the Access your contact list and approve targeting link, the local entity is given access (via web browser) to the list of clients selected for the campaign.

  3. The local entity unchecks certain contacts from the list because they have already been contacted for a similar offer since the start of the year.

Once the checks have been approved, the campaign can start automatically.

Central entity side central-entity-side

Create a data distribution activity creating-a-data-distribution-activity

  1. To set up a collaborative campaign (by target approval) you must first create a Data distribution activity. Click the New icon in the Resources > Campaign management > Data distribution node.

  2. In the General tab, you must specify:

    • the Targeting dimension. Here the Data distribution is carried out on the Recipients.
    • the Distribution type. You can choose a Fixed size or a Size as a percentage.
    • the Assignment type. Select the Local entity option.
    • the Distribution type. Here, it is the Origin (@origin) field present in the Recipient table that lets you identify the relationship between the contact and the local entity.
    • The Approval storage field. Select the Local approval of recipient option.

  3. In the Breakdown tab, specify:

    • the Distribution field value, which corresponds to the local entities involved in the upcoming campaign.
    • the local entity label.
    • the Size (fixed or as a percentage). The 0 default value involves selecting all the recipients linked to the local entity.

  4. Save your new data distribution.

Create a collaborative campaign creating-a-collaborative-campaign

  1. From the Campaign management > Campaign node, create a new collaborative campaign (by target approval).

  2. In the Targeting and workflows tab, create a workflow for your campaign. This must contain a Split activity in which the Record count limitation is defined by the Data distribution activity.

  3. Add a Local approval action where you can specify:

    • the message content that will be sent to the local entities in the notification,
    • the approval reminder,
    • the expected processing for the campaign.

  4. Save your record.

Publish the campaign publishing-the-campaign

You can now add a campaign package from the Campaigns tab.

  1. Choose your Reference campaign. In the Edit tab of your package, you can select the Approval mode to use for your campaign:

    • in Manual mode, the local entities participate in the campaign if they accept the invitation from the central entity. They can delete pre-selected contacts if they want to and approval from the manager is necessary to confirm their participation in the campaign.
    • in Automatic mode, the local entities must participate in the campaign, unless they unregister themselves from it. They can delete contacts without needing approval.

  2. In the Description tab, you can add a description for your campaign as well as any documents to be sent to the local entities.

  3. Approve your campaign package then start your workflow to publish the package and make it available to all the local entities in list of packages.

Create a collaborative campaign (by form) creating-a-collaborative-campaign--by-form-

Introduction introduction-1

You are the marketing manager for a large makeup brand that has an online store and several boutiques all over the US. To unload your winter stock and make room for your new stock, you decide to create a special offer that will target two client categories: the over 30s, to whom you will offer age sensitive skin care products, and the under 30s, to whom you will offer the more basic skin care products.

You therefore decide to use Distributed Marketing to create a collaborative campaign (by form) which will allow you to select clients from your different stores by the age ranges. These clients will receive an email delivery with a special offer that will have been personalized according to their age range.

The first part of this example illustrates your local entities receiving the campaign creation notification, and how they can use it to evaluate the campaign and order it.

The second part of this example explains how to create your campaign.

The steps are as follows:

For the local entity

  1. Use the campaign creation notification to access the online form.
  2. Personalize the campaign (target, content, delivery volume).
  3. Check these fields and change them if necessary.
  4. Approve your participation.
  5. The manager of the local entity (or the central entity) approves your configuration and participation.

For the central entity:

  1. Create the collaborative campaign.
  2. Configure the Advanced campaign settings… as you would for a local campaign.
  3. Configure the campaign workflow and the delivery as you would for a local campaign.
  4. Update the web form.
  5. Create the campaign package and publish it.

Local entity side local-entity-side-1

  1. The local entities selected to take part in the campaign receive an email notification informing them of their participation in the campaign.

  2. The local entities complete the personalized form, then they:

    • evaluate the target and the budget,

    • preview the delivery content,

    • approve their participation.

  3. The operator in charge of validating orders approves their participation.

Central entity side central-entity-side-1

  1. To implement a collaborative campaign (by form), you must create a campaign using the Collaborative campaign (by form) template.

  2. In the campaign’s Edit tab, click the Advanced campaign settings… link to configure it as a local campaign. Refer to Creating a local campaign (by form).

  3. Configure the campaign workflow and the web form. Refer to Creating a local campaign (by form).

  4. Create your campaign package by specifying the execution schedule and the local entities involved.

  5. Finalize the package configuration by selecting the approval mode in the Edit tab.

  6. From the Description tab, you can enter a campaign package description, a notification message to be sent to local entities when the package is published, and attach any informative documents to your campaign package.

  7. Approve the package to publish it.

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