Documentation Campaign Standard Documentation

Use case use-case

Last update: Tue Mar 22 2022 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Workflows

CREATED FOR:

Intermediate
Developer

The use case below shows how to call workflow with parameters within your workflows.

The objective is to trigger a workflow from an API call with external parameters. This workflow will load data into your database from a file and create an associated audience. Once the audience has been created, a second workflow will be triggered to send a message personalized with the external parameters defined in the API call.

To perform this use case, you need to perform the actions below:

Make an API call to trigger Workflow 1 with external parameters. See Step 1: Configuring the API call.
Build Workflow 1: the workflow will transfer a file and load it into the database. It will then test if the data is empty or not, and eventually save the profiles into an audience. Finally, it will trigger Workflow 2. See Step 2: Configuring Workflow 1.
Build Workflow 2: the workflow will read the audience that has been created in Workflow 1, then send a personalized message to the profiles, with a segment code customized with the parameters. See Step 3: Configuring Workflow 2.

Prerequisites prerequisites

Before configuring the workflows, you need to create Workflow 1 and 2 with an External signal activity in each of them. This way, you will be able to target these signal activities when calling the workflows.

Step 1: Configuring the API call step-1--configuring-the-api-call

Make an API call to trigger Workflow 1 with parameters. For more on the API call syntax, refer to the Campaign Standard REST APIs documentation.

In our case, we want to call the workflow with the parameters below:

fileToTarget: the name of the file that we want to import into the database.
discountDesc: the description that we want to display into the delivery for the discount.

-X POST https://mc.adobe.io/<ORGANIZATION>/campaign/<TRIGGER_URL>
-H 'Authorization: Bearer <ACCESS_TOKEN>'
-H 'Cache-Control: no-cache'
-H 'X-Api-Key: <API_KEY>'
-H 'Content-Type: application/json;charset=utf-8'
-H 'Content-Length:79'
-i
-d {
-d "source:":"API",
-d "parameters":{
-d "fileToTarget":"profile.txt",
-d "discountDesc":"Running shoes"
-d }

Step 2: Configuring Workflow 1 step-2--configuring-workflow-1

Workflow 1 will be built as below:

External signal activity: where the external parameters must be declared in order to be used within the workflow.
Transfer file activity: imports the file with the name defined in the parameters.
Load file activity: loads data from the imported file into the database.
Update data activity: insert or update the database with data from the imported file.
Test activity: checks if there is data imported.
Save audience activity: if the file contains data, saves the profiles into an audience.
End activity activity: calls Workflow 2 with the parameters that you want to use within it.

Follow the steps below to configure the workflow:

Declare the parameters that have been defined in the API call. To do this, open the External signal activity, then add the parameters’ names and types.
Add a Transfer file activity to import data into the database.To do this, drag and drop the activity, open it, then select the Protocol tab.

Select the Use a dynamic file path option, then use the fileToTarget parameter as the file to transfer:

code language-none
`$(vars/@fileToTarget)`

Load the data from the file into the database.

To do this, drag and drop a Load file activity into the workflow, then configure it according to your needs.
Insert and update the database with data from the imported file.

To do this, drag and drop an Update data activity, then select the Identification tab to add a reconciliation criteria (in our case the email field).
Select the Fields to update tab, then specify the fields to update in the database (in our case the firstname and email fields).
Check if data is retrieved from the file. To do this, drag and drop a Test activity into the workflow, then click the Add an element button to add a condition.

Name and define the condition. In our case, we want to test if the outbound transition contains data with the syntax below:

code language-none
`$long(vars/@recCount)>0`

If data is retrieved save it into an audience. To do this, add a Save audience activity to the Target not empty transition, then open it.

Select the Use a dynamic label option, then use the fileToTarget parameter as the label of the audience:

code language-none
`$(vars/@fileToTarget)`

Drag and drop an End activity that will call Workflow 2 with parameters, then open it.
Select the External signal tab, then specify the workflow to trigger and its associated signal activity.
Define the parameters that you want use within Workflow 2 and their associated values.

In our case, we want to pass the parameters originally defined in the API call (fileToTarget and discountDesc), and an additional segmentCode parameter with a constant value (“20% discount”).

Workflow 1 is configured, you can now build Workflow 2. For more on this, refer to this section.

Step 3: Configuring Workflow 2 step-3--configuring-workflow-2

Workflow 2 will be built as below:

External signal activity: where the parameters must be declared in order to be used within the workflow.
Read audience activity: reads the audience saved in Workflow 1.
Email delivery activity: sends a recurring message to the targeted audience, personalized with parameters.

Follow the steps below to configure the workflow:

Declare the parameters that have been defined in Workflow 1.

To do this, open the External signal activity, then add the name and type of each parameter defined in the End activity of Workflow 1.
Use the audience that has been saved in Workflow 1. To do this, drag and drop a Read audience activity into the workflow, then open it.

Select the Use a dynamic audience option, then use the fileToTarget parameter as the name of the audience to read:

code language-none
`$(vars/@fileToTarget)`

Name the outbound transition according to the segmentCode parameter.

To do this, select the Transition tab, then the Use a dynamic segment code option.

Use the segmentCode parameter as the name of the outbound transition:

code language-none
`$(vars/@segmentCode)`

Drag and drop an Email delivery activity to send a message to the audience.
Identify the parameters to use in the message to personalize it with the discountDesc parameter. To do this, open the activity’s advanced options, then add the parameter name and value.
You can now configure the message. Open the activity, then select Recurring email.
Select the template to use, then define the email properties according to your needs.
Use the discountDesc parameter as a personalization field. To do this, select it from the personalization fields list.
You can now finish configuring the message, then send it as usual.