DocumentationCampaignCampaign v8 Documentation

Get started with workflows gs-with-workflows

Last update: Tue Nov 28 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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Configure Campaign to leverage powerful marketing campaign automation capabilities.

You can set up:

  • Workflows
  • Recurring campaigns
  • End-to-end validation cycle
  • Alerts
  • Automatic report sending
  • Triggered events

Design and use workflows gs-ac-wf

Use Adobe Campaign workflows to improve the speed and scale of every aspect of your marketing campaigns, from creating segments and preparing messages to delivery.

Learn how to design workflows in these end-to-end use cases.

Learn more about workflows user interface and execution in these pages:

Workflow activities wf-activities

Learn more about the available workflow activities in this section

Workflow activities are grouped by category. The four activity categories are available:

Change data source activity change-data-source-activity

The Change data source activity allows you to change the data source of a workflow Working table. This provides more flexibility to manage data across different data sources such as FDA, FFDA and local database.

The Working table allows Adobe Campaign workflow to handle data and share data with the workflow activities.
By default, the Working table is created in the same database as the source of the data we query on.

For example, when querying the Profiles table, stored on the Cloud database, you will create a Working table on the same Cloud database.
To change this, you can add the Change Data Source activity to choose a different data source for your Working table.

Note that when using the Change Data Source activity, you will need to switch back to the Cloud database to continue the workflow execution.

To use the Change Data Source activity:

  1. Create a workflow.

  2. Query your targeted recipients with a Query activity.

    For more information on the Query activity, refer to this page.

  3. From the Targeting tab, add a Change data source activity and double-click it to select Default data source.

    The working table, which contains the result of your query, is then moved to the default PostgreSQL database.

  4. From the Actions tab, drag and drop a JavaScript code activity to perform unitary operations on the working table.

    For more information on the JavaScript code activity, refer to this page.

  5. Add another Change data source activity to switch back to the Cloud database.

    Double-click your activity and select Active FDA external account then the corresponding external account.

  6. You can now start your workflow.

Manage virtual warehouses warehouse

After creating your workflow, you can access additional options with the Properties button for further configuration.

Learn more about Workflow properties in this page.

From the Execution tab of your workflow’s Properties, you can choose to link your workflow to different warehouses and optimize your workload management. For more information on Warehouses, refer to the Snowflake documentation.

Depending on your workflow’s purpose, you can choose between the following three warehouses from the Warehouse drop-down:

  • Default / Campaign: set by default when creating a new workflow.

  • Import / Export: should be set with import or export workflows to optimize your activities’ performance.

  • Campaign Burst: should be set with campaign or deliveries workflows to optimize your deliveries processing time.

NOTE
The System warehouse is only set for built-in workflows.

Set up recurring campaigns

Design recurring workflow and create a new delivery instance each time the workflow is executed. For example, if your workflow is designed to run once a week, that would result in 52 Deliveries after one year. This also means that logs will be separated by each delivery instance.

Learn how to create a recurring campaign in this page

Leverage trigger events

Use Campaign Transactional messaging to automate messages generated from events triggered from information systems. These transactional messages can be invoice, order confirmation, shipping confirmation, password change, product unavailability notification, account statement or website account creation for instance. These messages can be sent individually or in batch via email, SMS or push notifications.

Learn more about transactional messaging capabilities in in this section.

Connect Adobe Campaign and Adobe Analytics to retrieve user actions and send near real-time personalized messages.

Learn how to integrate Campaign with other solutions in this section

Workflow end-to-end use cases end-to-end-uc

In this section, you will find various use cases leveraging Campaign workflows capabilities.

Deliveries deliveries

  • Send a birthday email

    This use case presents how to plan sending a recurring email to a list of recipients on the day of their birthday.

  • Load delivery content
    When your delivery content is available in an HTML file located on a remote server, you can easily load this content into Adobe Campaign deliveries.

  • Cross-channel delivery workflow
    Learn how to build a cross-channel delivery workflow. The objective is to segment an audience from the recipients of your database into different groups and send an email to the first group and a SMS to the other.

  • Email enrichment with custom date fields
    Learn how to send an email with custom data fields to profiles who celebrate their birthdays this month. The email will include a coupon valid one week before and after their birthday.

And these pages in Campaign v7 documentation:

  • Automat content creation, edition and publishing
    Learn how to automate the creation and delivery of a content block with Campaign Content Management add-on.

  • A/B testing
    Learn how to compare two email delivery contents via a targeting workflow. The message and the text are identical in both deliveries: only the layout changes. The targeted population is divided into three: two test groups and the remaining population. A different version of the delivery is sent to each test group.

Monitoring monitoring

  • Send a report to a list
    Learn how to generate a monthly built-in Tracking indicators report in PDF format and send it to a list of Campaign operators.

  • Supervise your workflows
    Learn how to create a workflow that lets you monitor the status of a set of workflows that are “paused”, “stopped” or “with errors”.

  • Send personalized alerts to operators
    Learn how to send an alert to an operator that will contain the name of profiles who opened a newsletter but did not click the link it contains.

Data management management

  • Coordinate data updates
    Learn how to check that the update process has ended before executing another update operation. To do this, we will set up an instance variable, and let the workflow test if the instance is running to decide whether to continue the execution of the workflow and perform the update.

  • Create a summary list
    Learn how to create a workflow which, after collecting files and following several enrichments, lets you create a summary list. The example is based on a list of contacts who made purchases in a store.

  • Enrich data
    Learn how to send personalized deliveries to profiles who took part in the latest competition depending on their score.

  • Use aggregates
    Learn how to identify the last recipients added to the database.

  • Quarterly list update using an incremental query
    Learn how to use an incremental query to automatically update a recipient list.

  • Set up a recurring import workflow
    Learn how to design a workflow that can be reused for importing profiles coming from a CRM in the Adobe Campaign database.

Targeting designing-queries

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