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Campaign Configuration

Marketers can start configuring the Campaign right from the Create a campaign screen. Once the Campaign has been created, they can use the Edit button to go into edit mode and make further updates to the Campaign's configurations.

As the user updates the Campaign's configuration, the updated values are displayed in the overview pane on the right. This pane provides an overview of the Campaign's various configurations. The overview pane is displayed at all times and includes links to open relevant artifacts.

A sample configured Campaign is shown below:

The following sections provide details on the steps involved in configuring a Campaign:

  • Specifying Multi-Channel Campaign Details

    Users can utilize the Plan tab to specify various details about the Campaign. These details are organized into the following sections:

  • Specifying Multi-Channel Campaign Goals

    The Goals section in the Plan tab enables the user to specify goals for their Campaign. Users can add up to nine goals. Each available goal is a Key Performance Indicator (KPI) configured on the Visual Business Director landing page.

  • Selecting a Strategy for Multi-Channel Campaigns

    The Marketing strategy section in the Build tab enables users to designate a Strategy rule as the backing strategy for their Campaign.

  • Selecting an Audience for Multi-Channel Campaigns

    The Audience section in the Build tab enables the selection of the desired audience for the Campaign. Audience selection is optional for certain engagement types. It is required when the Campaign has scheduled executions. It is also required if customer validation is enabled in an event-based engagement.

  • Configuring Campaign Engagement

    The Engagement section in the Build tab enables the configuration of the modes in which the Campaign engages with the customers.

  • Setting volume constraints for a campaign

    The Constraint section in the Build tab enables users to designate a Volume Constraint rule as the backing constraint for the Campaign.

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