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Configuring an Outbound Campaign


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

This section provides details on the various aspects of configuring the Outbound Campaign. This includes the following:

  • Specifying Campaign Details

    The Campaign details section contains various details about the Outbound Campaign, such as its name, issue/group information, objectives, planned start date, and basic financial information. The Name, Issue, and Group can’t be modified after the Outbound Campaign has been created.

  • Selecting the Audience

    A key element of Outbound Campaigns is the audience, which is the set of individuals the user plans to target with their marketing message. Audience selection in Outbound Campaigns utilizes the Segment rule, which can be used by the marketer to hone in on their desired audience.

  • Selecting the Action

    Next, the marketer can select the action they want to use in their Outbound Campaign. The action portion of the Outbound Campaign focuses on the promotional content that the marketer wishes to communicate and the channels they wish to utilize.

  • Selecting the Flow

    Finally, the marketer can select the Flow they want to use in their Outbound Campaign. The Flow determines the means in which the Outbound Campaign content (i.e. action) will be sent to the customers.

  • Specifying Goals

    The Goals section of the Outbound Campaign allows marketers to define goals for their Outbound Campaigns and to monitor the performance of these goals once the Outbound Campaign is running.

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