Creating a cross-channel delivery workflow

This use case details how to create a workflow by segmenting a population to send an email delivery and an SMS delivery.

Introduction

This document allows you to discover the following Adobe Campagn functionality via a standard use case:

  • Creating a cross-channel delivery workflow

The objective of this introduction is to select an audience from the recipients of the database and segment them into two different groups with the aim of sending an email to the first group and an SMS message to the second group.

Refer to:

Targeting recipients

To send two different deliveries to a given group, you must first define your target.

To do this, you will need to create a query to identify the recipients, and therefore, you will have to create a workflow.

Create a new workflow in the program or the campaign of your choice.

Once the workflow is created, you can access its interface.

Next, insert a Query activity into your workflow to target the profiles that will receive your deliveries.

Edit the query to target one of your audiences.

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Creating two different groups

Once your target is identified by the Query activity, you have to select a criterion to segment the target into two different populations: one will receive an email and the other will receive an SMS.

You have to use a Segmentation activity to create one or several segments from a population computed upstream in a query.

The Email group will target the recipients that have an email address defined but no mobile telephone number. The SMS group will contain the recipients whose mobile telephone number is saved in their profile.

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Creating deliveries

As two transitions were already created, you must now add two types of deliveries to the outbound transitions of the Segmentation activity: an Email activity and an SMS delivery.

Adobe Campaign allows you to add deliveries into a workflow. To do this, select a delivery from the Channels category of your workflow's activity palette.

You can then edit the deliveries.

In the delivery creation wizard, add an outbound transition to your email to recover the population and the tracking logs. You will be able to use this, for example, to send a second mail to the people who did not click in the first mail.

Once your deliveries have been created and edited, your workflow is ready to be started.

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Executing the workflow

Your workflow is ready to be started. The population targeted by the Query activity will be segmented to then receive an Email or SMS delivery.

To execute your workflow, click the Start button in the action bar.

You can access your deliveries from the Marketing plans > Marketing activities advanced menu via the Adobe Campaign logo. Click the delivery then the Reports button to access the delivery reports, such as the delivery summary, the open rate or the email rendering according to the recipients' message inbox.

Any question? Visit our forum and ask the community.


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Creating a workflow and editing a query

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Creating a workflow and editing a query

Creating a workflow

  1. In the program or campaign of your choice, create a new marketing activity.
  2. Select Workflow.
  3. Select the workflow template, then enter the workflow's general parameters (label, description, etc.).

You will then be taken to the workflow editing screen. This contains the following elements: the activity palette, the workspace, the action bar, and the quick actions.

For more information, refer to the Workflows guide.

Editing a query

  1. In the Target tab, browse the shortcuts to select the one that you will use. You can: select an audience, create a query on the age, gender, or location of the profiles, etc.
  2. Drag and drop the shortcut into the editing zone. According to the type of shortcut selected, a window will appear.
  3. Configure the targeting elements then confirm your query.

You can create a query on one or several elements.

Use the Count button to see an estimation of the number of profiles targeted by the query.

For more information, refer to the detailed Workflows guide.

Configuring the segmentation activity

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Configuring the segmentation activity

  1. In the Segments tab, a first segment is present by default. This can be configured in its detail section.
  2. Select the profiles' email as a filtering criterion. In the new window that appears on the screen, select the Is not empty operator.
  3. Add a second filtering criterion, namely: Mobile > Mobile. The operator Is empty.

In this way, all of the profiles coming from the query that have an email, but not a mobile telephone number defined, will be in this transition.

To make your workflow clearer, you can edit the transition label.

Your first transition is configured.

  1. Click the Add an element button to add a new transition.
  2. Define a condition that allows you to retrieve all of the profiles whose mobile phone numbers have been provided. To do this, create a rule on the Mobile > Mobile field with the Is not empty logical operator.

All of the profiles coming from the query that have a mobile telephone number defined, will be in this transition.

Your second transition is configured. You can edit the label of the transition.

For more information, refer to the Workflows guide.

Editing an Email delivery

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Editing an Email delivery

  1. Select a type of email, then add an outbound transition with the population.
  2. Select the template of your email.

  3. Create or modify its content if necessary.
  4. Confirm creating your Email delivery.

For more information, refer to the detailed Deliveries guide.

Editing an SMS delivery

  1. Select the type of SMS that you want to use, then add an outbound transition with the population.
  2. Select the template of your SMS.
  3. Create or modify its content.
  4. Confirm creating your SMS delivery.

For more information, refer to the detailed Deliveries guide.