Notes on Adobe Campaign v6 – Extend and Customize

Continuing our previous posts, where we looked at Campaign planning, segmentation, deliveries, and running a campaign. Here we will look at some of the ways we can extend and customize Adobe Campaign V6.

We can use the Explorer option within the client console to view all the content within the Adobe Campaign instance.

Explorer renders the content in a tree structure as different folders as shown below.

The Operator within Access Management here specifies a user within the Adobe Campaign. Similarly, Operator Groups specifies the user groups.

We can specify access rights for an operator.

Navigate to the Access rights section for an operator and add appropriate rights.

The below screen shows all the different Access rights assigned to the operator named Test Account.

For each folder, we can specify operators or groups and the rights they can have on it.

There are 3 different types of workflows.

When it comes to adding Recipients it can be done manually as shown below by using the Create option, from the Recipients inside Profile and targets tab.

We can also import the data, that uses the import
template using the Import wizard. The import option also allows for how to treat duplicate data.

Similar to recipients, we can create our custom XML based data schema.

Below are the different options available while creating a new data schema.

We can also create custom forms in Adobe Campaign.

Below are 2 different types of (SOAP) APIs that we have in Adobe Campaign.

Check out the below Pluralsight training to learn in-depth

Extend and Customize Adobe Campaign v6

Hope it helps..

Notes on Adobe Campaign v6 – Running a campaign

Continuing our previous posts, where we looked at Campaign planning, segmentation, deliveries.

In this post, we’d look at Flow Control tab and various steps in it, for running the campaign.

  • We can use the Start step inside the Flow Control tab, to specify the starting point within the workflow.

  • We can use the End step which cleans up the temporary data and free up resources.

  • We can use the Fork step to have the same result of the query flowing to a different path

  • We can use the scheduler step for specifying the schedule on which the campaign should run. Daily, Weekly, Monthly, Once or several times a day.

  • We can also define a recurring schedule along with any specific future date for the campaign to run on.

  • We can use the Test step to evaluate a condition and define the flow accordingly based on the result either true or false.

  • We can use the Wait step for specifying wait duration (seconds, minutes, hours, days)

  • We can use the Time constraint step, through which we can specify start and end time.

  • We can use the Sub-workflow step to start a child workflow.

  • We can use Jump (start point) and Jump (end point) step, to make it easy to view and design the workflow that could have many steps and complex flows in it.

  • We can use the External signal step, as a trigger for an event outside Adobe Campaign.

  • We can use the Approval
    step for defining the approval step, before moving to the next action.

  • We can use the Alert step for sending the message to adobe campaign users.

  • We can use the Task status step, for assigning the task to the users, as part of the workflow.

  • We can use the start button to run the campaign, similarly, we can use pause, stop, restart options in the menu bar for controlling the execution of the workflow

  • We can pause a workflow, disable a particular step in the workflow, and can also check the interim result

  • We can use the Journal tab to get all the details of the workflow execution.

  • We can also check logs of any individual step. Right click and select Display Logs in the menu.

  • The Dashboard for the campaign will show the status and the delivery information for the Campaign once we run the campaign.

Do check out the Pluralsight course for understanding in depth.

Getting started with Adobe Campaign V6

Hope it helps..

Notes on Adobe Campaign Classic V6 – Delivery

Continuing the previous post on Planning and Segmentation, here we have some of the important points with regards to delivery in Adobe Campaign Classic.

Kindly refer to the PluralSight course –Getting started with Adobe Campaign V6 to learn in-depth.

  • Different delivery channels supported are Email, SMS, Mobile App Pushes, Social Media, etc.
  • All the interaction with recipients is tracked as activities.
  • To create the delivery, navigate to Deliveries inside the Campaigns tab, and click on create.

  • For delivery, we can select an existing delivery template for the Delivery template field. Below we have Birthday Template selected.

  • Clicking on continue will open the edit screen.
  • Below is how the default content editor looks like.

  • Content editing mode can be changed to another mode inside the Advanced tab. Here DCE stands for Digital Content Editor.

  • Switching to Digital Content Editor adds a new pane on the right side, which makes it easy to specify the properties of the elements selected in the template and a few more controls/options added on the top of the selected control.

  • Once done with the editing we can save the template. The next step will be to use the step in the Campaign’s Workflow.
  • Navigate to the Deliveries tab, and drag the Email delivery step in the workflow after the deduplication step.

  • Next double click the Email delivery step to edit it, which allows us to select and add the template we created earlier to it.

  • We can edit the email content. In the below screen we have selected the personalization field, the value for which will be picked from the recipient record targeted in the delivery.

  • It allows us to select the fields in Recipient (personalization)

  • Along with HTML Content, Text content can be defined for the scenario where HTML is restricted.

  • We can also add personalization for email parameters – Sender Address, From, Reply Address and Reply Address Text as shown below.

  • Personalization can also be added to the Subject line

  • The To field of the email i.e. Target comes from the result of the targeting steps specified in the workflow

  • It can also be further modified in the Select Target window when needed.

  • We can use the Preview tab to test the email message by using the Test personalization option.
  • Preview option also provide additional details like anti-spam details

  • We can also specify approvals for the email before they are sent. Select the Properties option.

  • Select the Approvals Tab, to specify the type of approval and the reviewers’ details

Thus we saw how to create and use email templates in the workflow, configure email and its properties, etc. Next, we’d explore running this campaign.

Hope it helps..

Notes on Adobe Campaign Classic V6 – Planning and Segmentation

I am going through the Getting Started with Adobe Campaign V6 Pluralsight course by Otto Warner (which I would highly recommend) to understand the basics of Adobe Campaign.

The course covers V6 of the Adobe Campaign Classic. (the latest version is V7).

Adobe Campaign Classic is the original on-premise version of the product, the newer online-based is called Adobe Campaign Standard.

The below article list down all the differences between them

Below are some of the points that I have noted down from the course for quick reference

  • Adobe Campaign provides marketing automation and outbound communication capability.
  • Adobe Campaign Client Console which is a rich client needs to be installed in PC, which connects to the Adobe Instance.
  • Below is the screenshot of the client.

  • Below are how the campaigns are organized within Adobe Campaign. It starts with Plan, which can have multiple Programs, which in turn can have multiple campaigns in it.

  • Plan can be thought of as a calendar period, the program defines the actions to be taken with that calendar period and campaign centralizing all the aspects related to marketing campaign specifying target, delivery, etc.

  • To create a plan, we can navigate to Campaigns tab in the client app, and select Create à Plans

  • Below is how the new Plan screen looks like

  • A new program can be added from within the Plan’s calendar.

  • Or can be created from Create option as shown below

  • The program screen looks similar to the plan.

  • The below screen shows the Webinars program for the Plan – August 2017’s calendar view.

  • A new campaign can be added from within the Program or we can use the Create option.

  • The campaign has additional details like campaign template and main channels as shown below.

  • Below is how the dashboard of the saved campaign looks like.

  • The edit tab for the campaign allows assigning the campaign to a user.

  • It allows provision for attaching the documents

  • We can also manage the budgetary aspect of the campaign, which could be used for reporting.

  • It also provides the Audit capabilities.

  • The targeting and workflows tab is where the actual orchestration happens

  • Below is the folder structure created for Plans (August 2017) and Programs (Webinar and Win-Backs) within the plan.

  • Recipients are the records against which campaign will be executed.

  • For recipients, custom fields can be added by admin.
  • New recipients can be created manually or can be imported from different sources.

  • Coming back to Campaign’s Targeting and workflows tab, we can see different components in the Targeting section, that can be used to define the workflow.
  • Query and Read list step are used for specifying the base target, this is where the workflow would usually start.

  • For Query step, below are the different filters that can be applied

  • Here user defined filters can also be applied.

  • Filtering conditions restriction filter can be used to define filter conditions.

  • The expression editor allows selecting different fields either from the same target or from the related records.

  • Below is the filter condition defined “Gender equal to male”, here multiple filter conditions can be defined and grouped.

  • Below is how the query step looks within the workflow panel.

  • The split step can be used to further divide the list. Say e.g. we want to split males base list into above 18 and below 18 years of age.

  • Union step can be used to combine the result of multiple queries.

  • With the intersection step, we can define reconciliation criteria either based on the key, shared columns, or specific columns.

  • With the exclusion step, we can define what records to be removed from the primary set.

  • Deduplication step as the name suggests, can be used to remove duplicate records based on criteria defined.

Here we looked into some of the basics of Adobe Campaign with regards to Plan, Program, and Campaign and how the targeting works.

Next, I’d learn about the delivery aspect and how to run the campaign and share my notes on the same.

Hope it helps..

%d bloggers like this: