The workflow for creating a campaign when Marketing Operations and Campaign are
integrated consists of the following tasks.
About this task
In many organizations, the tasks that are required to create a marketing campaign are shared by
multiple people.
Procedure
- Using the appropriate template, create a campaign project.
Depending on your permissions, you can create the project
directly or request a project and wait for it to be accepted.
- Complete any information that is missing on the project
tabs.
- Create the linked campaign for the project.
After this step is completed, the Implementation/Planning button () appears, so you can go back and forth between campaign project and its linked
campaign.
- Complete the TCS® to
define the control and target cells for the campaign and the assigned
offers for target cells.
- Publish the TCS to Campaign.
-
Create the flowcharts for the campaign, linking cells that are created in the flowchart with
the appropriate target and control cells that are defined in the TCS.
-
(Optional: If TCS approval is required.)
Test the flowchart to generate cell counts.
- (Optional: If TCS approval is required.) Update the cell status
from within the TCS for
review.
- (Optional: If TCS approval is required.) When all information
for a cell (for example, the count) is appropriate, approve that cell
(row) in the TCS.
-
(Optional: If TCS approval is required.)
Repeat the process of publishing the TCS and
updating cell status until all cells in use by the flowchart is approved.
- When all necessary TCS rows for the flowchart to run are prepared,
publish the TCS a
final time.
- Start the production flowchart run for the campaign.