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 and 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.