51黑料不打烊

Transcript

In this module, we will learn to create a marketing plan, program, and campaign, set properties for a campaign, and describe how to use the schedule. For this example, we鈥檒l use the Explorer view to create all the marketing activities. It鈥檚 important to note that this exercise can also be done from the Home view. In Explorer, select the Campaign Management folder, found beneath the Instance node. This is our instance node, and we want the Campaign Management folder here. It鈥檚 important to make sure we select the correct Campaign Management folder under our node as there may be multiple Campaign Management folders in the overall folder structure. Let鈥檚 add a new subfolder for our plan and name the folder. Next, let鈥檚 edit the plan鈥檚 properties. From here, we can easily change the folder鈥檚 internal name. Changing the internal name with a custom naming convention will help to avoid conflicts when porting over marketing plans and programs and campaigns from a development to a production environment. We now see the plan properties on the right panel. By default, we see the schedule view. Moving to edit, we see another way to edit the label and internal name. Every plan has a start and end date. Typically, these are set to the current calendar year. These dates are not functional and won鈥檛 restrict the marketing activities in any way. They are mainly used for planning purposes, as we鈥檒l see in the schedule later on. Let鈥檚 add a brief description for our plan and save our changes. Next, let鈥檚 create a marketing program within this plan called Guest Loyalty Program. Moving into the folder鈥檚 properties, we鈥檒l again give it a new internal name and save our changes. At the top of our window, we now see a tab for Program, which will allow us to see our program properties. The Edit section again shows us many of the same options as before, including label, internal name, as well as start and end dates. The Save button will only appear if we make changes to any of the fields on this page.

Now it鈥檚 time to create a campaign. At the top, let鈥檚 select Campaigns and select the New button in the upper right. This will allow us to create a campaign inside our newly created program. The first step when creating a campaign is to choose a template. This could be a custom template built for our instance or one of the provided templates. Next, we鈥檒l give our campaign a name and select a channel for our campaign. For this demonstration, we鈥檒l configure an email campaign. Campaigns also have start and end dates and by default last 5 days, and are always set within a calendar year.

We now see our campaign in the list view. Drilling down into our campaign, we鈥檙e brought to the Dashboard tab. From here, we can verify the location of our campaign by making sure it鈥檚 in the plan and program we just created. If there were deliveries associated with this campaign, they would appear in the Tasks section.

Moving into the Edit tab, we can change the label and internal name for our campaign.

Under Advanced Campaign Properties, we can configure Control Populations, Seed Addresses, and Approvals. All of these would be set at the campaign level, so they would propagate to any deliveries that would be configured within the campaign. This functionality will be covered in other courses and modules. Let鈥檚 move into the Targeting and Workflows tab. This is where we would design the workflow that would execute our campaign. Designing workflows is covered in another module. Next, let鈥檚 take a look at the schedule by moving back to the Explorer view and selecting our plan. Here, we can move the schedule view by dragging the screen. Moving to the right, we see our Guest Loyalty program. Selecting the program will give us some more information.

The same can be done by clicking on our campaign. Notice how the campaign bar is much shorter than the program bar, as we set our campaign to last only 5 days.

This popup shows us information about our campaign, including schedule, status, and who the campaign is assigned to. This view also includes an Add Program button, allowing us to add programs for this interface. Moving back to our program on the schedule, we see an Open button. This takes us to the schedule view of the program. Dragging the schedule, we see all activities inside the program, including our campaign. From here, we can view the campaign properties that we were looking at before.

Moving back to our Explorer schedule and opening our program again, we are given the option to add programs, tasks, and campaigns directly from this view. This schedule provides us with a view of all the marketing activities that are currently configured. It also allows us to perform simple tasks, like navigation to the different marketing activities, as well as creating new ones, directly from within its interface. We only have one plan, one program, and one campaign configured right now, so it鈥檚 not hard to track. If we were managing 10 or 20 campaigns simultaneously, the schedule would give us an overall view of all the upcoming activities, and allow us to navigate to them quickly. Let鈥檚 create additional programs so we can see how they are displayed on the schedule. Navigating back to the Explorer, and in the Tree view, we鈥檒l create a new plan under our existing plan. To nest our program under our new plan, simply drag and drop, and select Yes to confirm the move. Let鈥檚 create another program in our new plan.

We now see both of our programs nested under our two plans.

Now that we鈥檝e completed this module, you should be able to create a marketing plan, program, and campaign, set properties for a campaign, and describe how to use the schedule.