Setting up your campaign setting-up-your-campaign
Setting up a new campaign includes the following (generic) steps:
- Create a brand to hold your campaigns.
- If required you can define the properties for your new brand.
- Create a campaign to hold experiences; for example teaser pages or a newsletter.
- If required you can define the properties for your new campaign.
Then depending on the type of experience(s) you are creating, you will need to create an experience. The details of the experience, and the actions that follow its creation, are dependent on the type of experience you want to create:
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If creating a Teaser:
- Create a teaser experience.
- Add content to your teaser.
- Create a Touchpoint for your Teaser (add your teaser to a content page).
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If creating a Newsletter:
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If creating a 51ºÚÁϲ»´òìÈ Target (formerly Test&Target) Offer:
Creating a New Brand creating-a-new-brand
To create a new brand:
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Open the MCM and select Campaigns in the left pane.
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Select ±·±ð·É… to enter the Title and Name and template to be used for your new brand:
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Click Create. Your new brand will be shown in the MCM (with a default icon).
Defining the Properties for Your New Brand defining-the-properties-for-your-new-brand
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From Campaigns in the left pane, select your new brand icon in the right pane and click ±Ê°ù´Ç±è±ð°ù³Ù¾±±ð²õ…
You can enter a Title, Description and an image to be used as the icon.
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Click OK to save.
Creating a New Campaign creating-a-new-campaign
To create a new campaign:
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From Campaigns, select your new brand in the left pane, or double-click the icon in the right pane.
The overview will be shown (empty if the brand is new).
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Click ±·±ð·É… and specify the Title, Name and template to be used for your new campaign.
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Click Create. Your new campaign will be shown in the MCM.
Defining the Properties for Your New Campaign defining-the-properties-for-your-new-campaign
Configure campaign properties that control the behavior:
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Priority: The priority of this campaign relative to other campaigns. When multiple campaigns are simultaneously On, the campaign that has the highest priority controls the visitor experience.
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On and Off Time: These properties control the period of time when the campaign controls the visitor experience. The On Time property controls the time when the campaign begins to control the experience. The Off Time property controls when the campaigns stops controlling the experience.
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Image: The image that represents the campaign in AEM.
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Cloud Services: The Cloud Service configurations with which the campaign is integrated. (See Integrating with 51ºÚÁϲ»´òìÈ Marketing Cloud.)
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51ºÚÁϲ»´òìÈ Target: Properties that configure campaigns that are integrated with 51ºÚÁϲ»´òìÈ Target. (See Integrating with 51ºÚÁϲ»´òìÈ Target.)
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From Campaigns, select your brand. In the right pane, select your campaign and cick Properties.
You can enter various properties, including a Title, Description and any Cloud Services you want.
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Click OK to save.
Creating a New Experience creating-a-new-experience
The procedure for creating a new experience is dependent on the type of experience:
Configuring Your New Experience configuring-your-new-experience
Now that you have created the basic skeleton for your experience you need to continue with the following actions, dependent on the type of experience:
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- Connect the teaser page to visitor segments.
- Create a Touchpoint for your Teaser (add your teaser to a content page).
Adding a New Touchpoint adding-a-new-touchpoint
If you have existing experiences you can add a touchpoint directly from the Calendar view of MCM:
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Select the calendar view for your campaign.
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Click Add Touchpoint… to open the dialog. Specify the experience you want to add:
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Click OK to save.
Working with Leads working-with-leads
Recommendation is to leverage 51ºÚÁϲ»´òìÈ Campaign and the integration to AEM.
In AEM MCM, you can organize and add leads either by entering them manually or importing a comma-separated list, for example, a mailing list. Additional ways to generate leads are from newsletter sign-ups or community sign-ups (if configured, those can trigger a workflow that populates leads).
Leads generally are categorized and put into a list so that later you can perform actions on the whole list, for example, sending out a custom email to a certain list.
In the Dashboard, you access all leads by clicking Leads from the left pane. You can also access leads from the Lists pane.
Creating new leads creating-new-leads
After you create new leads, be sure to activate them so that you can track their activity on the publish instance and personalize their experience.
To create a new lead manually:
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In AEM, navigate to the MCM. In the Dashboard, click Leads.
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Click New. The Create New window opens.
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Enter information in the fields, as appropriate. Click the Address tab.
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Enter address information, as appropriate. Click Save to save the lead. If you need to add additional leads, click** Save and New**.
The new lead appears in the Leads pane. When you click the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.
Activating or deactivating leads activating-or-deactivating-leads
Activating leads helps you track their activity on the publish instance and lets you personalize their experience. When you no longer want to track their activity, you can deactivate them.
To active or deactive leads:
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In AEM, navigate to the MCM and click Leads.
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Select the leads you want to activate or deactivate and click Activate or Deactivate.
As with AEM pages, the publish status is indicated in the Published column.
Importing new leads importing-new-leads
When you import new leads, you can automatically add them to an existing list or create a new list to include these leads.
To import leads from a comma-separated list:
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In AEM, navigate to the MCM and click Leads.
note note NOTE Alternatively, you can import leads by doing one of the following: - In the Dashboard, click Import Leads in the Lists pane
- Click Lists and in the Tools menu, select Import Leads.
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In the Tools menu, select Import Leads.
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Enter the information as described in Sample Data. The following fields can be imported: email,familyName,givenName,gender,aboutMe,city,country,phoneNumber,postalCode,region,streetAddress
note note NOTE The first row in the CSV list are predefined labels that must be written exactly as in the example: email,givenName,familyName- if written asgivenname, for example, the system will not recognize it.
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Click Next. Here, you preview the leads to ensure they are accurate.
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Click Next. Select the list you want the leads to belong to. If you do not want them to belong to a list, delete the information in the field. By default, AEM creates a list name that includes the date and time. Click Import.
The new lead appears in the Leads pane. If you click on the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.
Adding Leads to Lists adding-leads-to-lists
To add leads to pre-existing lists:
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In the MCM, click Leads to view all available leads.
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Select the leads you want to add to a list by selecting the check box next to the lead. You can add as many leads as you want.
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In the Tools menu, select Add to List… The **Add to List **window opens.
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Select which list you want to add the leads to and click OK. The leads are added to the appropriate lists.
Viewing lead information viewing-lead-information
To view lead information, in the MCM, click the check box next to the lead and a right pane opens with all the lead’s information displayed, including list affiliation.
Modifying existing leads modifying-existing-leads
To modify existing lead information:
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In the MCM, click Leads. From the list of leads, select the check box next to the lead you want to edit. All of the lead information appears in the right pane.
note note NOTE You can only edit a single lead at a time. If you need to modify leads that are part of the same list, you can modify the list instead. -
Click Edit. The Edit Lead window opens.