Create event triggered campaigns

Last update: 2023-09-22
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Learn how to create an event triggered campaign and understand its uses.

 Transcript

Welcome to Adobe Campaign Classic. In this module, you will learn how to create an Event Driven Campaign and understand its various uses. Let’s dive right in and have a look at Event Driven Campaigns.

Event triggered Campaigns are long running Campaigns spanning over weeks, months, and maybe years. Instead of starting a workflow and letting it finish once all activities have been completed, we will rely on a specific event to occur which will continue the workflow and send out deliveries. In this demo, we will set up a workflow that was send an email to recipients on their birthdays. To achieve this, the workflow will execute on a schedule query the database for recipients whose birthday it is and send a message to them. So let’s go to our workflow.

We only need three activities to get this started. A schedule activity to trigger the execution on a daily basis.

It can be found on the flow control.

A query activity to identify recipients.

This can be found under targeting.

And finally a continuous delivery activity. This can be found under actions. We will be using this instead of an email delivery because it can work with a template.

To begin, double click the scheduler, from this view, select the change button. From this window you can select the type of frequency for scheduling. We want the scheduler to execute daily, so select the daily radio button, and select next.

Select the start time and make sure the day selection is set to every day. Click next. Also make sure the validity period is set to permanent. Given we want this to run 24/7, we want this option, select next. This is now a summary and I think we all are happy with these settings. So now let’s select, finish. You now have an execution schedule at 12:00 a.m. every day. Click okay.

Now when you run the workflow execution won’t proceed past the scheduler until the dates and time specified. Next, we need to identify our recipients for sending emails. Using the query activity, we will apply some filtering, double click the query activity and select edit query. From this list of restriction filters, select the filtering conditions. You now have the ability to define expressions that will filter results from the database. You can define these expressions by invoking functions on attributes on a recipient. You can even go as far as creating SQL for complex queries. In this demo, we will only need two simple expressions.

You will see this little icon next to the text box saying, edit expression. Select this and this will launch a window where you can select a list of fields to enter. For our own purpose, we require some extra logic to be applied to these fields. Select the advanced selection button down here. This will allow us to use formulas. We have a few formula types to choose from. For our demo select the last radio button that says, expression. Click next. Here we can write an expression with the help of these available fields in this list and these lists of functions. Select the date drop down. And this will display all functions pertaining to dates. Double click this day function, which takes in a date and returns the day from that date. So if we input the recipient’s date of birth into this function, it will return the day. In the available fields, we will double click the date of birth, which will input it into our day function for us. Click finish.

And you will see, our expression displayed in a non-technical format. Make sure your operator is equal to. For the next part of the query, we will set the value to compare against. We can achieve this the same way as the first part of the query. Select icon and expand the date functions. Select day, and instead we will use them GateDate function for today’s date. And select finish. You now have a fully quantified expression to compare our recipients’ day and today’s day. Finally, we need to compare the recipients birth month as well. Select the add button. You are now repeat this process for the month. Select the icon, advanced selection expression.

And now we can edit the expression. Using our list of date functions, we would instead use this month function which takes in the date and returns the month. We will do the same for the recipients date of birth, click finish. Now we need to do the same for the value. Select the icon, expand the date functions and insert month. And this time do GetDate for today’s date, click finish. We now have the query to compare and filter recipients whose birthday matches today’s date, click finish to complete this process and click okay.

So far, we have a scheduler that runs once a day and a query that will return or recipients who have a birthday on that day. The final part of the workflow is to use a continuous delivery. That continuous delivery activity is also beneficial because it allows us to execute it multiple times with different inputs. So every day when the new query returns new recipients, the continuous delivery would accept them and execute the delivery. The standard delivery activities like the email delivery is unsuitable because it can only be executed once. Double click the continuous delivery.

In the continuous delivery editor we were specified the birthday templates.

This is a predefined template and Campaign Classic that contains a birthday greeting. Make sure the specified by the input events is selected to receive the new recipients from the query, every time the scheduler is run. You could also choose the specified in the delivery template which will look within the template you selected to send to any new recipients to find that. This is not suitable for our needs, as it is not dynamic and relies on a fixed set of recipients. You could also inject a file with recipients to find within. Finally, you could define a script. In here, you can write your own implementation to retrieve recipients for this delivery. We will stick with the first option as it suits our needs. You can choose to select process errors box. This creates a new output branch on the delivery. So you can assign different logic if an error occurs thus continuing the workflow instead of a hard error which will stop it, press okay to demonstrate. You can now see that additional branch as well as the OK. You could use this branch to do any additional logging or follow a completely different delivery path, if this error occurs. After all that, you will have a completed Events Driven Campaign that runs every day and binds recipients whose birthday is today and send a birthday greeting. You execute the workflow.

You will find that it’s pending at the scheduler, and not executing the workflow because it is waiting for the predefined time that you specified before it continues. It will stay like this until that date is met.

You should now be familiar and know how to create an Event Driven Campaign. Thanks for listening. And I’ll see you next time. -

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