Creating a list of recipients with a workflow

Last update: 2023-09-22
  • Created for:
  • Beginner
    User

Learn how create a workflow in order to target recipients and how to make it recurring before using the list in an email target.

 Transcript

Welcome to Adobe Campaign. In this video you will learn how to create a list of recipients in Adobe Campaign. A list is a static set of recipients that can be targeted in delivery actions, or updated during import operations or during workflow execution. In this video we will create a workflow in order to target the recipients and then make it recurring before using the list in an email target. First of all, click Profiles and targets. Select Targeting workflows, then click Create. Edit the label. In this video, we will target the recipients that are between 20 and 30 years old to send them specific deliveries. Add a description. When ready, click Save. The workflow dashboard is displayed on-screen. From the targeting category, drag and drop a Query activity into the workspace.

Double click the activity to open it, click the Edit query option and choose the Filtering conditions. Edit the first Expression and choose the Age field. Click Finish. Select the greater than or equal to Operator and enter the value 20. Add a second Expression. Select the Age field.

Choose the less than or equal to Operator and enter the value 30.

Click Finish, then click Ok. Drag and drop a List update activity to your workflow. Double click the activity to open it. Select the option to create the list if necessary, and choose the folder in which the list will be created. Then, enter a Label. Click Ok. Start your workflow. When the workflow is done, you can check the list newly created. To do so, click Home, then Lists. Click the Content tab. You can now make this workflow recurring. Return to your workflow and select the Flow Control category. Drag and drop a Scheduler activity into your workflow. Make sure the activity transition is well- connected with the query, then open it. Click the Change button to define the Scheduler. In this video, we choose to update the list on a weekly basis.

Uncheck the Everyday option. This allows you to select a specific day on which to schedule your workflow.

Check the Summary, then click Finish. Click Ok. Don’t forget to start your workflow.

It will then start every Tuesday and update your Recipient list. Now you can add the list to an email target. Click the Home button and click Campaigns. Select the Campaigns category and choose a campaign with a delivery. Open the delivery and select the option in order to select a target for the delivery. Click Add and select A list of recipients option. Click Next and select the list created previously. Click Finish, then click Ok. Save your email. Once it’s been validated, you can send it to your recipients. You now know how to create a list of recipients in Adobe Campaign. Thanks for watching. - -

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