Campaign orchestration components are found in the Campaigns tab: here you can see an overview of the marketing programs and campaigns, and their associated elements.
A marketing program is made up of campaigns, which are made up of deliveries, resources, etc. All the information concerning deliveries, budgets, reviewers and linked documents are grouped in the campaign.
Each campaign belongs to a program which belongs to a plan. All plans, programs and campaigns are available via the Campaign calendar menu in the Campaigns tab.
Before starting building your campaigns and deliveries, configure your folder hierarchy for marketing plans and programs.
Click the Explorer icon on the home page.
Right-click the folder in which you want to create your plan.
Select Add new folder > Campaign Management > Plan.
Rename the plan.
Right-click the newly created plan and select Properties….
In the General tab, modify the Internal name to avoid duplicates during package exports.
Right-click the newly created plan and select Create a new ‘Program’ folder.
Repeat the above steps to rename your new program folder and its internal name.
When editing a program, use the tabs described below to browse and configure it.
The Schedule tab displays the calendar of programs for a month, week or day depending on which tab you click in the calendar header. You can create a campaign, a program, or a task from this page. Learn more
The Edit tab lets you personalize the program: name, start and end dates, budget, linked documents, etc.
You can create a campaign via the list of campaigns. To display this view, select the Campaigns menu in the Campaigns dashboard, and click Create.
The Program field lets you select the program to which the campaign will be attached. This information is mandatory.
Campaigns can also be created via from the campaign or program calendar. Learn more
In the campaign creation window, select the campaign template and add a name and a description of the campaign. You can also specify the campaign start and end dates.
Click OK to create the campaign. It is added to the program schedule, and to the list of campaigns.
You can then edit the campaign you have just created and define its parameters. To open and configure this campaign, you can:
All these actions take you to the campaign dashboard.
Access the following sections to learn how to configure your campaign:
Campaigns are created via campaign templates. You can configure reusable templates for which some options are selected and other settings are already saved.
For each campaign, the following capabilities are available:
To access and update the campaign settings, browse to the Advanced campaign parameters… link in the Edit tab.
For each campaign, jobs, resources and deliveries are centralized in a the dashboard. This interface lets you manage and orchestrate marketing actions.
With Adobe Campaign, you can set up collaborative processes for the creation and approval of the various steps of your campaigns: approval of the budget, target, content, etc. This orchestration is detailed in this section.
Components available in a campaign depends on its template. Campaign template configuration is presented in this section.
Once the campaign is achieved, use the Reports link to access the campaign reports.
The campaign calendar shows all programs, plans, campaigns and deliveries.
To edit a plan, program, campaign or delivery, browse to its name in the calendar and then use the Open link. It is then displayed in a new tab, as shown below:
You can filter the information displayed in the campaign calendar. To do this, click the Filter link and select the filtering criteria.
When you filter on a date, all campaigns with a start date that is later than the specified date and/or with an end date earlier than the specified date are displayed. Dates are selected using the calendars to the right of each field.
You can also use the Search field to filter the displayed items.
The icons linked to each item let you view its status: finished, in progress, being edited, etc.
To filter the campaigns to display, click the Filter link and select the status of campaigns to display.
As browsing the calendar, you can also create a program or a campaign.
When you create a campaign via the Schedule tab of a program, the campaign is automatically linked to the concerned program. The Program field is hidden in this case.
You can access the Adobe Campaign Client Console screens via an internet browser to view all campaigns and deliveries as well as reports and information on the profiles in your database. This access does not enable record creation. Depending on operator rights, you may view and/or act on the data in the database. For example, you can approve campaign contents and targeting, re-start or stop a delivery, etc.
Log on as usual via https://
Use the menus to access the overviews.
In addition to navigating across campaigns and viewing them, you can perform these types of tasks:
This table summarizes the actions that you can take on campaigns from a browser:
|List of campaigns, deliveries, offers, etc.||Delete a list item|
|Campaign||Cancel a campaign|
|Delivery||Approve the delivery content and target
Submit the delivery content
Confirm a delivery
Pause and stop a delivery
|Web application||Create a web application
Edit the application content and properties
Save the application content as a template
Publish the application
|Offer||Approve the offer content and eligibility
Disable an online offer
|Task||Finish a task
Cancel a task
|Marketing resources||Approve a resource
Lock and unlock a resource
|Campaign package||Submit a package for approval
Approve or reject a package
Cancel a package
|Campaign order||Create an order
Accept or reject an order
|Stock||Delete a stock line|
|Offer simulation||Start and stop a simulation|
|Targeting workflow||Start, pause, and stop a workflow|
|Report||Save the current data in the report history|
|Forum||Add a discussion
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Approvals of a target or a delivery content can be carried out via web access.
You can also use the link contained in the notification messages. For more on this, refer to this section.
This video shows how to create a marketing plan, programs, and campaigns.