Creating Campaign Newsletters with AEM

In this document you will learn how to use AEM as a Cloud Service to create newsletters that can be sent with Adobe Campaign Classic.

By leveraging the integration between AEM as a Cloud Service and Adobe Campaign Classic, you can create your newsletters using AEM’s powerful authoring tools. Then when you are ready to send your newsletter, you can use Campaign’s recipient management and distribution features to send it.

Prerequisites

Before you can create a newsletter with AEM and send it with Campaign, you must first integrate Adobe Campaign Classic and AEM as a Cloud Service.

Creating Newsletter Structure

Newsletter content is managed in AEM much like you would manage your site content. You start by creating a “site” to hold your content. Within this “site” you can collect your newsletters by brand.

  1. Sign into your AEM author instance.

  2. From the main navigation page, open the Sites console.

  3. In a standard installation of AEM, there will be an existing Campaign folder. Select it and click on the Create button and then Page.

    Create page

  4. Select Brand as your site template and click Next.

    Create brand

  5. Enter a Title and click Create and then Done.

    Provide brand details

You now have a basic content structure to create your campaigns.

Content structure

Creating a Campaign

Now that you have a basic content structure for your campaign, you can create the campaign itself. The campaign will be used to organize possibly multiple newsletters.

  1. Using column view in the sites console, select the brand that you previously created (in this case, WKND Escapes) and then select Master Area, which was automatically created for you, and then click the Create button and then Page.

    Create campaign page

  2. Select Campaign as the template then click Next and Done.

    Select campaign template

  3. Enter a Title for the campaign and then click Create and Done.

    Campaign title

You now have a campaign where you can create your newsletters.

Campaign structure

Selecting Campaign Configuration

AEM can support multiple integration configurations. For your new campaign, you must define which configurations to use to send your newsletter content.

  1. Using column view in the sites console, find the campaign that you previously created (in this case, WKND Escape Summer Campaign) and then select it using the checkbox and then click the Properties button on toolbar.

    Select campaign

  2. In the Properties window, select the Cloud Service tab to define the integration to use with this campaign.

    • Select Adobe Campaign from the Cloud Service Configurations drop-down list.
    • Select the desired Adobe Campaign integration configuration from the Adobe Campaign drop-down list.
    • Click Save & Close.

    Campaign configuration properties

Your campaign is now linked to your Adobe Campaign integration. You are ready to create a newsletter in AEM and send it with Adobe Campaign.

Create a Newsletter

You create and manage your newsletters under the campaign content structure that you have already created and configured.

  1. Using column view in the sites console, find the campaign that you previously configured (in this case, WKND Escape Summer Campaign), select it, and then click the Create button and then Page.

    Create newsletter

  2. In the create page wizard, select the Adobe Campaign Email (AC 6.1) template and click Next.

    Select campaign email template

  3. For the Properties step of the wizard, enter the Title for the newsletter, click Create and Open.

    Title for the newsletter

  4. Edit the newsletter page as you would any other AEM content page to meet your requirements.

You now have a newsletter ready to send with Adobe Campaign.

Publishing Your Newsletter

You must publish your newsletter to make it available to Adobe Campaign to send.

  1. Using column view in the sites console, find the newsletter that you previously created (in this case, First newsletter for WKND escape summer campaign), select it, and then click the Page Information button on top left and click on Publish Page.

  2. Select the configuration(s) for which the page should be published and click Publish.

    Publish page

The newsletter page is now published to the AEM publish instance and is visible in Adobe Campaign Classic. To be able to select it within Adobe Campaign, it must be approved.

  1. Click on the Page Information button for the newsletter once more and select Start Workflow.

  2. Select Approve for Adobe Campaign as the workflow model (optionally providing a description) and click the Start Workflow button.

    Start workflow

  3. A banner appears at the top of the newsletter page editor providing next steps in the approval process. Click Complete.

    Approve worklfow

  4. In the Complete Work Item dialog, select Newsletter Review (Administrator) in the Next Step drop-down list and click the OK button.

    Newsletter review

  5. In the banner that appears at the top of the newsletter page editor, again click Complete.

  6. In the Complete Work Item dialog, select Newsletter approval in the Next Step drop-down list and click the OK button.

    Newsletter approval

  7. When the dialog closes, the banner that appeared at the top of the newsletter page editor disappears because the approval workflow is complete.

The newsletter is now published in AEM and approved for use in Adobe Campaign.

TIP

The workflow steps described are simplified here to illustrate the process. In a normal work flow, creating the newsletter and approving it work normally be different roles

See the document Working with Workflows for more details on using workflows.

Creating a Recipient

To be able to send the newsletter that you created in AEM, you must first define your recipients in Adobe Campaign Classic.

  1. Log into Adobe Campaign Classic using the client console.

  2. Select Tools -> Explorer from the menu bar.

  3. In the explorer, navigate to the Profiles & Targets -> Recipients node.

    Recipients

  4. Click on New in the toolbar and provide the details of the recipient.

    • First name
    • Last Name
    • Email address
  5. Click Save.

You now have a recipient to whom you can deliver your newsletter using Adobe Campaign Classic.

Creating an Email Delivery

The final step is to send out your newsletter that you created in AEM to the recipient you added in Adobe Campaign Classic.

  1. Log into Adobe Campaign Classic using the client console.

  2. Select Tools -> Explorer from the menu bar.

  3. In the explorer, navigate to the Campaign Management -> Deliveries node and click New.

    Delivery of AEM Content

  4. In the Delivery dialog, select Email Delivery with AEM Content as the Delivery template from the drop-down list and click Continue.

    AEM content delivery

  5. In the Email parameters section, click the From link and enter the sender’s information and click OK.

    • Sender address
    • From field

    Define from field

  6. In the Email parameters section, click the To link to open the Select Target dialog and then click Add.

    Select target

  7. In the Select target element dialog, select A recipient and click Next.

    Select target element

  8. Using the filters, select the recipient you created previously and click Finish.

    Select recipient

  9. Back in the Select Target dialog, click OK.

  10. In the delivery window, click Synchronize.

    Synchronize

  11. In the Synchronize with AEM content dialog, select the newsletter you created previously from the list, click OK.

  12. The email content of Adobe Campaign is synchronized with the newsletter content you created in AEM.

    • Click Refresh Content if the content is not loaded automatically.
  13. Click Send to send the email.

  14. In the Send to main delivery target dialog, select Deliver as soon as possible and then click Analyze.

    Delivery analysis

  15. The analysis step builds the delivery, combining the content with the recipients. Now that the delivery has been created, click Confirm Delivery to sending the email. Click Yes to confirm.

  16. The delivery has started. Click Close.

    Delivery

  17. Click Save to save the delivery.

Your newsletter has been sent!

TIP

This example showed a simplified delivery of sending a newsletter to a single recipient. Of course a normal delivery would contain many different recipients, which Adobe Campaign makes simple to manage. Please refer to the Adobe Campaign Classic documentation for more details on delivery and recipient management.

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