Create an action campaign

Transcript

Welcome. In this video, I’ll walk you through how to create an action campaign in Adobe Journey Optimizer. Action campaigns are designed to send one time or recurring communication across multiple channels, making them perfect for promotions, announcements, or service updates. On the left navigation panel under Journey Management. Click on campaigns. Here you’ll see a list of all campaigns that have been created. You can filter them by status, category or channel, as well as available campaign options such as content experiments or multilingual campaigns, applied business rules and Who they were created by. Intex. In this case, I am only showing the campaigns I created.

Notice that you can choose between action campaigns and API trigger campaigns. In this video will focus on action campaigns. To create a campaign, click on the Create Campaign button. Next, select the type of action campaign you want to create. Marketing campaigns are perfect for promotional messages or announcements. These campaigns allow you to apply business rules like frequency capping to avoid overwhelming your audience. For example, you can limit the number of emails sent per day or per week. Transactional campaigns are designed for critical, real time messages such as order confirmations or password resets. These messages bypass frequency caps to ensure they’re delivered without delay.

Choose the option that best fits your goal before moving to the next step. Let’s select a marketing campaign. First, give your campaign a name. You can also add a description and tags to help organize and categorize it. These details make it easier to manage campaigns later.

Next move to the actions tab. This is where you decide what happens when the campaign is triggered. Essentially, you’re choosing the communication channel and defining the action. You will have different setting available specific to each channel. For example, If you select an inbound channel such as an app, you’ll see the channel specific settings.

If you select an outbound channel such as email, in addition to the channel specific settings, you can also apply business rules such as frequency capping. Remember, you can only apply business rules to marketing campaigns. Business rules are not available for transactional campaigns, since transactional messages must always be delivered without restriction.

We’ll create an email campaign. Let’s select the channel configuration. I will not apply a business rule, but I do want to track how the users interact with the email. You can optimize your campaign to make your communications more relevant. No matter which channel you’re using, you can apply targeting rules. These rules let you define conditions that determine which audience segments see specific content. For example, loyalty program members might receive a 10% discount, while gold members receive 25%. Let’s create the rules to build these two audience segments. First, the loyalty members. For this, we check if the program ID exists.

If it exists, the profile is a member of the loyalty program. Next, we’ll create a rule for the gold members. For this, we will check if the status is gold.

Now let’s rename the rules to make sure the gold member rule is checked. First we can change the order of the rules. Lastly, we can create a fallback for the customer to receive default content when they don’t qualify for either of these, targeting rules. In this case, these will be customers who have not joined the loyalty program. You can run content experiments to a B test variations of your content. Once you have created targeting rules, you can set up experiments for one or multiple rules. For example, comparing two subject lines in email. Testing different images in a push notification or experimenting with content in an SMS campaign. Experiments are channel agnostic, so you can apply them wherever you want to measure performance and optimize engagement.

Let’s set one up for the gold member. We will add one additional treatment If you are not working with targeting rules, you can set up experiments by clicking on this button here. Lastly, you can create multilingual versions of your content to reach audiences in their preferred language.

Now let’s create the content for this. Navigate to the content tab. On the left you can see the targets we created in the last step, as well as the two treatments for the content experiment we created for the gold members. Now we need to configure each of the messages. Let’s add the subject line for our first treatment. Next we’ll edit the content. I’ll select a template. You can of course create your email from scratch. Import it or code your own. The editor provides all the functionality you need to format text, add images, and personalize content, or use the AI assistant for content generation to generate the content. email to preview how it will look before sending. Let’s just add the 25% We will need to design all four emails. Once all messages have been configured, it’s time to decide who will receive your campaign. In the audience tab, you select the overall segment of profiles.

For this campaign, we will only target our U.S. customers. You can also define the identity type, such as customer ID or email address. Depending on how your data is set up. This step establishes the outer boundary of your campaign. It determines who is eligible to receive the communication. But remember, the audience definition works hand in hand with the targeting rules you set earlier in the actions tab.

Here’s how they complement each other. The audience tab defines the pool of recipients of the targeting rules, then personalize the content within that pool. For example, if your audience is U.S. customers, the targeting rules can then split them into gold members and non gold loyalty tier members. Delivering different offers to each group so the audience ensures your campaign reaches the right people while targeting rules and experiments. Ensure those people see the most relevant and optimized content. Together, they make your action campaign both precise and personalized.

Now it’s time to schedule your campaign. This step determines when your audience will start receiving messages. So timing is critical. First, choose when the campaign will start. If you select to activate the campaign manually, The messages will be sent as soon as you activate the campaign. Alternatively, you can schedule your campaign. Think about when your audience is most likely to engage. Early mornings or evenings often work well for certain segments.

If your campaign is recurring, configure the frequency setting so messages go out at the right intervals.

Next, decide if the campaign needs to stop automatically on a specific date, in time, or after a number of occurrences. Setting an end date is useful for time sensitive promotions or seasonal offers.

you can configure throttling to control how many messages are sent per second. This helps prevent overloading external systems and ensure smooth delivery. When the limit is reached, journey optimizer queues extra requests for up to six hours so nothing is lost.

Once everything is configured, click the review to activate button to review your campaign.

Pay attention to alerts, for example. The audience must be evaluated before activation. This is an error. Errors are marked with the red warning icon. These issues need to be fixed before activating the campaign. Warnings are marked with an orange warning icon. For example, the marketing email should include an opt out link. It is highly recommended to fix this issue, but it will not stop the campaign activation.

Make sure to review all messages in the settings. After making sure everything is correct and addressing the errors and ideally the warnings. You can activate the campaign. It will then appear in your campaign list showing details like status, channel, start and end dates, and who created or modified it. Can You can access the campaign reports from here as well. When you modify an action, campaign changes behave differently depending on its status for draft or scheduled campaigns. Edits to content, audience or timing apply to future executions for active campaigns. Updates do not affect messages already sent or queued, and major changes may require stopping and reactivating the campaign. Always review configuration and approval requirements before reactivation and remember that delivery, throttling or schedule adjustments only impact remaining deliveries within the current execution window. And that’s it. You’ve just created an action campaign in Adobe Journey Optimizer. With these tools, you can deliver timely, personalized communications across multiple channels and keep your audiences engaged. Happy campaigning.