Configure recurring and continuous email campaigns

This tutorial explains how to set up a recurring and a continuous delivery and the differences between the two approaches.

Recurring and Continuous Delivery Tracking recurring-and-continuous-delivery-tracking

The recurring and continuous deliveries differ in the way contact data is managed:

  • The continuous delivery lets you add new recipients to an existing delivery and avoids you having to create a new delivery each time a new recipient is added. You can update the creative directly in the campaign workflow and it will update the template in the delivery template Resource folder.

    A continuous delivery will create a SINGLE delivery and delivery logs (broadLog) and tracking logs that reference that one delivery are added each time it executes.

    Continuous Delivery

  • A recurring delivery will create a new delivery instance each time it executes. For example, if the workflow is scheduled to run once a week, that would result in 52 Deliveries after one year. This also means that the broad log and tracking logs will be separated by each delivery instance.

    Recurring Delivery

How to set up a recurring delivery how-to-set-up-a-recurring-delivery

This video explains how to configure a recurring delivery and a scheduler activity.

In this video, we will discuss how to configure a recurring delivery and a scheduler activity. For the recurring campaign, we created the birthday campaign a program folder.
In the Targeting and Workflows tab of our campaign, we change the label, saved and refreshed the workflow. Now, drag and drop a query onto the workflow canvas. Double-click on the query to add the selection criteria.
Click on Edit the Query, select Filtering conditions and click next.
In this example, we will select all recipients with an existing email address and birth date equal to today’s date. Expand the expression field and select the email attribute from the recipient table.
And then change the Query operator to is not empty.
Add another expression, expand the expression field and select the date of birth from the recipient table.
Position your cursor in the expression field before date of birth and type in month.
Leave the operator is equal to and type in month, get date in the Value field. Similarly, add another expression to include a day of the month. In our example, we have typed up the values and the expressions.
But you can also click here and use a list of functions on the right hand side to create even more complex expressions.
Go to the Preview tab, right-click and select configure list, choose date of birth. You can see that the query we just set up is now functional. As the recipients here have the same birth date as today’s date.
Drag and drop a recurring delivery activity and connect it to the query transition. Double-click on the delivery to configure it.
Expand the delivery template folder and to the resources folder.
We have selected an already created birthday email template and change a label to not override the original email template with future changes.
Click continue to view the template and make final edits.
Now go to the Properties delivery to make sure all approvals have been disabled.
Click save to save the delivery then save the workflow.
Even though we have configured a recurring delivery, the workflow is not automatically recurring. To set recurrence, drag and drop Scheduler activity from the Flow Control and connect the outbound transition to the Scheduler to the query.
Double-click on the Scheduler activity to configure it.
Select the change button, you can set the desired frequency the emails will be dispatched. In this example, we selected daily then next. Set the time you wish the campaign to execute it.
In this example, we chose 10 A.M. then click next.
You can set the number of iterations the campaign will execute or leave it to Permanent validity.
Click finish and ok.
We have successfully created a recurring campaign with recurring delivery. The workflow is now set up as a recurring campaign to send an email on a daily basis for a permanent validity period. You can now start the campaign. The Scheduler activity will blink until it meets a set schedule. After, it will execute the campaign until the next scheduled time. -

How to set up a continuous delivery how-to-set-up-a-continuous-delivery

This video shows how to configure a continuous delivery with an incremental query.

In this video we will discuss how to configure a continuous delivery with an incremental query.
For the triggered campaign, we have created a welcome campaign.
In the targeting and workflows tab of your campaign, update the workflow labeled in the welcome email, save and refresh your workflow.
Drag and drop an incremental query to the workflow.
The incremental query allows you to filter and extract a population of elements from the Adobe Campaign database. Each time this activity is executed, the results from the previous executions are excluded. This allows you to target only new elements.
Then we’ll click on the incremental query to add the selection criteria.
In the incremental query tab, click on the Edit Query, select Filtering Conditions, for this example we want to select all recipients with an email address, expand the Expression field and select the email attribute from the recipient table then, change a query Operator to “is not empty”.
Save your changes and select finish.
Go to the scheduling and History tab.
To plan the execution of the scheduling click on Change. To specify the start recurrence and validity period, just as you would have done with the schedule activity.
Then you can log recipient history for a period number of days after which the logs will be purged.
Purging the logs allows for recipients to re-qualify.
The default value of zero means a log will never be purged.
Save and exit the query and save the workflow.
Add a continuous delivery activity and connect it to the incremental query. To configure this activity, you need to have a predefined email template saved in Adobe Campaign.
Double click on the Continuous Delivery. Select the email created from the delivery template Resources folder. In this example, we had decided to choose a welcome email template that has been created in the past.
Save the workflow.
Execute the triggered campaign.
Back in the welcome email workflow start the workflow to send out the initial welcome emails to all recipients with email addresses.
When the emails have dispatched, restart the workflow.
At this point, the initially targeted recipients have been archived and will not be re-targeted for a welcome email. The incremental query will look to find new recipients at a frequency specified in the activity scheduling tab. -