Create a targeting workflow

Transcript

Welcome! In this video, you will learn how to create a targeting workflow via Adobe Campaign V8 Web UI. In this session, you will learn how to create a multi-step workflow, how to combine the different segments that you created, how to enrich the target with additional data such as purchases, and how to execute and view the result of this workflow. From the Adobe Campaign Web UI, click Workflows, create a new workflow, you can select one of the out-of-the-box templates or your custom template, add a name, and you have access to additional options such as internal name, which is the unique identifier of this workflow, select a specific folder where you want to save this workflow, assign a specific time zone to this workflow, define a specific supervisor for this workflow, and of course add a description for any other users. Let’s create a workflow. As soon as you click Create, you will land into the Workflow canvas. To start creating your workflow, click the plus button. You have access to the palette where you can select the different workflow activities. Let’s start with the fork because I want to execute multiple queries and audience at the same time. By default, you will have two different output transitions. For this use case, I will have a third one to combine these three different branches. Of course, you can add a label for each of these transitions. Let’s start by creating our first audience. I will select an existing audience from my database. Select the build-ogents activities. This build-ogents activity allows you to do two things. One is create your own on-the-fly, basically create a query and query your database, or select an existing audience so you can read it. I will go with read-ogents and click Continue. Then you can select all the previous audiences that have been created, from you or from your colleagues. Let me start with the very basic audience. I created a new audience gm. Let’s select the gm-audience, this one. That’s my first audience. Now let’s select a second audience. For this case, I will again select the build-ogents activity. But instead of selecting an existing audience, I will create a query. The targeting dimension is recipient, but you can select any other targeting dimension, such as contract, bookings, purchases. It’s up to you and your use case. I will go with recipient and click Continue. From here, which is the query modeler, I can create my custom condition. Just like the workflow canvas, you just need to click the plus button, select Custom Condition. From the recipient table, I want to select a specific attribute. Let’s say something very simple, like email attribute is not empty. With that, I will be able to target all the people who have an email. As you can see, we have the human readable condition, which is available here. Email is not empty. I can click Calculate to view how many profiles match this query. Let’s do another query. I want to add an end condition. I want to target all the profiles where age is greater than 40. I will go with age attribute, confirm, and select the operator greater than and add the value 40. I can click Calculate again. As you can see, we have 15K people in that query. To make sure what you are building in the query modeler canvas, you can use the human readable condition right here to make sure what you are building matches your need. Email is not empty and age greater than 40. Cool. Let’s confirm this. As you can see, my query is available here. Now, let’s add a third audience. Again, I will click Build Audience. This time, I will again select an existing audience. I know I have a VIP to reward audience. This one. Let’s confirm. Okay. Now, we have three different audience. I can quickly validate this and execute that workflow even if my entire workflow is not finished. I can first save it and start the workflow. As you can see, it is in progress. Here you go. You have this checkmark telling you that the query’s activities have been successfully executed. Now, you can see the result for each of these audience slash queries. For each of them, you can quickly access the results. Click the transition and click Preview Result. Here, you can see all the profiles available for this specific query. Again, you can customize this table to view any other columns if needed. For example, you can add the age attribute and you will see age. As you can see, everyone is greater than 40 as defined in our queries. Close. Let’s keep going with our targeting workflow. Now, let’s say I want to combine these two audiences. I will click the plus button again and select the combine activity. Once I select the combine activity, three options. You can do an union, an intersection, or an exclusion. In our case, I want to do an intersection between this first audience and my query. I will select intersection, continue, and select my query by checking that box. Here you go. As you can see, the two output transitions are now merged together into the intersection activity. Of course, you have multiple options to do the reconciliation between the two queries. It could be keys. It could be selected columns. In our case, I will stay with keys only. Now, I can save and resume. I can view the result. Here you go. Here is the result. We have an intersection of these two queries. Now, let’s say I want to exclude from this target the VIP to reward audience. Again, I will select the combine activity and select the exclusion option. Click continue. Here you go. Again, you will have to set how to join these two activities. We have the intersection, which is the incoming transition. I will check that box to link these two boxes. Again, you have multiple options if you want to add a specific rule to exclude a specific people within that transition. Let’s save this and resume again. Here you go. As you can see, we have a little less people available. Again, I can preview the result right here. Now, let’s try to enrich my targeted audience with additional data. How to do this? Click the plus button, add the enrichment activity, click add enrichment data, and select the attribute. I will go with my targeting dimension, which is recipient. From here, I know I have a link table called purchases. I can just type purchases. Here you go. That icon represents a link table. I can explore that table purchases, and I want to retrieve the total amount of purchases for each of my recipients. I will select this total amount and confirm. Now you have a lot of options on the right rail to configure. As we are capturing an aggregated data and not a collection of data, I will have to select aggregate data. Here is my attribute, total amount of data, but I do not want the average. I want a sum, the total. You have different options, so based on the use case you want to do, please select the right option. I want a sum. Of course, you can add as many attributes as you want to enrich your target. That will create multiple columns into your temporary table that you can use to personalize the message that you will send at the end of your targeting workflow. Let’s just add this one. Save. Again, click resume to proceed and view the data. Click the transition. Click the preview result. And now we have the total amount of purchases for each of these profiles. So I can use this information directly into my message. It could be an SMS, it could be an email. Now, from here, you have multiple options. And because we are talking about a targeting workflow, it could be send messages. For example, you can send email and SMS at the end of this workflow. So that you can personalize, as I said, with the purchases data and any other data from the recipient table. Or, what you can also do is to… So let me remove this one. What you can also do is to save that audience. To do so, you have the save audience activity where you can save that new audience and give it a name. Or, you can also export this audience to an external file. So it’s really about how you want to manage your use case. What is your use case? Is it about activation and create engaged messages? Is it about creating an audience? Is it about generating a file in order to export it to a third-party system? So I will stop here. And thank you.