Create a local campaign creating-a-local-campaign
A local campaign is an instance created from a template referenced in the list of campaign packages with a specific execution schedule. Its aim is to meet a local communication need using a campaign template that was set up and configured by the central entity. The main stages for implementing a local operation are as follows:
For the central entity
- Creating a local campaign template.
- Creating a campaign package from a template.
- Publishing a campaign package.
- Approving orders.
For the local entity
- Ordering the campaign.
- Executing campaigns.
Creating a local campaign template creating-a-local-campaign-template
To create a campaign package, you must first create the campaign template via the Resources > Templates node.
To create a new local template, duplicate the default Local campaign (opLocal) template.
Name your campaign template and complete the available fields.
In the campaign window, click the Edit tab, then click the Advanced campaign parameters… link.
Type of interface web-interface
In the Distributed marketing tab, you can choose the type of interface and specify the default values and parameters to be entered when a local entity places an order.
The interface corresponds to a form to be filled in by the local entity when ordering the campaign.
Select the type of interface to be applied to the campaigns created from the template:
There are four types of interfaces available:
-
By brief: local entity must provide a description whereby it describes the campaign configurations. Once the order has been approved, the central entity configures and executes the campaign as a whole.
-
By form: local entity has access to a web form where, depending on the template used, they can edit the content, the target, its maximum size, as well as creation and extraction dates using personalization fields. Local entity can evaluate the target and preview content from this web form.
The form offered is specified in a web application that must be selected in a drop-down list from the web Interface field in the template’s Advanced campaign parameters… link. Refer to Creating a local campaign (by form).
note note NOTE The web application used in this example is an example. You must create a specific web app to be able to use a form. 
-
By external form: local entity has access to campaign parameters in its extranet (not Adobe Campaign). These parameters are identical to those of a local campaign (by form).
-
Pre-set: local entity orders campaign using the default form, without localizing it.
Default values default-values
Select the Default values to be completed by local entities. For example:
- contact and extraction dates,
- target characteristics (age segment, etc.).
Complete the Parent marketing program and Charge fields.
Approvals approvals
From the Advanced parameters for campaign entry link, you can specify the maximum number of reviewers.
Reviewers will be entered by the local entity when ordering the campaign.
If you do not wish to name reviewers for a campaign, enter 0.
Documents documents
You can allow local entity operators to link documents (text files, spreadsheets, images, campaign descriptions, etc.) to the local campaign when creating the order. The Advanced parameters for campaign entry… link lets you restrict the number of documents. To do this, simply enter the maximum number allowed in the Number of documents field.
When ordering a campaign package, the form suggests linking as many documents as indicated in the corresponding field in the template.
If you do not wish to display a document upload field, enter 0 in the Number of documents field.
Workflow workflow
In the Targeting and workflows tab, create the campaign workflow that collects the Default values specified in the Advanced campaign parameters… and creates the deliveries.
Double click the Query activity to configure it according to the specified Default values.
Delivery delivery
In the Audit tab, click the Detail… icon to view the Scheduling for the selected delivery.
The Scheduling icon lets you configure the delivery’s contact and execution date.
If necessary, configure the maximum size of the delivery:
Locate your delivery’s HTML. For example, in Delivery > Current order > Additional fields, use the Age segment field to locate the delivery according to the age of the target.
Save your campaign template. You can now use it from the Campaign packages view in the Campaigns tab, by clicking the Create button.
Creating the campaign package creating-the-campaign-package
For the campaign template to become available to local entities, it needs to be added to the list. To do this, the central agency needs to create a new package.
Apply the following steps:
-
In the Navigation section on the Campaigns page, click the Campaign packages link.
-
Click the Create button.
-
The section above the window lets you select the previously specified campaign package template.
By default, the New local campaign package (localEmpty) template is used for local campaigns.
-
Specify the label, folder and execution schedule for the campaign package.
Dates dates
The start and end dates define the campaign’s visibility period in the list of campaign packages.
The availability date is the date on which the campaign will become available for local entities (to order).
This information is found in the notification message sent to local agencies, as shown below:
Audience audience
For a local campaign, the central entity can specify the local entities involved by checking the Limit the package to a set of local entities.
Additional settings additional-settings
Once the package is saved, the central entity can edit it from the Edit tab.
From the General tab, the central entity can:
- configure the campaign package reviewer(s) from the Approval parameters… link,
- review the execution schedule,
- add or delete local entities.
Notifications notifications
When a campaign becomes available or when the registration deadline is reached, a message is sent to the operators of the local notification group. For more on this, refer to Organizational entities.
Ordering a campaign ordering-a-campaign
Campaign packages become accessible to local entities once they are approved and their implementation period has started. Local entities receive an email letting them know that a new campaign package is available (as soon as its availability date is reached).
To use a campaign offered by the central entity, the local entity must order it.
To order a campaign:
-
Click Order campaign in the notification message, or the corresponding button in Adobe Campaign.
Enter your ID and password to order the campaign. The interface is made up of a set of pages defined in a web application.
-
Enter the necessary information in the first page (order label and comment) and click Next.
-
Complete the available parameters and approve the order.
-
A notification is sent to the manager of the organizational entity to which the local entity belongs, to approve this order.
-
The information is returned to the local and central entities. While local entities can only view their own orders, the central entity can view all orders by any local entity, as shown below:
Operators can display order details:
The Edit tab contains information entered by the local entity when ordering the campaign.
-
The order must be approved by the central entity to be finalized.
For more on this, refer to the Approval process section.
-
The local operator is then notified that the campaign is available: campaign availability can be found in the list of campaign packages within the Campaigns tab. The campaign can then be used. For more on this, refer to Accessing campaigns.
The Start targeting with order approval option lets the local entity run the campaign as soon as the order has been approved.
Approving an order approving-an-order
To confirm a campaign order, the central entity must approve it.
The Campaign orders overview, accessed via the Campaigns tab lets you view the status of campaign orders and approve them.
Approval process approval-process
Email notification email-notification
When a campaign is ordered by a local entity, its reviewers are notified by email, as shown below:
Approve via the client console approving-via-the-adobe-campaign-console
The order may also be approved via the client console, in the campaign order overview. To approve an order, select it and click Approve the order.
Creating a campaign creating-a-campaign
Once a campaign order is approved, it may be configured and executed by the local entity.
For more on this, refer to Accessing campaigns.
Rejecting an approval rejecting-an-approval
The operator in charge of approval can reject an order or campaign package.
If the reviewer rejects an order, the relevant notification is automatically sent to the local entities concerned: it displays the comment entered by the operator that rejected the approval.
Information is displayed on the list of campaign packages page or on the campaign order page. If they have access to the Adobe Campaign client console, local entities are informed of this rejection.
They can view the related comment in the campaign package’s Edit tab.
Reviewers reviewers
Every time an approval is required, reviewers are notified by email.
For each local entity, reviewers are selected for campaign order approval and campaign approval. For more information on selecting local reviewers, refer to Organizational entities.
Canceling an order canceling-an-order
The central agency can cancel an order using the Delete button, located on the order dashboard.
This cancels the campaign in the Campaign orders view.