DocumentationCampaignCampaign Automation Guide

Workflow use cases

Last update: Tue Jul 19 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Topics:
  • Workflows
  • Data Management

Learn different contexts in which workflows can be used and how to implement them through end-to-end use cases.

Deliveries

  • Use the local approval activity
  • Send a birthday email
  • Load delivery content
  • Cross-channel delivery workflow
  • Email enrichment with custom date fields

Monitoring

  • Send a report to a list
  • Supervise your workflows
  • Send personalized alerts to operators
  • Set up a recipient approval process before a delivery is sent

Data management

  • Coordinate data updates
  • Create a summary list
  • Enrich data
  • Use aggregates
  • Encrypt and export data using a key installed on Control Panel
  • Quarterly list update using an incremental query
  • Use the Deduplication activity’s merge functionality
  • Set up a recurring import workflow

Targeting

  • Query the recipient table
  • Query delivery information
  • Perform aggregate computation
  • Query using grouping management
  • Query using a many-to-many-relationship
  • Add an enumeration type calculated field
  • Create a filter
  • Filter duplicated recipients
  • Call an instance variable in a query
  • Apply a split percentage on a population
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