DocumentationAEM 6.4Classic UI Authoring Guide

Setting up your campaign setting-up-your-campaign

Last update: Wed May 03 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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AEM 6.4 has reached the end of extended support and this documentation is no longer updated. For further details, see our technical support periods. Find the supported versions here.

Setting up a new campaign includes the following (generic) steps:

  1. Create a brand to hold your campaigns.
  2. If required you can define the properties for your new brand.
  3. Create a campaign to hold experiences; for example teaser pages or a newsletter.
  4. If required you can define the properties for your new campaign.

Then depending on the type of experience(s) you are creating, you will need to create an experience. The details of the experience, and the actions that follow its creation, are dependent on the type of experience you want to create:

NOTE
See Segmentation for detailed instructions on defining your segments.

Creating a New Brand creating-a-new-brand

To create a new brand:

  1. Open the MCM and select Campaigns in the left pane.

  2. Select New… to enter the Title and Name and template to be used for your new brand:

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  3. Click Create. Your new brand will be shown in the MCM (with a default icon).

Defining the Properties for Your New Brand defining-the-properties-for-your-new-brand

  1. From Campaigns in the left pane, select your new brand icon in the right pane and click Properties…

    You can enter a Title, Description and an image to be used as the icon.

    chlimage_1-38

  2. Click OK to save.

Creating a New Campaign creating-a-new-campaign

To create a new campaign:

  1. From Campaigns, select your new brand in the left pane, or double-click the icon in the right pane.

    The overview will be shown (empty if the brand is new).

  2. Click New… and specify the Title, Name and template to be used for your new campaign.

    chlimage_1-39

  3. Click Create. Your new campaign will be shown in the MCM.

Defining the Properties for Your New Campaign defining-the-properties-for-your-new-campaign

Configure campaign properties that control the behavior:

  • Priority: The priority of this campaign relative to other campaigns. When multiple campaigns are simultaneously On, the campaign that has the highest priority controls the visitor experience.

  • On and Off Time: These properties control the period of time when the campaign controls the visitor experience. The On Time property controls the time when the campaign begins to control the experience. The Off Time property controls when the campaigns stops controlling the experience.

  • Image: The image that represents the campaign in AEM.

  • Cloud Services: The Cloud Service configurations with which the campaign is integrated. (See Integrating with Adobe Marketing Cloud.)

  • Adobe Target: Properties that configure campaigns that are integrated with Adobe Target. (See Integrating with Adobe Target.)

  1. From Campaigns, select your brand. In the right pane, select your campaign and cick Properties.

    You can enter various properties, including a Title, Description and any Cloud Services you want.

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  2. Click OK to save.

Creating a New Experience creating-a-new-experience

The procedure for creating a new experience is dependent on the type of experience:

NOTE
As with previous releases it is still possible to create the experience as a page in the Websites console (and any such pages created in previous releases are still fully supported).
The recommended practice is now to use the MCM for creating experiences.

Configuring Your New Experience configuring-your-new-experience

Now that you have created the basic skeleton for your experience you need to continue with the following actions, dependent on the type of experience:

Adding a New Touchpoint adding-a-new-touchpoint

If you have existing experiences you can add a touchpoint directly from the Calendar view of MCM:

  1. Select the calendar view for your campaign.

  2. Click Add Touchpoint… to open the dialog. Specify the experience you want to add:

    chlimage_1-41

  3. Click OK to save.

Working with Leads working-with-leads

NOTE
Adobe is not planning to further enhance this capability (Managing Leads).
Recommendation is to leverage Adobe Campaign and the integration to AEM.

In AEM MCM, you can organize and add leads either by entering them manually or importing a comma-separated list, for example, a mailing list. Additional ways to generate leads are from newsletter sign-ups or community sign-ups (if configured, those can trigger a workflow that populates leads).

Leads generally are categorized and put into a list so that later you can perform actions on the whole list, for example, sending out a custom email to a certain list.

In the Dashboard, you access all leads by clicking Leads from the left pane. You can also access leads from the Lists pane.

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NOTE
To add or modify the avatars of users, open the clickstream cloud (Ctrl+Alt+c), load the profile, and click Edit.

Creating new leads creating-new-leads

After you create new leads, be sure to activate them so that you can track their activity on the publish instance and personalize their experience.

To create a new lead manually:

  1. In AEM, navigate to the MCM. In the Dashboard, click Leads.

  2. Click New. The Create New window opens.

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  3. Enter information in the fields, as appropriate. Click the Address tab.

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  4. Enter address information, as appropriate. Click Save to save the lead. If you need to add additional leads, click** Save and New**.

    The new lead appears in the Leads pane. When you click the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.

    screen_shot_2012-02-21at120307pm

Activating or deactivating leads activating-or-deactivating-leads

Activating leads helps you track their activity on the publish instance and lets you personalize their experience. When you no longer want to track their activity, you can deactivate them.

To active or deactive leads:

  1. In AEM, navigate to the MCM and click Leads.

  2. Select the leads you want to activate or deactivate and click Activate or Deactivate.

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    As with AEM pages, the publish status is indicated in the Published column.

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Importing new leads importing-new-leads

When you import new leads, you can automatically add them to an existing list or create a new list to include these leads.

To import leads from a comma-separated list:

  1. In AEM, navigate to the MCM and click Leads.

    note note
    NOTE
    Alternatively, you can import leads by doing one of the following:
    • In the Dashboard, click Import Leads in the Lists pane
    • Click Lists and in the Tools menu, select Import Leads.

  2. In the Tools menu, select Import Leads.

  3. Enter the information as described in Sample Data. The following fields can be imported: email,familyName,givenName,gender,aboutMe,city,country,phoneNumber,postalCode,region,streetAddress

    note note
    NOTE
    The first row in the CSV list are predefined labels that must be written exactly as in the example:
    email,givenName,familyName - if written as givenname, for example, the system will not recognize it.

    screen_shot_2012-02-21at123055pm

  4. Click Next. Here, you preview the leads to ensure they are accurate.

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  5. Click Next. Select the list you want the leads to belong to. If you do not want them to belong to a list, delete the information in the field. By default, AEM creates a list name that includes the date and time. Click Import.

    screen_shot_2012-02-21at123123pm

    The new lead appears in the Leads pane. If you click on the entry, all entered information appears in the right pane. After creating a lead, you can add it to a list.

Adding Leads to Lists adding-leads-to-lists

To add leads to pre-existing lists:

  1. In the MCM, click Leads to view all available leads.

  2. Select the leads you want to add to a list by selecting the check box next to the lead. You can add as many leads as you want.

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  3. In the Tools menu, select Add to List… The **Add to List **window opens.

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  4. Select which list you want to add the leads to and click OK. The leads are added to the appropriate lists.

Viewing lead information viewing-lead-information

To view lead information, in the MCM, click the check box next to the lead and a right pane opens with all the lead’s information displayed, including list affiliation.

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Modifying existing leads modifying-existing-leads

To modify existing lead information:

  1. In the MCM, click Leads. From the list of leads, select the check box next to the lead you want to edit. All of the lead information appears in the right pane.

    screen_shot_2012-02-21at124514pm

    note note
    NOTE
    You can only edit a single lead at a time. If you need to modify leads that are part of the same list, you can modify the list instead.

  2. Click Edit. The Edit Lead window opens.

    screen_shot_2012-02-21at124609pm

  3. Make the edits as needed and click Save to save your changes.

    note note
    NOTE
    To change the lead avatar, go to the users profile. You can load the profile in the clickstream cloud by pressing CTRL+ALT+c, clicking Load, and then selecting the profile.

Deleting existing leads deleting-existing-leads

To delete existing leads in the MCM, select the check box next to the lead and click Delete. The lead is removed from the lead list and all associated lists.

NOTE
Before deleting, AEM confirms that you want to delete the existing lead. After it is deleted, it cannot be retrieved.

Working with Lists working-with-lists

NOTE
Adobe is not planning to further enhance this capability (managing lists).
Recommendation is to leverage Adobe Campaign and the integration to AEM.

Lists let you organize your leads into groups. With lists, you can target your marketing campaigns to a select group of people, for example, you can send a targeted newsletter to a list. Lists are visible in the MCM, either in the Dashboard or by clicking Lists. Both provide you with the name of the list and the number of members.

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If you click Lists, you also can view if the list is a member of another list and see a description.

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Creating new lists creating-new-lists

To create a new list (group):

  1. In the MCM dashboard, click New List … or in Lists, click New … The Create List window opens.

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  2. Enter a name (required) and if desired, a description and click Save. The list appears in the Lists pane.

    screen_shot_2012-02-21at125320pm

Modifying existing lists modifying-existing-lists

To modify an existing list:

  1. In the MCM, click Lists.

  2. From the list, select the check box next to the list you want to edit and click Edit. The Edit List window opens.

    screen_shot_2012-02-21at125452pm

    note note
    NOTE
    You can only edit one list at a time.

  3. Make edits, as needed and click Save to save your changes.

Deleting existing lists deleting-existing-lists

To delete existing lists, in the MCM, select the check box next to the list and click Delete. The list is removed. Leads that were affiliated with the list are not removed - only the affiliation with the list is deleted.

NOTE
Before deleting, AEM confirms that you want to delete the existing lists. After it is deleted, it cannot be retrieved.

Merging lists merging-lists

You can merge an existing list with another list. When you do this, the list you are merging becomes a member of the other list. It still exists as a separate entity as well and should not be deleted.

You might merge lists if you have the same conference in two different locations and want to merge them into an attendees list of all conferences.

To merge existing lists:

  1. In the MCM, click Lists.

  2. Select the list you want to merge another list with by selecting the check box next to it.

  3. In the Tools menu, select Merge List.

    note note
    NOTE
    You can only merge one list at a time.

  4. In the Merge List window, select the list you want to merge with and click OK.

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    The list you merged should increase by one member. To see that your list was merged, select the list you merged and in the Tools menu, select Show Leads.

  5. Repeat the step until you have merged all the lists you want.

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NOTE
Removing a merged list from its membership is identical to removing a lead from a list. Open the Lists tab, select the list that includes the merged list, and remove the membership by clicking the red circle next to the list.

Viewing leads in lists viewing-leads-in-lists

At anytime, you can view which leads belong to a specific list either by browsing or searching for members.

To view the leads that belong to a list:

  1. In the MCM, click Lists.

  2. Select the check box next to the list you want to view members for.

  3. In the Tools menu, select Show Leads. AEM displays the leads that are a member of that list. You can browse through the list or search for members.

    note note
    NOTE
    In addition, you can delete leads from a list by selecting them and then clicking Remove Membership.

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  4. Click Close to return to the MCM.

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