On this page: Understand what Action campaigns are and follow the key steps to create one so you can send simple scheduled batch communications, such as promotional offers, announcements, or policy updates.
About Action campaigns about
Action campaigns (or Scheduled campaigns) allow for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates.
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Key steps for Action campaigns creation steps
Before starting with campaigns, check the following prerequisites listed in this section. Once these prerequisites are met, you can start creating your campaign:
- Define the Action campaign properties
- Configure the campaign action
- Edit the Action campaign content
- Define the Action campaign audience
- Schedule the Action campaign. Optionally, send using waves to deliver the message in batches over time.
- Review & activate the Action campaign
Learn more about the complete campaign creation workflow with type-specific guides →
How-to videos video
Learn how to create an Action campaign.
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For complete understanding, this information should be combined with the documentation on this page. Neither source is intended to stand alone; the page describes the feature, while this section provides additional context that helps disambiguate terminology, intent, applicability, and constraints.
- TL;DR: This page introduces Action campaigns (also called Scheduled campaigns) for simple ad-hoc batch communications and lists, in order, the six key steps to create one.
Intents:
- Understand what an Action campaign is and which use cases it covers
- Know the order of the steps to create an Action campaign
- Find the page for each creation step
- Find where to check the prerequisites before creating a campaign
- Know that sending using waves is an optional part of the scheduling step
Glossary:
- Action campaign (also called Scheduled campaign): Campaigns for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates (product-specific)
- Send using waves: Optional way to deliver the message in batches over time, offered in the scheduling step
Guardrails:
- Available channels vary based on your licensing model and add-ons.
Prerequisites and permissions:
- The prerequisites must be met before you start creating a campaign. They are listed in the Prerequisites section of the Get started with campaigns page.
Terminology:
- Canonical name: Action campaign — variants: Scheduled campaign
FAQ:
- Q: What are Action campaigns used for? — Action campaigns (or Scheduled campaigns) allow for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates.
- Q: What are the steps to create an Action campaign? — In order: define the Action campaign properties, configure the campaign action, edit the Action campaign content, define the Action campaign audience, schedule the Action campaign, then review and activate the Action campaign.
- Q: Can I deliver the message in batches? — Yes. When you schedule the Action campaign, you can optionally send using waves to deliver the message in batches over time.
- Q: Which channels are supported? — See the table in the “Channels in journeys & campaigns” section. Available channels vary based on your licensing model and add-ons.
- Q: Where do I check the prerequisites? — In the Prerequisites section of the Get started with campaigns page.
Related pages:
- Prerequisites before creating a campaign: Get started with campaigns (campaigns/get-started-with-campaigns.md#prerequisites)
- Supported channels: Channels in journeys & campaigns (channels/gs-channels.md#channels)
- Step 1, campaign properties: Define the Action campaign properties (campaigns/campaign-properties.md)
- Step 2, action: Configure the campaign action (campaigns/campaign-action.md)
- Step 3, content: Edit the Action campaign content (campaigns/campaign-content.md)
- Step 4, audience: Define the Action campaign audience (campaigns/campaign-audience.md)
- Step 5, schedule: Schedule the Action campaign (campaigns/campaign-schedule.md)
- Delivering in batches over time: send using waves (delivery/send-using-waves.md)
- Step 6, review and activation: Review & activate the Action campaign (campaigns/review-activate-campaign.md)
- Complete campaign creation workflow with type-specific guides: Get started with campaigns (campaigns/get-started-with-campaigns.md#workflow)