Create a campaign create-campaign

Before creating a new campaign, make sure you have a surface channel (i.e. message preset) and an Adobe Experience Platform audience ready for use. Learn more in these sections:

To create a new campaign, access the Campaigns menu, then click Create campaign. You can also duplicate an existing live campaign to create a new one. Learn more

Choose the campaign type and channel campaigntype

  1. In the Properties section, specify how you want to execute the campaign. There are two types of campaign available:

    • Scheduled: execute the campaign immediately or on a specified date. Scheduled campaigns are aimed at sending marketing messages. They are configured and executed from the user interface.

    • API-triggered: execute the campaign using an API call. API-triggered campaigns are aimed at sending either marketing, or transactional messages, i.e. messages sent out following an action performed by an individual: password reset, cart purchase etc. Learn how to trigger a campaign using APIs

  2. If you are creating a scheduled campaign, the marketing type is automatically selected. For API-triggered campaigns, choose if you want to send a marketing or transactional message."

  3. In the Actions section, choose the channel and the channel surface to use to send your message.

    A surface is a configuration which has been defined by a System Administrator. It contains all the technical parameters for sending the message, such as header parameters, subdomain, mobile apps, etc. Learn more.

    Only channel surfaces compatible with the marketing campaign type are listed in the drop-down list.

    note note
    If you are creating a push notification campaign, you can enable the Rapid delivery mode, which is a Journey Optimizer add-on that allows very fast push message sending in large volumes. Learn more
  4. Click Create to create the campaign.

Define the campaign properties create

  1. In the Properties section, specify a name and a description for the campaign.

  2. The Tags field allows you to assign Adobe Experience Platform Unified Tags to your campaign. This allows you to easily classify them and improve search from the campaigns list. Learn how to work with tags

  3. To assign custom or core data usage labels to the campaign, click the Manage access button. Learn more on Object Level Access Control (OLA)

Create the message and configure tracking content

In the Actions section, create the message to send with the campaign.

  1. Click the Edit content button, then create and design your message content.

    Learn detailed steps to create your message content in the following pages:

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    Create emails


    Create push notifications


    Create SMS messages

  2. Once your content is defined, use the Simulate content button to preview and test your content with test profiles. Learn more.

  3. Click the arrow to go back to the campaign creation screen.

  4. In the Actions tracking section, specify if you want to track how your recipients react to your delivery: you can track clicks and/or opens.

    Tracking results will be accessible from the campaign report once the campaign has been executed. Learn more on campaign reports

Define the audience audience

Click the Select audience button to display the list of available Adobe Experience Platform audiences. Learn more on audiences

The use of audiences and attributes from audience composition and custom upload (CSV file) audiences is currently unavailable for use with Healthcare Shield or Privacy and Security Shield.
For API-triggered campaigns, the audience needs to be set via API call.

In the Identity namespace field, choose the namespace to use in order to identify the individuals from the selected segment.

Individuals belonging to a segment that does not have the selected identity (namespace) among their different identities will not be targeted by the campaign. Learn more on namespaces

Schedule the campaign schedule

By default, campaigns start once they have been activated manually, and end as soon as the message has been sent once.

You can define a frequency at which the campaign’s message should be sent. To do this, use the Action triggers options in the campaign creation screen to specify if the campaign should be executed daily, weekly, or monthly.

If you do not want to execute your campaign right after its activation, you can specify a date and time at which the message should be sent using the Campaign start option. The Campaign end option allows you to specify when a recurring campaign should stop being executed.

Once your campaign is ready, you can review and publish it. Learn more