Get started with campaigns get-started-campaigns

Use Journey Optimizer campaigns to deliver one-time content to a specific audience using various channels. When using journeys, actions are executed in sequence. With campaigns, actions are performed simultaneously, either immediately, or based on a specified schedule.

You can create two types of campaigns:

  • Scheduled campaigns allow for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates.
  • API-triggered campaigns allow either for marketing communications to reach out to an audience at the right time, or for transactional/operational messages to an individual like a password reset, where the need may involve personalization by not just using profile attribute but also the real-time context data in the trigger which is a REST API payload.

The main steps to create a campaign are as follows:

➡️ Discover this feature in video

Before starting campaign-prerequisites

Check the following prerequisites before starting creating your first campaign in Journey Optimizer:

  1. You need proper permissions. Campaigns are only available to users with access to a campaign related Product profile such as Campaign administrator, Campaign approver, Campaign manager and/or Campaign viewer.If you cannot access campaigns, your permissions must be extended.

    Learn how to assign campaign related role
    1. To assign a role to a user in the Permissions product, navigate to the Roles tab and select one of the built-in campaign related Roles: Campaign administrator, Campaign approver, Campaign manager or Campaign viewer.

    2. From the Users tab, click Add user.

    3. Type in your user’s name or email address or select the user fom the list and click Save.

      If the user was not previously created, refer to the Add users documentation.

    Your user should then receive an email redirecting to your instance.

  2. You need an audience. Audiences need to be available before creating the campaign. Learn more about audiences in this page.

  3. You need a channel surface. To be able to select a channel, you must have the corresponding channel surface (i.e preset) created and available. Learn more about channel surfaces in this page.

How-to video video

Learn how to create your first campaign.