Configure your Channel configuration channel-configuration

After setting up your Target Dimension, you need to configure your Channel Configuration and define the appropriate Execution Details. This allows you to define :

  • The level of message delivery: for example, sending one message per recipient, such as a single email per individual.

  • The execution address: the specific contact field to be used for sending, such as an email address or phone number.

To configure you channel configuration:

  1. Start by creating and configuring your Channel configuration.

    You can also update an existing Channel configuration.

    ➡️ Follow the steps detailed in this page

  2. From the Execution details section of your Channel configuration, access the Orchestrated campaigns tab.

  3. Click Enabled to make it compatible with Orchestrated campaigns.

  4. Choose your delivery method:

    • Target Dimension: send to the primary entity e.g., recipient.

    • Target + Secondary Dimension: send using both primary and secondary entities e.g., recipient + contract.

  5. Select from the drop-down your previously created Target Dimension.

  6. If you selected Target + Secondary Dimension as the delivery method, choose a Secondary Dimension to define the context for message delivery.

  7. Under the Execution Address section, choose which Source should be used to fetch the delivery address, such as the email address or phone number:

    • Profile: Select this option if the delivery address, e.g. email, is stored directly in the main customer profile.

      Useful when sending messages to the main customer, not a specific associated entity.

    • Target Dimension: Choose this if the delivery address is stored in the primary entity, e.g. a recipient.

      Useful when each recipient has their own delivery address such as a different email or phone number.

    • Secondary Dimension: When using Target + Secondary Dimension as the delivery method, select the relevant Secondary Dimension that you previously configured.

      For example, if the secondary dimension represents a booking or subscription, the execution address, such as an email, can be taken from that level. This is useful in cases where profiles use a different contact detail when booking or subscribing to a service.

  8. From the Delivery address field, click edit icon to choose the specific field to use for your message delivery.

  9. Once configured, click Submit.

Your channel is now ready to use with Orchestrated Campaigns, and messages will be delivered according to the selected target dimension.

URL tracking parameters url-tracking

When configuring your channel configuration, you can define URL tracking parameters to monitor the performance of your email campaigns by appending metadata to your tracked links - for analytics and reporting purposes.

To do this, contextual attributes specific to orchestrated campaigns are available using the {{context.system.source.*}} syntax:

  • context.system.source.id: Orchestrated campaign ID
  • context.system.source.name: Orchestrated campaign name
  • context.system.source.versionId: Orchestrated campaign version ID
  • context.system.source.actionId: Channel action node ID
  • context.system.source.actionName: Channel action node name
  • context.system.source.channel: Channel type (Email, SMS, Push)
  • context.system.IdentityNamespace: Identity namespace used

For example:

www.YourLandingURL.com?utm_source=AJO&utm_campaign={{context.system.source.id}}&utm_content={{context.system.source.actionName}}

Learn more about URL tracking parameters in this section.

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