アクションキャンペーンの操作 gs-action-campaigns

このページ:​アクションキャンペーンの概要を理解し、主要な手順に従って作成することで、プロモーションオファー、お知らせ、ポリシーの更新など、シンプルなスケジュール済みバッチ通信を送信できるようになります。

アクションキャンペーンについて about

アクションキャンペーン(またはスケジュール済みキャンペーン)を使用すると、プロモーションオファー、エンゲージメントキャンペーン、お知らせ、法律上の注意、ポリシーの更新など、マーケティングのユースケースに対するシンプルなアドホックバッチ通信が可能になります。

アクションキャンペーンのスケジュールを表示するには、統合された​カレンダー メニューを使用します。 ​ カレンダーの使用方法を学ぶ。

➡️ この機能について詳しくは、ビデオを参照してください。

NOTE
サポートされるチャネルについて詳しくは、ジャーニーとキャンペーンのチャネルの節にある表を参照してください。
使用できるチャネルは、ライセンスモデルとアドオンによって異なります。

アクションキャンペーン作成の主な手順 steps

キャンペーンを開始する前に、この節に記載されている次の前提条件を確認してください。 これらの前提条件が満たされたら、キャンペーンの作成を開始できます。

完全なキャンペーン作成ワークフローについて詳しくは、タイプ固有のガイドを参照してください →

チュートリアルビデオ video

アクションキャンペーンの作成方法について説明します。

AI Knowledge Reference

This section contains structured knowledge intended to support interpretation, retrieval, and question answering related to this topic.

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)

Personas:

  • marketer: Can create Action campaigns for ad-hoc batch communications such as promotional offers, engagement campaigns, announcements, legal notices, or policy updates. Can follow six steps in order: define the campaign properties, configure the campaign action, edit the content, define the audience, schedule the campaign, then review and activate it. Can optionally send using waves during scheduling to deliver the message in batches over time. The page states that available channels vary based on licensing model and add-ons. Where: “Key steps for Action campaigns creation”.

Onboarding:

  • Level: Beginner
  • First minimal step: Define the Action campaign properties.
  • Success check: The campaign reaches the final listed step, review and activate the Action campaign.
  • Previous: Before creating a campaign, check the prerequisites: Get started with campaigns (campaigns/get-started-with-campaigns.md)
  • Next: After defining the campaign properties, configure the campaign action: Configure the campaign action (campaigns/campaign-action.md)
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