在编排式营销活动中使用变量 variables-oc

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• TL;DR: This page explains how to set variables from a signal or from global definitions in an Orchestrated campaign, and how to use them to drive targeting, conditions, and Test activity logic on the canvas.

Intents:

• Understand the two sources of variables in an Orchestrated campaign: signal parameters and global variables.
• Pass parameters through a signal so they become variables for that triggered run.
• Define global variables directly on the campaign using the Edit variables menu.
• Insert a variable reference into a rule builder expression using the event variables picker.
• Use a variable as the condition type for a Test activity branch.

Glossary:

• Variable: a value that drives targeting, Test conditions, and other canvas logic in an Orchestrated campaign (product-specific)
• Signal: the source of variables when the campaign schedule is set to Triggered by a signal; parameters passed when firing the campaign become variables for that run (product-specific)
• Global variables: name–value pairs defined directly on the campaign using the Edit variables menu, requiring no API or signal (product-specific)
• Event variables: the picker in the rule builder’s expression editor used to select a variable and insert its reference into an expression (product-specific)
• Condition type: the drop-down in the Test activity that lists all variables in scope alongside Population count, used to select a variable as the basis for a test branch (product-specific)

Guardrails:

• Variables support text values only.
• Variables drive canvas logic (rules, conditions) and cannot be used for message personalization.

Terminology:

• Canonical name: variable
• Do not confuse: “Global variables” (defined directly on the campaign via the Edit variables menu) ≠ “signal” parameters (passed when firing a triggered campaign, becoming variables for that run).
• Do not confuse: “event variables” (the picker in the rule builder used to select a variable) ≠ “variable” (the value itself that the picker lets you select).

FAQ:

• Q: Where can variables in an Orchestrated campaign come from? — From a signal (parameters passed when firing a triggered campaign) or from global variables (name–value pairs defined directly on the campaign via the Edit variables menu).
• Q: Do I need an API or a signal to define global variables? — No, global variables are defined directly on the campaign using the Edit variables menu, with no API or signal required.
• Q: What type of values do variables support? — Text values only.
• Q: Can variables be used for message personalization? — No, variables drive canvas logic such as rules and conditions, and cannot be used for message personalization.
• Q: How do I insert a variable into a rule builder expression? — Open the expression editor for a rule and use the event variables picker to select a variable and insert its reference.
• Q: How do I use a variable in a Test activity? — In the condition type drop-down, select a variable (listed alongside Population count) to use it as the basis for a test branch.

Related pages:

• To trigger an Orchestrated campaign using a signal and pass parameters that become variables: Learn how to trigger an Orchestrated campaign using a signal (orchestrated/trigger-orchestrated-campaign.md)
• To define global variables directly on the campaign: Learn how to define global variables in Orchestrated campaigns (orchestrated/global-variables.md)
• To use the event variables picker and insert a variable reference into a rule expression: Learn how to edit expressions (orchestrated/edit-expressions.md)
• To use a variable as the condition type in a Test activity: Learn how to configure the Test activity (orchestrated/activities/test.md)

Personas:

• marketer: Can set variables from a signal passed when firing a triggered campaign, or from global variables defined on the campaign using the Edit variables menu. Can insert a variable reference into a rule builder expression using the event variables picker. Can select a variable in the Test activity Condition type drop-down to use it as the basis for a test branch. Where: “Use variables in the canvas”.

Onboarding:

• Level: Intermediate
• First minimal step: Set the campaign schedule to Triggered by a signal and pass parameters, or define global variables on the campaign using the Edit variables menu.
• Success check: The variable is listed in the event variables picker or in the Test activity Condition type drop-down, available for use in the canvas.
• Next: To pass parameters through a signal so they become variables for a triggered run: Trigger an Orchestrated campaign using a signal (orchestrated/trigger-orchestrated-campaign.md); To define global variables directly on the campaign using the Edit variables menu: Define global variables in Orchestrated campaigns (orchestrated/global-variables.md)