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Scenario for Creating a Marketing Campaign with Workflow Policies

In this scenario, a marketer wants to run a two-tier campaign with different actions taken depending on how the campaign recipient responds. The marketer is calling the campaign the "CD-ROM Promotion." This is how the marketer wants the campaign to work:

• An email is sent telling recipients they can receive a discount by ordering a new product over the phone. The marketer wants to keep track of the recipients and to give them two weeks to respond.
• At the end of the two-week period, any recipients who did not respond to the offer are assigned to a new campaign.

To set up this campaign, the marketer must perform the following tasks:

• Define the actions to be used by the policies. See Defining the Workflow Policy Actions.
• Create a workflow policy group for the campaign. See Creating the Workflow Policy Group.
• Create the policies for the two tiers of the campaign. See Creating the Policies.

Defining the Workflow Policy Actions

Three Workflow policy actions are required for this scenario:

• Send Campaign Email. To send the offer email to the campaign recipients.
• Create Email Activity. To record the email activity in a table.
• Assign to Campaign. To assign nonrespondents to a new campaign.

The steps for creating the three actions are described below.

To create a Send Campaign Email action

1. Create a new record in the Workflow Policies Actions view.
   1. Enter the name of the action:

   Send First Campaign Contact

   2. Select a predefined program from the Program field:

   Send Campaign Email

   3. Select the following predefined Workflow Policy Object from the Workflow Object field picklist:

   Campaign Contact

   4. Enter any appropriate text in the Comments field if needed.
2. Fill in the Send Message Arguments applet.

   Select dynamic fields from Available Substitutions where appropriate.

   1. Enter text and dynamic fields in Subject.
   2. Enter text and dynamic fields in Message Template for sending email to Contacts.
3. Fill in the Recipients applet.
   1. Select a predefined Recipient Type from the Recipient Type field picklist.
   2. Select the Recipient Name from the Recipient Name picklist.

To create a Create Email Activity action

1. Create a new record in the Workflow Policies Actions view Actions applet.
   1. Enter the name of the action:

   First CD-ROM Campaign

   2. Select a predefined Workflow policy program from the Program field:

   Create Email Activity

   3. Select a predefined workflow policy object from the Workflow Object field picklist:

   Campaign Contact

   4. Enter text in the Comments field if needed.
2. Fill in the Arguments applet with the activity table field name and the appropriate text.

To create an Assign to Campaign Email action

1. Create a new record in the Workflow Policies Actions view Actions applet.
   1. Enter the name of the action:

   Assign to Campaign

   2. Select a predefined workflow policy program from the Program field:

   Assign to Campaign

   3. Select a predefined workflow policy object from the Workflow Object field picklist:

   Campaign Contact

   4. Enter text in the Comments field if needed.
2. Fill in the Arguments applet to indicate the name of the new campaign.

Creating the Workflow Policy Group

All policies must be assigned to a workflow policy group, so in this scenario a group is created just for campaigns.

To define a Workflow Policy Group

1. Create a new record in the Workflow Policies Groups view.
2. Enter the name of the workflow policy group for this policy:

   Campaign Group

   This is the name entered into the Group field in the Workflow Policies Policies view.

Creating the Policies

Once the workflow policy actions and the workflow policy group are ready, the policies can be created. Two policies are required in this scenario:

• Email for CD-ROM campaign—to trigger the sending of the offer email and the email activity record.
• Assign Non-Respondents—to trigger the reassignment of nonrespondents to a new campaign.

In the procedures below for creating the policies, it is important to note how the fields in the Conditions applet are set.

To create the Email for CD-ROM Campaign policy

1. Fill out the Policies Applet in the Workflow Policies Policies view.
   1. Enter the policy name:

   Email for CD-ROM campaign

   2. Choose a workflow policy object from the picklist:

   Campaign Contact

   3. Choose a workflow policy group from the picklist:

   Campaign Group

   4. Enter a zero in the Duration field.
2. Fill out the Conditions Applet in the Workflow Policies Policies view.
   1. Enter a campaign name:

   1st CD-ROM Promotion

   2. Enter a start date.
   3. Enter a campaign status of Active. This is the trigger that sets off the campaign.

To create the Assign Non-Respondents policy

1. Fill out the Policies Applet in the Workflow Policies Policies view.
   1. Enter the policy name:

   Non-Respondents of CD-ROM campaign

   2. Choose a workflow policy object from the picklist:

   Campaign Contact

   3. Choose a workflow policy group from the picklist:

   Campaign Group

   4. Enter 14 days in the Duration field.
2. Fill out the Conditions Applet in the Workflow Policies Policies view.
   1. Enter a campaign name:

   1st CD-ROM Promotion

   2. Enter a campaign status of Active. This is the trigger that sets off the campaign.
   3. Enter N in the Done field.

If the Policy duration is set to 14 days and Done is equal to N in the Conditions applet (meaning that no flag exists in the activity record for this recipient), then the policy executes in 14 days. That is, everyone who did not respond to the first campaign is assigned to a new campaign after 14 days.