Creating Campaigns

This task is a step in Process of Creating an Adaptive Campaign Manually.

Before creating a new campaign first determine your objective and the required components for the campaign. For more information, see About Campaigns.

To create a campaign

1. Click the Campaigns tab and click New Campaign.

2. Select a campaign type.

   Campaign Type	Description
   Static	Static campaigns are simple, one time program executions, such as sending an invitation for an event.
   Adaptive	Adaptive campaigns are automated campaigns that support complex multiple program executions. Use adaptive campaigns for nurturing prospects and converting them into qualified Leads. Adaptive campaigns take advantage of Oracle CRM On Demand Marketing's arbitration engine. Rules are established based on each prospect's response to previous campaigns and offers, and Oracle CRM On Demand Marketing then determines what offer can be sent to those prospects next to continue to nurture them with offers of value and interest to them.
   Workflow	Dynamic workflow campaigns are another type of automated campaign for simple nurture paths. You can diagram the proposed campaign flow using a WYSIWYG editor, drag-and-drop functionality, and diagramming tools.

   
   

   Selecting the Campaign Type option displays the Campaign Header screen. The information required in the campaign header differs slightly depending on which type of campaign you choose to create. The required fields are indicated with an asterisk (*). For more information, see About Campaign Fields.

3. Click Save.

Creating a Static Campaign Header

After you have completed the standard campaign header the Campaign Details screen is displayed allowing the creation of the components needed for a static campaign. A campaign must have at least one program. A campaign without a program cannot be launched. The Campaign Finance section is optional.

Creating an Adaptive Campaign Header

The Campaign Creation Wizard presents the steps to configure an adaptive campaign.

To create an adaptive campaign

1. Fill in the Campaign Header fields.

2. Associate the inclusion lists with the campaign.

3. (Optional) Associate the exclusion lists with the campaign.

4. Define the automation rules.

5. Set the automation schedule.

   When the Campaign Header information has been completed, there are two choices regarding how to proceed with the creation of an adaptive campaign. Do one of the following:

   • To use the Campaign Creation Wizard, click Next.

     The Campaign Creation Wizard guides you through the creation of the components. You do not have to associate either inclusion or exclusion lists to proceed to Defining Automation Rules. However, the Automation Rules configuration step includes required fields which must be completed before the Wizard guides you to the Automation Schedule step.

   • To create the components manually for an adaptive campaign, click Save.

     The Campaign Details screen appears.

     Then create the individual components that you require.

6. To create the remaining campaign components later or in the order of your preference, click Save.

Creating a Dynamic Workflow Campaign Header

The Campaign Creation Wizard presents the steps necessary to configure a dynamic workflow campaign at the top of the screen.

To create a dynamic workflow campaign

1. Fill in the Campaign Header fields.

2. Associate the inclusion lists with the campaign.

3. (Optional) Associate the exclusion lists with the campaign.

4. Diagram the workflow.

5. Set the Automation Schedule.

   When the Campaign Header information has been completed, there are two choices regarding how to proceed with the creation of a dynamic workflow campaign. Do one of the following:

   • To use the Campaign Creation Wizard, click Next.

     The Campaign Creation Wizard guides you through the creation of the components.

     You do not have to associate either the inclusion or exclusion lists to proceed to the task, defining automation rules. However, the Automation Rules configuration step includes the required fields that must be completed before the Campaign Creation Wizard guides you to the Automation Schedule step.

   • To create the components manually for an adaptive campaign, click Save.

     The Campaign Details screen appears so you can create the individual components you need.

6. To create the remaining campaign components later or in the order of your preference, click Save.