Associating Lists with Workflow Campaigns

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

There are two types of lists that you can associate with an adaptive campaign: inclusion lists and exclusion lists. Inclusion lists identify the contacts that would be included in the adaptive campaign. Inclusion lists can be added in two modes: static and dynamic. Static inclusion lists have a fixed set of contacts that are identified at the time the list is added to the campaign whereas for dynamic inclusion lists only the list criteria (conditions) is considered. A recurring job scans for new or updated contacts that match the dynamic inclusion list criteria and automatically adds them to the campaign.

Exclusion lists identify the contacts that would be excluded from the adaptive campaign. Similar to the inclusion lists, exclusion lists too can exist either in a static mode or a dynamic mode.

To associate a list with a workflow campaign

1. Click the Campaigns tab.

2. (Optional) To restrict the list of campaigns to show only workflow campaigns, choose Workflow from the Campaign Type filter menu.

3. Click a workflow campaign.

4. Click Inclusion/Exclusion Lists.

   A master list of all available lists from which to select appears.

5. Search for the list that you want to add.

6. Place the pointer on the list name.

   The Add Inclusion List button appears.

7. Click the button to select the List. Repeat this process to add additional inclusion lists.

   Selected lists appear in the right-hand pane. There might be many pages of active Lists to choose from.

   To find a particular list, search by list name, using keywords, or select the list type from the list. You can sort the lists by clicking the Column Name, once for ascending alphabetical order, twice for descending order.

8. Add the exclusion lists in the same manner.

9. If you select the wrong list or change your mind after a list has been selected, pause the pointer over the selected list name in the right-hand pane, and click Remove.

   If you have only one list of a type selected for the campaign, there is no requirement to remove it before selecting the preferred list. Select the new list on the left. It replaces the previous list.

About Static and Dynamic List Modes for Workflow Campaigns

If a list mode is set to Static, Oracle CRM On Demand Marketing takes a one-time snapshot of your inclusion list when the first program in an adaptive or workflow campaign launches. Only those contacts eligible for or meeting the list segmentation criteria at that time are included in the production list for all programs within the campaign.

If the list mode is set to Dynamic, Oracle CRM On Demand Marketing does not consider the existing contacts but begins to monitor new and updated prospects to determine whether they meet the target criteria to be included in the campaign. It adds any new or updated contacts who become eligible after the launch of the campaign. The production list for subsequent programs within the campaign includes all contacts who meet the eligibility criteria each time a program within the campaign executes. To include existing eligible prospects and future eligible prospects, you can associate both a static and a dynamic list with the same segmentation criteria. Also consider whether you need both static and dynamic exclusion lists.

For campaigns where you intend to target future contacts only, use the following:

• Dynamic inclusion list

• Dynamic exclusion list (if needed)

For campaigns where you want to target both existing and future contacts, use:

• Dynamic inclusion list

• Static inclusion list

• Dynamic exclusion list

For more information, see About Target Lists.

Dynamic list mode continues to add newly eligible contacts during the campaign. A contact can be added at any time and therefore does not receive programs and offers in a predefined chronological order. Arbitration rules established for the campaign analyze each contact and determine which program the contact receives.

Editing Lists for Workflow Campaigns

You can edit the List Mode, Start Date, and End Date from this screen.

To edit lists

1. Click the list for the list mode, and make a selection.

2. To edit the start date and end date to set the time range within which the list is in effect, click in the text entry field for the corresponding start or end date.

   A calendar appears so you can select the appropriate dates.

3. When you are finished adding lists and editing modes and dates, click Save to complete your list configuration for the campaign.