This chapter describes how to create a campaign. It includes an example that is similar to the one in the previous chapter -- it sends an e-mail inviting a targeted segment of customers to register at a Web site. The campaign in the example is structured as follows:

Important: Your ATG Outreach installation may be set up to test campaigns on a staging server before deploying them to a production server. You create campaigns differently if you plan to test them on a staging server. If you use a staging environment, please read the section Testing Campaigns on a Staging Server in this guide before start creating campaigns.

The following image shows the campaign design page (the Structure tab):

The left pane of the window contains the Stages list, which shows the stages that make up this campaign. It is also a navigation tool, allowing you to display details and an editing window for any stage or any action by clicking the item’s name. In the image, the root stage is selected in the left pane, and the editing window for this stage appears on the right.

The Stages list displays stages and actions in a hierarchy:

The list uses icons to indicate stages and actions and their state of completion:

Below the Stages list is the Campaign Overview, which shows the total number of stages and actions and the number that need to be completed before the campaign can be deployed.