Configuring the Delivered Workflow for Campaigns and Campaign Tasks
The following table shows the delivered workflow for campaigns:
|
Campaign Policy Name |
Trigger Point Name |
Action Name |
Role Name |
Correspondence Package |
Mode |
|---|---|---|---|---|---|
|
Campaign Status changed to Stopped. |
After a Campaign is Saved |
Worklist to Campaign Manager |
Marketing Campaign RoleUser |
||
|
TimeOut Email to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
Async after 5 minute delay |
||
|
Email to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
|||
|
Campaign Status changed to Approved. |
After a Campaign is Saved |
Worklist to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
|
|
Timeout Email to Marketing Manager |
Marketing Campaign RoleUser |
||||
|
Campaign Status Changed to InReview |
After a Campaign is Saved |
Worklist to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
|
|
TimeOuts to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
Async after 1 minute delay |
||
|
Worklist to Marketing Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
|||
|
Campaign Status changed to Declined. |
After a Campaign is Saved |
Worklist to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Status Changed |
The following table shows the delivered workflow for campaign tasks:
|
Campaign Task Policy Name |
Trigger Point Name |
Action Name |
Role Name |
Correspondence Package |
Mode |
|---|---|---|---|---|---|
|
Campaign Task Status is changed to Rejected. |
After a Campaign is Saved |
Email to Campaign Task Owner |
Marketing Campaign Task Owner |
Campaign Task Status Changed |
|
|
Email to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Task Status Changed |
|||
|
Campaign Task Status is changed to Assigned. |
After a Campaign is Saved |
Email to Task Assignee |
Marketing Campaign Task Assignee |
Campaign Task Status Changed |
|
|
Campaign Task Status is changed to Completed. |
After a Campaign is Saved |
Email to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Task Status Changed |
|
|
Campaign Task Status is changed to Over Due. |
After a Campaign is Saved |
Worklist to Campaign Task Assignee |
Marketing Campaign Task Assignee |
||
|
TimeOut Email to Campaign Manager |
Marketing Campaign RoleUser |
Campaign Task Status Changed |
|||
|
Marketing Auto List Load |
After a Campaign is Saved |