Create a Campaign Flow Diagram

The first step in creating a campaign is to design a flow diagram. The flow diagram is a graphical representation of the campaign “flow,” the actions and decisions your campaign will perform, and the order in which it will perform them.

Your flow diagram can be as simple as a single path connecting a few actions, or it can be complex, routing your audience through dozens of actions, paths, and decision points. With its simplified graphical interface, Outreach makes creating a complex workflow as easy as clicking and dragging component elements into a logical order.

Whether your business needs are simple or complex, start by reviewing the elements available in the toolbox and consider how each might help accomplish the key objectives of your campaigns. When you have a clear idea which elements will be useful, you can create the flow diagram by dragging them from the toolbox to the canvas, inserting each element in a logical position, and connecting them to define the sequence of action. After an element has been inserted, you can double-click it to open a window where you can edit its attributes.

Tip: When explaining attributes that can be edited on a window or the ribbon, we describe the procedure using the window. However, keep in mind that the ribbon provides easy access to most of the same attributes available on windows, without the need to double-click. Campaign components can also be dragged to your flow diagram from the Elements groups on the Home and Insert tabs.

When a campaign is launched and a contact performs the first action, the decisions and actions in each element are evaluated and executed in the sequence you have specified. For example, when a contact submits a web form, your campaign evaluates the information provided and executes the next action, such as creating a sales lead and sending a follow-up message to the contact.

1. From an open campaign, drag and drop a campaign component element from the toolbox onto the canvas.

   Campaign Component Elements

   Element	Description
   Event Triggering Elements	Event-triggering elements serve as starting points for campaigns.
   Serve Web Page	Drag and drop this element to serve a web page. After adding this element, double-click it to define its attributes. Right-click to preview the web page. See Edit Serve Web Page Attributes.
   Broadcast Mailing	Drag and drop this element to send a broadcast mailing. After a broadcast mailing has been added to a campaign, it cannot be added to any other campaign. After adding this element, double-click it to define its attributes. See Edit Broadcast Mailing Attributes.
   Entry Point	Drag and drop this element to create a standard entry point to the campaign. Entry points can be used to send a contact through the campaign from an outside source by using the Data Upload Wizard. After adding this element, double-click it to define its attributes. See Edit Entry Point Attributes.
   Scheduled Entry Point	Drag and drop this element to create an entry point to the campaign based on a recurring schedule. After adding this element, double-click it to define its attributes. See Edit Scheduled Entry Point Attributes.
   Standard Elements	Standard elements perform actions when specified criteria are met.
   Add to List	Drag and drop this element to add the contact to a list. After adding this element, double-click it to define its attributes. See Edit Add to List Attributes.
   Transactional Mailing	Drag and drop this element to send a transactional mailing to the contact. After adding this element, double-click it to define its attributes. See Edit Transactional Mailing Attributes.
   Set Field	Drag and drop this element to set one of the fields in the contact record. After adding this element, double-click it to define its attributes. See Edit Set Field Attributes.
   Redirect to URL	Drag and drop this element to redirect the contact to a URL. After adding this element, double-click it to define its attributes. See Edit Redirect to URL Attributes.
   Opportunity	Drag and drop this element to create an opportunity from the contact record. After adding this element, double-click it to define its attributes. See Edit Opportunity Attributes.
   Notification	Drag and drop this element to send a notification to one or more staff members. After adding this element, double-click it to define its attributes. See Edit Notification Attributes.
   Lead	Drag and drop this element to create a lead from the contact record. After adding this element, double-click it to define its attributes. See Edit Lead Attributes.
   External Event	Drag and drop this element to run an external event. External events are scripts that run outside of B2C Service. After adding this element, double-click it to define its attributes. See Edit External Event Attributes.
   Transactional Survey	Drag and drop this element to send a transactional survey to the contact. After adding this element, double-click it to define its attributes. See Edit Transactional Survey Attributes.
   Incident	Drag and drop this element to create an incident from the contact record. After adding this element, double-click it to define its attributes. See Edit Incident Attributes.
   Execute Object Event Handler	Drag and drop this element to add a contact-related object event handler that will trigger an external event action. See Edit Execute Object Event Handler Attributes.
   Conditional Elements	Conditional elements produce multiple path outcomes based on decisions.
   Case Statement	Drag and drop this element to add a case statement to the campaign. A case statement is a type of conditional element that lets you add multiple choice decisions. This give you an easy way to add diverse branching capabilities to your campaigns based on conditions defined in the workflow. Case statements are unique because they have an outgoing path for every condition. As soon as the first choice (condition) is matched, the path for that choice is followed, and no other conditions within the case statement are evaluated. See Connectors in Campaigns. After adding the case statement, double-click it to define its attributes. See Edit Case Statement Attributes.
   Decision	Drag and drop this element to add a decision point. A decision lets you specify conditions the contact must meet to advance in the workflow. You can create two outgoing paths from a decision: Yes (contact meets the criteria) and No (contact does not meet the criteria). See Connectors in Campaigns. After adding the decision, double-click it to define its attributes. See Edit Decision Attributes.
   Artifacts	Artifact elements let you make comments about your campaign. They do not affect the outcome of your flow diagram.
   Comment	Drag and drop this artifact to add comments about your flow diagram or a specific campaign component. A comment artifact does not require a connector, but if your comment is about a specific element, use the Artifact connector type. See Connectors in Campaigns.

2. To connect one element to another, click an anchor on the first element and drag the connector to an anchor on the second element.
   The anchor is highlighted when the connector is able to link to it. The connector arrow will point from the first element to the second. See Connectors in Campaigns.
3. To change the formatting of an element, double-click the element, and then use the options on the Element Tools tab.

   Element Tools Tab

   Group/Button	Description
   Label	The buttons in this group let you change the font style, size, and color. You can select font attributes, such as bold and italic, and change the text alignment.
   (Label Position)	Click this button to select the position of the label relative to the element. The default label position of a new element is Inside.
   	Click this button to type the text of the element label. You can also edit the label text inline by clicking the element label.
   Notes	Click this button to type notes about the element.
   Size	The buttons in this group let you change the height and width of the element.

   Tip: To select multiple elements at the same time, press Ctrl and select each component.
4. To cut, copy, or paste one or more components, click the appropriate button on the Clipboard group of the Home tab.
5. To undo an action on the canvas, click Undo on the Quick Access toolbar.
6. To redo an action on the canvas, click Redo on the Quick Access toolbar.
7. To export an image of the canvas to your workstation, click File and select Export Image.