Creating a Campaign

In this step, you create the campaign and provide general campaign characteristics.

To create a campaign:

  1. Do one of the following:
    • On the Home page, click the Create a Campaign shortcut.
    • On the side navigation bar, click Actions and select Create Campaign. (Not seeing this choice? Refer to the Side navigation bar changes topic.)
    • On the Manage Campaigns page, click Create Campaign.

      In the Create campaign dialog, select the type of campaign you want.

      To create a Classic email campaign, select the Classic email checkbox then click Done to open the Campaign Wizard.

  2. Specify the following:

    Important: If you change a campaign’s name, folder, marketing program, marketing strategy, subject line, or external campaign ID, then historical and new launches for both triggered and standard launches will take these new values in Insight. It does not impact CED behavior as CED retains an unchanged ‘snapshot’ of values.

    • Name—Required. The unique name for the campaign

      The campaign cannot have the same name as an existing campaign or form in any folder. The name must be no longer than 150 characters and can include only the following characters: A-Z a-z 0-9 space ! - = @ _ [ ] { }

    • Description—Any description or notes
    • Purpose—Required. Applies only for Email campaigns. Select Promotional or Transactional from the drop down list

      Transactional campaigns, which are typically used for purchase confirmations and similar communications, have no automatic suppression, no footers, and no automatic opt-out mechanism.

    • Marketing Strategy—The marketing strategy

      Marketing strategies are defined by the Account Administrator on the Account management page.

      Note: Prior to 19A, if you changed a campaign’s marketing strategy for a standard launch, then historical launches would keep the old values in Insight, while new launches would take the new values. Post 19A, Insight will display the new marketing strategy values for both historical and new standard launches. This update applies to all channels. It does not impact the CED behavior.

    • Marketing Program—The marketing program

      Marketing program values are defined by the Account Administrator on the Account management page.

      Note: Prior to 19A, if you changed a campaign’s marketing program for a standard launch, then historical launches would keep the old values in Insight, while new launches would take the new values. Post 19A, Insight will display the new marketing program values for both historical and new standard launches. This update applies to all channels. It does not impact the CED behavior.

    • Folder—Required. The folder for the campaign
    • List—Does not apply for Push and In-App campaigns. The list for the campaign

      Tip: If you do not select a list, you can select one later using the campaign workbook.

  3. Click Done.

Next step: