Using the Mobile App Campaign Workbook

Important: This information applies to the Push Campaign Workbook. If the Campaign Designer has been rolled out to your account, see Push Campaign Designer - Launch.

To see how Campaign Designer differs from Campaign Workbook, see Push Campaign Designer changes. For a breakdown of the new Campaign Designer's visuals, see Push Campaign Designer visuals overview.

The Mobile App campaign workbook displays details of the selected campaign and any errors that need correction.

Note: Page headers in the workbooks for all channels have been updated such that, instead of seeing Campaign Workbook at the top of the page, the header will now include the campaign's name and status, as well as links to bring you back to the Manage Campaigns page and the Home page.

To open the campaign workbook:

Do one of the following:

  • On the Manage Campaigns page, click the name of a campaign.
  • In the Message Designer, click Workbook.

To view the Campaign Analysis dashboard:

The Campaign Analysis dashboard helps you analyze the key performance metrics of a selected campaign.

  • Click Insight.

About the Information section

This read-only section shows the campaign creation information.

In this section, you can click View relationships to access the Object Relationship Navigator, which is an interactive feature that enables you to visualize how campaigns are related to different objects (Filters, Profile Lists, etc.) in your account. Learn more about the Object Relationship Navigator.

About the General Settings section

Click in this section to change the following general campaign characteristics:

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.

  • Description—any description or notes
  • Purpose—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.

    Note: To use the campaign for confirmed opt-in, select Transactional.

    You cannot change the purpose of a campaign after it is launched.

  • Marketing Strategy and Marketing Program
    These values can be used for downstream reporting.

    The Marketing Strategy and Marketing Program values are defined by the Account Administrator in the Campaign Management section of the Account Management page.

    Note: If you change a campaign’s marketing strategy or marketing program for a standard launch, Insight will display the new marketing strategy and marketing program values for both historical and new standard launches. This does not impact the CED behavior.

  • Folder—the folder for the campaign
  • Organizations — the organizational units can access the campaign. For more information, see Organizational Access and Targeting by Organization--Overview.

About the Message section

Click in this section to open the Message Designer, which you use to create and edit your message and enable link tracking.

About the Message Center section

Important: This section is available only for Push campaigns if this feature is enabled for your account.

Use this section to send the message to the message center in addition to a push notification. For more information, see Sending the message to the message center.

About the Data Sources section

Click in this section to add or edit data sources and change the Profile List for the campaign.

Warning: Changing the App Channel List might invalidate the campaign.

About the Trigger and Schedule section

This section applies only to In-App campaigns.

Click in this section to configure the in-app message trigger and the message schedule, and to turn open tracking on or off.

The trigger specifies which event triggers the message. The Standard Trigger ($ExplicitAppOpen) displays the message when the app is opened. A Custom Trigger displays the message when a specific event occurs. Custom Triggers are created by the app developer and added by the Account Administrator. By default, the Standard Trigger is used as the trigger event.

Track opens records In-app message opens or displays, indicating when each recipient opened the message. To track opens, Oracle Responsys places an open tracking pixel in the message. To track opens and displays, you need to enable Link Tracking for the campaign.

The schedule defines the time range when the message is visible to the app users. The default period is 7 days from the campaign creation date.

About the Targeting section

This section applies to both Push and In-App campaigns.

Click in this section to add or remove an audience. There are three options for your audience:

  • Everyone in the selected audience

    Important: This selection is only available if you have Audience enabled for your account.

  • Everyone in the selected filter
  • Everyone in the App Channel List

    Important: If this option is not present, your account is not enabled to send to all App Channel List members. If it is enabled, use this option with caution because selecting it means your target audience won't be narrowed for your campaign.

About the Launch section

This section is available only to users with the Push Marketing Director role.

Use this section to schedule the campaign, specify email addresses to receive notifications, view launch status, and monitor the campaign.

Click Launch to schedule the campaign and specify email addresses to receive notifications.

To schedule a campaign

  1. Click Launch.

    The Launch dialog opens.

  2. In the Scheduling Message Send section, select the option you want.
  3. Optionally, specify email addresses to receive notifications in the Notifications section:
    • Send progress notification(s) to—enter the email addresses (separated by commas) to receive progress notifications, then select the type of notifications you want to send. You can send notifications for either skipped messages, sent messages, or both.

      For skipped messages, notifications are sent when the specified percentage of messages is skipped. For sent messages, you can send the notification after the specified percentage of messages is sent, or when the launch is complete.

    • Send failure notifications to—enter the email addresses (separated by commas) to receive email notifications if the launch fails for any reason.

      The email notification contains information that identifies the campaign and program, and a pointer to the error.

  4. Click Next.
  5. Confirm your selections, then click Launch.

To view the launch status

  • Click Launch Status.

To monitor the launch

  • Click View Monitoring.

Tip: For more information about monitoring a launch, see Campaign Monitor.

Learn more