Add a campaign

A campaign is a set of one or more action types. When a campaign is run, you can review its results before publishing them to your desired end user system.

Manage campaigns and analytics in the Campaign Manager > Campaign Manager workbook. Depending on your user permissions, the Campaign Manager product dropdown will resemble the following image.

Campaign Manager workbooks

Before you continue

A campaign will not output meaningful data without at least one attached action type and at least one attached customer. This topic shows how to create a campaign, attach existing action types and customers to it, and define components that reference these data.

To create an action type, read Add an action type.

Add a campaign

Go to the Campaigns worksheet.
Go to the top-right corner and select Add.
Complete all required and desired fields in the modal.
Go to the bottom-right corner of the modal and select Save.
The campaign you created will appear as a row in the Campaigns worksheet.
If you have action types in the Action Types worksheet that you want to attach to this campaign, follow the steps to add an action.
If you defined customers in Sales IQ that you want to run the campaign against, read Customer eligibility and Customer scope.

Optional campaign settings

Before running a campaign, you can:

Define campaign reactivation periods.
Define campaign thresholds.
Define product scopes for the campaign.

To get started running a campaign, read Run a campaign.