Run a campaign
  • 03 May 2024
  • 1 Minute to read
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Run a campaign

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Article summary

When you run a campaign, Campaign Manager pulls records from engine output worksheet views associated with each action type in the campaign. Campaign Manager then filters the records based on campaign thresholds and on any configured product scope or customer scope. You may choose to review and validate the filtered records before publishing them.

Note that when you run a campaign, Campaign Manager expects the following fields to be present in the campaign’s Engine Output Worksheet View. The first three fields must make up the primary key of the campaign’s actions. The additional fields must also be present, but may include null values.

System NameValue Type
CustomerIdSTRING
ProductGroupIdSTRING
RecordIdSTRING
ProductGroupDescriptionSTRING
ActionImpactNUMBER
CurrentValueNUMBER
TargetValueNUMBER

To run and publish a campaign

  1. Go to the Campaigns worksheet.
    Tip

    Campaign Manager allows you to import campaign actions from a CSV file and skip steps 1, 2, and 3.

  2. Select the campaign you want to run.
  3. Select the Run Selected Campaigns worksheet action.
  4. Go to the Action Review worksheet.
  5. Review and validate campaign actions as desired.
  6. Select the Publish Selected Actions worksheet action.

To view analytics related to campaign actions under review and existing, published campaign actions, read Review published actions.


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