When you build a campaign in Campaign Designer, you use a variety of steps to design and construct a series of events (such as start, wait, and notify). Each event is a distinct step and has to be configured with information about, for example:
- which email message is sent to a contact,
- when an email message should be sent, and
- when to check whether the contact has taken the appropriate actions to advance to the next step.
Before creating a campaign, consider its objective (i.e., its "goal") and its audience. Then create an organized, methodical, and clearly understood campaign that will give you the best chance of achieving the campaign's goal.
This article provides an overview of Campaign Designer; a description of the campaign steps; and information on how to connect and disconnect campaign steps.
Campaign Designer - Design tab
The Design tab of Campaign Designer is where you create (and edit) a campaign by adding, configuring, and arranging its steps.
- The left side of the Designer has the "palette" of steps (described in the next section).
- The right side is the design grid (the "canvas").
- Drag and drop steps from the palette onto the canvas.
The following table lists and describes the functions of the campaign steps.
- After you add a step to the campaign canvas, you can click it to configure its properties.
- The Stop step does not have properties; it simply stops the campaign.
Add and remove step Connectors
You create the flow of a campaign by connecting the steps on the canvas.
TIP: Use the Zoom slider (in the upper right of the canvas) to zoom in and simplify working with connectors.
You can also press the wheel of your mouse to change it from the scroll function to the zoom function. Press the wheel again to return to the scroll function.
- Click the round connector of one step and drag it to the connector of another step.
- Repeat this for all your steps until they all are connected, creating the flow that you want for the campaign.
NOTE: Decide steps require more than one connection so that the flow of the campaign continues. In the example below, users who opened Mailing 1 are sent Mailing 2, whereas users who did not open Mailing 1 are sent Mailing 1 w/Diff Subject Line.
Remove a connector
You can remove a connection between two steps.
If you remove a connection, then — in order to activate the campaign — make sure that:
- the connection is established elsewhere and
- a disconnected step is either deleted or connected to a different step.
NOTE: Any "orphaned" steps or connectors will cause the campaign to have errors that have to be addressed prior to activation. See Campaign Errors.
To remove a connection:
- Click a connector to highlight it.
- Press the Delete key on your keyboard OR...
Right click the connector and select Cut from the menu.