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Outbound Campaigns

Suggest edit Updated on January 19, 2022

For advanced marketing initiatives, Multi-Channel Campaigns allow the use of adaptive and predictive analytics with business rules to optimize across multiple actions, resulting in the selection of the best action for each individual customer. However, marketers often need a simpler mechanism to promote a single offering and monitor its performance.

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The Outbound Campaign construct provides just this functionality using a visual card paradigm that highlights all aspects of the initiative on a single canvas. This allows marketers to focus on key aspects, such as the audience, the action, and the flow.

High-level features of the Outbound Campaign functionality include the following:

  • Simplified canvas, which includes all details in single view
  • Visual ‘card’ paradigm for easier building
  • Traceable goals and the ability to monitor their performance

Outbound Campaigns have a lifecycle of their own and go through various stages. These stages are outlined in the Outbound Campaign Lifecycle section. The remaining sections in this chapter outline the various interactions available to the user. These interactions include the following:

  • Outbound Campaign Lifecycle

    The user can perform appropriate actions on the Outbound Campaign at some of these stages. Performing an action on the Outbound Campaign may move to it a different stage.

  • Campaign Creation

    Users can utilize either of the following mechanisms to create Multi-Channel Campaigns:

  • Campaign Configuration

    Marketers can start configuring the Campaign right from the Create a campaign screen. Once the Campaign has been created, they can use the Edit button to go into edit mode and make further updates to the Campaign's configurations.

  • Validating an Outbound Campaign

    Click Actions Validate to validate your Outbound Campaign configuration. Reported violations are categorized into critical items and warnings. Critical items will prevent the Outbound Campaign from being launched. Warnings represent best practice violations and other scenarios which may impact Outbound Campaign execution.

  • Running a Campaign

    After the Campaign has been configured and approved, it is ready to be launched. This readiness is indicated by the availability of the Run action.

  • Monitoring Outbound Campaign Goals

    Once the Outbound Campaign enters the running stage, the system tracks its performance and stores relevant information in Interaction History (IH). If the user specified performance goals on the Outbound Campaign, they can monitor these goals as the Outbound Campaign progresses.

  • Making changes to a running campaign

    This section provides details on the following additional actions that a user can perform on their Outbound Campaign:

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