Planning a campaign
Video tutorial
Planning a campaign involves organizing a set of goal-oriented activities. Creating campaign structure by defining a strategy and cells establishes a manageable path toward completing the campaign. Defining campaign properties completes the campaign structure. Campaign workflow planning supports completing multiple activities toward a campaign goal.
This section describes how to define campaign strategies, properties, and cells.
About campaign properties
You define a campaign by setting the following properties:
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A code, name, and description that identify a campaign
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Calendar dates on which activities in a campaign begin and end
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Database table that stores records on which a campaign runs
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A selected segment of data on which a campaign runs
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Records generated as a result of campaign activities
Creating a strategy
A campaign strategy names and describes one or multiple campaigns. A strategy supports grouping multiple campaigns. BIRT Analytics Campaign Workflow Planning supports creating a branched hierarchy containing strategies and campaigns.
How to create a strategy for a campaign
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Figure 7-9  
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Creating a campaign
Creating a campaign requires a strategy. As a best practice, establish a strategy, then create one, or multiple campaigns within the scope of that strategy. Modify the scope of a strategy as necessary, to accommodate expanding campaign activities.
How to create a new campaign
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For example, consider a campaign designed to contact all customers by setting the resolution level to Customers table. To limit customers contacted to one-per-household, limit the campaign resolution by selecting De-duplicate and selecting Household ID.
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Saving a campaign locks property modification for all users except the user creating the campaign.
How to unlock a campaign
To unlock a campaign for editing by other users, choose Check in, as shown in Figure 7-15.
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No blocked appears for an unlocked campaign, as shown in Figure 7-16.
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How to exclude a segment of records from a campaign
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For example, to exclude all male directors from a campaign, create a segment that includes only male directors. Then, drag the Male Directors segment from Scratchpad and drop it Exclusion domains, as shown in Figure 7-18.
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In Campaign detail, choose Save.
How to define a segment as a campaign domain
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For example, to define the domain of a campaign to include only those customers who buy product MA:
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About campaign cells
A campaign cell defines an action executed according to defined properties for all records in a segment. The action is defined to accomplish a specific goal within a campaign. For example, you can set cell properties that generate a specific text message to each male customer who purchased an Android phone. A cell may be set to execute at a specific time or coincident with a specific event during a campaign. A cell also may collect response data associated with records in a segment, according to business rules defined as cell properties.
To modify or delete an existing cell, in Campaign Detail—List of cells, select a cell and choose Modify or Delete, as shown in Figure 7-24.
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How to create a cell in a campaign
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To determine the effectiveness of a cell, compare cell results to the control cell.
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Figure 7-29  
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Related topics
Understanding campaigns
Configuring campaign elements
Managing campaign stages
Creating a scheduled task
Video tutorial
Creating a campaign

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