Running a campaign
Video tutorial
Running a campaign includes the following activities:
*Planning
*Configuring
*Starting
*Managing
*Executing
*Reviewing
This section describes how to start, manage, and execute a campaign that is already planned and configured.
Starting a campaign
Before starting a campaign, lock the campaign to block any changes to campaign properties. Then, start the stage and workflow that contains the first campaign activity or action.
How to start a campaign
1 Choose Campaign Workflow—Planning.
2 In Planning, expand Strategies.
3 Select and expand a specific strategy, if necessary.
4 In a specific strategy, double-click on a campaign to open it for editing. You can also do this by making a left-click on it and choose Modify campaign.
5 To prevent changes to campaign properties, in Campaign detail, choose Lock.
6 Select Stage actions and choose Start campaign.
7 In Workflow, select the workflow that includes the first action in the campaign.
8 Choose OK.
The current workflow and stage appear in Campaign detail, as shown in Figure 7‑30.
Figure 7‑30 Examining the Campaign Manager workflow in stage 1 of a campaign
Managing campaign stages
You can manage and monitor campaign stages and workflows manually. You can also automate many actions in a campaign by definition. The following procedure summarizes the processes completed in a typical campaign.
1 Start campaign.
2 Start initial workflow.
3 Start initial stage.
Cells defined in a stage execute, according to defined properties.
4 Start next stage.
5 Start next workflow.
6 Repeat steps 45 until all tasks in all stages and workflows have completed.
7 Execute campaign.
8 Evaluate campaign results.
How to manage stages in a campaign
1 In Campaign detail, select Stage actions and make one of the following choices:
*To start a subsequent stage, choose Next stage.
If you do not have permissions required to execute a stage, choose Accept in the message describing the permissions you lack.
*To review a preceding stage, choose Previous stage.
*To review a list of transitions between stages, choose Show History.
2 To close Campaign History, choose OK.
How to evaluate a campaign
1 Log in to BIRT Analytics as a user who has the Evaluate permission.
2 In Campaign detail, select Campaign actions and choose Evaluate.
3 In Results of the evaluation, examine the following levels of information:
*To see details of records generated during completed stages, choose Table.
*To see a summary of records generated by each completed cell, choose Chart.
Viewing campaign summaries
Campaign management supports viewing summary information using a Gantt chart display. This view presents a time‑line background on which multiple campaigns appear. Options include viewing a summary of all campaigns, or only campaigns having current activity.
How to view campaigns on a Gantt chart
1 Choose Campaign Workflow—Campaigns Management.
2 In List of campaigns, select All campaigns, then choose Refresh.
3 To view information about a selected campaign, select one of the following options:
*To limit campaigns appearing on the Gantt chart to only active ones, in List of campaigns, select Current.
*To view information about a campaign, hover the cursor over a campaign icon on the chart.
*To view details for a campaign, double‑click the image for a single campaign on the Gantt chart.
Executing a campaign
Executing a campaign completes the set of campaign activities. Executing a campaign loads all data generated to date by campaign activities into the history and response database tables defined for the campaign.
How to save campaign results and responses in a database table
1 After all stages in all workflows complete, select Campaign actions and choose Execute.
2 In Execution options, to manage loading data in the Workflow history table, select one of the following options:
*To create a file containing all campaign result records, select Just generate file.
*To load campaign result records in your database, select Generate file and load it on history table.
*To delete cached result records after loading them in the history table, select Generate file, load it and remove it.
3 To generate response records in a file, select Campaign actions and choose Response.
How to review campaign results
1 To explore a column in CWorkflow, drag the column from My Data, or a segment from Discrete Values and drop it in Data Explorer.
2 To view summary of history records for this campaign in Data Explorer, choose Summary.
3 To view details about the response records for this campaign in Data Explorer, choose Record view.
Related topics
Understanding campaigns
Running a campaign
Video Tutorial
Executing a Campaign