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Function documentationModeling Elements in Campaign Automation


The following elements are used to model an automated campaign process.

Start Node

The process model begins with a start node. You can start the campaign execution process by selecting this node and clicking Start Process. Once you save and release the campaign, campaign automation can start. The campaign automation process automatically ends when the last campaign step is executed.

Campaign Element

Any interaction, for example, with a business partner or employee within the automated campaign process, is shown using campaign elements.

You can define the following:

  • Relationships for these elements to determine the order in which they appear in the process

  • How responses should be dealt with, for example, if you process every response immediately, then you can assign workflow templates to the campaign

You can create campaign elements in the following ways:

  • In the Campaign Elements assignment block of a campaign

    If you create them in the assignment block, the elements appear in the worklist area when campaign automation is activated. You can then include them in the campaign process using drag and drop.

  • Directly in the modeling area

Note Note

You cannot create campaign elements under other campaign elements.

You can edit campaign element details only before you start the campaign automation process.

End of the note.

Symbols are displayed in the elements to indicate:

  • If the step is executed for every response

  • Scheduling information

  • Assigned target groups or profiles

  • Products and surveys

Decision Node

You define conditions for starting the subsequent campaign steps using decision nodes and do not allow the process to proceed until a response has been received.

  • Each decision node contains a list of rules.

    You can decide whether you want to execute the first valid rule or all valid rules.

    • Each rule has one or more follow-up steps assigned. These are only executed if the rule conditions are met.

    • You also have the option of copying rules using the Copy button under Rules.

  • A decision node has one or more entry points and can have any number of exits. Each exit corresponds to a condition.

  • If an inbound action is a reaction to a previously executed campaign step, the system tests the rules assigned to a decision node and, depending on the results of these tests, starts the successive processes.

Optimization Element
  • Optimization elements are used to optimize the campaign for profitability. You can test different scenarios until you find the best possible return on investment, taking business constraints into account.

  • They use the target group assigned to the preceding campaign element as a basis for this optimization.

  • As a result of the optimization, the original target group is divided and assigned to the subsequent follow-up steps accordingly.

Connector Node
  • The connector node is used to launch an event-triggered campaign. Campaigns can contain as many connector nodes as are needed to route business partners that have reached a certain step to the next process.

  • Connector nodes are used in the process model to visualize the connections between normal and event-triggered campaigns. They indicate the ID of the event-triggered campaign and the scheduling data needed to determine the launch time for it.

  • The connector node cannot have a successor campaign step because it is being used to launch a new campaign.