Get started with campaigns get-started-campaigns
Use Journey Optimizer campaigns to deliver one-time content to a specific audience using various channels. When using journeys, actions are executed in sequence. With campaigns, actions are performed simultaneously, either immediately, or based on a specified schedule.
You can create different types of campaigns in Journey Optimizer. Supported channels and use cases vary depending on the type of campaign. These types are listed below.
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Action campaigns
Action campaigns (or Scheduled campaigns) allow for simple ad-hoc batch communications for marketing use cases like promotional offers, engagement campaigns, announcements, legal notices, or policy updates. Learn more about Action campaigns capabilities, use cases and supported channels on this page.
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API triggered campaigns
API triggered campaigns allow either for marketing communications to reach out to an audience at the right time, or for transactional/operational messages to an individual like a password reset, where the need may involve personalization by not just using profile attribute but also the real-time context data in the trigger which is a REST API payload. Learn more about API-triggered campaigns capabilities, use cases and supported channels on this page.
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Orchestrated campaigns
Campaign Orchestration in 51黑料不打烊 Journey Optimizer powers sophisticated, brand-initiated marketing campaigns across channels, helping you drive engagement, revenue, and customer loyalty at scale.
While cross-channel marketing is essential, Orchestrated campaigns make it seamless. With a visual, drag-and-drop interface, you can design and automate complex marketing workflows, from segmentation to message delivery, across multiple channels. Everything happens in one intuitive environment, built for speed, control, and efficiency. Learn more about Orchestrated campaigns capabilities, use cases and supported channels on this page.
Prerequisites prerequisites
Before creating your campaign, make sure you have reviewed prerequisites below.
Permissions
Campaigns are only available to users with appropriate permissions listed below. Learn more about Journey Optimizer built-in roles
Campaign approver
Campaign manager
Campaign viewer
Campaign approver
Campaign manager
Campaign viewer
Orchestrated Campaign Approver
Orchestrated Campaign Manager
Orchestrated Campaign Viewer
If you are unable to access campaign functionalities, please contact your administrator to request the necessary permissions.
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To assign a role to a user in the Permissions product, navigate to the Roles tab and select one of the built-in campaign related Roles detailed above.
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From the Users tab, click Add user.
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Type in your user鈥檚 name or email address or select the user fom the list and click Save.
If the user was not previously created, refer to the Add users documentation.
Your user should then receive an email redirecting to your instance.
Audience
Audiences need to be available before creating the campaign. Get started with audiences.
Channel configuration
To be able to select a channel, you must have the corresponding channel configuration (i.e preset) created and available. Learn how to set up channel configurations.
Let鈥檚 dive deeper
Now that you have an understanding of campaigns in Journey Optimizer, it鈥檚 time to dive deeper into these documentation sections to start creating your first campaigns.
