Create a marketing automation campaign from a template

Abstract

How to use a template to create a marketing automation campaign.

Sitecore provides several pre-defined marketing automation campaign templates upon which you can base your own workflows. To help you organize templates, you can categorize them using themes.

To create a marketing automation campaign using a template:

  1. On the Marketing Automation dashboard, click Create.

  2. In the Create automation campaign dialog box, click Automation campaign from template.

  3. From the Campaign type list, select the category of template you are looking for.

  4. Select the campaign you want to use and click Create.

  5. On the canvas, make the relevant changes to the elements in your campaign:

    • To edit the details for a specific element, click the element and make the changes in the Details pane to the right of the canvas. To save the changes, click Apply.

    • To add new elements to the campaign, drag and drop the relevant elements from the Toolbox pane.

      Tip

      If you add an element that splits the campaign into two paths, for example, a decision point, a notification appears asking you which path the existing elements below the new element should be located on.

    • To delete an element, move the mouse pointer over the element and click the Delete icon that appears.

      Note

      When you delete an element that splits the campaign into two paths, a notification appears asking you which of the paths you want to delete. If any path from the listener has a decision point attached, all the paths from the listener will be removed.

    Editing a campaign with several elements in the canvas
  6. If the automation campaign gets too big for the canvas, you can move the automation campaign around on the canvas, zoom in or out, and hide the Toolbox pane to get more space to work on your campaign.

  7. From the Actions menu, you can:

    • View or edit the campaign details, such as the name, description, start date and end date.

    • Activate/deactivate the campaign.

    • Delete the entire campaign.

    • Copy the campaign to create a new one.

    • Undo/redo the changes you made to the campaign.

    Note

    Click the star next to an action to make it appear directly on the ribbon.

  8. Click Save to save your changes.

  9. In the Campaign Details dialog box, specify:

    • Name and description of your campaign.

    • Start date for the campaign. If the campaign is activated, it starts to process contacts after this time. If you do not specify a start date, the campaign starts to process contacts when the campaign is activated.

    • End date for the campaign. The campaign automatically deactivates after this time. If you do not specify an end date, the campaign runs indefinitely.

    • Maximum enrollments. Control how many times the same contact can enroll in the campaign. The default number of enrollments is Unlimited.

  10. Click Save.