Setting up your campaign

Setting up a new campaign includes the following (generic) steps:

1. Create a brand to hold your campaigns.
2. If required you can define the properties for your new brand.
3. Create a campaign to hold experiences; for example teaser pages or a newsletter.
4. If required you can define the properties for your new campaign.

Then depending on the type of experience(s) you are creating, you will need to create an experience. The details of the experience, and the actions that follow its creation, are dependent on the type of experience you want to create:

• If creating a Teaser:
  1. Create a teaser experience.
  2. Add content to your teaser.
  3. Create a Touchpoint for your Teaser (add your teaser to a content page).
• If creating a Newsletter:
  1. Create a newsletter experience.
  2. Add content to the newsletter.
  3. Personalize the newsletter.
  4. Create a compelling newsletter landing page.
  5. Send the newsletter to subscribers or leads.
• If creating a Adobe Target Classic offer (formerly Test&Target):
  1. Create a Adobe Target Classic offer experience.
  2. Integrate with Adobe Target Classic.

To create a new brand:

To create a new campaign:

Configure campaign properties that control the behavior:

• Priority: The priority of this campaign relative to other campaigns. When multiple campaigns are simultaneously On, the campaign that has the highest priority controls the visitor experience. 
• On and Off Time: These properties control the period of time when the campaign controls the visitor experience. The On Time property controls the time when the campaign begins to control the experience. The Off Time property controls when the campaigns stops controlling the experience.
• Image: The image that represents the campaign in AEM.
• Cloud Services: The Cloud Service configurations with which the campaign is integrated. (See Integrating with Adobe Marketing Cloud.)
• Adobe Target: Properties that configure campaigns that are integrated with Adobe Target. (See Integrating with Adobe Target.)

The procedure for creating a new experience is dependent on the type of experience:

• Creating a Teaser
• Creating a Newsletter
• Creating a Adobe Target Classic Offer

Now that you have created the basic skeleton for your experience you need to continue with the following actions, dependent on the type of experience:

• Teaser:
  • Connect the teaser page to visitor segments.
  • Create a Touchpoint for your Teaser (add your teaser to a content page).
• Newsletter:
  • Add content to the newsletter.
  • Personalize the newsletter.
  • Send the newsletter to subscribers or leads.
  • Create a compelling newsletter landing page.
• Adobe Target Classic Offer:
  • Integrate with Adobe Target Classic

If you have existing experiences you can add a touchpoint directly from the Calendar view of MCM:

In AEM MCM, you can organize and add leads either by entering them manually or importing a comma-separated list, for example, a mailing list. Additional ways to generate leads are from newsletter sign-ups or community sign-ups (if configured, those can trigger a workflow that populates leads).

Leads generally are categorized and put into a list so that later you can perform actions on the whole list, for example, sending out a custom email to a certain list.

In the Dashboard, you access all leads by clicking Leads from the left pane. You can also access leads from the Lists pane.

After you create new leads, be sure to activate them so that you can track their activity on the publish instance and personalize their experience.

To create a new lead manually:

Activating leads helps you track their activity on the publish instance and lets you personalize their experience. When you no longer want to track their activity, you can deactivate them.

To active or deactive leads:

When you import new leads, you can automatically add them to an existing list or create a new list to include these leads.

To import leads from a comma-separated list:

To add leads to pre-existing lists:

To view lead information, in the MCM, click the check box next to the lead and a right pane opens with all the lead's information displayed, including list affiliation.

To modify existing lead information:

To delete existing leads in the MCM, select the check box next to the lead and click Delete. The lead is removed from the lead list and all associated lists.

Lists let you organize your leads into groups. With lists, you can target your marketing campaigns to a select group of people, for example, you can send a targeted newsletter to a list. Lists are visible in the MCM, either in the Dashboard or by clicking Lists. Both provide you with the name of the list and the number of members.

If you click Lists, you also can view if the list is a member of another list and see a description.

To create a new list (group):

To modify an existing list:

To delete existing lists, in the MCM, select the check box next to the list and click Delete. The list is removed. Leads that were affiliated with the list are not removed - only the affiliation with the list is deleted.

You can merge an existing list with another list. When you do this, the list you are merging becomes a member of the other list. It still exists as a separate entity as well and should not be deleted.

You might merge lists if you have the same conference in two different locations and want to merge them into an attendees list of all conferences.

To merge existing lists:

At anytime, you can view which leads belong to a specific list either by browsing or searching for members.

To view the leads that belong to a list: