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Adobe Campaign Standard

 

 

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Adobe Campaign Standard - Getting started

Chapter 1. About Adobe Campaign . . . . . . . . . . . . . . . . . . . . . . . 5

Campaign orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Managing profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Targeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Data acquisition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Personalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Monitoring and tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Integrating with Adobe Marketing Cloud . . . . . . . . . . . . . . . . . . . . . 9

Chapter 2. Discovering the interface . . . . . . . . . . . . . . . . . . . . . . 11

About the interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Interface description . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Top bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Advanced menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Main zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Action bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Compatible browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Customizing lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 3. Marketing plans . . . . . . . . . . . . . . . . . . . . . . . . . 21

Programs and campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . 21About plans, programs and campaigns . . . . . . . . . . . . . . . . . . . . 21Creating a program . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Creating a campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Programs and campaigns icons and statuses . . . . . . . . . . . . . . . . . . 24

Marketing activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24About marketing activities . . . . . . . . . . . . . . . . . . . . . . . . . 24Marketing activity icons and statuses . . . . . . . . . . . . . . . . . . . . . 25Creating a marketing activity . . . . . . . . . . . . . . . . . . . . . . . . 26

Timeline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Chapter 4. Managing templates . . . . . . . . . . . . . . . . . . . . . . . . 31

About templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

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Table of Contents  

Marketing activity templates . . . . . . . . . . . . . . . . . . . . . . . . 31Content templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Creating a new template . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating a multilingual template . . . . . . . . . . . . . . . . . . . . . . . . 35Using a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Chapter 5. Tutorials . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Step-by-step guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41How-to videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

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Table of contentsCampaign orchestration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Managing profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Targeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Data acquisition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Personalization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Monitoring and tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Integrating with Adobe Marketing Cloud . . . . . . . . . . . . . . . . . . . . . . . 9

Campaign orchestration

Adobe Campaign offers a platform for managing campaigns which allows you to control the entire process of creating,executing, and tracking cross channel campaigns, as well as send messages that are personalized according to theprofile, behavior, preferences, and needs of the clients. You can easily orchestrate, modelize and automate the entiremarketing process, and integrate with other Adobe solutions. Adobe Campaign key capabilities are:

n Marketing database creation and growth: profile management, import/export mechanisms, query editor.

n Data segmentation and targeting functionalities to send the right message to the right audience.

n Cross-channel campaign orchestration, management and execution through marketing plan and various marketingactivities: landing pages, workflows, online and offline messages, transactional messages, etc.

n Messages design and delivery on different communication channels, including email delivery optimization formultiple devices through testing and responsive design strategies.

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CHAPTER 1

About Adobe Campaign

n Operational reports generation to track the impact of your campaigns and pilot your solution, and dynamicreporting capabilities to create your own reports.

Key steps to create and orchestrate a marketing campaign with Adobe Campaign are:

n Preparing - This initial phase allows the user to formalize the need, intention, and objective of the campaign:creating the marketing plan, identifying the target, defining the content and creation mode, expected results,and people involved.

n Targeting - The targeting phase allows the user to define the data collection mode, their structure, theirsegmentation, audiences, seeds and tests, filtering conditions to design, etc. During this phase, you can also setup subscription/unsubscription methods. See About profiles and audiences.

n Designing content - This phase involves creating the delivery/ies, selecting the communication channel, settingup the approval mode. You can also design online pages to acquire or update profiles, and grow your database.See About content designing.

n Testing and sending - The execution phase allows the user to carry out the various validation steps (content,target) particularly via preview screens and by sending a proof to the approvers, before sending. See Abouttesting and sending.

n Monitoring and reporting - Once the campaign has been executed and the different messages have been sent,this stage allows the user to collect the different statuses of the sends, and the tracking and monitoring information.The campaign and delivery reports are generated to track the impact of the campaign and the recipients' activities.See About reporting.

n Automating - During this stage, additional factors such as the import/export mechanism implementation methods,the data management and update modes, personalization data identification, etc. are defined. See About workflowsand data management.

Managing profiles

ProfilesAdobe Campaign profiles represent all of the contacts stored in the database. Each profile corresponds to one entryin the database which contains the necessary information for that profile to be targeted, qualified and individually

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tracked. This means that a profile can be: a client, a prospect, an individual subscribed to a newsletter, a recipient, auser, or any other denomination depending on the organization.

The different types of profiles and their management modes are presented in the Profiles section.

Adobe Campaign provides a report that displays the number of active profiles. For more information, refer to Activeprofiles.

TargetingTo enable you to deliver relevant and effective messages, Adobe Campaign integrates advanced analysis and targetingfunctionalities. Thanks to the workflows and the query editor, you can construct audiences that will be targeted byyour marketing campaigns, depending on the information that you have on them, their activities, and their marketinghistory. This allows you to filter subscribed profiles, sample, or create target audiences on an unlimited number ofcriteria.

The mode for creating audiences is detailed in the Audiences section.

Data acquisition

Profiles are individual contacts are centralized in the Adobe Campaign database. Various mechanisms for profileacquisition and creating this database can be used: collecting data online via landing pages, manual or automatedimport mechanisms, direct input in the Adobe Campaign interface, bulk creation through Campaign APIs.

Profiles creation and management are detailed in the About profiles section.

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About Adobe Campaign

Personalization

Get your clients' attention and improve your response rate by using content and headers that are personalizedaccording to their profiles, their preferences, and their activity. All of your client information is centralized in AdobeCampaign and you can offer messages containing adapted content, via different channels.

The mode for personalizing messages is detailed in the Personalizing emails and Personalizing SMS messages sections.

Monitoring and tracking

Track and understand your clients' behavior by progressively enriching their profile data. Reporting and analysistools allow you to capitalize on each new campaign, better target your marketing actions, and optimize their impactand return on investment.

The graphical interface provides fast, easy access to the main indicators and delivery statistics.

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For more information on reports, refer to the Accessing reports section.

With Adobe Campaign, you can monitor and track each delivery individually. The message dashboard displaysdedicated logs to follow-up processes, rules and identify possible errors and warnings. For more about deliverymonitoring, refer to the Monitoring a delivery section. Tracking principles and capabilities are presented in theTracking messages section.

Integrating with Adobe Marketing Cloud

Integration with other Adobe Marketing Cloud solutions may require you to adapt your initial configuration. Contactyour Adobe technical administrator for more information.

If you have other Adobe Marketing Cloud solutions, you can integrate them with Adobe Campaign, and then youwill be able to:

n Use contents created from Adobe Experience Manager in Adobe Campaign messages.

For more on this, refer to the Adobe Experience Manager section in the Integrations guide.

n Import shared audiences from different Marketing Cloud solutions in order to use them in Adobe Campaign,and export Adobe Campaign audiences into Adobe Marketing Cloud, so that they can be used in differentsolutions.

For more on this, refer to the People Core Service section in the Integrations guide.

n Insert dynamic images generated by Adobe Target into your Adobe Campaign messages.

For more on this, refer to the Adobe Target section in the Integrations guide.

n Use resources shared from Adobe Marketing Cloud in your Adobe Campaign messages and landing pages.

For more on this, refer to the Assets Core Service section in the Integrations guide.

n Track the success of your email deliveries directly in Adobe Analytics.

For more on this, refer to the Adobe Analytics section in the Integrations guide.

n Through integration with Adobe Analytics for mobile, use the Points of Interest data collected from your mobileapplication's subscribers to send them personalized marketing messages.

For more on this, refer to the Points of Interest data section in the Integrations guide.

n Create and modify the content of your emails in Dreamweaver.

For more on this refer to the Editing content in Dreamweaver section.

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About Adobe Campaign

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Table of contentsAbout the interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Interface description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Top bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Advanced menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Main zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Action bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Compatible browsers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Customizing lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

About the interface

Adobe Campaign's user interface is based on concepts which are common to all the Adobe Marketing Cloud solutions.

This interface is intended for web browsers. It is completely resizable and therefore automatically adapts to the mediaon which it is used: desktop computer or tablet. Every element is compatible with the use of a mouse or touchscreen.

Campaign interface, capabilities and options you can access to may vary depending your contract and user permissions.

In order to adapt to the different uses and new functionalities offered, the Adobe Campaign user interface and all ofits elements are updated regularly. You may notice some differences between the version that you are using andthe screens shown in this document.

The navigation principles are common to all of these solutions. They are detailed in the presentation of the latestgeneral platform update: https://marketing.adobe.com/resources/help/en_US/mcloud/whatsnew-spring-2016.html.

Interface description

Adobe Campaign, lets you navigate through different menus and screen to manage your campaigns.

All Adobe Campaign screens are made up of the following elements:

n A top bar for navigation

n An advanced menu to access specific functionalities and configurations

n A main zone to work on certain elements

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CHAPTER 2

Discovering the interface

n A lateral panel, according to the context, to filter or search within the elements displayed.

Home pageThe home page is made up of multiple cards that give you quick access to the main Adobe Campaign functionalities.

n The Create an email card takes you to the email creation assistant. This assistant lets you choose an email type,select your message recipients and define your content. Refer to the Creating an email section.

n The Create an SMS card takes you to the SMS creation assistant. This assistant lets you choose an SMS type,select your message recipients and define your content. Refer to the Creating an SMS section.

n The Create a Direct mail card takes you to the direct mail creation assistant. Refer to the Creating a direct mailsection.

n The Create a push notification card takes you to the notification creation assistant. This assistant lets you choosea push notification type, select your message recipients and define your content. Refer to the Creating a pushnotification section.

n The Marketing activities card takes you to the complete list of all the activities, programs, and campaigns,particularly emails, SMS, workflows, and landing pages. From here you can then filter the elements by searchingby name, date, status or activity type. For more on this, refer to the Marketing activity list section.

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n The Programs & campaigns card takes you to the list of programs in which you can display, create, and manageyour campaigns. Refer to Program list.

n The Timeline card takes you directly to an interactive timeline of your marketing activities, in which you canconsult the ongoing programs and their content. Refer to Timeline.

n The Customer profiles card takes you directly to the list of profiles. From here you can consult the eventsconcerning each of the profiles in your list. Refer to Managing profiles.

n The Audiences card takes you directly to the list of audiences. From here you can create new sets of individuals.Refer to Managing audiences.

Top barThe top bar is visible on every screen and allows you to navigate through Adobe Campaign functionalities as wellas access the Adobe profile connected, notifications, other Adobe Marketing Cloud solutions and configurations,and the documentation.

The navigation principles are:

n The Adobe Campaign logo in the top left hand corner of the page gives you access to the advanced functions.The menus offered depend on the permissions allocated to the user connected.

The advanced menu is presented in the Advanced menu [page 13] section.

n The Home link allows you to display the Adobe Campaign home page.

n The Marketing activities,Programs & Campaigns, Profiles, Audiences and Reports links let you access theviews linked to these functionalities.

n The Help button gives access to the product documentation, release notes, version numbers, legal notices, aswell as the links to the Adobe Marketing Cloud community and customer care.

n The Select solution icon lets you switch to another Adobe Marketing Cloud solution as well as to the settingslinked to the account being used.

n The Notifications icon displays the latest alerts or information for the user connected.

n The User icon allows you to display information linked to the current user. It gives access to the Sign out button.

Advanced menuThe advanced menu is displayed by clicking the Adobe Campaign icon, in the top left corner of each screen. Theadvanced meny may vary depending your contract and user permissions.

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Discovering the interface

This menu allows you to navigate to specific functionalities and settings.

Marketing plans

The Marketing plans icon gives you access the following functionalities:

n Marketing activities - for more on this, refer to the Marketing activity list section.

n Programs & Campaigns - for more on this, refer to the Program list section.

n Timeline - for more on this, refer to the Timeline section.

n Transactional messages, which contains the sub-menus Deliveries and Event configuration - for more on this,refer to the Transactional messaging section.

Profiles & audiences

The Profiles & audiences icon gives you access to the following functionalities:

n Profiles - for more on this, refer to the Managing profiles section.

n Test profiles - for more on this, refer to the Managing test profiles section.

n Audiences - for more on this, refer to the Managing audiences section.

n Services - for more on this, refer to the Creating a services section.

Resources

The Resources icon gives you access to the following functionalities:

n Templates, which contains the sub-menus for each type of template - for more on this, refer to the Managingtemplates section.

n Content blocks - for more on this, refer to the Adding a content block section.

n Content templates - for more on this, refer to the Uploading HTML content section.

Administration

The Administration icon gives you access to the advanced functionalities that can only be carried out by functionaladmistrator. For more on this, refer to the Administration chapter.

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Main zoneThe main zone is a dynamic zone that contains a list of elements or a set of cards for example. It allows you to editexisting elements and create resources.

The content and display format of the main zone can vary:

n A list presenting various elements such as programs, campaigns, profiles, etc. These elements can be viewed inCard or List mode. Use the change mode button to switch from one to the other. Each element displays indicators.

A counter allows you to be aware of the number of elements. If this number exceeds 30 you need to click thiscounter to get the total number.

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Discovering the interface

n A dashboard presenting an overview of all the parameters linked to an activity. This screen includes interactivezones that allow you to separate and configure the different concepts independently.

n If several offers are possible when creating an element, a selection screen allows you to select the type of elementto add (campaigns, deliveries). This selection screen is also offered to access the reports.

n For the workflows and the query editor, a workspace with a palette is made available for you to design theobject.

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You can drag and drop elements from the palette into the workspace to configure the element in question.

Action barAccording to the screen type displayed, a bar containing actions linked to the screen appears at the top.

This bar not only contains common actions such as search and filtering, but also actions relating to the screendisplayed:

n For actions related to workspace type screens, refer to either the Action bar section for the workflows or theAction bar section for the content editor.

n For actions related to dashboard screens, refer to the Message dashboard section for more information.

n For actions related to list type screens, refer to the Customizing lists [page 18] section below.

Compatible browsers

Adobe Campaign Standard is compatible with most browsers for computers as well as the main operating systemsfor tablets.

Adobe Campaign Standard only supports landscape as display mode on tablets.

Here is the list of the browsers compatible with Adobe Campaign Standard:

Computer:

n Chrome (latest version)

n Firefox (latest version)

n Internet Explorer (version 11 and later)

n Safari (latest version)

Tablet:

n iOS (version 7 and later)

n Android (version 4.4 and later)

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Discovering the interface

Customizing lists

List screens allow you to display elements of one or several given resources.

Adobe Campaign has two types of lists:

n A "homogeneous" list, which is when it contains a single type of resource. For example, the profile list onlycontains profiles.

n A "heterogeneous" list, which is when it contains several types of resources. For example, the list of marketingactivities contains landing pages, workflows, emails, SMS, etc.

The lists are displayed in columns. Each column can be sorted in ascending or descending order one at a time.

The elements in a list have a checkbox that allows you to select them. By selecting one or several elements, you cancarry out several actions, such as editing, duplicating and deleting these elements.

When hovering over an element in the list, quick actions. These actions allow the user to take various actions onthe element that is hovered over, such as edit, select, delete, or show details.

You can also configure whether columns in a list are to be displayed or not. To add or remove columns:

1 Make sure that the screen is in List mode.

2Go to the list configuration window by selecting the button in the action bar.

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3 Add the columns that you want to include in your list. To do this, select a column from the left hand side of the

window, then use the button from the action bar to add a column.

The selectable columns correspond to the list resource.

For each column added, specify whether you want to apply sorting by default:

n NO: No sort on the column

n ASC: Applies an ascending (rising) sort on the column

n DESC: Applies a descending (declining) sort on the column.

4 Delete the columns that you do not want to be displayed by checking the boxes corresponding to the columns

to delete. Then, use the button from the action bar to confirm deleting them.

5 Once your list contains the correct columns, you can change the order in which they are displayed in the list by

checking the columns that you want to move. Then, use the and arrows.

6 Confirm your list configuration by selecting OK.

Your list is now displayed as you have configured it.

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Discovering the interface

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Table of contentsPrograms and campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

About plans, programs and campaigns . . . . . . . . . . . . . . . . . . . . . . 21Creating a program . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22Creating a campaign . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Programs and campaigns icons and statuses . . . . . . . . . . . . . . . . . . . . 24

Marketing activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24About marketing activities . . . . . . . . . . . . . . . . . . . . . . . . . . 24Marketing activity icons and statuses . . . . . . . . . . . . . . . . . . . . . . . 25Creating a marketing activity . . . . . . . . . . . . . . . . . . . . . . . . . 26

Timeline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Programs and campaigns

About plans, programs and campaignsAdobe Campaign allows you to plan marketing campaigns in which you can create and manage different types ofactivities: emails, SMS messages, push notifications, workflows, landing pages. These campaigns and their contentscan be gathered into programs.

The programs and campaigns allow you to regroup and view the different marketing activities that are linked tothem.

n A program may contain other programs as well as campaigns, workflows, and landing pages. It appears in thetimeline and help you organize your marketing activities: you can separate them by country, by brand, by unit,etc.

n A campaign enables you to gather all the marketing activities of your choice under a single entity. A campaignmay contain emails, SMSes, push notifications, direct mails, workflows, and landing pages.

To better organize your marketing plans, Adobe recommends the following hierarchy: Program > Sub-programs >Campaigns > Workflows > Deliveries.

Reports on programs and campaigns allow you to analyze their impact. For example, you can build reports at thecampaign level to aggregate data on all deliveries contained in that campaign.

Related topics:

n Timeline

n About dynamic reports

Adobe Campaign Standard - Getting started | 21

CHAPTER 3

Marketing plans

Creating a programThe program is the first level of organization. It can contain sub-programs, campaigns, workflows or landing pages.

1 From the Adobe Campaign home page, select the Programs & Campaigns card.

2 Click on the Create button.

3 In the Creation mode screen, select a program type.

The program types available are based on templates defined in the Resources > Templates > Program templatessection. For more on this, refer to the Managing templates section.

4 In the Properties screen, enter the name and ID of the program.

5 Select a start and end date to your program. These dates only apply to the program itself.

You can create your program within a parent program. To do this, select the parent program from the existingprograms.

6 Click on Create to confirm the creation of the program.

The program is created and displayed. Use the Create button to add sub-programs, campaigns, workflows or landingpages.

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Note:

You can also create a program from the list of marketing activities.

Creating a campaignIn programs and sub-programs, you can add campaigns. Campaigns can contain marketing activities such as emails,SMS, push notifications, workflows, and landing pages.

1 From the Adobe Campaign home page, select the Programs & Campaigns card and access a program orsub-program.

2 Click on the Create button and select Campaign.

3 In the Creation mode screen, select a campaign type.

The campaign types available are based on templates defined in Resources > Templates > Campaign templates.For more on this, refer to the Managing templates section.

4 In the Properties screen, enter the name and ID of the campaign.

5 Select a start and end date to your campaign. These dates only apply to the campaign itself.

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Marketing plans

6 Click on Create to confirm the creation of the campaign.

The campaign is created and displayed. Use the Create button to add marketing activities to your campaign.

Note:

Depending on your license agreement, you may access only some of these activities.

You can also create a campaign from the marketing activity list. You can choose to link the marketing activity to aparent program or sub-program via the properties window of the campaign.

Programs and campaigns icons and statusesEach program and each campaign in the list has a visual symbol and an icon whose color indicates the executionstatus. This status depends on the validity period of the program or the campaign.

n Gray: the program/campaign has not yet started - Editing status.

n Blue: the program/campaign is in progress - In progress status.

n Green: the program/campaign has finished - Finished status.By default, the current date is automatically shownas the validity start date and the end date is calculated according to the start date (D+186 days). You can changethese dates in the program or campaign properties.

Marketing activities

About marketing activitiesYou can create and manage your marketing activities from the programs and campaigns to which they belong, orvia the list of marketing activities.

The marketing activity list centralizes all of the activities, whatever the programs or campaigns in which they werecreated. Programs, campaigns, deliveries (emails, SMS messages and push notifications), landing pages, and workflowsare thus itemized in no particular hierarchical order.

To access the marketing activity list, choose the Marketing activities link from the top bar.

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Note:

The marketing activities can also be accessed by selecting the Marketing activities card from the home page.

The Search pane allows you to filter elements according to different criteria: name (label and ID), date, status, oractivity type. By default, all of the activity types are selected, except programs.

To directly access the content of each activity, choose one of the elements from the list.

The Create button can be used to create a new activity. For more on this, refer to the Creating a marketing activity[page 26] section.

Marketing activity icons and statusesIn the main zone, each type of activity in the list has an icon:

n : Program

n : Campaign

n : Email

n : SMS

n : Push notification

n : Landing page

n : Workflow

Depending on its validity period and status, the color associated with this icon indicates the corresponding activity'sexecution status.

n Gray: the activity has not yet started - Editing status.

n Blue: the activity is in progress - In progress status.

n Green: the activity has finished - Finished status.

n Yellow: the activity has received a warning - Warning status.

n Red: an error has occurred - Erroneous status.

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Marketing plans

Creating a marketing activityFrom an existing campaign, you can create different types of messages (email, SMS, push notification, etc.), workflows,and landing pages.

From an existing program, you can create other programs, campaigns, workflows, and landing pages.

Note:

Consider creating workflows directly within a campaign. If you create a workflow within a program, you will not beable to move it to a campaign afterwards.

Programs and campaigns are presented in the Programs and campaigns [page 21] section.

1 In the dashboard of a program or a campaign, create a new marketing activity using the Create button.

2 Select the type of activity that you want to create.

According to the context, you can:

n Create an email

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n Create an SMS

n Create a push notification

n Create a workflow

n Create a landing page

n Create a campaign

n Create a program

Note:

You can also create a marketing activity from the marketing activity list. In this case, you can create any type ofactivity. You can choose to link the marketing activity to a parent campaign (or to a parent program if you create aprogram) via the activity's properties.

Timeline

The Timeline allows you to visualize programs that are in progress and their content.

To access the timeline, click the corresponding card from the home page.

By default, the timeline only details programs, which are chronologically displayed between the start dates and enddates defined.

Each program is represented by a box containing the corresponding thumbnail and label. Depending on the screensize and the number of elements to display, the label may be replaced by the program ID.

The blue vertical line is a chronological marker to highlight the current date. By default it is found in the middle ofthe screen. You can scroll right or left within the screen to modify the period displayed.

The and buttons allow you to increase or reduce the perimeter. The button also increases the level of detailfor a more limited period, until days are displayed, and the button allows you to display a larger period.

Click the arrow on the right of each program name to display the corresponding content. A program can containsub-programs, campaigns, and landing pages. A campaign is deployed in the same way as a program and can containemails, SMSes, and landing pages.

Note:

As workflows do not have a particular notion of a date, they do not show up in the timeline.

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Marketing plans

When the content of a program or a campaign is being displayed, the corresponding box turns blue and the arrowon the right hand side turns upside down. Re-click the arrow to hide the content.

Each element has an icon that corresponds to its type:

n : Program

n : Campaign

n : Landing page

n : Email

n : SMS

n : Push notification

The colored line on the left border of each box indicates the status of the element concerned.

n When an element has not yet started, the line is gray.

n If an element is in progress, the line is blue.

n As soon as an element has finished, the line turns green.

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Click a program or any other element displayed to make the corresponding card appear. Then click on the card togo directly to the content of the element selected and modify it.

Click anywhere else in the screen to make the card disappear.

Adobe Campaign Standard - Getting started | 29

Marketing plans

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Table of contentsAbout templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Marketing activity templates . . . . . . . . . . . . . . . . . . . . . . . . . 31Content templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Creating a new template . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating a multilingual template . . . . . . . . . . . . . . . . . . . . . . . . . 35Using a template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

About templates

Marketing activity templatesWhen you create a new marketing activity, the first screen in the wizard asks you to select a type, or template. Usingthis template allows you to pre-configure certain parameters according to your needs. The template may contain afull or partial configuration of the marketing activity. The template management is performed by the fonctionnaladministrator.

The end user has a simplified interface. When creating a new marketing activity, you just need to select the templateyou would like to use. There is no need to worry about any technical configurations. This has already beenpre-configured by the functional administrator in the template.

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CHAPTER 4

Managing templates

For example, in the case of an email template, you can pre-fill the HTML content, the audience, and any otherparameter of your delivery: schedule, test profiles, your delivery's general properties, the avanced paramaters, etc.This allows you to save time when creating a new activity.

For each type of marketing activity, one or several out-of-the-box templates are available. They offer minimalconfiguration for each type of marketing activity. These out-of-the-box templates cannot be modified or deleted.

Templates are available for the following marketing activities:

n Programs

n Campaigns

n Email deliveries

n SMS deliveries

n Push notifications

n Landing pages

n Workflows

n Services

n Import

n Transactional messages

These templates are managed from the Resources > Templates screen.

Note:

Brand configuration can be pre-configured in an email or landing page template. For more information, refer to theBranding section.

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Content templatesYou can also manage HTML contents that will be offered in the email content editing screen.

These templates include 18 mobile-optimized layouts corresponding to the most current usages such as customerwelcome, newsletters and reengagement emails, among others. They can easily be customized with your brands’content to ease the process of designing emails from scratch.

These out-of-the-box HTML contents are managed from the Resources > Content templates screen. They areread-only. To edit one of them, you must first duplicate it. You can also create new templates and define your owncontents.

For more information on editing content, refer to the Design content section.

Creating a new template

Message templates can be managed by the functional administrator of the platform, under the Resources > Templatesmenu. Out-of-the-box templates cannot be modified or deleted. To create a new template, you must duplicate anexisting one.

Adobe Campaign Standard - Getting started | 33

Managing templates

1 Select an existing template. In our example, we have chosen a Delivery template.

2 Hover over it with the mouse, then select the Duplicate element option.

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3 Configure any settings you want, just like you would do when creating a new marketing activity from scratch.

Created templates can then be selected by standard user in the first screen of the wizard while creating a marketingactivity.

Related topics:

n Branding

n Design content

Creating a multilingual template

A multilingual template is a specific template to manage multilingual messages.

This kind of template is available for Email and SMS messages and usuable in standalone mode, within a workflowor in a recurring delivery.

In the multilingual feature templates, the language management is based on variants. Each variant represents onelanguage.

Adobe Campaign Standard is able to set up a maximum of 40 variants.

A default language is mandatory. By default, for all instances, the sending language is US.

During the template creation, you can add the number of variants corresponding to the number of needed languagesin the message.

To perform the creation of SMS or email template, follow the steps:

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Managing templates

1 Duplicate an existing multilingual template (SMS or Email).

Note:

You can also modify an existing standard template in a multilingual template by clicking on the Initialize contentvariant button in the template properties.

2 Modify the properties to customize label, tracking, etc..

3 Modify the number of desired variants by clicking on the variants tile. The variants window is displayed

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You can add or remove variants. To add a variant, complete the New content variant window.

Note:

Do not delete the "default" variant as it is the variant sent to profiles without a completed preferred languageparameter.

4 Customize label variant if needed and click on confirm.

5 You can also directly add the content for each variant.

You are now ready to create an email or an SMS message based on this multilingual template.

Related topics:

n Creating a multilingual email

n Creating profiles

Using a template

We are now going to look into how to use the email template created in the earlier section.

Note:

Creating a marketing activity based on a template is generally carried out by a standard user type profile.

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Managing templates

1 Create a new marketing activity.

2 In the first screen in the wizard, select the template that you would like to use.

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The marketing activity is pre-configured with the parameters defined in the template.

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Managing templates

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Table of contentsStep-by-step guides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41How-to videos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Step-by-step guides

Get started with Adobe Campaign by consulting our intuitive step-by-step guides.

n Creating a personalized email: create and send personalized emails to a targeted audience.

n Offering a subscription to a service: create a subscription to a newsletter using a landing page.

n Creating a landing page: manage your landing page templates and create new landing pages that are ready foruse.

n Exporting and importing a package of custom resources: export and import a package of custom resources froma development environment to a production environment.

n Creating a cross-channel message workflow: create a workflow by segmenting a population to send an emaildelivery and an SMS delivery.

n Creating an email with Experience Manager and Campaign: create an email content in Adobe Experience Managerand use it in an email in Adobe Campaign Standard.

n Delivering with Adobe Campaign: discover some of the best practices that can be used to deliver with AdobeCampaign, from creating and targeting to sending and monitoring.

Learn more about Adobe Campaign by checking the following use cases and examples:

n Importing profiles: import new client profiles with a workflow to your Adobe Campaign instance to update yourdatabase and to send emails.

n Key steps to send a message: learn how to create and send messages step by step.

n Using Marketing Cloud Triggers with Adobe Campaign: send personalized emails to your customers followingspecific behaviors that were tracked by Adobe Analytics on your website.

n Managing users and groups: manage your users and groups to define their access to the interface.

n Adding or extending a resource: learn how to create new resources or extend existing ones.

n Importing workflow template: use import template to regularly import files with the same structure.

n Setting up a double opt-in process: learn how to send an email linked to a landing page to confirm a customer'ssubscription.

n Personalize an email: personalize an email according to the customer's age.

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CHAPTER 5

Tutorials

How-to videos

Discover Adobe Campaign's main features by watching our how-to videos.

n Creating an email: create an email from the home page in Adobe Campaign.

n Creating a landing page: create and edit a landing page in Adobe Campaign.

n Adobe Campaign and Dreamweaver integration: use Adobe Campaign Standard and Dreamweaver.

n Creating a workflow: create and edit a workflow in Adobe Campaign.

n Creating a test profile: create a test profile and use it in Adobe Campaign.

n Sending a test, preparing and sending an email: send a test, and prepare and send an email in Adobe Campaign.

n Testing and publishing a landing page: test and publish a landing page in Adobe Campaign.

n Managing user permissions: define and manage permissions in Adobe Campaign.

n Managing a service and subscriptions: create a service and manage its subscriptions in Adobe Campaign.

n Managing campaigns: manage a campaign in Adobe Campaign.

n Managing landing page template: create and manage a landing page template in Adobe Campaign.

n Importing profiles with a workflow: import profiles with a workflow in Adobe Campaign.

n Creating an SMS delivery: create an SMS in Adobe Campaign.

n Creating a profile using an audience: create a profile and add it to an audience in Adobe Campaign.

n Configuring a list: configure a list in Adobe Campaign.

n Creating a report: create your own dynamic report.

Besides these short and detailed videos, you can also find training courses as well as presentation videos on ourwebsite.

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