High-level campaign creation checklist
Campaign questions before starting
Selection Rules Designer
- Is the Resolution correct for each rule?
- Are the attributes used in the selection rule from the correct table?
- Does the selection rule have a sibling selection? If yes, should it?
- After testing selection rule, does the returned count seem correct?
- Did you properly name the selection rule?
- Did you save your selection rule?
Audience Designer
- Is the correct Audience Definition selected?
- Is the correct deduplication level selected?
- Is Audience Level Metadata configured correctly?
- Is Metadata required for segment level? If yes, is Segment Metadata configured correctly?
Offer Designer
- Are properties Configured Correctly?
- Is Sender Email Populated (Domain should be same as DNS entry)?
- Is Sender Name Populated?
- Is Subject Line Populated?
- Is Subject line populated correctly with correct wording?
- Does Offer contain both HTML and Text versions?
- Do test emails execute successfully from Offer designer?
- Is Offer valid within the Offer Designer?
Interaction Designer
- Is the Interaction named correctly?
- Is the interaction saved in the correct location?
Workflow Control
- Is the Workflow control the correct type (Manual/Scheduled/Recurring)?
Scheduled Trigger
- Is Scheduled Date Correct?
Recurring Trigger
- Is Create Configured Correctly (Select One that Applies)?
- Create “single workflow instance”? (Record can only be selected once for life of campaign.)
- Create “new workflow instance”? (Record can be selected multiple times for life of campaign.)
- Is Start Date set correctly?
- Is Number of occurrences set (how many times should interaction execute)?
- Recurrence - Is Frequency correctly set (daily/weekly/monthly/manual)?
- Is Execution trigger time correctly set?
Delays
- Are there delay triggers being used?
- Is the timing set up correctly between delays?
- Is there a specific input group being used? If yes, is it correct?
Audience Block
Batch Audience (can be used with all workflow controls)
- Is the correct Audience selected?
- Have placeholders been configured/set up?
- Has Metadata been set within the outputs tab?
- Are seeds required? If yes, have they been configured correctly within the Seeds tab?
Interactive Activity (can be used with all BUT Recurring workflow control)
- Is the correct Audience selected?
- Is recurrence configured based on requirements?
- Have placeholders been configured/set up?
- Has Metadata been set within the outputs tab?
- Are seeds required? If yes, have they been configured correctly within the Seeds tab?
Offer Block
- Is the correct offer selected?
- Has the correct channel been configured?
- Is Offer Level Metadata configured correctly?