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?