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In this video, we will explore the Campaign Web-based UI. You will learn how to access the Campaign Web UI from the ÃÛ¶¹ÊÓƵ Experience Cloud Home, discover the unified experience across the application, how to navigate throughout the UI, how to customize the different lists, the different capabilities. Let’s get started. From the ÃÛ¶¹ÊÓƵ Experience Cloud Home, you have quick access to the different applications, and you will find Campaign. Once clicking ÃÛ¶¹ÊÓƵ Campaign, you will have access to two cards. One is the actual ÃÛ¶¹ÊÓƵ Campaign Web-based UI, and the second is the control panel if you are an admin to manage your instance. Click the ÃÛ¶¹ÊÓƵ Campaign card. You will land directly in the ÃÛ¶¹ÊÓƵ Campaign Web-based UI on the home page. Three things to mention. That top bar that we call the unified shell, the left rail menu, this is a new way to navigate compared to the client console, and the home page itself. Regarding the unified shell, you have access to your different instances. For example, here I can look for my different instances. You can switch between the different applications available into the experience cloud. Experience Manager offers decisioning as well as ÃÛ¶¹ÊÓƵ Admin Console to manage rights and permission. Of course, if you have more applications like journey optimizer or the experience platform, you will find them into that list. With that, you don’t need to log out and log in again to access the different applications. Use the app switcher to switch from one app to another. You also have access to the help center, the experience league, where you have direct access to tutorial, learning, and video like this one, the community, the customer care, the support, and you can also provide feedback directly within the UI about the new UI or also about your user experience. You have access to the notification center where you will retrieve different announcements like product release, new features, as well as notification related to the different workflows in place across all applications. So these notifications are not only based on campaign. And finally, your account where you can switch to dark mode or you also have access to your preferences such as modifying the language of the instance. For example, this one is in English, but I can switch to Spanish, French, Dutch. It’s really up to you in how you want to display the application. Please note that this modification, this language, apply to the current user so you won’t impact the other user. It’s really up to you. On the left hand side, you will find different capabilities, different features clubbed together by functional area. So you will retrieve campaign management with campaign deliveries and in page workflow, content management, customer management, where you can manage your profile, audiences, subscription and service, you have access to reporting, et cetera. You will find more and more features in the future. And we have access to what we call the Explorer. The Explorer is a way to retrieve your folders, the one that has been created from the client console. That folder hierarchy is the exact copy of what you have in the client console. So if you are not familiar with this new way of navigation, you can still navigate throughout your folders right here. Please note that you will retrieve every folders. Of course, if you don’t have access to a specific folder, you won’t see it there, but you would see it also in the client console. So if I want to access my campaign, I can click campaign access to that specific folder right here and see the different campaign right here. Same for deliveries. If I want to access my specific folder right here, I can see my delivery here. Let’s go back to the homepage. On the homepage, you have access to this banner where you will get direct access to the new features and that banner will change in every release. We will highlight what are the key new features with direct access to tutorial videos as well as the release note and documentation. On the homepage, you will retrieve KPIs across the different channels on different periods. The recent activities, for example, the creation of emails, SMS, push, campaign, workflows, and the learning to also get access to documentation. Now let’s dig deeper into a list. For example, let’s access to the delivery list. One thing to notice, you have access to all the deliveries across all the folders right here. Of course, you can filter that list by clicking this icon and you can select that status, let’s say draft. You can define a specific contact date, select specific channel, display only the real deliveries, not the proof, and the one belongs to a specific campaign. That’s my list and you can find the tags related to your filters at the top of this list. On top of this, you can also filter that list based on your folder. So let’s say you created a specific folder called Josh USDA. You can select that folder or multiple folder, it’s up to you, and confirm. Again, you can see folder Josh R and that’s the deliveries that are part of this folder and that are related to that different filters right here. Of course, you can clear this all. Please note that all the filters that you apply to a specific list will be saved. So once you log out and log in again, you will retrieve that filter. You don’t have to redo it again and again. In addition to that, you can also decide and customize what column you want to display in this list. And again, it applies only to the current user. It won’t impact any other users. With that, you can easily customize how you want to display the different lists in the application. For example, if I want to remove campaign, the last modified created by, I can easily remove that different attribute and remove that column. I can also add any other columns by clicking the plus here. Again, if you extend the delivery schema and have a specific or custom field, you can add this custom field and it will be available in that list. So you can also display that custom attribute into your list. Let’s confirm this. As you can see, the list is a bit reduced and I have access to my content. Of course, you can sort that list on different columns. By default, it is sorted on the contact date. But if I want to sort this by, I don’t know, let’s say the delivery rate, I can decide by delivery rate. If I want to resize the column, I can also do this. If I want to sort by open rate, I can select the open rate. From every list, you also have access to the templates. As you can see, we have the pros tab right here to access the real object. But you can also click templates to see all the templates. And that’s the same for every object. Workflows, you have access to all the workflows as well as the different templates right here. And from each of the list, you can create a new object. In this case, I create a new delivery. In this case, I create a new workflow. And it is the same for every list. Finally, you have these three dots, which are the quick action. For example, for delivery, you can copy this delivery as a template, you can duplicate, you can delete, or you can have a direct access to the report. And again, that’s applied to every list. Right here. And same for the campaign right there. And with that, thank you.

Transcript

Hello and welcome to our demo on exploring profiles in ÃÛ¶¹ÊÓƵ Campaign Web UI. In this video, we will walk you through the process of accessing, managing, and exploring profiles using the ÃÛ¶¹ÊÓƵ Campaign Web User Interface. Before we delve into the details, let’s try and understand what are the learning objectives of this particular video. Here they are. Before we jump in, let’s try and understand what profile in ÃÛ¶¹ÊÓƵ Campaign means. Profiles represent individuals targeted to receive messages via ÃÛ¶¹ÊÓƵ Campaign. Profiles can be managed and updated within both the interfaces of Campaign namely, Client Console and the Campaign Web User Interface. Certainly, there are consistencies maintained across both the interfaces. However, changes made in either the Campaign Client Console or the Campaign Web UI are reflected in both the interfaces. Please note that some recipient settings and advanced parameters may be exclusive to the Campaign Client Console. Let’s understand the changes in terminology. In Campaign Web UI, the term recipient has been replaced with profile. What does this mean? This means that the recipient on Client Console is synonymous to profile on Campaign User Interface. Similarly, feed addresses on Campaign Client Console are referred to as test profiles in Campaign Web User Interface. Accessing and exploring profile and its details in ÃÛ¶¹ÊÓƵ Campaign Web User Interface can be done in a couple of ways. Let’s jump right into the application to see how this can be achieved. Once you are in the application, profiles can be accessed and edited in ÃÛ¶¹ÊÓƵ Campaign Web UI via the Customer Management profile section in the left navigation. Here, you can find comprehensive list of profiles available. In addition, profiles can be accessed from Explorer view under Profiles and Target, Recipients. Users can browse, create, and manage folders or subfolders as well as check associated permissions from the Explorer view. Let’s navigate back to Customer Management profile section. In this section, we will go through filtering and querying profiles. To make navigation easier, we can filter the profiles list using the search field here or by applying advanced filters from the Show Filter button. We can restrict results to specific folders or add additional rules using the Query Modeler. A quick note of the number of profiles available on this particular instance by clicking the Calculate button. We can also take quick actions on a given profile by clicking into the three dots to view the actions available. Here, as you can see, duplicating a profile and deleting a profile are the quick actions available. Now, let’s take a look at a given profile. For that, we’ll search for a profile. Once we search for the profile, we’ll click into the profile name. We can access detailed information about the individual here in the Details tab. As you can see, we can view and explore all the profiles built-in and custom attributes. Editing attributes is quite simple. Just make changes in the desired field and click the Save button. Going to the Subscriptions tab, we gain insight into the services the profile is subscribed to in this particular tab. Now, let’s explore the profiles interaction history. By clicking on the Lock button in the upper right corner, we can view sending logs, exclusion logs, and tracking logs. From here, we can also review the offers presented to the profiles in the Propositions tab. And that concludes our demo on exploring profiles in ÃÛ¶¹ÊÓƵ Campaign.

Transcript

Hello and welcome. In this video, we will learn how to build and manage audiences in ÃÛ¶¹ÊÓƵ Campaign web user interfaces. Here are the learning objectives. We will start off with understanding what audience mean. We will see how to manage and monitor audience. We will create audience and we will see how to select audience and build one-time audience for your deliveries. Finally, we will also look into how we can create audience from a file for e-mail delivery. In order for you to access audiences, log into your application, navigate to the left navigation rail under Customer Management, click into audiences. Here, you will find a list of predefined audiences. In addition, you can monitor and maintain your audiences in Explorer, Profiles and Targets, and List. In addition, you can also manage the permissions for each of the folders that you create here. Let’s navigate back into audiences. On the audience landing page, you would see a list of predefined audiences. Please make a note of the origin column. Audiences can originate from multiple sources. This column indicates where the audience has been created. If you want to search for a specific audience, you can use the simple search or else you can use the advanced search by clicking into the show filter here. You can query on the origin column ÃÛ¶¹ÊÓƵ Campaign. These audiences are created in ÃÛ¶¹ÊÓƵ Campaign V8 console, ÃÛ¶¹ÊÓƵ Experience Platform. These audiences are created within ÃÛ¶¹ÊÓƵ Experience Platform and are integrated into Campaign web using the source and destination integration provided by ÃÛ¶¹ÊÓƵ Experience Platform. Along the same lines, ÃÛ¶¹ÊÓƵ Campaign Web UI. These audiences are created within the Web Campaign user interface. In addition, you can restrict your search to a specific folder by picking up a folder. When you click into add rules here, you can use the query modeler and build your own filtering criteria. To get more information on an audience, let’s open a list. The audience properties displayed here along with the number of profiles included in the audience. You can refresh the audience count at any time using the calculate button. The data tab allows you to visualize the profiles that are part of the audience. You can customize this view by adding more columns or leveraging the advanced filters to refine the displayed data. We also have more actions button here that gives you the option to duplicate or delete this particular audience. Now, let’s navigate back into audiences to create audience. In order to create audience, hit the create audience button located in the top right corner here. A new workflow is automatically created as you can see here, allowing you to combine activities to generate your audience. By default, as you can see, the canvas contain two main activities. The build audience activity is the starting point of your workflow, allowing you to create an audience and use it as a foundation for your workflow. The next activity here is the save audience activity that represents the final step in your workflow, enabling you to save the result as a new audience. For better readability, we recommend changing the name of the workflow in the workflow settings. Yeah, similarly, open the build audience activity, change the name here as well, and then create your audience. When you try creating the audience, you can use the query modeler to define the population to include in your audience by filtering data contained in the database. Here, I’m just creating a small filter. Once you create your criteria or author your criteria, you can immediately see your target profiles. You can save this particular filter as a predefined filter for later use, or you can select a predefined filter as a criteria in filtering your audience. We are not doing any of this, but let’s go to the next step. But let’s go with this particular audience criteria. Once I confirm, you will see the criteria being called out under the edit audience. Now I can go back to the save audience. And select the update method. Here you can see replace audience with new data and complete audience with new data. The difference here is quite simple. When there is an audience listed with this particular name already in the database, when you use replace, it completely replaces that particular audience and populates the new set. When you choose a method, complete audience with new data, it would not replace the audience, but any incremental data that the system sees would be updated onto this particular audience that is already existing in the database. Now, once you’re done configuring, you can save your audience. And once you save your audience, you can start the workflow. As you can see, the workflow ran and the audience is created. Let’s navigate to audiences. And search for the audience list that we just created. Here it is. Now that you have created the audience, let’s try and use this particular audience list in a delivery. I’m navigating to deliveries. Let’s create a new delivery. When I create a new delivery, I am selecting email as a template. Now, when I create a delivery in the properties section of the email delivery, I see audience and in audience I can select the audience set. Here I am presented with three options, selecting an audience, creating your own audience, and selecting from a file. Select from audience. When I use this particular option, I can pick up the audience that I have just created. I can hit the reset button to get back to the other options. I can create my own audience list for this particular delivery. When I choose this particular option, I am presented with query modeler. I can use the query modeler to author my own criteria. And this is one of audience list that I am creating and the scope of this audience list is only confined to this particular delivery. Now the other option that I have is select from file. And this particular option is only available for deliveries with channel as email and this is not available for other channel deliveries. Let me quickly show you how this is done. You select a file. When I select a file, I get the preview of the file. I get the size of the file that I am uploading. And what is important here is you need to select an address field from the columns of the file. Once you do that, you can confirm and that’s how you set audiences from a file for a given delivery. Another important thing here is you can use control groups as well. Control groups is not enabled for select from file audience, but it is available for the other two options. When I reset, you can see that this particular section is active again. So when I select audience or when I create my own audience list, this option is available. When I enable control group, I have an option to select audience or create my own audience as part of the control group. As you know, control groups are a population of audiences that you want to put aside from your main audience list so that you can measure the effectiveness of your deliveries or the campaign. That said, you’re all set to launch your campaigns. Happy campaigning. Thank you for watching.

Transcript

Welcome! In this video, you will learn how to design email content from scratch using the email designer in ÃÛ¶¹ÊÓƵ Campaign. You will learn how to navigate the email designer, structure and design an email, personalize your email, and then preview and test your email. Let’s get started! To access the email designer when you’re in a delivery, you can either click on the Edit Email Body button here on the right, or when you click on the preview window, the Open Email Designer button. You have four options to create an email. You can either design your email from scratch, code your own with HTML, import an existing HTML file, or you can select the template to get you started, either from the sample templates provided by ÃÛ¶¹ÊÓƵ, or you can create your own template specific to your brand. But today, we’re going to design from scratch. So this is the email designer. Central to the email designer is the canvas. This is where you will build your email, and we’re going to get started by dragging and dropping the first structure component onto the canvas. This enables us to set up the body. I will start by adding the preheader, and then I can set up the style. So let me change the background color to Frescoppa Orange. So that’s the brand we’re working with, a coffee company. There we go. That looks good. Next, I’ll change the viewport color to white. Now, I could change the font if I wanted to. I’ll just leave it as it is. But let me change the width to 650 pixels. We could add margins if we wanted to. I’m going to leave that. So we’ve been defining the body. Now you have the structure component, so you can set up the style and the settings for the structure component. You can define if it’s a header or footer, or if it’s shown on the desktop only or the mobile devices. We’re going to set it as a header. And now I’m going to add an image. I’m going to add our logo. So I can either browse for the logo or import the media. And if I click on that image, you can see now I’m in the image settings. Here again, browsing, which is the select an asset or import media. And you can also set the styles for this image. So I’m going to select an asset. This will open ÃÛ¶¹ÊÓƵ Asset Essentials. And now I have my assets that I have available for our brand. Let me choose our logo. Can of course also search for the logo. So first, let me add a URL. I can add an alternative text, image title, etc. Normally a good practice to do that. So here the logo is a bit big. Let me make it a tiny bit, well, quite a lot smaller. There, that looks better. Alignment is fine. We’re good to go. Okay. Next, I want to add a three column structure. I’m going to add a text here. Now let’s format heading three. I will center align. I do not want it in bold. So let’s remove that. And let’s change the color. Get into the Frisco, orange. There we go. Now let me change the background color of the column. Okay, let me change it to white. Okay, now let me just copy this twice because we need two more texts. And drag and drop it over into the other column. Let’s speed this up a bit. And then I need to just change the background colors of the columns again. There we go. And now I just need to change the text. So let’s add a link. Up here you can click on the link sign. Let me copy and paste. There we go. We have the label coffee. Now let me change the color. I do not want it to look like a link. And then settings. No underline. That’s great, except for that I chose the wrong color. So let me just change it back to orange. Now that we have a couple of style elements and structures, let me show you how to navigate between those. So here you see you have the body. You click on it, the structure one with one column and one component. And if I click on that on the right, you see the settings tabs open up. So that’s a very quick way of navigating. But now let’s add another element. And here I would like to again add an image. This time I’m going to simply select an image from the asset selector. So I’m going to drag and drop it into the structure. Now let’s add some more text. So there’s a newsletter after all. Now let’s add some text. And magically the formatting. I’m fast forwarding a bit. Some margins. And the background color for the column. And let’s add some personalization.

So click on to the text where you want to add personalization and then into the add personalization. This is the personalization editor. We’re going to add recipient data. In this case, I will add the first name. Just click on plus once you’ve found it. I’m going to put the comma in the personalization field. Here we go. Now let’s jump a couple of steps ahead. And you can see I’ve added some content, changed the title and added a button. Now let’s take a look at the links. So here you can see the list of links that are available, including the link that we added to the button or that was added to the button. And you can see if the tracking is enabled and which label they’re on. The link on the logo. So I will add the label logo and then the tracking type. You can see if it’s tracked, opt out, if it’s a mirror page, etc. So let me save this. Now let me show you two more content types. I’ll add another column, which will be my footer. Now we have social media content type. And here you have Facebook, you have Twitter, which you should probably change to X. You can swap the logo, Instagram, and you can add any other social media accounts. And then let me show you. Of course, every email needs to have an unsubscription link. So let me create this and let me show you how you can quickly do this by personalizing. And in this case, we’re going to personalize on content blocks. And here we have the unsubscription link, which is basically a text block, a content block that gets added to the email. Now that our email is done, let’s simulate the content and see what it’s going to look like. Now, to do that, we first need to add some test profiles. You can do that by clicking the button here. And now we have a list of test profiles. I’ll just choose the first one, Aaron McDonald. And you can see the email has been personalized. Aaron, sip into blissful moments. That’s great. Now let’s see what our text block looks like. There we go. Next, let’s look at the personalized mobile view. So that looks fine as well. And if you have a contract with litmus, you have the button up there, render email. Litmus allows you to test what your email will look like in your customers inboxes. Then you can test the deliverability by clicking on the test button up there. You can send test emails to a set of test profiles. Just add as many as you would like. Send the test email. And once the emails have been sent, you can take a look at the test email log, where you can see the deliverability data, how many have been targeted, delivered, delivery rate opens and clicks. And we have one more option. By clicking on the eye, you can see how your email will render on the different devices and platforms. That you see listed here. Once you’re satisfied with the results and how your email renders, click save and close and you are done. Now you know how to navigate the email designer, how to create an email from scratch, add personalization and preview and test your email. Thank you for watching.

Transcript

Welcome! In this video, you will learn how to create an email by uploading an HTML content through PadoDB Campaign V8 Web UI. In this session, you will learn three things, how to import an HTML file to create your email content, how to use the new HTML email converter to make it compatible with our new email designer and all the drag and drop capabilities, and how you can save this HTML as a content template to be a reusable object across multiple messages. From the email designer, as you know, you have multiple options to create email. You can start from scratch, you can code your own, you can use an out-of-the-box template, or you can use a custom template. And the final option is you can upload an HTML. It could be a zip file or an HTML file. Let’s take an example. I do have an HTML template available in my laptop. Let’s import it. Here you go. Here is my full HTML template that has been created by creative designers. As you can see, this HTML is in compatibility mode. That means you can modify the text, you can modify the images, but you don’t have access to the drag and drop capabilities on the left rail. To have access to those capabilities, you first need to convert the HTML. So through the right rail, in the HTML converted tab, you just need to click convert. It will scan the entire HTML and make it compatible with our new email designer. Here you go. Once it is done, you have access to all the capabilities from the left rail. As you can see, you can drag and drop new elements. Could be buttons, could be HTML, could be images. It’s really up to you and the use case you want to achieve. You have access to the AEM asset library where you can drag and drop new images in your content. You also have access to the structure of the HTML with all the components, all the links that you can of course edit and modify the tracking type, the label, the category to make it available in the reporting. And of course you can define a dynamic content. From here, you can add multiple variations of this image based on the target or based on the specific condition rule. Once you are done with your HTML, you can save this and it will save the delivery itself or you can save as a content template. Let’s try it. I will give it a name. Content template. Once I’ve saved this, I can close this page. I’m in my email delivery right here, but if I navigate through campaign templates, I will retrieve the template that I just created. This one. And of course I can edit it again through the email designer. Here you go. So with that content template library, you can easily save and reuse multiple HTML custom templates across the different email deliveries that you have to create. Thank you.

Transcript

Hello and welcome. In this particular video, we will go through the preview and proof of delivery e-mail content on ÃÛ¶¹ÊÓƵ Campaign Web UI. So let’s get started. Let’s navigate into the application. Once you navigate into the application, let’s go to deliveries and let’s try and create one delivery. Here, I’m choosing an e-mail template. Since I’m going to create an e-mail delivery, I’m going to select an audience. I’m going to create an audience and I’m going to set the condition where e-mail is not now. I’ll say my delivery here. Now that the audience have been selected, I have my main target. Now, I will go ahead and create the content. For this, I will open the e-mail editor. In the e-mail editor, I will choose a predefined template. Here is my template. Here, what I would like to do is to add personalization, and two, I would like to set up conditional content on this particular e-mail. Let me first set up personalization. When you click into a text, you will be presented with a toolbar here, and in this particular toolbar, you will find add personalization. Once you hit that, you’ll be presented with a canvas where you can apply personalization. Here, I want to add the first name to the text. So I would select that and confirm. Here is how the personalization looks. Now, on this particular image, I want to set conditional content. Very similar to personalization, when I click into this particular presented with toolbar, and here is an option where you can enable conditional content. When we try to set conditional content, we are presented with a default variant and another variant. The default variant is Peters, and the variant where I want to set condition, and to use another image, I will click into Edit Image, and select what imported media. Once I select this particular image, I’m going to set the criteria. I want to show this particular image to all those individuals who are of age below 21 years. Now, here is my default variant, and here is my gradient where I have set a criteria. Now, let me save this delivery. Once I save the delivery, we can look into preview and for that, click into simulate content. In order to preview, let’s add some profiles and test profiles. Let’s go to profiles and configure the list here to add age. As our criteria has age in it, I want to pick individuals who are below 21 years, and those above 21 years. Now, you can see this particular individual at age zero, they are presented with this particular image. Let’s see their personalization. Here is their personalization. Let’s switch. There you go. Here is the image and the personalization. Now, this preview is on a desktop. If you want to preview this on a mobile, you can simply switch to this particular preview. If you have litmus account, you can use this particular render email to preview this particular email content in different email lines. I’m using my personal litmus account. Here they are. I can view my email content on Apple, on Outlook, Gmail, App, iPhone, different versions of iPhone, AOL, Gmail, Yahoo Mail, so on and so forth. Let me navigate back into the application. Now that we have seen reviews, let’s see how proofs can be sent. When you hit the Send Proof button, you are presented with two options, use test profiles or substitute from main target. When you use use profiles, you can simply add a test profile and send the proof. When you use substitute from main target, you can use this option where you can use a random profile and substitute that particular profile with your own email ID, the control button. Once you hit the confirm button, you would be presented with Send Proof. Click into the Send Proof. Now that the proof has been sent, let’s review the proof. Note that proofs are also a kind of deliveries. Make a note of the label on this particular delivery. Proofs are prefixed with proof as compared to regular deliveries. When I hit this button, it takes me to the delivery overview of this particular proof delivery. Let me navigate back into deliveries. On the whole page, I see my proof delivery as well as my regular deliveries. Here you can use the Show Filter button and filter further to only show either proofs or non-proofs. That concludes our demo. Thank you for watching. Happy campaigning.