How to Add a Workflow to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to configure.
Replace the default campaign workflow with the one your campaign uses.
Click the Select Template button.
Check the circle next to the workflow template for this campaign, click OK, then click Select Template to confirm your choice.
Use the More Actions button next to each Participant Status with a caution icon. Select the letter to send in that step. Repeat for each caution icon.
Use the More Actions button next to each Participant Status that you want to add a workflow activity to.
Note:
- This is the time to add any custom activities that you need. For example, Tasks that need their start and end date set for the specific campaign instance are added at this time.
EXAMPLE: In the Reply Card campaign:
- Attach the promotional letter to the 1-RC Promotion status.
- Attach the thank you letter to 3-RC Not Interested, 3-RC Response 1, or 3-RC Response 2.
- Add an Outgoing Call Task to 3-RC Response 2 to schedule the meeting that kind of reply requested.
Related Articles
How to Add a Workflow Action to a Step When you Activate a Campaign
Sometimes a specific campaign will need you to add an additional action. This is done when you activate the campaign. Set up the Campaign. Add the chosen Workflow to the Campaign. Customize one of the steps by adding an additional Workflow Action, as ...How to Add Workflow Actions to a Workflow Template
A Workflow Template is the framework of the campaign. Workflow Actions are the automatic activities that will be started for a contact as soon as they are moved into each Participant Status. This article covers the third part of creating one: Adding ...How to Add Participant Statuses to a Workflow Template
A Workflow Template is the framework of a campaign. This article covers the first part of creating one: Change the default Participant Statuses into the ones your campaign needs to use. To edit or create a Workflow Template: Go to ...How to Add Participants to a Campaign
Go to the Campaign Workspace and click on the name of the campaign you want to add participants to. Go to the Participants Tab in the banner. Use the Add Participants button. Use the filters to find the correct list of Households or Contacts you want ...How to Activate the Event Processing Campaign
Go to the Customize workspace and create the Event Processing Campaign Workflow in G5 if you have never done that before. Go to the Campaign workspace and set-up the Campaign Instance. Go to the Document Manager and create a new folder called Event ...