The process for adding a campaign to G5 follows these steps:
The following sections will detail what specific items you need to add in each of these steps for this campaign.
The first step in creating a new campaign is to create the participant statuses for it. The ones for this campaign are listed below. The numbers included in each Participant Status are important for keeping each status in the proper order for the campaign.
Steps with the same number in one campaign represent the branching paths households can be sent along in the campaign.
These are statuses you need for the Drip Campaign. Create them now.
Create the new Campaign Workflow.
This is the final step in creating the campaign workflow. You are assigning the actions to the steps they belong in, and making sure each steps flows into the next one. The chart below shows each Participant Status. The second column has the actions that you need to assign to that status. The Next Available Statuses in the third column is how you tell one step what the next step is. Set these up on the indicated participant statuses.