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Create an Outbound Engagement
Create an outbound engagement to configure and deliver a communication to a target audience.
- Open the Outbound Engagement component.
- Select the Engagement Purpose for the communication that you want to create.
- Select an outbound engagement template, and then click Next.
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On the Configure Outreach modal window, provide the required information for the
selected template.
- For a campaign-based template, enter a Campaign Name. Optionally, select a Type and enter a Start Date and End Date.
- For a flow-based template, enter a Flow Label and Flow API Name.
- If the template requires a target audience, select an Audience Type, and then search for and select a Data Cloud Segment or an Actionable List.
- Click Next.
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On the Configure messaging and branding modal window, configure the settings for each
available channel.
- For email, select a Sender Email Address and Communication Subscription.
- For SMS, select a Sender Code and Communication Subscription.
- To apply approved styles to supported content, select a published Brand.
- Click Done.
The outbound engagement is created that references the selected template and associated campaign or flow.
On the Outbound Engagement Content Resources app, you can view the details of the campaign or flow. Open the resource reference record to update and activate your campaign or flow.
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