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Journeys for Campaign Sends
To create a unique journey for marketing activities when using the Distributed Marketing Campaign Send workflow in Marketing Cloud Engagement, follow these steps.
When you create journeys for Quick Sends, consider the following.
- Journeys created for campaign sends can include any number of standard or custom activities. However, Distributed Marketing only shows business users email and SMS activities.
- A single journey can be connected to multiple CRM campaigns, but a campaign can only be connected to a single journey at once. For example, give individual users access to their Welcome Series campaign, but power all the campaigns with the same journey to help scale marketing’s efforts. Use campaign hierarchy to allow child campaigns to automatically use the connect journey of the parent account.
- To avoid adding individuals to multiple journeys at the same time, use a unique entry source per journey.
- A contact filter isn’t required for Distributed Marketing, but can be used as needed.
- Any contact entry setting can be used for Campaign Sends, but we suggest allowing re-entry always or after exiting for most use cases.
- In Marketing Cloud Engagement, navigate to Journey Builder.
- Create a Multi-Step Journey.
- Drag an API Event entry source onto the journey canvas.
- Configure the entry source with the unique event data extension you created for this journey.
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Drag journey activities onto the canvas.
Tip The Activity Name is displayed to users in various places, including the Campaign Messages component sorted alphanumerically. If you use flow control splits, consider using a naming convention to group message options. For example, 2a. Email Follow-up and 2b. SMS Follow-up, to help users understand that recipients receive an email or SMS message as a follow-up message. -
Define the contact entry mode.
Tip To allow business users to add an individual to the journey only once, select No re-entry. To allow business users to add an individual to the journey multiple times, select Re-entry anytime or No re-entry after exiting. Regardless of the contact entry mode in Journey Builder, contacts and leads can be added to a campaign only once.
- Name the journey and add a description.
- Activate the journey. The journey can now be connected to a campaign.
- Campaign Inheritance and Distributed Marketing
Use campaign hierarchies to manage content distribution when multiple individuals must use the same general marketing activity. For example, use a Welcome drip campaign instead of giving everyone access to the same campaign record.
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