Creating a campaign goal

To begin defining a clear campaign goal and track your progress, we need to set up a goal in the journey builder. This involves defining what measure to track, setting an optional target, and choosing a timeframe.

The example below is a campaign promoting a new holiday destination. The purpose of the campaign is to increase holiday bookings.

Pre-requisites

• Communications history tables: Your system must have communications history tables built in to track campaign interactions.

• Record communications history setting: Enable Record Communications History in your campaign settings. See Recording communication history.

Creating the campaign journey

To begin setting up a campaign goal:

1. From the Orbit home screen, click Campaigns.

2. Either select an existing campaign, or create a new one.

   

   See Creating a campaign.

3. Begin by choosing a target audience and set up your communications.

   See Adding audiences and Journey steps.

4. Click the option menu in the top-right corner, then click Campaign strategy.

   

This opens the campaign strategy side panel where you can define your campaign goal.

Defining your campaign goal