Creating a campaign

To create a new campaign journey:

1. Go to the Campaigns tab.

2. Click + New.

   

   Tip: New campaigns are saved to your current folder location. Ensure you're in the correct folder before creating a campaign.

3. Click Campaign.

   

   Note:You also have the options to create a one-off, quick message campaign or a new folder. See Quick messages and Campaign folders.

4. Give your campaign a meaningful name.

5. Expand the Targeting dropdown to choose whether to target individuals or use transactional data to target transactional activity.

   

   For more detail, see Transactional campaigns.

6. Click Create.

Orbit then creates a new campaign, opening the Journey builder. You can now populate the target audience and set up your communication channel steps.

Note: Make sure you save your work throughout the process. If you have finished editing your campaign, expand the option menu on your journey and click Exit Edit Mode to move the campaign from edit mode to view mode.

Viewing a journey

To open an existing campaign journey, either:

1. Click the option menu on a campaign tile, then click View Journey.

   

2. Click anywhere on a campaign tile to open the Overview screen, then click the Journey tab.

   

Note: View Journey only displays campaigns that are compatible with the current Orbit journey builder. Campaigns made in PeopleStage may not be currently supported by the journey builder and won’t appear in this view.

Journey builder