Email, SMS, Push activities channel
Adobe Campaign Web allows you to automate and execute marketing campaigns across email, SMS and push channels. You can combine channel activities into the workflow canvas to create cross-channel workflows that can trigger actions based on customer behavior and data.
For example, you can create a welcome email campaign that includes a series of messages across different channels, such as email, SMS, and push. You can also send a follow-up email after a customer has completed a purchase, or send a personalized birthday message to a customer via SMS.
By using channel activities, you can create comprehensive and personalized campaigns that engage customers across multiple touchpoints and drive conversions.
Prerequisites channel-activity-prereq
Start building your workflow with the relevant activities:
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Before inserting a channel activity, you must define the audience. The audience is the main target of your delivery: the profiles who receive the messages. When sending messages in the context of a campaign workflow, the message audience is not defined in the channel activity, but within a dedicated activity, such as:
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A Build audience activity. Learn more.
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A Load file activity followed by a Reconciliation activity. Learn more.
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To send a recurring delivery, start your workflow with a Scheduler activity. You can also use a Scheduler activity for one-shot single deliveries to set the contact date for that delivery. That contact date can also be set in the delivery settings. See this section.
Configure the Channel activity create-a-delivery-in-a-workflow
To set up a delivery in the context of a workflow, follow the steps below:
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Add a channel activity: Email, SMS, Push notification (Android) or Push notification (iOS).
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Select the Type of delivery: single or recurring.
- A Single delivery is a one-shot delivery, sent only once, for example a Black Friday email.
- A Recurring delivery is sent multiple times based on its execution frequency defined in a scheduler activity. Each time the workflow runs, the audience is re-calculated and the delivery is sent to the updated audience, with the updated content. This can be a weekly newsletter or a recurring birthday email for example.
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Select a delivery Template. Templates are pre-configured delivery settings, specific to a channel. A built-in template is available for each channel, and pre-filled by default. Learn more
You can select the template from the channel activity configuration left pane. If the previously selected audience is not compatible with the channel, then you cannot select a template. To solve this, update the Build audience activity to select an audience with the correct target mapping. Learn more about target mappings in this section
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Click Create delivery. You can then define your message settings and content the same way you create a standalone delivery. You can also test and simulate the content. Learn more
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Navigate back to your workflow. If you want to continue your workflow, toggle the Generate an outbound transition option to add a transition after the channel activity.
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Click Start to launch your workflow.
By default, starting a workflow triggers the message preparation stage, without immediately sending the message.
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Open your channel activity to confirm the sending from the Review & send button.
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From your delivery dashboard, click Send.
Examples cross-channel-workflow-sample
Here is a cross-channel workflow example with a segmentation and two deliveries. The workflow targets all customers who live in Paris and who are interested in coffee machines. Among this population, an email is sent to the regular customers and an SMS is sent to the VIP clients.
You can also create a recurring workflow to send a personalized SMS every first day of the month at 8 PM to all customers living in Paris.
