To configure this feature:

1. Ensure the following features are configured:

   • Configuring Campaign Manager
   • Configuring Approved Email
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   Campaign (campaign__v)	CRE	suite_campaign__v	mode__v end_datetime__v	Read

Marketers can create ongoing outreach programs that automatically process new targets at defined intervals. This allows for testing engagement with small segments before expanding to larger audiences.

Creating a Journey

To create a new journey:

1. Navigate to Campaign Manager > Home.

   

2. Select the Create Journey tile.

3. Select the appropriate template. The following templates are supported:

   • Single Action
   • Multi-Action

4. Enter the following information:

   • Name – A maximum of 80 characters is supported
   • Select Type – Select Journey

5. Select Create. The new journey is created with the following fields automatically populated:

   • owner__v – Populates with the user who created the journey
   • vcountry__v – Populates with the vcountry__v field of the user who created the journey. If this field is not populated, the country is selected based on the user's country.
   • campaign_time_zone__v – Populates with the timezone of the user who created the journey

The new campaign displays in the Campaigns tab in a console view, providing marketing users with the following information:

• An Overview tab - Marketing users can use this tab to create a target list, define frequency intervals, and add details for the journey
• An edit icon in the journey header - Select this icon to edit the journey’s name, country, timezone, or description
• A pill indicating the status of the journey

Editing Journey Details

To view or edit details:

1. Select the information icon in the upper right corner to display journey details.
2. Select the Edit icon to edit the journey details as needed.
3. Select Save.

A warning displays if users attempt to navigate away from or close a tab without saving edits to the details.

The frequency of a journey determines how often the journey flow is initiated for newly added targets.

To define the frequency:

1. Navigate to the Set Frequency section.

   

2. Select the Set Frequency tile.

3. Populate the following information:

   • Frequency – Populate with one of the following options:
   • Daily
   • Weekly – When selecting this option, users must also populate the Day of Week field with the appropriate day of the week
   • Monthly – When selecting this option, users must also populate the Day of Month field with the appropriate day of the month
   • Time – Enter the appropriate time
   • Time Zone – Defaults to the owner’s time zone

   

4. Select Set Frequency.

A Journey Notes modal displays in the lower right corner of each campaign details tab for users to enter additional information about the journey. These notes are visible to any user with access to view the journey.

To enter notes, expand the Journey Notes window in the bottom right corner of the screen.

Enter line breaks and text formatting as needed.

The Save button is disabled until changes are made to the text field.

Select the modal header to collapse or expand the modal as needed. To view an extra-large version of the modal, select the expand icon in the text field.

Edit, delete, or enter additional text as needed.

Once the journey is created, marketing users must configure the journey based on the selected template:

• Single Action
• Multi-Action

Email is the only currently supported channel. Support for other channels is planned for in a future release.