To configure this feature, ensure Configuring Campaign Manager is complete.

To create a multi-action campaign or journey:

1. Navigate to Campaign Manager > Home.

   
   

2. Select ether Create Campaign or Create Journey.
3. Select Multi-Action.
4. Enter a Name. A maximum of 80 characters is supported.

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

   • owner__v – Populates with the user who created the campaign or journey
   • vcountry__v – Populates with the vcountry__v field of the user who created the campaign or 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 campaign or journey

Once the campaign or journey is created, marketing users can perform the following processes to further plan, execute, and review Multi-Action Campaigns and Journeys:

1. Add Targets

Marketing users can create a target list of up to two million specific individuals targeted by the campaign or journey.

The following methods are available for adding targets to the campaign's target list:

• Build – Users can create filters on various fields and objects to create the target list. See Using the Target List Builder for more information.
• Copy – Users can copy the target list of an existing campaign or journey. See Copying Target Lists for more information.
• Import – Users can data load campaign targets via spreadsheet. See Importing Target Lists Using the Data Grid Loader for more information.
• Search – Users can search for and add individual accounts to the target list. See Manually Adding Targets to Target Lists for more information.

Once targets are added to the list, users can review and refine the target list, using the above methods, except for the Target List Builder, as well as adding new targets, removing individual targets, or removing all targets from the campaign. See Managing Target Lists for more information.

This is an optional step prior to activation for journeys.

2. Define Segments (Optional)

Marketing users can divide the targets of their campaign or journey into segments based on supported account__v fields, each of which can be assigned a distinct and unique flow. This enables more flexible, targeted, and relevant campaigns and journeys.

See Segmentation in Campaign Manager for more information.

Multi-action journeys use the Builder sub-tab, which has planned future support for branching by field values instead of segmentation.

3. Add Details

Specify the actions to use for the campaign or journey based on the selected channel:

• Email
• Field Email with optional Field Review - Only available for campaigns
• Field Action - Only available for campaigns

Additionally, marketing users can execute more complex campaigns and journeys with automated follow-up actions to their campaign or journey's primary action. This streamlines the process of engaging different target segments with tailored content and sequences of messages, enhancing the effectiveness and efficiency of marketing efforts. See Creating Follow-up Actions for more information.

This section is also where marketing users can create and define distinct flows for one or more segments. See Defining Flows for more information.

For multi-action campaigns, this is done in the Add Details section of the Overview tab. For multi-action journeys, this is done by adding nodes in the Builder tab. Marketing users can switch existing journeys to use the Builder tab via the Switch to Journey Builder link.

4. Activate the Campaign or Journey

Users can activate immediately, or schedule activation for a specific date and time.

See Activating Campaigns and Journeys for more information.

5. Monitor Performance

After activation, users can monitor key metrics associated with each channel action to gauge effectiveness. See Monitoring Performance in Campaign Manager for more information on when these metrics become available for review, as well as when these metrics update.

Additionally, users can view performance details.