Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/CampaignManager/Creating/MultiAction.htm ## Creating Multi-Action Campaigns and Journeys The Multi-Action template enables marketers to execute more complex campaigns and journeys by supporting target list segmentation and follow-up actions. This streamlines the process of engaging different target segments with tailored content and sequences of messages, enhancing the effectiveness and efficiency of marketing efforts. **Who can use this feature?** * Marketing Users - Browser * [Creating a Multi-Action Campaign](#Creating) * [Planning and Executing Multi-Action Campaigns](#Planning) * Users require a Campaign Manager license ### Configuring Multi-Action Campaigns and Journeys for [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) To configure this feature, ensure [Configuring Campaign Manager](../Config/ConfigCM.htm) is complete. ### Creating a Multi-Action Campaign or Journey as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) To create a multi-action campaign or journey: 1. Navigate to **Campaign Manager > Home**. ![](../../../Resources/Images/CampaignManager/CreateCampaigns.png) 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 ### Planning and Executing Multi-Action Campaigns and Journeys as [![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Marketing Users](#) 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](../TargetList/TargetListBuilder.htm) for more information. * Copy – Users can copy the target list of an existing campaign or journey. See [Copying Target Lists](../TargetList/CopyTargetList.htm) for more information. * Import – Users can data load campaign targets via spreadsheet. See [Importing Target Lists Using the Data Grid Loader](../TargetList/ImportTargetList.htm) for more information. * Search – Users can search for and add individual accounts to the target list. See [Manually Adding Targets to Target Lists](../TargetList/ManuallyAddTargets.htm) 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](../TargetList/ManuallyAddTargets.htm), [removing individual targets](../TargetList/ManageTargetList.htm#RemoveIndividualTarget), or [removing all targets](../TargetList/RemoveAllTargets.htm) from the campaign. See [Managing Target Lists](../TargetList/ManageTargetList.htm) 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](../Details/Segments.htm) for more information. Multi-action journeys use the [Builder](../Details/Builder.htm) 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](../Details/SendEmails.htm) * [Field Email](../Details/FieldEmails.htm) with optional [Field Review](../Details/FieldReview.htm) - Only available for campaigns * [Field Action](../Details/FieldActions.htm) - 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](../Details/CreatingFollowupActions.htm) for more information. This section is also where marketing users can create and define distinct flows for one or more segments. See [Defining Flows](../Details/Segments.htm) 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](../Details/Builder.htm) 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](../Activating/ActivatingCampaign.htm) 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](../Performance/MonitoringCampaignPerformance.htm) for more information on when these metrics become available for review, as well as when these metrics update. Additionally, users can [view performance details](../Performance/CampaignPerformanceDetails.htm). ### Related Topics [Managing Target Lists](../TargetList/ManageTargetList.htm) [Using Campaign Manager to Send Emails](../Details/SendEmails.htm) [Activating Campaigns and Journeys](../Activating/ActivatingCampaign.htm)