About marketing activities
You can create and manage your marketing activities from the programs and campaigns to which they belong, or via the list of marketing activities.
The marketing activity list centralizes all of the activities, whatever the programs or campaigns in which they were created. Programs, campaigns, deliveries (emails, SMS messages and push notifications), landing pages, and workflows are thus itemized in no particular hierarchical order.
To access the marketing activity list, choose the
Marketing activitieslink from the top bar.
The marketing activities can also be accessed by selecting the
Marketing activitiescard from the home page.
Searchpane allows you to filter elements according to different criteria: name (label and ID), date, status, or activity type. By default, all of the activity types are selected, except programs.
To directly access the content of each activity, choose one of the elements from the list.
Createbutton can be used to create a new activity. For more on this, refer to the Creating a marketing activity section.
Marketing activity icons and statuses
In the main zone, each type of activity in the list has an icon:
- : Program
- : Campaign
- : SMS
- : Push notification
- : In-App message
- : Landing page
- : Workflow
Depending on its validity period and status, the color associated with this icon indicates the corresponding activity's execution status.
- Gray: the activity has not yet started -Editingstatus.
- Blue: the activity is in progress -In progressstatus.
- Green: the activity has finished -Finishedstatus.
- Yellow: the activity has received a warning -Warningstatus.
- Red: an error has occurred -Erroneousstatus.
Creating a marketing activity
From an existing campaign, you can create different types of messages (email,
push notification, etc.), workflows, and landing pages.
From an existing program, you can create other programs, campaigns, workflows, and landing pages.
Consider creating workflows directly within a campaign. If you create a workflow within a program, you will not be able to move it to a campaign afterwards.
Programs and campaigns are presented in the Programs and campaigns section.
- In the dashboard of a program or a campaign, create a new marketing activity using theCreatebutton.
- Select the type of activity that you want to create.
According to the context, you can:
You can also create a marketing activity from the marketing activity list. In this case, you can create any type of activity. You can choose to link the marketing activity to a parent campaign (or to a parent program if you create a program) via the activity's properties.