Working with Adobe Campaign Classic and Adobe Campaign Standard
You can create email content in AEM and process it in Adobe Campaign emails. To do that, you must:
- Create a new newsletter in AEM from an Adobe Campaign-specific template.
- Select an Adobe Campaign service before editing the content to access all the functionality.
- Edit the content.
- Validate the content.
Content can then be synched with a delivery in Adobe Campaign. Detailed instructions are described in this document.
See also Creating Adobe Campaign Forms in AEM .
Sending Email Content via Adobe Campaign
After you configure AEM and Adobe Campaign, you can create email delivery content directly in AEM and then process it in Adobe Campaign.
When you create Adobe Campaign content in AEM, you must link to an Adobe Campaign service before editing the content to access all the functionality.
There are two possible cases:
- Content can be synched with a delivery from Adobe Campaign. This allows you to use AEM content in a delivery.
- (Adobe Campaign Classic only) The content can be sent directly to Adobe Campaign, which automatically generates a new email delivery. This mode has limitations.
Detailed instructions are described in this document.
Creating new email content
When adding email templates, be sure to add them under /content/campaigns to make them available.
Creating new email content
- In AEM select Sites then Campaigns , then browse to where your email campaigns are managed. In the following example, the path is Sites > Campaigns > Geometrixx Outdoors > Email Campaigns .Email samples are only available in Geometrixx . Please download sample Geometrixx content from Package Share.
- Select Create then Create Page .
- Select one of the available templates specific to which Adobe Campaign you are connecting to, then click Next . Three templates are available by default:
- Adobe Campaign Classic Email : lets you add content to a predefined template (two columns) before sending it to Adobe Campaign Classic for delivery.
- Adobe Campaign Standard Email : lets you add content to a predefined template (two columns) before sending it to Adobe Campaign Standard for delivery.
- Fill in the Title and optionally the Description and click Create . The title is used as the subject of the newsletter/email unless you overwrite it while editing the email.
Selecting the Adobe Campaign cloud service and template
To integrate with Adobe Campaign, you need to add an Adobe Campaign cloud service to the page. Doing so provides you with access to personalization and other Adobe Campaign information.
In addition you may also need to select the Adobe Campaign template and change the subject and add plain text content for those users who will not view the email in HTML.
You can select the cloud service either from the Sites tab or from within the email/newsletter after you have created it.
Selecting the cloud service from the Sites tab is the recommended approach. Selecting the cloud service from the email/newsletter requires a workaround.
From the Sites page:
- In AEM select the email page and click View Properties .
- Select Edit and then the Cloud services tab and scroll down to the bottom and click the + sign to add a configuration and then select Adobe Campaign .
- Select the configuration that matches your Adobe Campaign instance from the drop-down list, then confirm by clicking Save .
- You can view the template that the email has applied to it by clicking the** Adobe Campaign** tab. If you would like to select another template, you can access that from within the email while editing.If you would like to apply a specific email delivery template (from Adobe Campaign), other than the default mail template, in Properties , select the Adobe Campaign tab. Enter the email delivery template's internal name in the related Adobe Campaign instance.Which template you select determines which personalization fields are available from Adobe Campaign.
From within the newsletter/email in authoring, you might not be able to select the Adobe Campaign cloud service configuration in Page Properties due to a layout issue. You can use the workaround described here:
- In AEM select the email page and click Edit . Click Open Properties .
- Select Cloud services and click + to add a configuration. Select any visible configuration (does not matter which one). Click or tap the + sign to add another configuration and then select Adobe Campaign .Alternatively, you can select the cloud services by selecting View Properties in the Sites tab.
- Select the configuration that matches your Adobe Campaign instance from the drop-down list, delete the first configuration you created that was not for Adobe Campaign, then confirm by clicking the check mark.
- Continue with step 4 in the previous procedure to select templates and add plain text.
Editing email content
To edit email content:
- Open the email and by default you enter Edit mode.
- If you would like to change the subject of the email or add plain text for those users who will not view the email in HTML, select Email and add a subject and text. Select the page icon to auto-generate a plain text version from HTML. Click the check mark when finished.You can personalize the newsletter by using Adobe Campaign personalization fields. To add a personalization field, open the personalization field picker by clicking on the button displaying the Adobe Campaign logo. You can then choose from all the fields that are available for this newsletter.If the personalization fields in properties from within the editor are greyed out, please re-examine your configuration.
- Open the components panel on left side of screen and select Adobe Campaign Newsletter from the drop-down menu to find those components.
- Drag components directly onto the page and edit them accordingly. For example, you can drag a Text & Personalization (Campaign) component and add personalized text.See Adobe Campaign Components for a detailed description of each component.
When editing your content, you can insert:
- Adobe Campaign context fields. These are are fields that you can insert within your text that will adapt according to the recipient’s data (for example first name, last name, or any data of the target dimension).
- Adobe Campaign personalization blocks. These are blocks of predefined content that are not related to the recipient’s data, such as a brand logo, or link to a mirror page.
See Adobe Campaign Components for a full description of the Campaign components.
- Only the fields of the Adobe Campaign Profiles targeting dimension are taken into account.
- When viewing Properties from Sites , you do not have access to the Adobe Campaign context fields. You can access those directly from the email while editing.
To insert personalization:
- Insert a new Newsletter > Text & Personalization (Campaign) component by dragging it onto the page.
- Open the component by clicking the Pencil icon. The inplace editor opens.For Adobe Campaign Standard:
For Adobe Campaign Classic:
- Available context fields correspond to the Profiles targeting dimension in Adobe Campaign.
- Available context fields are dynamically recovered from the Adobe Campaign nms:seedMember schema. Target extension data is dynamically recovered from the workflow that contains the delivery synchronized with the content. (See the Synchronizing content created in AEM with a delivery from Adobe Campaign section).
- To add or hide personalization elements, see Managing personalization fields and blocks .
- Important : All seed table fields must also be in the recipient table (or corresponding contact table).
- Insert text by typing. Insert context fields or personalization blocks by clicking the Adobe Campaign components and selecting them. When finished select the checkmark.After inserting context fields or personalization blocks, you can preview your newsletter and test your fields. See Previewing a Newsletter .
Approving content in AEM
After the content is finished, you can start the approval process. Go to the Workflow tab of the toolbox and select the Approve for Adobe Campaign workflow.
This out-of-the-box workflow has two steps: revision then approval, or revision then rejection. Nevertheless, this workflow can be extended and adapted to a more complex process.
To approve content for Adobe Campaign, apply the workflow by selecting Workflow and selecting Approve for Adobe Campaign and click Start Workflow . Go through the steps and approve the content. You can also reject the contents by selecting Reject instead of Approve in the last workflow step.
After content is approved, it appears as approved in Adobe Campaign. The email can then be sent.
In Adobe Campaign Standard:
In Adobe Campaign Classic:
Unapproved content can be synched with a delivery in Adobe Campaign but the delivery cannot be executed. Only approved content can be sent via Campaign deliveries.