Channel activities channel
۶Ƶ Journey Optimizer allows you to automate and execute marketing campaigns across channels - email, SMS, and push notifications. You can combine these channel activities into the campaign canvas to create cross-channel Orchestrated campaigns that can trigger actions based on customer behavior and data.
For example:
- Send a welcome series through email, SMS, and push.
- Deliver a follow-up email post-purchase.
- Send personalized birthday greetings via SMS.
By using channel activities, you can create comprehensive and personalized campaigns that engage customers across multiple touchpoints and drive conversions.
Add a channel activity and define its properties add
-
Add a channel activity into the canvas. Available channel activities are Email, SMS and Push.
-
Select the activity and click Edit email, Edit SMS, or Edit Push depending on the chosen channel.
-
In the Properties tab, enter a description then switch to the Actions tab to configure the activity.
Set up the channel configuation and settings configuration
Use the Actions tab to select a channel configuration for your message and configure additional settings such as tracking, content experiment, or multilingual content.
-
Select a channel configuration
A configuration is defined by a System Administrator. It contains all the technical parameters for sending the message, such as header parameters, subdomain, mobile apps, etc. Learn how to set up channel configurations.
-
Apply capping rules
In the Rule set drop-down list, select a channel rule set to apply capping rules to your campaign. Leveraging channel rule sets allows you you to set frequency capping by communication type to prevent overloading customers with similar messages. Learn how to work with rule sets
-
Track engagement (Email and SMS)
Use the Action tracking section to track how your recipients react to your email or SMS deliveries. Tracking results are accessible from the campaign report once the campaign has been executed. Learn more about campaign reports
-
Enable Rapid delivery mode (Push)
Rapid delivery mode is a Journey Optimizer add-on that allows very fast push message sending in large volumes though campaigns. Rapid delivery is used when delay in message delivery is business-critical, when you want to send an urgent push alert on mobile phones, for example a breaking news to users who have installed your news channel app. For more information on performances when using Rapid delivery mode, refer to .
-
Create a content experiment
Use the Content experiment section to define multiple delivery treatments in order to measure which one performs best for your target audience. Click the Create experiment button then follow the steps detailed in this section: Create a content experiment.
-
Add multilingual content
Use the Languages section to create content in multiple languages within your campaign. To do so, click the Add languages button and select the desired Language settings. Detailed information on how to set up and use multilingual capabilities are available in this section: Get started with multilingual content
When your channel activity has been configured, select the Content tab to define its content.
Define the content content
Switch to the Content tab to create your message. The steps process vary based on the selected channel. Learn detailed steps to create your message content in the following pages.
Add personalization
Personalization in Orchestrated campaigns works similarly to other Journey Optimizer campaigns or journeys, but with a few key differences specific to the orchestrated canvas.
When you access the personalization editor from an Orchestrated campaign, two main folders contain attributes available for personalization detailed below.
-
Profile attributes
This folder includes all profile-related data from ۶Ƶ Experience Platform. These are standard attributes such as name, email address, location, or any other traits captured in the user profile.
-
Target attributes (specific to Orchestrated campaigns)
This folder is unique to Orchestrated campaigns. It contains attributes calculated directly within the campaign canvas. It contains two subfolders:
-
<Targeting dimension>(e.g., “Recipients”, “Purchases”): Contains all attributes related to the dimension targeted by your campaign. -
Enrichment: Includes data added via Enrichment activities in your canvas. This allows you to personalize messages based on external datasets or additional logic incorporated during orchestration. Learn how to use an Enrichment activity
-
For a detailed overview of how to use the personalization editor, refer to Get started with personalization
Check and test your content
Once the content is created, use the Simulate Content button to preview and test your content with test profiles or sample input data uploaded from a CSV / JSON file, or added manually. Learn more
Next steps next
When the message content is ready, navigate back to your Orchestrated campaign using the Back arrow. You can then complete the activities orchestration in the canvas and publish the campaign to start the messages sending. Learn how to start and monitor Orchestrated campaigns
