About Campaigns

A campaign is a message or offer that is sent to a specific group of customers or recipients.

Campaigns allow you to send segments to an outbound destination such as an email provider or paid media channels.

Note

Amperity sends audience information to channels where you can launch your campaigns to your customers.

Campaigns page

The Campaigns page enables effective use of customer data to activate a variety of use cases across your marketing stack.

The Campaigns page.

Use the Campaigns page to activate a variety of use cases across your marketing stack. For example:

  • Messaging a group of high customer lifetime value (CLV) customers on Facebook for a VIP event

  • Emailing customers with an affinity toward blue button down shirts for a product liquidation

  • Targeting a segment of customers who are more likely to add a visit to the hotel spa

  • Messaging a group of customers likely to churn with a special offer

  • Showing an ad to re-engage customers who have unsubscribed from email

  • Reaching out to customers that have enrolled in your loyalty program

  • Identifying customers within existing lists, and then pushing targeted subsets for downstream messaging to any channel.

  • Using a control group, along with any number of recipient groups, to measure the quality of a campaign.

Campaign workflows

Campaigns support the following types of workflows:

Multi-channel

A multi-channel marketing campaign blends marketing strategies across channels (i.e. email, SMS, paid media, etc.) to provide customers a personalized experience, but with consistent messages, offers, and products across all channels.

A multi-channel campaign defines combinations of sub-audiences and channels to define unique sets strategies, with each applied to a sub-audience.

A multi-channel campaign has the following components:

  1. A state change that initiates a campaign message.

  2. A segment that defines the audience to which the multi-channel campaign messages will be applied. This segment can be configured to limit the list to certain types of users, such as only business travellers, high-value customers, and so on.

  3. The use of sub-audiences to partition the audience into a variety of campaign channels. Each sub-audience may be configured to have its own control group.

  4. A launch cadence that defines the frequency–daily, weekly, monthly, quarterly–at which the campaign messages are run.

One-time

A one-time campaign represents a specific campaign message that is configured to be sent only once.

A one-time campaign.

A one-time campaign can be configured to run in a similar manner as a recurring campaign, but with the purpose being to communicate messages to customers they should see only once. For example:

  • A welcome message to a customer who has joined a loyalty program.

  • A message to a customer who has signed up for a credit card.

Recurring

A recurring campaign is sent automatically based on an updated/refreshed audience that a customer wants to receive in their outbound destination or a state change, such as an accepted return, a change to a loyalty program, or an alert based on credit card status, with a predefined campaign message and cadence to a list of recipients.

A recurring campaign.

A recurring campaign has the following components:

  1. A state change that initiates a campaign message.

  2. A segment that defines a list of customers to which the campaign message applies. This segment can be configured to limit the list to certain types of users, such as only business travelers, high-value customers, and so on.

  3. A launch cadence that defines the frequency–daily, weekly, monthly, quarterly–at which the campaign messages are run.

Attributes

You may configure the list of attributes (i.e. first name, last name, state, etc.) that are sent to each audience (and sub-audience) in a campaign. Click the Edit attributes link to open the list of attributes that are available for each destination defined for the audience. Use the drop-down menu to select the destination if there is more than one.

You may append attributes that are available in any database table that is available to AmpIQ. Click the + Add attribute link, and then name the attribute, specify from which table that attribute is sourced, and then specify the name of that attribute as it is defined in that table.

Audiences

An audience is a list of customers who match the attributes, filters, and conditions that are applied to a segment.

Use a segment to define a list of customers that represent an audience, and then attach that audience to a campaign.

Campaign results

The campaign results feature allows you to download and see your one-time or recurring campaign results data. This option provides you with the ability to delve deeper into your campaign results data and measure performance in more detail.

Configure campaign results.

Use this feature to define a performance measurement time period and then analyze these results for all sub-audience test groups across every single campaign data point. This includes the following data points:

  • Revenue metrics

  • Conversion rates

  • Order characteristics

  • Incremental lift

Note

Amperity tracks the purchases of your customers in the audiences lists. The purchase information is based on purchasing behavior across channels.

If you make any changes to this information downstream (i.e. launching a campaign on a different date then the one you entered into Amperity) they will not be reflected in Amperity.

Use cases

You can use campaign results to determine how to successfully reach out to their customers for the following reasons:

  • If your campaign message was effective at converting customers

  • Whether one offer or treatment worked better at converting customers (i.e. A/B testing)

  • If a campaign drove incremental value (i.e. via a control group holdout)

Driving a campaign

Once you have determined which channel to use for your campaign, you need to determine which is the most effective way to approach a campaign. For instance, if a you decide to send out an email campaign to your customers, they will need to decide which type of email will be most effective. Does the email with the 10% offer bring in more customer orders or does the $10 off email offer give customers more incentive to make a purchase?

Amperity’s approach

Amperity creates an Amp360 view of customers, which includes a complete transaction history. This process uses a consistent deduplicated customer identifier (AmpID) to track customers even when their path to a purchase is non-linear.

An Amperity ID is a patented unique identifier that is assigned to clusters of customer records. A single Amperity ID represents a single individual. Unlike other systems, the Amperity ID is reassessed every day for the most comprehensive view of your customers.

Amperity provides marketers with the following capabilities which gives them a 360 view of their customer’s behavior:

  • Compares more than one set of marketing data–via the AmpID–to determine whether customer behavior has changed around a campaign.

  • Tracks customer behavior through transactional data and an AmpID associated with a campaign.

  • Automatically holds back a control group when a campaign is created to test whether a customer will buy something in a store or whether they received an email or not.

  • Tracks omni-channel behavior of customers targeted in the test group, as well as the behavior of customers in the control holdout group.

  • Compares the behavior of control customers to those who received the marketing treatment and calculates the incremental impact of the campaign.

  • Determines whether a customer–with an AmpID associated with a campaign–has made a purchase within a timeframe set by the marketer. For instance, if a customer were to shop online or in a store.

  • Tests within smaller sub-sets of customer groups to determine how certain components within a campaign affect customer behavior. For example, how was the 10 percent email offer received by customers compared to the $10 off email offer.

  • Uses people-based measurement to randomly assign customers to control and recipient groups, which gives you the ability to accurately measure the incremental effects of a campaign. To learn more about people-based measurement, refer to the Configure Feeds topic.

Example

A marketer downloads campaign results for a campaign that they recently sent out. The the groups that were represented in these results are as follows:

  • Facebook Ads

  • Postcard

  • Email only (control group)

The marketer sees the following campaign results data in the .CSV file that they downloaded:

  • How many users were targeted in each group

  • When the campaign was launched

  • See how much revenue was generated per sub-group

  • See how revenue is broken down per user is

  • See at a high level how much each group spent.

In this case, the marketer can see that the Facebook Ads sub-group had more conversions than any of the other sub-groups. They can also see that the Facebook Ads sub-group also purchased more items than the other sub-groups.

Thus, the marketer can determine that the Facebook Ads channel is the best option for their marketing campaign.

Control groups

A control group is the percentage of an audience who will not receive communications related to a marketing campaign. Use control groups to establish a baseline against which you can measure the success of a campaign over time.

Note

A control group is a random sample of customers that is pulled from the original audience. For example, the control group may include customers who have opted out of receiving communications or customers that signed up to received communications about new offers.

A campaign typically has a single control group, unless sub-audiences are defined within the campaign. Each sub-audience may contain a control group.

Exclusion lists

An exclusion list identifies a list of customers who should not receive communications related to a marketing campaign.

Use a segment to define a list of customers that represent an exclusion list, and then attach that exclusion list to a campaign.

How campaigns work

A campaign is defined in the Campaigns page, from which you configure the segments that will be associated with the campaign, the downstream locations to which the campaign will be sent, and the time at which the campaign is to begin.

How campaigns work.

Segments are associated with a campaign. For example:

  • A segment that includes the list of customers for this campaign.

  • A segment that defines a list of customers who, if also present in the segment that includes the list of customers, will be excluded. This segment is optional, but will take priority over the list of customers in the included segment.

A campaign must be associated with at least one destination, such as Klaviyo, Sailthru, Facebook Ads, Google Ads, HubSpot, etc. A recipient group may be configured to send data to more than one destination. Each recipient group configured for a campaign defines its own list of destinations.

At the scheduled date and time, Amperity will run the segments and build the customer list, after which Amperity will send the results to each configured destination.

When this process is complete, your campaign is ready to be scheduled.

Important

A segment is associated to a campaign using the segment ID, which is durable and unchanging. The name of a segment can be changed, which means if the name of a segment changes, the name of that segment in a campaign will also change. However, the ID (and the association of that segment to the campaign) will not change.

Recipient groups

A recipient group is the percentage of an audience who will receive communications related to a marketing campaign. A campaign may have more than one recipient group.

You may configure more than one recipient group for each audience and sub-audience within a campaign.

Sub-audiences

A sub-audience is a list of customers who will receive a specific type of communication related to a marketing campaign.

A sub-audience may define users by brand, most commonly purchased sub-brand, product affinity, product category, product type, demographics, etc.

A sub-audience typically represents a set of users for which you have a better understanding of marketing preferences and will receive more specific messaging as part of the campaign. For example, you might split a spring sale email campaign by product affinity so you can send out an email showcasing shorts to customers with a high affinity for shorts and another email advertising t-shirts to customers with a high affinity for t-shirts.

A sub-audience enables you to measure the performance of individual communications in a campaign. For example, you can see how the shorts sub-audience email performed as compared to the t-shirts sub-audience email within the same campaign. Each sub-audience can be configured to use its own control and recipient groups, providing even greater control and flexibility.

How-tos

This section describes tasks related to building campaigns in Amperity:

Add a sub-audience

You can add a sub-audience to a campaign on the Edit Campaign page.

How to add a sub-audience to a campaign

  1. From the Campaigns page, click Create Campaign.

  2. From the Edit Campaign page, in the Recipients section, select recipients from the Include and Exclude drop-down lists.

  3. In the Sub-audiences and Destinations section, click Add Sub-audience.

  4. From the Audience Builder window, click Add criteria.

  5. From the Sources drop-down list, select a source.

  6. From the Attributes drop-down list, select an attribute.

  7. From the Operators drop-down list, select an operator.

  8. Click Add criteria to add more criteria.

  9. When done setting your criteria, click Save.

The new sub-audience appears in the Sub-audiences and Destinations section.

Note

When you save your sub-audiences you will see recipient counts calculated. When you reorder your sub-audiences using drag and drop these counts are automatically updated.

Add a saved segment to a sub-audience

You can add a saved segment to a sub-audience in a campaign on the Edit Campaign page.

To add a saved segment to a sub-audience in a campaign

  1. From the Edit Campaign page, click Add Sub-audience.

  2. From the Source menu, click Saved segments.

  3. From the Segments(s) list, select one or more saved segments.

The saved segment(s) appear in the Sub-audiences and Destinations section on the Edit Campaign page.

Allocate customers to first matching sub-audience

You can allocate customers (Amperity IDs) to the first matching sub-audience in a campaign on the Edit Campaign page.

Note

Amperity defaults to allocating customers (Amperity IDs) to multiple sub-audiences.

To allocate customers (Amperity IDs) to the first matching sub-audience in a campaign

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, select the Assign to first match only toggle.

Amperity will now allocate your customers (Amperity IDs) to the first matching sub-audience in your campaign.

Build a sub-audience

You can build a sub-audience in a campaign on the Edit Campaign page.

To build a sub-audience in a campaign

  1. From the Edit Campaign page, click Add Sub-audience.

  2. From the Source menu, either select a table source or search for a table source in the search field.

  3. From the Attribute menu, either select an attribute or search for an attribute in the search field.

  4. From the Condition menu, select a condition.

  5. From the value menu, either select a value or search for a value from the search field.

  6. Add another attribute or section.

  7. Select a destination from the menus in the Destinations column for each group.

  8. Click Edit attributes to edit or add attributes.

  9. Click Add Recipient Group to add a recipient group.

Define recipient groups

You can define recipient groups in a campaign on the Edit Campaign page.

To define recipient groups in a campaign

  1. From the Edit Campaign page, in the All Remaining Recipients section, click Add Recipient Group. The recipient group appears in the Group Name column.

  2. In the Control column, select the checkbox associated with a control group.

  3. Select a destination from the menus in the Destinations column for each group.

  4. Click Edit attributes to edit or add attributes.

Select attributes

You can select attributes in a campaign on the Edit Campaign page.

To select attributes in a campaign

  1. From the Edit Campaign page, click Add Sub-audience.

  2. From the Source menu, either select a table source or search for a table source in the search field.

  3. From the Attribute menu, either select an attribute or search for an attribute in the search field.

  4. From the Condition menu, select a condition.

  5. From the value menu, either select a value or search for a value in the search field.

  6. Add another attribute or section.

  7. When done, click Save.

Select a query source

You can select a query source on the Edit attributes page.

To select a query source

  1. From the Edit attributes page, in the Sources column, click on a row.

  2. In the Queries (Custom Tables), select a query source.

  3. Click Save.

Select destination

You can select destinations in a campaign on the Edit Campaign page.

To select destinations in a campaign

  1. From the Edit Campaign page, in the Sub-audiences and Destinations, select a destination from the Destinations column associated with a recipient group.

The destination appears in the Destinations column.

Apply exclusion list

You can apply an exclusion list in a campaign on the Edit Campaign page.

To apply an exclusion list in a campaign

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, in the Control column, select the checkbox associated with a control group.

The selected control group will be excluded from the campaign.

Archive campaign

Use the archive feature for campaigns you have actively used, but you don’t need anymore.

Note

This action effectively deletes the campaign from your tenant. If you want to this campaign to be moved back into your tenant, please contact Amperity support.

To archive a campaign

  1. From the Campaigns page, click the more options button on a campaign.

  2. In the menu, click Archive.

Build audience

You can build an audience in a campaign on the Edit Campaign page.

To build an audience in a campaign

  1. From the Edit Campaign page, in the Audience section, in the Include list, select the segment(s) to include.

  2. In the Exclude list, select the segment(s) to exclude.

    Note

    The Exclude list is optional. Use the Exclude list to choose recipients to exclude from a campaign.

    Tip

    You can select up to 10 saved segments from the same database to build inclusions and exclusions for an audience.

The recipients group and control group appear in the All Recipients table in the Sub-audiences and Destinations section.

Choose campaign type

You can choose a campaign type from the Edit Campaign page.

To choose a campaign type in a campaign

  1. From the Edit Campaign page, in the Recipient List Delivery section, in the Campaign type list, select either One-time or Recurring from the list:

Configure a multi-channel campaign

You you can configure a multi-channel campaign on the Edit Campaign page.

How to configure a multi-channel campaign

  1. Give your campaign a name.

  2. Choose the segment that represents the audience to use for this campaign.

    Optional. Choose a segment that contains a list of customers to exclude from this campaign.

  3. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

    A control group should be set to 10%, with the initial recipient group set to 90%. Click Add recipient group to add more recipient groups. Rename them as necessary and adjust the percentages as appropriate.

  4. For each recipient group (including the control group, if configured for this campaign), assign multiple destinations.

    Note

    A recipient group with multiple destinations will send data to all of the configured destinations.

  5. Optional. Add one (or more) sub-audiences. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

  6. Optional. Give each sub-audience a name.

  7. Optional. Assign multiple destinations to each recipient group in a sub-audience.

  8. Configure recipient list delivery. One-time campaigns you have two options: at a scheduled date and time in the future or as soon as possible.

    Provide the campaign launch date. Amperity uses the campaign launch date to improve results tracking for campaigns.

  9. Click Schedule to put this campaign into the queue.

    Amperity will process the segments, and then send the results to the configured destinations. Please allow for enough time for Amperity to complete this process before kicking off the campaign in the downstream system.

Configure a one-time campaign

You you can configure a one-time campaign on the Edit Campaign page.

How to configure a one-time campaign

  1. Give your campaign a name.

  2. Choose the segment that represents the audience to use for this campaign.

    Optional. Choose a segment that contains a list of customers to exclude from this campaign.

  3. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

    A control group should be set to 10%, with the initial recipient group set to 90%. Click Add recipient group to add more recipient groups. Rename them as necessary and adjust the percentages as appropriate.

  4. For each recipient group (including the control group, if configured for this campaign), assign at least one destination. You may assign more than one.

    Note

    A recipient group with more than one configuration destination will send data to all of the configured destinations.

  5. Optional. Add one (or more) sub-audiences. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

  6. Optional. Give each sub-audience a name.

  7. Optional. Assign at least one destination to each recipient group in a sub-audience.

  8. Configure recipient list delivery. One-time campaigns you have two options: at a scheduled date and time in the future or as soon as possible.

    Provide the campaign launch date. Amperity uses the campaign launch date to improve results tracking for campaigns.

  9. Click Schedule to put this campaign into the queue.

    Amperity will process the segments, and then send the results to the configured destinations. Please allow for enough time for Amperity to complete this process before kicking off the campaign in the downstream system.

Configure a recurring campaign

You you can configure a recurring campaign on the Edit Campaign page.

How to configure a recurring campaign

  1. Give your campaign a name.

  2. Choose the segment that represents the audience to use for this campaign.

    Optional. Choose a segment that contains a list of customers to exclude from this campaign.

  3. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

    A control group should be set to 10%, with the initial recipient group set to 90%. Click Add recipient group to add more recipient groups. Rename them as necessary and adjust the percentages as appropriate.

  4. For each recipient group (including the control group, if configured for this campaign), assign at least one destination. You may assign more than one.

    Note

    A recipient group with more than one configuration destination will send data to all of the configured destinations.

  5. Optional. Add one (or more) sub-audiences. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

  6. Optional. Give each sub-audience a name.

  7. Optional. Assign at least one destination to each recipient group in a sub-audience.

  8. Configure recipient list delivery. Recurring campaigns require a cadence (daily or weekly), a start date and time, and then an end date. The end date has three options: never, on a specific date, or after a specified number of occurrences.

    Provide the campaign launch date. Amperity uses the campaign launch date to improve results tracking for campaigns.

  9. Click Schedule to put this campaign into the queue.

    Amperity will process the segments, and then send the results to the configured destinations. Please allow for enough time for Amperity to complete this process before kicking off the campaign in the downstream system.

Copy campaign ID

You can copy a campaign ID on the Campaigns page.

To copy a campaign ID

  1. From the Campaigns page, click the more options button on a campaign.

  2. In the menu, click Copy ID.

  3. Paste the campaign ID in the appropriate location.

Delete campaign

You can delete a campaign on the Campaigns page.

To delete a campaign

  1. From the Campaigns page, click the more options button on a campaign.

  2. In the menu, click Delete.

  3. The Delete Campaign dialogue box opens. Click Confirm.

The campaign no longer appears on the Campaigns page.

Warning

You can only delete a scheduled or draft campaign. Once a campaign has been delivered you can only archive it.

Note

Amperity has the ability to recover a campaign that has been deleted.

Discard campaign

You can discard a campaign on the Edit Campaign page.

To discard a campaign

Use the Discard option to remove a campaign from Amperity. This should be done carefully. Verify that both upstream and downstream processes no longer depend on this campaign prior to discarding it.

  1. From the Campaigns page, open a campaign, and then select Discard.

  2. The Discard Campaign dialog box opens. Click Confirm.

Download campaign results

You can download campaign results from a delivered campaign on the Campaigns page.

To download campaign results

  1. From the Campaigns page, click the more options button on a delivered campaign.

  2. On the View Download Results window, in the Pull data from: fields, enter a date and time.

  3. In the Tracking period: field, enter an amount of days per audience.

  4. Click Download. An .XLSX file downloads to your Downloads folder on your computer.

  5. Open the .XLSX file in a program and then view the campaign results for your campaign.

Duplicate campaign

You can reuse, build, and scale campaigns with ease by utilizing a pre-existing campaign as a template.

To duplicate a campaign

  1. From the Campaigns page, click the more options button on a campaign.

  2. Click Duplicate.

  3. The Duplicate Segment dialog box opens. Click Confirm.

  4. On the Edit Campaign, make your changes, and then click Save.

The duplicated campaign appears on the Campaigns page.

Edit attribute

You can edit an attribute on the Edit Campaign page.

To an attribute

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, click Edit Attribute.

  2. In the Audience Builder window, make your changes, and then click Save.

Edit campaign

You can edit a draft, scheduled, or delivered campaign on the Campaigns page.

To edit a draft campaign

  1. On the Campaigns page, on a campaign, click the more options button.

  2. In the menu that appears, click Edit.

  3. On the Edit Campaigns page, make your changes.

  4. When done, click Schedule.

To edit a scheduled campaign

  1. On the Campaigns page, on a campaign, click the more options button.

  2. In the menu that appears, click Unschedule and Edit.

  3. On the Unschedule and Edit dialog box, click Confirm.

  4. On the Edit Campaigns page, make your changes.

  5. When done, click Schedule.

To edit a delivered campaign

  1. On the Campaigns page, click on a campaign.

  2. On the View Campaign page, click Edit.

  3. On the Edit Campaign page, make your changes.

  4. When done, click Schedule.

    Tip

    After a campaign has been delivered, you can edit and reschedule the campaign for a future delivery.

Edit sub-audience

You can edit a sub-audience on the Edit Campaign page.

To edit a sub-audience

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, click Edit to edit a sub-audience.

  2. In the Audience Builder window, make your changes, and then click Save.

Remove sub-audience

You can remove a sub-audience on the Edit Campaign page.

To remove a sub-audience

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, click Remove to remove a sub-audience.

The sub-audience no longer appears in the Sub-audiences and Destinations section on the Edit Campaigns.

Schedule campaign

You can schedule a campaign on the Edit Campaign page.

To schedule a campaign

  1. From the Edit Campaign page, in the Recipient List Delivery section, click select Schedule delivery.

  2. The date field appears. Enter a date.

  3. The time field appears. Enter a time.

Select destinations

You can select destinations on the Edit Campaign page.

To select a destination

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, select a destination associated with a group from the Destinations column.

Send campaign metadata to destination

You can send campaign metadata (i.e., Amperity IDs and names associated with each audience group) to a destination on the Edit Campaign page.

To send a metadata to a destination

  1. From the Edit Campaign page, in the Sub-audiences and Destinations section, click Edit attributes.

  2. From the Edit attributes page, click Add attribute.

  3. From the Sources column, select a source.

  4. From the Source Attribute column, select a field.

  5. When done, click Save.

Set campaign launch date

You can set a campaign launch date on the Edit Campaign page.

To set a campaign launch date

  1. From the Edit Campaign page, in the Recipient List Delivery section, enter the amount of days in the Campaign launch date: field.

Set delivery schedule

You can set a delivery schedule on the Edit Campaign page.

To set delivery schedule

  1. From the Edit Campaign page, in the Recipient List Delivery section, either select Schedule delivery or Deliver ASAP from the menu.

Search campaigns

You can search campaigns on the Campaigns page.

To search for a campaign

#. On the top of the Campaigns page, enter the name of the campaign in the search field. The search results appear in the Campaigns section at the bottom of the list that appears.

Unschedule a campaign

You can unschedule a campaign on the Campaigns page.

To unschedule a campaign

  1. From the Campaigns page, click the more options button on a scheduled campaign.

  2. On the menu that appears, click Unschedule and edit.

  3. The Unschedule and Edit dialogue box appears. Click Confirm.

View campaign

You can view a campaign on the Campaigns page.

To view a campaign

  1. From the Campaigns page, click the more options button on a delivered campaign.

  2. On the menu that appears, click View.

The Edit Campaign page appears displaying the campaign details.

View campaign history

You can view a campaign’s history on the Campaigns page.

To view a campaign’s history

  1. From the Campaigns page, click the more options button on a delivered campaign.

  2. On the menu that appears, click History.

The Campaign History dialogue box appears displaying the campaign’s history details.

View delivery summary

You can view a campaign on the Edit Campaign page.

To view a delivery summary

  1. From the Edit Campaign page, in the click Delivery Summary.

The Preview List Delivery Details page appears displaying details associated with each destination.

View notifications

Notifications for the Campaigns page appear after Amperity processes the segments, and then sends the results to the configured destinations. Notifications typically indicate successful outcomes. Less often, notifications contain details for non-successful outcomes, such as failures related to upstream or downstream processes.

The notifications pane sits on the right side of the Campaigns page.

To view notifications

If a notification is about a non-successful outcome, the details for why and what happened can be found in the notification itself. Click More to view the full notification. Click View Workflow to open the workflow in the Workflow page.

In some cases viewing the log files may be helpful. In many cases, fix the root cause of the non-successful outcome, and then re-run the process manually. The Workflow page will provide a set of workflow actions that you can initiate directly.

View workflow

You can access a workflow from the Campaigns page.

To view a workflow

  1. From the Campaigns page, click View Workflow next to a notification in the notifications pane.

The Workflow page appears displaying task status details.