Creating a Campaign

In the Management Portal, a Campaign is a series of operations confined to a set of things or connections. To create a campaign follow the procedure below:

  1. On  Developer  main screen in the GENERAL group, click Campaigns
    The Campaigns screen appears
  2. Click the New campaign button

    Add campaign screen appears.
  3. Do one of the following:
    1. Click on Thing campaign, to run the Campaign on a set of things
    2. Click on Connection campaign, to run the Campaign on a set of connections

      If CDP is not enabled in your Org profile, you will not see the Connection related options.
  4. Enter the Name

    Right-click on the Start node to change the event type.

  5. Enter a Description(Optional)
  6. Enter the Max in progress - The maximum number of things within the campaign that needs to execute simultaneously
  7. Select the Reporting Mode, which can be Off, On, or On failure. Default is On failure.
  8. Click More options to setup automatic retry on failed tasks and setup email notifications 
    1. To configure automatic retry of the failed task (Retry failed task)
      1. Max retries - Enter a number to specify the number of times the Campaign will attempt to retry the failed tasks
      2. Retry delay -  Enter the amount of time between retries the Campaign  needs to wait before retrying
    2. Enter the email addresses or notification group key to send email notifications. For more information about notification group key, see Notification groups
      1. Enable daily - Check Enable daily to send daily updates about the campaign
      2. Enable end notice - Check Enable end notice to send an end of campaign notification

  9. Click Advanced(Optional) if you want to define the Campaign using JSON. It is recommended to use the Standard option.
  10. Select the first action you want to perform when the Campaign is executed.  To select an action:
    1. Click on the Actions  category name to expand and view the available actions. For more information on Cloud trigger actions, see Cloud Trigger Actions
    2. Click and hold while you drag the selected action to the canvas.
  11. Enter the details on the actions form. You can add one or more actions to a campaign. Each action is able to access the prior actions output. For more information on entering the details in the Cloud action form, see Cloud Trigger Actions.
  12. Click Add.
  13. Click and hold while you drag the arrows from the colored edge to connect the nodes.
    Following are performed using the icons: 
    Pan Mode  - Allows the canvas to be scrolled both horizontally and vertically. While in Pan mode, holding the CTRL (control) key and clicking node(s) will allow you to select/de-select multiple nodes. Select Mode   - Allows selecting one or more nodes for repositioning on the canvas. The Select mode works in two ways: when you drag from left to right, any node that intersects your lasso will be selected. When you drag from right to left, only nodes that are enclosed by your lasso will be selected. Fit to screen - Fit the campaign to the screen

  14. Connect a Success node at the end of the route.

    You should have at least one success route to save it.

  15. Click Add in the bottom right corner to add the trigger.

    When attempting to connect a route, drag it over the destination node until it turns grey. When the destination node turns grey it is aware of the route being connected to it. While the destination node is grey, release the mouse button to bind the route to it.

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