After selecting the audience criteria, content, segment criteria, and destination for your campaign, you must review the details of the campaign to complete the the last step of the campaign creation process. You can complete this step either at the time of campaign creation or at a later time after adjusting the audience count and the number of records provided through the graph.

Features¶

In the Summary step, you can:

• View an overall summary of the campaign.
• Review, schedule, and execute the campaign.

Use cases¶

The following are the use cases of the Summary step:

• Schedule: Schedule the campaign to run at different intervals.

• Review: View a snapshot of the details of the campaign. For example, name, ID, schedule, destination, and a graph of historical counts. 

• Execute: Run the campaign immediately by clicking the Send Now button.

The following screen displays the Summary step:

The Summary step includes the following details:

• Schedule: The option for scheduling the intervals at which you want the campaign to run.

  To schedule the campaign, you can slide the Schedule toggle to the right and then choose one of the following options:

  • Once
  • Hourly (once per hour, every four hours, every six hours, every eight hours, and every 12 hours)
  • Daily
  • Weekly
  • Monthly 

• Name: The name of the campaign that you provide on the Setup tab.

• Global Audience Count: The master level customer count included in the campaign.

• Global Content: The list of attributes that are included in the file sent out of Customer Data Platform (CDP). The Global Content is set on the Content Tab.

• ID: The system-generated campaign number that represents the campaign created. CDP generates the ID after you save the campaign.

• Creator: The email address and name of the person who created the campaign. CDP displays the creator after you save the campaign.

• Last updated by: The email address and name of the person who last modified the campaign.

• Destination: The name of the destination that you select on the Destination(s) tab to send the campaign.

• Save: The button that saves the campaign before sending the data out of CDP. It helps you to save the campaign so that you can send it at a later time after adjusting the audience count and the number of records provided through the graph.

• Send Now: The button that activates the campaign. CDP generates the audience that you select on the Audience tab and builds the file with the content that you select for sending out of CDP to the destination. Depending on the size of the audience, some campaigns may take time to generate and finish final execution.

• Cloned From: If you clone a campaign from another campaign, CDP displays the information of the parent campaign and the new campaign ID. 

Audience count¶

If the campaign is scheduled to run, access the Summary tab to review the historical counts of the audience generated over time.

After scheduling or starting a campaign, check the status of the current run. For more information, see Reviewing past campaign executions.

Important considerations¶

Once you click Send Now, the campaign may take several minutes to execute, depending on the size of the database and audience segment.