Building Campaigns - Phase 3: Final Details & Activation

Structured AI → Building Campaigns Phase 3: Final Details & Activation

 

Building Campaigns - Phase 3: Final Details & Activation

Estimated Time

~15 minutes

Current Phase

Phase 3 of 3

What You'll Accomplish

• How to successfully publish campaigns within the platform.
• The key steps required to prepare a campaign for launch.

• Best practices for ensuring campaigns are published correctly and efficiently.
• How the publishing process supports effective campaign execution and delivery.

Before you begin — open your account
This is a hands-on, learning-by-doing session. Open app.structured.ai in your browser and log in to your Tenant Account so you can follow along and apply each step in real time.

Direct Links to the Next Phases in this Training Series

This module is part of a 3-part series. Each session builds on the last, and reviewing them in order ensures you don't miss any critical steps and get a complete understanding of the workflow.

Phase 1 Purpose & Framework	Start Training ➡
Phase 2 Building the Campaign Structure	Start Training ➡
Phase 3 Final Details & Activation	Current Phase ✔

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Follow Our Step-By-Step Training

1. Introduction

Whether you are new to campaign management or looking to refine your skills, this training will walk you through each phase in detail to ensure your campaigns reach the intended audience and achieve their goals.

The final two steps in building campaigns are automating your workflow and adding settings.
 

 

2. Proceed to Campaign Delay Settings

Continuing from the point where you concluded in Phase 2, please click on the Next button. This action will allow you to proceed smoothly to the subsequent stage, which is the automation step. By doing so, you will be guided forward in the process without missing any important steps.
 

 

3. Add Delay to Campaign

In the Workflow Tab, you can build and refine the automation sequence to determine how the campaign runs, set the campaign's schedule and also add suggested timing.  You also have the ability to 'Allow accounts to modify the workflow sequence'.

Let's adjust the Workflow a bit here.  Click Add Delay to insert a waiting period into your campaign sequence.
 

 

4. Set Delay Duration

For the purpose of this training, we'll select a delay of 5 days.
 

 

5. Continue to Next Step

Click Next to proceed to the following step in the campaign setup process. This will allow you to continue configuring your campaign and move forward with the necessary settings and options.
 

 

6. Search for Groups

In the section labeled Group Accessibility, you will find an option to select the specific Account Group to which you want to be able to access the campaign. This allows you to control and manage which group of accounts will have access to or be targeted by the campaign, ensuring that your campaign reaches the appropriate audience within your organizational structure.
 

 

7. Edit Campaign Title

To change the campaign's title, simply click inside the title section. This action will allow you to edit and customize the title according to your preferences or campaign requirements. By selecting this area, you can easily update the text to better reflect the theme or purpose of your campaign, ensuring that it captures the attention of your audience effectively.
 

 

8. Enter Campaign Name

In this example, we'll enter "My Practice Campaign".

 

9. Publish Campaign

Once all the necessary preparations and configurations have been completed, you are ready to move forward with publishing your campaign. This final step ensures that your campaign is accessible to your intended audience and begins to generate the desired engagement.
 

To officially launch your campaign, simply click on the Publish button. By doing so, your campaign will go live and become active, allowing it to start reaching users and achieving its objectives.
 

 

Congratulations! You have successfully created and launched a campaign. This marks an important milestone in your marketing efforts, showcasing your ability to design, organize, and execute a strategic plan aimed at reaching your target audience effectively. 

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