Campaign Suite

You can place the CAB Campaign Suite on your Campaign record page for quicker access to Campaign Audience Builder features.

This enables five key features:

1. CAB Quick Access

• Click the Component Header -> Campaign Audience Builder to leave the campaign record and jump into the tool.

2. View History

• Check the history of campaign member updates executed through Campaign Audience Builder.
• You see per update:
  • When it was executed
  • Which audience was executed
  • How many new members have been added
  • How many existing members have been updated
  • How many existing members were untouched
  • How many members have been removed, and
  • Which user did it (manually or scheduled the audience automation)

3. Add Members

• You don't have to leave your campaign record page to add new campaign members based on audiences.
• Click Add Members and select an existing audience, or click + New Audience to create one from scratch.

• If you selected an existing one, click Next and finalize the step by defining the campaign member status and optionally setting up campaign cleansing by clicking Show Advanced.

• Finish this step by clicking Confirm.

4. Schedule Audience

• To initiate automated audience sync with your campaign, you must click Schedule Audience.
• In the first step, select the audience you want to schedule.
• The following steps are as described in our article: Scheduling.

5. View all Scheduled Audiences

• If you've scheduled audiences, you see an overview in the Scheduled Audiences table.
  • You see the audience's name
  • in what frequency it runs
  • on what day(s) it runs
  • the member status
  • and the campaign cleansing details
• You can access that audience by clicking the audience name.
• You can unschedule it by clicking the remove/bin icon.