Create Campaign activity

An activity that creates a campaign in Mailchimp.


Create Campaign activity

Configure the Create Campaign activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Mailchimp tab.

    Open Mailchimp tab
  3. On the Mailchimp tab, drag the Create Campaign activity onto your process.

    Drag Create Campaign activity

General Configuration

Specifies the basic settings for the Create Campaign activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Campaign Configuration

Specifies the information to create a campaign in Mailchimp.

Figure: Create Campaign Configuration screen

Create Campaign Configuration screen

Fields

Field NameDefinition

Mailchimp

Function:
Specifies the access token that connects to your Mailchimp service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Mailchimp
Function of this Screen:
Configure an access token to connect to Mailchimp.

Campaign Type

Function:
Specifies the type of campaign to create.
Accepted Values:
  • Regular - Creates a campaign that has the option to format the content, and configure additional settings. You can use an email template to create a campaign.
  • Plain Text - Creates a campaign in plain text with no formatting options.
Default Value:
Regular
Accepts Process Data Variables:
No

Campaign Name

Function:
Specifies the name of the campaign to create in Mailchimp.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Audience Name

Function:
Specifies the name of the audience to associate with the campaign.
Accepted Values:
An audience name from the list.

When you select the access token from the Mailchimp field, this field shows the audience names associated with the access token.

Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Email Subject

Function:
Specifies the email subject line for the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

Preview Text

Function:
Specifies a text description for the campaign to show in the inbox of the recipient, next to the subject line.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes

From Name

Function:
Specifies the name of the sender to show on the campaign.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Reply To

Function:
Specifies the email address of the sender to show on the campaign.

The email address specified in this field is used to send the campaign and receives the response emails from subscribers.

Accepted Values:
One line of text (a string) in email address format.
Default Value:
None
Accepts Process Data Variables:
Yes

Folder

Function:
Specifies the name of the folder in which to create the campaign.
Accepted Values:
A Mailchimp folder name from the list.

When you select the access token from the Mailchimp field, this field shows the folder names associated with the access token.

Default Value:
None
Accepts Process Data Variables:
Yes

Template

Function:
Specifies the email template to use to create the campaign.
Accepted Values:
An email template name from the list.

When you select the access token from the Mailchimp field, this field shows the template names associated with the access token.

To Open this Field:
  1. On the Create Campaign Configuration screen, in the Campaign Type field, select Regular.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Plain Text

Function:
Specifies the content for the campaign in plain text format.
Accepted Values:
More than one line of text.
To Open this Field:
  1. On the Create Campaign Configuration screen, in the Campaign Type field, select Plain Text.
Default Value:
None
Accepts Process Data Variables:
No

Store Response Campaign ID In This Variable

Function:
Specifies the process data variable to store the ID of the campaign.

The campaign ID comes from Mailchimp.

Accepted Values:
A process data variable that accepts a numeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?