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
Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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
Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts 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
Description:
Specifies the access token that connects to your Mailchimp service.
Allowed 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
Description:
Specifies the type of campaign to create.
Allowed 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 Variables:
No

Campaign Name
Description:
Specifies the name of the campaign to create in Mailchimp.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts 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
Description:
Specifies the name of the audience to associate with the campaign.
Allowed 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 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
Description:
Specifies the email subject line for the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Variables:
Yes

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

From Name
Description:
Specifies the name of the sender to show on the campaign.
Allowed Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts 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
Description:
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.

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

Folder
Description:
Specifies the name of the folder in which to create the campaign.
Allowed 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 Variables:
Yes

Template
Description:
Specifies the email template to use to create the campaign.
Allowed 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 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
Description:
Specifies the content for the campaign in plain text format.
Allowed 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 Variables:
No

Store Response Campaign ID In This Variable
Description:
Specifies the process data variable to store the ID of the campaign.

The campaign ID comes from Mailchimp.

Allowed Values:
A variable.

Format:

  • String

Accepted:

  • Numbers
Default Value:
None
Accepts 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?