Set A Default Campaign For A Workflow

If you have enabled Campaigns, you will need to set a default campaign to associate with a workflow's deliveries.

About this task

When you set a default campaign, all deliveries sent from the workflow will be added to the campaign unless you set a different campaign in a Send Email node. The Send Email node settings will override the workflow settings when a delivery is sent from a node with campaign settings that are different than the default. See Use The Send Email Action Node In Workflows for more information.

Workflow Default Campaign Toggle

After enabling campaigns, you will need to set a default campaign for any new workflow you create or for any existing workflow you edit. Existing workflows that you do not edit will continue to work without the default campaign settings. If you set a default campaign for an active workflow, any deliveries in the process of sending will not be associated with the campaign and any deliveries that are triggered after the default campaign is set will be associated with the campaign.

To set a default campaign for a workflow:

Procedure

  1. Go to Automation > Workflows.
  2. Click either
    • On the name of a workflow to edit an existing workflow
    • Or Create New Workflow to create a new workflow.
  3. Click the button next to the text Default Campaign.

    This text will be None unless a default campaign has already been set for the workflow.

  4. To select an existing campaign:
    1. Click on the name of the campaign.
    2. Click Apply.
  5. To create and select a new campaign:
    1. Click New Campaign.
    2. Enter a name for the campaign in the Name box
    3. Select a marketing campaign type from the Type list
    4. Enter a Description.
    5. Click Save Changes.
    6. Click Apply.
  6. Click Save Changes.