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Campaigns Menu in Marketing Automation

Campaigns

Purpose

The Campaigns screen is the central component of Thulo Marketing Automation, used to create, manage, and automate marketing activities for Leads and Customers.

A Campaign combines:

  • Segments

  • Forms

  • Emails

  • SMS Messages

  • Assets

  • Point Actions

  • Stages

  • Workflow Logic

into a coordinated customer journey designed to achieve specific business goals.

Campaigns enable organizations to automate Lead nurturing, engagement tracking, customer communication, and qualification processes without requiring manual intervention.

One of the primary benefits of Campaigns is workflow automation. Once a workflow is designed and activated, the system automatically responds to customer actions, evaluates conditions, updates Lead information, and executes the next steps in the customer journey.

Campaign data is processed through scheduled Cron Jobs, which execute workflow actions and automation rules.

Create

Step 1: Create a Campaign

  1. Navigate to Marketing Automation → Campaigns.

  2. Click Add.

  3. Complete the required Campaign information.

  4. Click Save.

Alternatively:

  • Cancel the operation if you do not wish to create the Campaign.

After saving, the system redirects to the Campaign Details screen.

Step 2: Build the Workflow

  1. Open the Campaign.

  2. Navigate to General Details.

  3. Click Builder.

  4. The Workflow Builder screen will open.

  5. Drag and drop workflow actions into the design area.

  6. Connect the workflow nodes to create the desired automation process.

  7. Click Save.

To remove the workflow design:

  1. Click Clear.

  2. Confirm the action.

The Campaign workflow is now ready for execution.

View

To view a Campaign:

  1. Navigate to Marketing Automation → Campaigns.

  2. Locate the Campaign.

  3. Click View.

The Campaign details screen displays:

  • Campaign configuration

  • Workflow design

  • Workflow activity history

  • Statistics

  • Leads

  • Customers

Edit

To edit an existing Campaign:

  1. Navigate to Marketing Automation → Campaigns.

  2. Locate the Campaign.

  3. Click Edit.

  4. Modify the required information.

  5. Click Save.

Changes apply to future workflow executions and newly processed Leads.

Delete

To delete a Campaign:

  1. Navigate to Marketing Automation → Campaigns.

  2. Locate the Campaign.

  3. Click Delete.

  4. Confirm the deletion.

The Campaign is permanently removed from the system.

Field Descriptions

Field Description
Name Name of the Campaign. Use a descriptive name that identifies the marketing objective.
Category Category assigned to the Campaign. Only Categories configured with the type Campaign are available for selection.
Color Visual identifier used for sorting, filtering, and quick recognition.
Published Determines whether the Campaign is active and eligible for execution.
Start Date Date when the Campaign becomes eligible to run.
End Date Date when the Campaign expires and stops processing.
Description Detailed explanation of the Campaign purpose and objectives.

Workflow Rules

Campaign Workflow Builder

Campaign workflows are created using the visual Workflow Builder.

Administrators can:

  • Drag workflow actions into the design area.

  • Connect actions to create automation sequences.

  • Define conditions and decision points.

  • Configure Emails, SMS messages, Stages, Segments, Assets, and Point Actions.

Workflow Builder Controls

Action Description
Drag and Drop Move workflow actions into the design area.
Connect Nodes Define the workflow path and automation logic.
Save Save the workflow design.
Clear Remove the workflow design.
Ctrl + Mouse Wheel Zoom in or out of the workflow canvas.

Campaign Execution

Campaigns are executed through the Marketing Automation Cron Job.

When the Cron Job runs:

  1. Active Campaigns are identified.

  2. Workflow conditions are evaluated.

  3. Eligible Leads and Customers are processed.

  4. Emails, SMS messages, Point Actions, Segment changes, Stage updates, and other workflow actions are executed.

Without a configured and running Cron Job, Campaign automation will not execute.

Lead and Customer Processing

Campaigns can process:

  • Leads

  • Customers

The target audience is determined by:

  • Segments

  • Forms

  • Workflow conditions

  • Campaign configuration

Workflow Automation

Campaigns automatically respond to customer behavior.

Examples include:

  • Email opened

  • Email link clicked

  • Form submitted

  • Asset downloaded

  • SMS delivered

  • Stage updated

  • Point threshold reached

Based on these actions, the workflow can automatically execute the next step.

Campaign Re-Execution Rules

Campaign processing is designed to prevent duplicate execution for the same Lead.

When a Lead has completed all workflow nodes:

  • The completed nodes will not run again for that Lead.

  • Previously processed actions are not repeated.

However:

  • If new Leads are added to the Campaign audience through Segments, Forms, or other sources, the Campaign will execute workflow nodes for those newly added Leads.

This ensures efficient automation while preventing duplicate customer communications.

Campaign Validity Rules

A Campaign is eligible for execution only when:

Published = Yes

The Campaign must be published.

Start Date Reached

The current date must be equal to or later than the Campaign Start Date.

End Date Not Expired

The current date must be earlier than the Campaign End Date.

If any of these conditions are not met:

  • The Campaign is ignored during Cron Job processing.

Statistics

Email Statistics

The Email Stats chart displays:

  • Number of emails sent

  • Number of email opens

  • Number of email link clicks

This information helps measure campaign engagement.

Point Action Statistics

The Point Action Over Time chart displays:

  • Point assignments

  • Lead scoring activity

  • Scoring trends generated by the Campaign

SMS Statistics

The SMS Over Time chart displays:

  • SMS delivery activity

  • SMS communication trends

  • Campaign SMS performance

Workflow Action Statistics

The Actions screen displays:

  • Workflow execution history

  • Number of times each action was executed

  • Campaign processing activity

This helps administrators monitor workflow performance and troubleshoot automation behavior.

Leads

The Leads tab displays all Leads currently participating in the Campaign.

Available information includes:

  • Lead details

  • Campaign participation

  • Workflow activity

  • Lead score

  • Current marketing status

Customers

The Customers tab displays all Customers currently participating in the Campaign.

Available information includes:

  • Customer details

  • Campaign participation

  • Workflow activity

  • Customer engagement history

Important Notes

  • Campaigns are the primary automation engine within Thulo Marketing Automation.

  • Campaigns require a configured and running Cron Job to process workflow actions.

  • Only Published Campaigns can execute.

  • Campaign workflows are designed using the visual Workflow Builder.

  • Completed workflow nodes are not reprocessed for the same Lead.

  • Newly added Leads can still enter and process through an existing Campaign.

  • Campaigns can automate Emails, SMS messages, Point Actions, Segment management, Stage progression, and customer engagement activities.

  • Start Date and End Date determine Campaign validity.

  • Statistics are updated automatically as workflow actions are executed.

  • Deleting a Campaign permanently removes the Campaign configuration and associated workflow design.

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