Send campaign sends an existing campaign to the customer identified by a CDP record. Use it for a welcome message or a follow-up after another action.
You can use this step in conversational tools and automation workflows. Your account needs CXP (CDP v2) and access to Email Campaigns. Only campaigns sourced from CDP are supported. The current step picker offers email delivery.
Set up the step
-
Prepare and activate the campaign in Email Campaigns.
-
Use Get CDP data earlier in the flow to find the recipient's record, unless the flow already has that CDP record.
-
Add Send campaign from Take action in the step picker.
-
Under Campaign, select the campaign to send.
-
Set Channel to Email.
-
Under CDP entity, select the variable containing the recipient's complete CDP record.
-
Under Custom values, assign any campaign fields you want to fill from this run.
Leave a custom value unassigned to let the campaign resolve it from its own configuration. If Studio reports that the campaign is still a draft, finish activating it in Email Campaigns before using it in a live run.
What to expect
The step submits the send request and continues. It does not return an output variable or a delivery receipt. Review delivery in Email Campaigns.
If the step fails, first check that CDP entity contains a record. An email address alone is not enough. If Get CDP data found no match, handle that outcome before this step. Then check that the selected campaign is active and uses a CDP source.
Running this step in the debugger can send the campaign. Use a test recipient when checking the flow.