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How to link triggered campaign with CXP automations?

This article explains how to link a triggered campaign to a CXP automation trigger, using Halo Studio to build the underlying workflow.

Part 1: Build the workflow in Halo Studio

  1. Go to Halo Studio.

  2. Find the Automation workspace.

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  1. Create a new workflow, and add a name and description.

When adding a step to the workflow, you have the following options:

  • Reuse — run an existing workflow

  • Get information — get CDP data

  • Process data — call an API, run code

  • Control flow — if/else branch, wait

  • Take action — send campaign, push CDP event

  • Finish — return result

Example: building a welcome flow

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  1. Get CDP data — object is "person", key is "email", and the value to watch the key is "email".

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  1. Send campaign — select the campaign, channel, and object (CDP entity), then add custom values as merge tags used in the triggered campaign.

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  1. Return result — end the flow.

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Before publishing the workflow, activate the campaign in Email Campaigns.

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Now publish and save the workflow in Halo Studio — it needs to be published before it will show up as an option in CXP.

Part 2: Set up the trigger in CXP

  1. Go to Automations in CXP and select + Add trigger.

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  1. Configure the trigger. In this example, the trigger is for a welcome email: the trigger type is "Event created", the definition is on the submitted form page, and it's connected to the published Halo workflow from Part 1.

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The trigger is now ready to be set live.