Campaign Creation Workflow

What Is the Campaign Creation Workflow?

The Campaign Creation Workflow is the structured process EVA uses to create, configure, validate, and prepare a campaign before it can be delivered.

When a campaign is created, EVA organizes the setup into several stages in the campaign builder. Each stage collects specific information required for delivery, such as recipients, message configuration, and scheduling.

The Workflow Stages

A) Campaign creation

The workflow begins when you click Create campaign on the Campaigns page and complete the campaign setup window.

At this stage EVA creates a campaign record and stores the basic campaign configuration:

The campaign is automatically saved in Draft status.

B) Audience configuration

In the Audience section, you define who will receive the campaign using the Send to dropdown.

EVA calculates Estimated recipients based on:

C) Message setup and content design

Next, EVA stores the campaign message configuration.

For email campaigns this includes:

The message content is then created using the drag-and-drop email editor with content blocks such as text, images, buttons, and layout sections.

D) Review and validation

Before sending, EVA checks whether the campaign configuration is complete.

The Review step summarizes:

Warnings may appear if required elements are missing.

[Insert Screenshot: Campaign review page]

E) Scheduling or sending

When the campaign setup is complete, click Schedule or send.

You can then choose to send the campaign immediately or schedule it for a future time.

Once scheduled or sent, the campaign moves out of Draft status.

Why This Workflow Exists

The campaign creation workflow ensures that: