To set up a complex campaign, follow this process for best efficiency.
In Segmentation
1. Write the universe query that defines who receives the marketing effort.
2. Create the segmentation job or optionally, attach the universe query to the job.
3. Write the segment queries that will separate your universe into smaller target groups, such as by membership category or by transaction types or by event.
4. Create the segment(s) by attaching segment queries to each segment.
5. Populate the segments.
In Campaigns
1. Create the insert(s).
2. Set up the campaign, appeals, solicitations and source codes (one source code per segment).
3. Attach the segments and inserts to the source codes.
4. Generate output.