Example of a Corporate Campaign workflow with system tasks

A typical workflow for a Corporate Campaign might include two flowcharts: one that initially selects a list of contacts, and another that fulfills the campaign after Field Marketers reviewed and approved the initial list.

Task 1: Subscription

Task 1 is a Subscription system task. You configure a subscription task to invite relevant field marketers to participate in the Corporate Campaign.

Task 2: Flowchart Run

Task 2 is a Flowchart Run system task. The Flowchart Name column identifies the name of the flowchart in the linked campaign (in Campaign) that should be run to complete this task. When task 2 runs, the flowchart Corporate Campaign Selection runs in the linked campaign in Campaign to create a list that Field Marketers should review. Task 2 starts and finishes automatically.

Task 3: Notify Field Marketers

Task 3 is a Notify Field Marketers system task. This task notifies Field Marketers that the flowchart run is complete and a list is ready for their review. This task starts automatically when Task 2 completes. Task 3 also finishes automatically.

Task 4: List Review

Task 4 is a List Review system task. This task identifies time within the workflow during which Field Marketers should be reviewing the list that is generated in Task 2. Task 4 starts automatically when Task 3 finishes and finishes automatically when its target end date is reached; however, you can still manually finish the task when all Field Marketers complete their reviews.

Task 5: Flowchart Run

Task 5 is a Flowchart Run system task. The Flowchart Name column identifies the name of the flowchart in the linked campaign (in Campaign) that should be run to complete this task. When task 5 runs, the flowchart Corporate Campaign Fulfillment runs in the linked campaign in Campaign This fulfillment flowchart creates the final list of contacts by using the results of the Field Marketer review that occurred in Task 4. Task 5 starts and finishes automatically.

Task 6: Recurrence

Task 6 is a Recurrence system task. This task identifies how often a flowchart is run. Acceptable recurrences are hourly, daily, weekly, and monthly. By choosing All Options under Permissions, Field Marketers can turn recurrence from not recurring to recurring.