Marketing and sales campaigns come in two varieties:
1. Ad Hoc: typically used when targeting prospects (e.g. Event specific, Drive a specific content/message etc.)
2. Always On/Evergreen: typically used with customer marketing and in-bound leads (e.g. broad portfolio level, not tailored towards a specific event or solution)
This feature allows you to manage always-on campaigns in D&B Lattice. You can now send accounts and contacts from your segments in D&B Lattice to campaigns in your activation channels on a recurring schedule.
In the Launch Settings, you now have the option to establish a daily, weekly or monthly schedule.
When your Always-On/Evergreen campaign has only one more launch left, you will receive an automated email notification to saying your campaign is about to expire.
Incremental Campaign Launch
Segments in D&B Lattice allow you to define the criteria that helps you narrow down the accounts and contacts for your campaigns. As you discover new leads, prospects, and customers, the accounts and contacts within your segment are also changing - net new accounts and contacts will now be added and the accounts and contacts that no longer fit your criteria will be removed from these segments. This allows you to maintain one-to-one parity between your segment in D&B Lattice and your audience in your activation channel.
How to Enable Incremental Campaign Launch
When launching a campaign select the check-box to "Keep the target system in sync". This can be used for both One-Time and Always-On campaigns.
When this option is selected, D&B Lattice will monitor the changes to the segment and send them directly to the end platform.
Which channels support incremental additions and deletions of accounts and contacts?
|Platform||Incrementally Add New Accounts and Contacts?||Incrementally Remove New Accounts and Contacts?|
|All other platforms||Yes||Yes|
How can I track incremental progress over time?
In the launch history page, there are two visual indicators that help you identify if a campaign has experienced an increment change.
- Each row that designates an incremental launch will have a circular arrow icon on the left-hand side
- Links to download the net new or deleted batch of Accounts and Contacts are accessible by hovering over the download icon