Question

Part of a campaign request is to provide counts for each customer target group in a campaign. Which is the best approach to build a workflow to accommodate this request?

A. Build the workflow normally and combine code regardless of the request
B. Use individual processes within a workflow to count each segment and show a trickle-down of record
C. Build individual workflows per target group
D. Recommend that this information should be pulled from outside the campaign tool

Answer 1

The correct option is B). The recommended approach for providing target group counts in a campaign is by using individual processes within a single workflow to count and display each segment, ensuring organization and accuracy.

Step-by-step explanation:

The best approach to build a workflow for providing counts for each customer target group in a campaign is option B: Use individual processes within a workflow to count each segment and show a trickle-down of records. This method allows for accurate segmentation and detailed tracking of each group within a single workflow, ensuring clarity and ease of analysis. By setting up separate processes for each segment, it becomes straightforward to manage and review the numbers for each target group individually without the complexity and confusion that can arise from combining code or managing multiple workflows. It also centralizes the process within the campaign tool, negating the need to pull information from external sources which could introduce errors or discrepancies.