Who should use the Orchestrate multi-channel campaigns workflow?
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
AI Workflow · Marketing
This workflow guides you through preparing customer journey maps, executing a coordinated multi-channel campaign across email, ads, and other channels, optimizing the campaign with automation, and finally delivering the campaign to your audience. Each step uses dedicated tools to ensure seamless integration and measurable results.
Deliverable outcome
A post-campaign report with attribution insights and actionable recommendations for iteration.
30-90 minutes
Includes setup plus initial result generation
Free to start
You can swap tools by pricing and policy requirements
A post-campaign report with attribution insights and actionable recommendations for iteration.
Use each step output as the input for the next stage
Step map
Instead of relying on a single generic AI model, this pipeline connects specialized tools to maximize quality. First, you'll use ActionIQ Composable CDP to clear campaign goals and segmented audiences ready for journey mapping. Then, you pass the output to Salesforce Marketing Cloud to a visual journey map with triggers, channels, and aligned creative for each segment. Then, you pass the output to Salesforce Marketing Cloud to automation rules that orchestrate channel handoffs and prevent over-messaging. Then, you pass the output to Unbounce to all channel assets built, tagged, and linked to the automation platform. Then, you pass the output to Adverity to campaign running live with real-time adjustments to maximize early performance. Finally, Adverity is used to a post-campaign report with attribution insights and actionable recommendations for iteration.
Define campaign objectives and audience segments
Clear campaign goals and segmented audiences ready for journey mapping.
Design cross-channel customer journeys
A visual journey map with triggers, channels, and aligned creative for each segment.
Set up automation rules and cross-channel orchestration
Automation rules that orchestrate channel handoffs and prevent over-messaging.
Build and integrate channel assets
All channel assets built, tagged, and linked to the automation platform.
Execute campaign with real-time monitoring
Campaign running live with real-time adjustments to maximize early performance.
Analyze results and optimize for next iteration
A post-campaign report with attribution insights and actionable recommendations for iteration.
Start by clarifying the primary goal (e.g., conversions, awareness, retention) and identifying target audience segments based on behavioral and demographic data. Use a customer data platform (CDP) or CRM to create unified segments that can be activated across channels.
Why ActionIQ Composable CDP: ActionIQ Composable CDP is purpose-built for customer data unification and audience segmentation, directly matching the need for a Customer Data Platform to define objectives and segments.
Map the ideal sequence of touchpoints for each segment, from awareness to conversion, ensuring consistent messaging and timing across channels. Use a journey builder tool to visualize and link email, ads, and other channels with triggers and conditions.
Why Salesforce Marketing Cloud: Salesforce Marketing Cloud includes robust journey builder and campaign management for designing cross-channel customer journeys.
Configure automation rules that coordinate actions across channels—e.g., send an email after an ad click, or suppress a user from SMS after they purchase. Use a marketing automation platform to define logic, frequency caps, and fallback paths.
Why Salesforce Marketing Cloud: Salesforce Marketing Cloud is a comprehensive marketing automation platform that supports automation rules and cross-channel orchestration.
Create the actual content for each channel—email templates, ad creatives, landing pages—and integrate them with the automation platform via APIs or native connectors. Ensure tracking parameters (UTMs, pixels) are embedded for unified analytics.
Why Unbounce: Unbounce is a dedicated landing page builder with A/B testing and conversion optimization, directly addressing the landing page builder need.
Launch the campaign across all channels simultaneously, monitoring real-time performance dashboards for anomalies (e.g., delivery failures, high unsubscribe rates). Adjust pacing and budget allocation on the fly based on early signals.
Why Adverity: Adverity provides multi-channel data aggregation and automated marketing reporting, enabling real-time monitoring across channels.
After the campaign concludes (or at regular intervals), aggregate performance data across channels to calculate ROI, identify top-performing journeys, and document insights. Use A/B test results and funnel analysis to refine segments, messaging, and automation rules for future campaigns.
Why Adverity: Adverity supports multi-channel data aggregation and automated reporting, which can serve as a foundation for attribution and BI analysis.
§ Before you start
Teams or solo builders working on marketing tasks who want a repeatable process instead of one-off tool experiments.
No. Start with the top pick for each step, then replace tools only if they do not fit your pricing, compliance, or output needs.
Open the mapped task page and compare top options side by side. Prioritize output quality, integration fit, and predictable cost before scaling.
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