Create a campaign stage with to-do trigger

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • The content in a stage with a to-do trigger becomes available when a user completes a specific to-do item from another stage in the campaign. For example, create a stage that sends a confirmation email when an employee completes the "Select health plan" to-do item.

    Antes de Iniciar

    Role required: sn_ca.campaign_manager

    Complete the steps to Create a campaign

    Create a stage with a to-do content item. For more information on this content type, see To-do content.

    Por Que e Quando Desempenhar Esta Tarefa

    Stages organize and manage the delivery of campaign content. When configuring a stage, you set the stage trigger, which determines when content becomes available and for how long.
    Nota:
    Some parts of the interface use the term "bundles" to refer to stages.

    Create a stage that is triggered when the user completes a to-do item from another stage.

    Example to-do trigger setup

    Procedimento

    1. Navigate to All > Content Experiences > Content Experience Builder.
    2. Select the campaign and click the Schedule of content tab or click Next.
      Schedule of content tab
    3. Click Create stage.
      A stage is a visible area to add content.
      Campaign - Create stage
    4. On the form, fill in the fields.
      Tabela 1. Campaign Bundle form
      Field Description
      Title The name of the campaign bundle.
      Campaign The campaign associated with the campaign bundle.
      Trigger type Select To-do Completion.
      Description Descriptive information about the campaign bundle.
      Trigger item The to-do item that activates the content in this bundle.
      Offset start date Select this check box to trigger your campaign stage before or after the actual trigger start date.
      Date offset quantity The number of days, weeks, or months to offset the trigger type.
      Date offset units Units of time to offset the trigger type.
      When Whether to offset the units before or after the set date.
      End > Duration type Defines how long the content in this stage is available. Choose from:
      • Campaign end date makes content available until the campaign ends.
      • Time Length ends content after a specific number of days or hours.
      • Dynamic field uses a trigger table and field to determine when content is no longer available. An example is to end content based on an employee's HR profile and employment end date.
      If you selected Time Length Item duration The number of days, hours, minutes, and seconds you want your campaign stage to remain active.
      If you selected Dynamic field End date table Specify the table from which to select the condition that ends the campaign stage.
      End date field The fields from the table you selected that you want to create a condition that triggers your campaign bundle.
      Offset end date Select to indicate content availability ends after a specific amount of time.
      Date offset quantity The number of days, weeks, or months to offset the trigger type. This field works with the next fields to determine when content is available.
      Date offset units Units of time to offset from the content end date.
      When Whether to offset the units before or after the set date.
      Close other content Select to make content from previous stages unavailable.
    5. Click Submit.

    O que Fazer Depois

    • Click Add stage to configure additional stages
    • Add content to the stage, specify an audience, and set the location where the content will be delivered. For more information on creating content in the Content Experience Builder, see Add content to a campaign using Content Experience Builder