Get started with Campaign Agent

Follow these steps to write your first Campaign Agent prompt, review the generated brief, and launch your campaign.

Prerequisites

To complete this walkthrough, you need:

• Access to Campaign Agent in your Bloomreach platform
• Basic understanding of email campaign concepts (target audience, timing, messaging)
• Familiarity with your customer data and typical campaign goals

Access Campaign Agent

1. Log into your Bloomreach platform.
2. Click the arrow next to Engagement in the top navigation bar.
3. Select Campaign Agent from the dropdown menu.

The Campaign Agent interface appears, showing a conversation window and options to get started.

1. Write your prompt

1. Click the text field in the conversation area.
2. Describe your campaign goal in everyday language. Be specific about what you want to achieve.

Example prompt:
"Create an abandoned cart campaign with two follow-ups sent 24 hours and 72 hours after abandonment."

3. Press Enter or click the send button.
4. Wait a few seconds while Campaign Agent processes your request and generates a campaign brief.

The clearer and more specific your prompt, the better Campaign Agent's initial campaign brief will be. Learn more about writing effective prompts in Campaign Agent.

2. Review the campaign brief

Campaign Agent presents a campaign brief showing how it interpreted your request:

• Campaign objective: What the campaign aims to achieve and expected outcomes.
• Target audience: Customer segments and criteria.
• Key message: Example subject lines and messaging themes demonstrating the content approach.
• Additional context: Campaign timing recommendations and overall strategy.

If the campaign brief doesn't match your needs, use the conversation window to request specific changes.

Example refinement request:
"Change the first follow-up timing to 12 hours instead of 24 hours."

Continue refining until the brief aligns with your objectives. Learn more about reviewing the Campaign Agent brief.

3. Approve and generate campaign

1. When you're satisfied with the campaign brief, click Approve and build at the bottom of the brief.
2. Campaign Agent automatically generates an agentic campaign with all components. Campaign generation typically takes 2–10 minutes, depending on complexity. To get notified when the Campaign Agent finishes its task, allow browser push notifications.
3. The Canvas appears on the right, showing your complete campaign flow.

The generated campaign includes all elements needed to run:

• Audience nodes: Define who enters and exits the campaign.
• Wait nodes: Control timing between touchpoints.
• Split nodes: Segment audiences for personalized paths (when applicable).
• Content nodes: Contain email messages and personalization.

Each node represents a specific campaign component you can review and adjust. Learn more about campaign generation and elements.

4. Edit and refine

Review your generated campaign and make adjustments using two approaches:

Conversational editing: Use the chat window to request structural changes like adding campaign steps, modifying flow logic, or adjusting content strategy. Campaign Agent will rebuild the campaign with your requested changes.

Manual editing: Click individual nodes to adjust specific properties like audience filters, timing delays, control group percentages, and entry limits. Changes save immediately when you click Save.

For structural changes (adding steps, reordering flow), use conversational editing. For fine-tuning specific properties, use manual editing.

Learn more about how to edit, refine, and launch in Campaign Agent, including when to use each approach and best practices for iteration.

5. Launch and monitor

1. When your campaign is ready, click Start campaign at the top of the Canvas to publish.
2. After publishing, you'll be redirected to the Evaluation dashboard where you can monitor performance:
   • Attributed revenue and conversions
   • Email performance metrics (sent, opened, clicked, purchased)
   • Conversion funnel analysis

You can continue adjusting campaigns after launch by switching between the Canvas and Evaluation tabs. Changes require republishing to take effect.