Getting Started
Onboarding
This documentation will cover the following:
- Setup Castled: Setup involves configuring the data warehouse, creating the business entities and configuring the channels. Castled setup is covered in detail here.
- Build Customer Segment: Customer Segment is the backbone of Campaigns or Workflows run in Castled. Creating the segment is covered in detail here.
- Start a Campaign/Workflow: Once the setup is complete and the segments are created, marketers can run campaigns or workflows targetting the leads in the selected segment. Refer campaigns and workflows for more details.