1. Setup Castled: Setup involves configuring the data warehouse, creating the business entities and configuring the channels. Castled setup is covered in detail here.
  2. Build Customer Segment: Customer Segment is the backbone of Campaigns or Workflows run in Castled. Creating the segment is covered in detail here.
  3. 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.
Castled Setup