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.