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.