About Campaign IQ

Campaign IQ gives you a campaign management experience that unifies campaign discovery, activation, and performance monitoring in a single location.

If Campaign IQ is available for you, it includes three tabs:

Discover - explore available marketing campaigns

Draft - personalize and launch chosen campaigns

Monitor - monitor performance of live campaigns

Discover

In Discover, you can search, filter, and explore pre-built marketing campaigns provided by your supplier.

Each campaign includes a badge to indicate its status (e.g. New, Updated), a thumbnail image, a summary of its content, icons to indicate what tactics it includes, and the list of tags that categorizes it.

Your supplier may also give you guidance to choose the most relevant campaigns for your business:

• Highlighting of campaigns they’re promoting

• AI-powered recommendations - based on a comparison of the campaign’s metadata and your partner account profile. You can filter the view to pick up campaigns that are 90+%, 70-89% or 50-69% matched to your business.

  AI-generated campaign recommendations have to be enabled separately by your supplier.

These navigation options can help you find what you need:

• Search by keyword in the Search field
• Sort the list by:
  • Date - based on the date the campaign was added by the supplier, with the most recent first
  • Name A-Z
  • Most Effective - based on historic performance from previous activations
  • Most Popular - based on number of previous activation

• Filter the list for certain values or content tags

  You can click More Filters to get a list of additional filters.

  Click Reset all filters to go back to displaying all available campaigns.

• Use Filter Presets to set up your own custom views of the page - for more information, see Create Custom Views of Campaign IQ.
• Click Show Saved Only to display only those campaigns you’ve bookmarked - for more information, see Bookmark a Campaign.

• View a list of IQ Recommendations - campaigns that are recommended for you by AI, based on a comparison of each campaign’s metadata with your partner account profile.

   

Click View Details to get a more detailed description of a campaign and its contents, and be able to bookmark it for later use.

Click Personalize to activate the campaign and start personalizing it. For more information, see Activate a Campaign, Configure Campaign Settings, and Schedule and Personalize Campaign Tactics in Manage Prebuilt Supplier Campaigns with Campaign IQ.

Create Custom Views of Campaign IQ

Using Filter Presets, you can save filtered views of the Discover tab of the Campaign IQ page, and optionally set one of them as a default so the page will always open to that view for you.

When browsing the page, you can click any of your other saved views to switch between the type of campaigns you’re interested in.

To create a filtered view of the page:

1. Set the required filters.
2. Click Filter Presets > Save Current Filters.
3. Enter the name for the new view.
4. Click Save Preset. The view is added to the list in Filter Presets.

To save a view as the default view:

1. Click Filter Presets.
2. Click Set as default next to the view you want to set as the default. The Discover tab will open with this filtered view every time you access it.

To delete a filtered view from the list:

1. Click Filter Presets.
2. Click Delete next to the view you want to delete. The view is removed from the list.

Bookmark a Campaign

If you have a long list of campaigns from your supplier in Campaign IQ, you can bookmark the ones you’re interesting in returning to later.

1. Go to the Discover tab of Campaign IQ.
2. Browse the campaigns list, using the search, sort, and filter options as appropriate.
3. Click View Details for a campaign.
4. Click Bookmark.

You can filter the Discover tab to show only the campaigns you’ve bookmarked, by clicking Show Saved Only. If selected, this filter will persist when you move away from the tab and return to it later. Click Show Saved Only again to remove the filter.

Draft

In Draft, you can view all the campaigns you have chosen and activated, track your progress through the review and launch preparation workflow, and resume your work on a campaign with a single click.

Your progress is tracked, so you can easily see which campaigns still need your attention. Once you’re working on an activation, there’s an intuitive stepped workflow that allows you to preview the included activities, and easily identify any activities for edit/update and approval.

Here, the campaign includes an email distribution workflow, and 4 email templates. The user has personalized and approved one email, and flagged the other 4 activities for edit.

You'll click Continue to Finalize to go to the edit pages, where you can set general campaign settings such as email sender information, target recipient lists, and sending schedule, and personalize each of the remaining activities. The page indicates how many activities still need to be completed before the campaign can be launched, and these are marked with a .

When configuring the sending schedule for tactics, the Schedule tab of Campaign Settings gives you full guidance on what you’ve already configured, what you still need to do, suggestions to maximize performance of tactics, and where there are errors in the setup: .

A Send Test option allows you to send yourself (or another nominated user) a copy of any campaign emails, and check that they’re correctly configured.

Campaign IQ guides you to complete the launch preparation of campaigns you’ve activated. You’ll see notifications in your > Messages area in the portal:

Once tactics are personalized as required, the campaign settings are confirmed, and the schedule finalized, you can launch the campaign.

For more information, see these articles in Manage Prebuilt Supplier Campaigns with Campaign IQ.

• Activate a Campaign
• Configure Campaign Settings and Scheduling
• Personalize Campaign Tactics
• Send a Test Version of a Campaign Email
• Get Installation Code for a Campaign Web Plugin
• Approve Campaign Tactics
• Remove a Tactic from a Draft Campaign
• Assess Campaign Launch Readiness
• Delete a Draft Campaign
• Launch a Campaign from Campaign IQ

Monitor

In Monitor, you can view all the campaigns you’ve launched, see an overview of the execution of workflow-based campaigns, quickly assess campaign-specific performance through dynamic statistics, take actions such as Pause or Review, and access comprehensive analytics.

Each campaign shows a summary of key events and actions - when it was activated and last updated, what events are included, and the number of sends, opens, and leads for activities:

For more information, see these articles in Manage Prebuilt Supplier Campaigns with Campaign IQ:

• View the Execution of a Live Campaign
• Monitor Performance of your Live Campaigns
• Pause a Live Campaign
• Update a Paused Campaign
• Archive a Live Campaign