Manage Prebuilt Supplier Campaigns with Campaign IQ

Overview

The Campaign IQ page of your partner portal allows you to pick up pre-built marketing campaigns from your supplier, with a fully interactive interface for you to personalize and launch the campaigns, run them, and get insights on how they’re performing on your behalf.

For more information, see About Campaign IQ.

Find Campaigns

In the Discover tab of Campaign IQ, you can see all the campaigns your supplier has made available to you.

You can search for specific campaigns, or sort or filter the page to view the information you want. For more information, see About Campaign IQ.

Activate a Campaign

When you find a suitable campaign in Campaign IQ, you can activate it and review and/or personalize it in readiness for launch to your contacts.

You can have multiple versions (activations) of the same campaign, and customize each one differently, if required.

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 Personalize for a campaign.
4. Click Create New Draft Activation. The draft campaign is added to the Draft tab of the Campaign IQ page, ready for you to start personalizing it. For more information, see Configure Campaign Settings and Scheduling and Personalize Campaign Tactics.

5. If you’ve already got a draft activation of the campaign, you have the option to continue with that one, or create a new one. Click on the existing draft in the Continue Existing Draft list, or choose Create New Draft Activation.

    

Configure Campaign Settings and Scheduling

The Draft tab of Campaign IQ lists all your draft activations of supplier pre-built campaigns. Depending on the options provided by your supplier, you can personalize each activation to your own requirements before launching them to your contacts.

This section describes how to configure the general settings for a campaign. For information on personalizing the individual tactics, see Personalize Campaign Tactics.

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to personalize.
3. Click Review Tactics.
4. Go to the Campaign Finalization section, by flagging all outstanding tactics for edit then clicking Start Editing.
5. In the Campaign Settings section, configure the general settings for the campaign in the tabs:
   • Settings - Configure general campaign settings
   • Contacts - Specify recipients of campaign comms
   • Schedule - Schedule sending of campaign comms
   • Reference Materials - View the reference materials included with the campaign

6. At any point during personalization, click Pre-Launch Checklist at the top of the campaign to view your progress. Items in yellow still need your attention. Click Click to fix to go to the relevant area to work on them. Items in green are complete - note that you can still make changes to these before you launch the campaign.

    

Configure General Campaign Settings

In the Settings tab of a draft campaign activation in Campaign IQ, configure the sender information and notification preferences for this campaign:

• For campaign emails:
  • From Name - the name to be shown as the sender. This is auto-populated with the name from your company profile but can be changed.
  • From Email Address - the address from which to send the emails. This is auto-populated with your email address but can be changed.
  • Reply To Email Address (optional) - the address to which to send recipients' replies.
• General settings:
  • Campaign Notifications (optional) - the email address of any users you want to receive updates and alerts about campaign performance. Enter the email address then hit Enter. The address is added to an Added Recipients list. Click X to remove the name from the list.
  • Campaign Information - the campaign name and description from your supplier (read only).

Specify Recipients of Campaign Comms

In the Contacts tab of a draft campaign activation in Campaign IQ, choose a contact list to target with the campaign. You can select an existing list or import a new one.

To link an existing contact list to a campaign, select it from the drop down list in Choose a Contact List. The list includes all the contact lists you’ve set up.

To upload new contacts, create a new contact list and link it to the campaign:

1. Click Upload Contacts.

2. In Import Contacts, browse for and select the file that includes your list of contacts.

   The import supports files of type CSV, XLS, XSLX, and TXT, with a maximum size of 5MB.

   To ensure that the file you upload conforms to the correct format, you can click Download Template to export a sample file to use as a template.

   The window gives you a preview of the first 3 lines of content in the file, so you can confirm you’re importing the correct one.

3. If the file has a header row, check the File contains a header row option.
4. Click Import. A message confirms when the import has started.

5. When the upload is complete, you can select the contact list from the drop down list in Choose a Contact List.

    

   When selected, you see a message confirming the number of recipients you’re targeting with this campaign.

    

Schedule Sending of Campaign Activities

In the Schedule tab of a draft campaign activation in Campaign IQ, configure the schedule for launching your campaign and its tactics - workflows, emails and social posts. You can choose between AI-optimized scheduling or a manual definition that gives you complete control.

1. Choose the scheduling method - IQ scheduling (AI-powered) or Manual Scheduling - by clicking on the relevant header.

2. Review the schedule that has been provided. If you’re using Manual Scheduling, make changes as applicable. Guidelines on what you can change are given below. If you’re working with IQ Scheduling, you can click Regenerate to provide a different schedule.

   Campaign Start Date & Time - As a default, this is based on the campaign being launched at 09.00 tomorrow. Manual Scheduling - Choose a new date and time from the calendar and date pickers, or click Set to Now + 30 Min to have it launch 30 minutes from now.

   Note

   All tactics will be scheduled relative to the campaign start date and time as a default.

   Start dates for each tactic

   • Workflows - A campaign workflow always starts at the campaign start date/time. The individual steps in the workflow execute according to the timing and delays configured in the workflow.
   • Emails and social posts - Manual Scheduling You have two options for scheduling these, which is especially useful if there is more than one in a campaign:
     • A staged sending of all the emails or social posts in the campaign - set the sending of the first one, relative to the campaign launch date, with Start Delay from Campaign Launch. Specify the required number of days between each email/social post going out with Spacing Between Emails.
     • Individual scheduling for each individual email or social post - if you don’t want to follow the staged sending schedule. Click Override to expose the date and time pickers, and set a specific time for sending each email/social post. Click Use Offset if you want to go back to the staged sending date/time.
     • Note: emails in a campaign may be linked to other content items. e.g. a landing page. You won’t be able to schedule the email until it and all its linked content have been personalized.
3. If you’re working with IQ Scheduling, IQ shows you its confidence in the timings it’s provided. It also gives AI insights explaining why it’s chosen the particular date for each tactic. You can click Regenerate if you want it to provide a different schedule.
4. Review the scheduling that's currently in place in the Campaign Timeline area.
5. Any tactics that are scheduled in the past are highlighted in red. Ensure that you fix these issues before launching the campaign or those tactics will not trigger.
6. If you want to reset the schedule and start again, click Reset to Defaults.
7. When you’re happy with the campaign schedule, click Apply Schedule to queue the campaign up for launch.

View the Reference Materials in a Campaign

In the Reference Materials tab of a draft campaign activation in Campaign IQ, view any static (non-personalizable) collateral assets that are included in the campaign.

Click Download to download an asset to your download location.

Personalize Campaign Tactics

The Draft tab of Campaign IQ lists all your draft activations of supplier pre-built campaigns. Depending on the options provided by your supplier, you can personalize each activation to your own requirements before launching them to your contacts.

This section describes how to personalize the individual tactics in a campaign. For information on configuring the general campaign settings, such as sender details, notifications, target contacts, and scheduling, see Configure Campaign Settings and Scheduling.

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to personalize.
3. Click Continue Setup.

4. View your current progress with personalizing the campaign tactics. Each one has an icon that indicates its current status:

   - Approved (you can still make changes before launching the campaign)

   - Unapproved

5. If you’re ready to sign off everything that hasn’t yet been approved, click Approve All Remaining. This is available even if you haven’t added your own personalization and is a quick way to get a campaign ready for launch.

6. Identify the tactic that you want to update by selecting it in the list and clicking Flag for Edit at the bottom of the screen. This gives the tactic a Flagged for Edit icon . Your cursor will automatically move to the next unapproved tactic in the list - continue clicking Flag for Edit as required.

   When a tactic’s detail is collapsed in the Review Tactics list, an icon shows its type:

   Cobrandable Collateral

   Email

   Web plugin

   Social Post

   Workflow

   Reference Material (collateral asset)

7. Go to the Campaign Finalization section, by flagging all outstanding tactics for edit then clicking Start Editing.
8. Click the dropdown arrow next to the tactic you want to personalize. This reveals the edit options for the tactic, and the Delete button if you want to remove it from the campaign.
   • Email - Edit Now or Test (send a test email to a nominated email address - for more information, see Send a Test Version of a Campaign Email)
   • Landing / Confirmation Pages - Edit
   • Web Plugin - Edit Now and Installation (get the code snippet to embed the plugin into your website code - for more information, see Get Installation Code for a Campaign Web Plugin)
   • Cobrandable Collateral - Edit Now
   • Social Posts - Edit
   • Workflows - can’t be edited/personalized, only previewed. They’re already approved for use.
9. If you click Edit/Edit Now, the Edit view for the tactic opens.
10. Complete the fields provided for the tactic. Any changes you make are reflected in in the Preview area of the view. Click Apply to commit the changes.
11. Your company detail fields, including logo, are usually displayed at the bottom of the panel.
12. Click Done when you’ve completed your edits.

Send a Test Version of a Campaign Email

When you’re personalizing a marketing email that is included as part of a campaign, you can verify your customization by sending a test version of the email to a nominated email address.

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation that includes the email tactic.
3. Click Continue Setup.
4. Go to the Campaign Finalization section, by flagging all outstanding tactics for edit then clicking Start Editing.
5. Click the dropdown arrow next to the email you want to verify.
6. Click Test.
7. Enter the email address to which to send the test email.
8. Click Send Test.

Get Installation Code for a Campaign Web Plugin

If your campaign includes a web plugin (panel, microsite, widget/banner, etc.), Campaign IQ generates a string of JavaScript code for it, which you can copy and paste into the target website’s HTML code.

To pick up the code:

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation that includes the web plugin tactic.
3. Click Continue Setup.
4. Go to the Campaign Finalization section, by flagging all outstanding tactics for edit then clicking Start Editing.
5. Click the dropdown arrow next to the website plugin.
6. Click Installation.
7. If you want to preview the plugin before you copy the code, click the link in Preview URL. This opens the widget in a new browser tab.
8. The JavaScript code is listed in the JavaScript Installation Code field. Click Copy to Clipboard to copy it.
9. Click Close to exit the popup.

Approve Campaign Tactics

After reviewing the tactics in a campaign, and adding your own personalization where required, you can approve the tactics for use. Once all tactics in a campaign are approved, you can formally launch the campaign.

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to approve for launch.
3. Click Continue Setup.
4. You have two options for approving tactics:
   • Approve All Remaining - click this to add your approval to all unapproved tactics in the campaign. Ensure that you’ve reviewed the tactics before clicking this option.
   • Select an individual tactic in the list then click Approve at the bottom of the screen.
5. If all tactics are now approved, you’ll see a Review Complete message, with a link to Proceed to Finalize. If further actions are required, clicking this link will take you to the first page on which edits are required, usually Campaign Settings.

Remove a Tactic from a Draft Campaign

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to personalize.
3. Click Continue Setup.
4. Go to the Campaign Finalization section, by flagging all outstanding tactics for edit then clicking Start Editing.
5. Click the dropdown arrow next to the tactic you want to remove from the campaign.
6. Click Delete .
7. The tactic is removed from the campaign. It’s added to a Recently Removed section at the bottom of the list of tactics. You can click Restore to undo the removal.

Assess Campaign Launch Readiness

The Draft tab of Campaign IQ lists all your draft activations of supplier pre-built campaigns. Each one provides several indicators of your progress through configuring and personalizing the campaign, and making it launch ready:

• In the campaign card - a Review Progress area shows how many tactics you’ve already reviewed and approved

   

• In the Approval page for the campaign (accessed by clicking Continue Setup for a draft activation) - a progress bar at the top of the page, and icons to indicate each tactic's current status:

  grey - unapproved

  yellow - flagged for edit

  green - approved

   

• In the Campaign Finalization page (accessed by by flagging all outstanding tactics for edit then clicking Start Editing) - a Pre-Launch Checklist option, which confirms which of the campaign configuration / personalization / approval steps you’ve completed, and gives links to the pages in which you can finish the incomplete ones.

   

Delete a Draft Campaign

The Draft tab of Campaign IQ lists all your draft activations of supplier pre-built campaigns. You can delete a draft at any stage during the personalization process.

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to delete.
3. Click Delete Draft.
4. You’re asked to confirm that you want to proceed with deleting the draft. Click Delete Draft to proceed.

Launch a Campaign from Campaign IQ

When you’ve completed all the setup / configuration / personalization tasks for a draft campaign, you’re ready to launch it!

For more information about completing the setup stages, see these sections:

Configure Campaign Settings and Scheduling

Personalize Campaign Tactics

Approve Campaign Tactics

Assess Campaign Launch Readiness

To launch a campaign:

1. Go to the Draft tab of Campaign IQ.
2. Choose the draft campaign activation you want to launch.
3. Click Configure Launch. The button shows when all tactics in the campaign have been reviewed and approved. Use the Review Progress field on the campaign cards to confirm which one is ready to launch, if you’ve got multiple drafts of the same campaign.
4. In Campaign Finalization, click Pre-Launch Checklist. The checklist lists all the configuration steps that you've completed, and what still needs to be done.
5. Use the links in the Pre-Launch Checklist to fix any outstanding configuration issues. The list of tasks you see depends on the content of the campaign:
   • Review and approve tactics
   • Choose a contact list
   • Connect at least one social account to which to post social media posts
   • Set the sender details for emails
   • Fix the campaign schedule

6. Click Launch Campaign. Campaign IQ presents a summary of the campaign activations - tactics, target recipients, sender details, and timeline.

    

7. Click Launch Campaign.

Pause a Live Campaign

The Monitor tab of Campaign IQ lists all the supplier pre-built campaigns you’ve personalized and launched. Once you’ve launched a campaign, its activities run according to the schedule you configured for the launch. For more information, see Schedule Sending of Campaign Activities.

You can pause a live campaign - once done, you can stop it permanently or relaunch it with updates, for example to mitigate unforeseen commercial circumstances, or optimize the campaign for better performance.

1. Go to the Monitor tab of Campaign IQ.
2. Choose the live campaign you want to pause.
3. Click Review.

4. Click Pause Campaign.

    

   The label on the campaign changes to Paused.

Unpausing a campaign involves going through the launch process again. This gives you the opportunity to update/reapprove tactics, upload some new contacts, or change the scheduling of the campaign activities. Click Launch Campaign when you’re ready to proceed.

Update a Paused Campaign

If you’ve paused a live campaign, you can update its settings or tactics before relaunching it.

1. Go to the Monitor tab of Campaign IQ.

2. Choose the paused campaign you want to update. You can use the Status filter to display only paused campaigns in the tab. A paused campaign is labeled accordingly.

    

3. Click Review. The Campaign Finalization page opens, where you can carry out any of these actions, depending on the contents of the campaign:
   • Review and approve tactics
   • Choose a contact list
   • Connect social accounts
   • Set the sender details for emails
   • Redo the campaign schedule
4. If required, use the Pre-Launch Checklist to confirm everything is ready for launch.
5. Click Launch Campaign, if you’re ready to relaunch the campaign.

Archive a Live Campaign

If you’ve paused a live campaign, you can archive it so it will not run again.

To archive a campaign:

1. Go to the Monitor tab of Campaign IQ. This tab lists all the supplier pre-built campaigns you’ve personalized and launched.

2. Choose the paused campaign you want to update. You can use the Status filter to display only paused campaigns in the tab. A paused campaign is labeled accordingly.

    

3. Click Review. The Campaign Finalization page opens.

4. Click Archive Campaign.

    

5. You’re asked to confirm that you want to proceed with archiving the campaign. Click Archive to continue.

   The campaign's status changes to Archived. You can find it again bu selecting the Status=Archived filter in the Monitor tab.

    

When a campaign is archived, any activities / analytics generated before its archiving date are retained. Find the archived campaign in the Monitor tab and click the Dashboard button. For more information, see Monitor Performance of your Live Campaigns.

To unarchive a campaign:

1. In the Monitor tab of Campaign IQ, find the archived campaign you want to unarchive. You can use the Status filter to display only archived campaigns in the tab.
2. Click Review. The Campaign Finalization page opens.

3. Click Unarchive Campaign.

    

4. You’re asked to confirm that you want to proceed with unarchiving the campaign. Click Unarchive to continue.

   The campaign’s status changes to Paused. You can find it again by selecting the Status = Paused filter in the Monitor tab. You’ll need to relaunch the campaign if you want to make it live again.

    

View the Execution of a Live Campaign

When your campaign is active, you can get an overview of its execution, allowing you to confirm that tactics are being run and sent as you planned.

1. Go to the Monitor tab of Campaign IQ.

2. Choose the live campaign you want to review. Its card shows the date of the next upcoming event. You can also see the current number of ends, opens, and leads for the campaign.

    

3. Click Review.

4. Go to the Execution tab.

   Here you'll find information in these areas:

   Campaign Execution Overview

   • Status
   • Total Sent
   • Open Rate (%)
   • Click Rate (%)

   Execution Timeline

   A list of scheduled events and their scheduled dates/times

   Tactic Performance

   A list of all tactics in the campaign, and their current status in the campaign:

   • Scheduled - an upcoming scheduled date
   • Pending - in progress
   • Unknown state

Monitor Performance of your Live Campaigns

When your campaign is active, and your tactics are running and generating leads, you can keep an eye on its performance, and optimize your ongoing efforts. With full analytics to hand, you can demonstrate marketing ROI to stakeholders and identify and pause or update any campaigns that are underperforming on your behalf.

1. Go to the Monitor tab of Campaign IQ.

2. Choose the live campaign you want to review. Note its status, which gives you an indication of its current state - Active or Idle (or Completed if it’s finished). Its card shows the current number of sends, opens, and leads for the campaign.

    

3. Click Dashboard. This takes you to the analytics for your campaign.

   The information is arranged in a series of tabs:

   • Overview tab
   • Schedule tab
   • Leads tab
   • Activity tab

   Every tab displays these highlight data points:

   • Open Rate (%) and Click Rate (%) - if the campaign includes emails. 
   • Leads (number) - if the campaign has generated any leads. 

Overview tab

The number of actions taken by recipients, e.g. email opens, form submissions, social clicks, leads generated, asset downloads. What’s shown here depends on the type of tactics included in the campaign.

The campaign’s performance trend, based on the activity numbers, is shown in graph form below the numbers. You can choose what activities to show in the graph by clicking their label under the graph, and what timescale to display - Last 14 Days, Last 12 Weeks, Last 12 Months, or All time.

Hover on a date point in any of the trend lines to get the numbers for that date.

Schedule tab

A timeline of the scheduled tactics, in order from soonest to latest.

Each entry shows their date and time, or wait period if the schedule is configured with relative steps, and their current status (Scheduled, In Progress, or Completed).

Leads tab

A list of leads generated by the campaign, with color coded lead scores. Scores are based on the interaction a contact has had with the campaign and its materials, such as email opens, landing page visits, collateral downloads, etc. For more information, see About Lead Scores. The colors are:

• Green - 80+
• Yellow - 50-79
• Gray - 0-49

You can sort the list by any of the columns. Hover over the column header and click the up or down arrow as appropriate.

The list has no filters as a default, so leads generated from all activities are shown, with each lead showing the combined score from all their interactions. Use the All Events drop down list if you want to show the effectiveness, and score, of a particular activity, e.g. Email Clicks.

Click Download to export the list of all leads in CSV format.

Activity tab

A list of recent activities taken by partners that have engaged with your campaign. Click on an entry to expand its details and show its particular statistics.

You can sort the list by any of the columns. Hover over the column header and click the up or down arrow as appropriate.

The list has no filters as a default, so all activities are shown, with each recipient company showing their total number of interactions. Use the All Events drop down list if you want to show the effectiveness, and number, of a particular activity, e.g. Email Clicks.

Click Download to export the list of all activities in CSV format.