Overview
A campaign is a collection of marketing activities such as emails, email workflows, web plugins, and multimedia assets. A campaign can be supplier-provided, or you can create your own campaign. Campaigns allow you to gather data in one place for all the marketing activity around a specific product or service.
Through your Partner Portal, suppliers provide you with campaigns that are organized around the products, industries, and solutions that matter to your business. You can find these supplier-provided campaigns under Browse Campaigns. Using the campaigns provided by your supplier, you can promote brand standards and execute campaigns quickly and efficiently. Think of the campaign as the container that will hold all the activities, emails, plugins, multimedia assets, and social media posts associated with the campaign.
Once you've activated one of your supplier's campaigns, it appears in your My Campaigns list. The list also displays CYO (Create Your Own) campaigns that you have created yourself, if this option is available in your portal.
In this article, we provide overview information about campaigns including the value of using campaigns, and the options available in the My Campaigns view.
Contents
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The Value of Campaigns
Using Campaigns offers several benefits, including the following:
- Reach customers quickly with co-branded content provided to you by your suppliers.
- Increase engagement, improve open rates, and deliver sales views.
- Simplify event creation, management, and other marketing efforts.
- Deliver relevant content to prospects and customers in an interactive setting.
- Personalize invitations, send automated reminders, and streamline registration to improve attendance at events.
About the My Campaigns View
To view your list of activated, paused, and archived campaigns, navigate to Campaigns > My Campaigns.
The My Campaigns view displays all campaigns that you have already activated from the Browse Campaigns view. It shows all campaigns that have been activated by users in your organization.
In the My Campaigns view, you have access to these tasks/information:
- # of campaigns
Check how many campaigns are in your list. The number appears next to My Campaigns at the top of the screen.
- Create Your Own Campaign
If you aren’t using a prebuilt campaign provided by your supplier, you may be able to create your own campaign from this view (if the option is enabled by your supplier). For more information, see Create Your Own Campaigns.
- Search
Find a campaign by searching with keywords.
- Filter
-
Limit the campaigns that display in your list. You can filter against these values:
- Campaign Type
- Activity Type
- Status
- Content tags such as Language that your supplier uses to categorize the campaigns
- Your own tags, if you've added them to campaigns. For more information, see How to Add Tags to Campaigns.
- Sort
-
Control the order in which your campaigns display. You can sort by Recently Updated, Create Date, or Name.
If you've applied a sort, click the
icon to save it. The next time you navigate to the page, it will be arranged in the same way.
- Campaign Details
Review overview information about the campaigns: number of required actions, inquiries, and leads, status, date created and updated, and name of creator. Click a campaign's name to open the campaign details view for that campaign.
About the Campaign Dashboard
To review the details of a campaign, click the name of the campaign in the My Campaigns list. The dashboard for this campaign opens.
In the campaign dashboard, you can have access to these tasks/information:
- Campaign Status
The campaign status appears in the upper-right corner of the window. For more information, see About Campaign Statuses.
- Add Activity
Click Add Activity to add a new marketing activity to the campaign. For more information about adding activities to campaigns, see Manage Campaigns.
- Pause/Start
Click Pause to put the campaign on hold. Pausing a campaign enables the Archive function.
When a campaign is paused, no emails will be released and workflows will be paused. When resuming your campaign, any mailing or activity that was scheduled in the past or in the next 24 hours will be unscheduled and will require rescheduling. This ensures that nothing gets delivered unexpectedly. Mailings that were scheduled for more than a day in advance will remain scheduled.
Social Media posts will continue to post. To stop the social media post, edit the Upcoming Posts to either unschedule or schedule on a different date.
If the campaign has been paused, click Start to reactivate the campaign.
- Archive
If the campaign is paused, click Archive to deactivate the campaign and remove it from your campaigns list. For more information about archiving campaigns, see Manage Campaigns.
- Edit
Click Edit to change the name of the campaign.
- New Tag
Click + New Tag to add your own tag to this campaign to make it easier to find. You can filter the My Campaigns list by this type of tag, by using the My Tags filter. For more information about adding tags, see Manage Campaigns.
- Campaign Dashboard
The default view when you open a campaign. In this screen, you can review any required actions needed to launch the campaign, review all tactics associated with it, and view basic statistics about email opens, web views, clicks, and leads for the campaign.
- Schedule
Open the Schedule menu to review and edit post and email scheduling. For more information about scheduling campaigns, see Manage Campaigns.
- Leads
Open the Leads menu to review all leads associated with this campaign. For more information about leads, see Manage Campaigns.
- Recent Activity
Open the Recent Activity menu to see all activity generated by this campaign in the last 30 days. You can also click Export All to export a CSV file detailing recent activity.
- Analysis
Open the Analysis menu to review in-depth statistics about email opens, clicks, web views, form submissions, and leads. For more information about campaign analysis, see Manage Campaigns.
- About
Open the About menu to review a detailed description provided by your supplier and all product tags associated with this campaign.
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