Creating a campaign record is a very simple process. The minimum information you need to create a campaign record is
- A campaign name
- A client
- Campaign start and end dates
- Campaign rating (Bronze default)
Creating a New Campaign
- Navigate to Agency > Campaign > Campaigns. The Active Campaigns page will be displayed.
- On the ribbon click + NEW.
The New Campaign page will be displayed. - Enter Campaign details:
- Enter the name of the campaign in the Name tip: Use unique campaign naming conventions for easy identification
- Enter the campaign Start and End dates – these are the Live/Launch dates
- Enter the name of the client in the Client – NB: once a campaign is saved the ‘Client’ field cannot be changed.
- Enter the name of the product in the Product
- OPTIONAL Select the Campaign Workflow from the Workflow drop down list.
- Click SAVE on the ribbon or click the save icon in the bottom right corner of your browser to create the campaign.
Once a campaign is first created the selected workflow will be generated for the campaign and will use the start/end dates to set dues dates for the tasks.
A number of new tabs will be made visible for the campaign record and the information on these tabs can be updated.
Campaign Workflow Activities
To view the tasks generated for the new campaign, click on the Workflow Activities tab. Stages are displayed Vertically with tasks listed below the selected stage.
From this point onwards the campaign is ready for you and your team to manage the campaign plan link/sync and/or campaign tasks.
The next guide will walk through a few different ways to assign users to these new tasks!
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