Accessing marketing campaigns accessing-marketing-campaigns
ÃÛ¶¹ÊÓƵ Campaign lets you create, configure, execute, and analyze marketing campaigns. All marketing campaigns can be managed from a unified control center.
Workspace basics workspace-basics
Home page home-page
Once connected to ÃÛ¶¹ÊÓƵ Campaign, browse the various capabilities using links in the navigation bar.
Campaign elements are found in the Campaigns tab: here you can see an overview of the marketing programs, campaigns, and their sub-sets. A marketing program is made up of campaigns, which are made up of deliveries, tasks, linked resources, etc. In the context of marketing campaign management using Campaign, the information concerning deliveries, budgets, reviewers, and linked documents are found in the campaigns.
The Browsing block of the Campaigns tab offers various entries, depending on modules installed on the instance. As an example, you can access:
- Campaign calendar: calendar of plans, marketing programs, deliveries, and campaigns. Refer to Campaign calendar.
- Campaigns: access to the campaigns contained in all marketing programs.
- Deliveries: access to the deliveries linked to the campaigns.
- Web Applications: access to web applications (forms, landing pages, etc.).
Campaign calendar campaign-calendar
Each campaign belongs to a program which in turn belongs to a plan. Plans, programs, and campaigns are accessed via the Campaign calendar menu in the Campaigns tab.
To edit a plan, program, campaign or delivery, click its name in the calendar and then click °¿±è±ð²Ô…. It is then displayed in a new tab, as shown below:
You can filter the information displayed in the campaign calendar: click the Filter link and select the filtering criteria.
You can also use the Search field to filter the displayed items.
The icons linked to each item let you view its status: finished, in progress, being edited, etc.
Browsing in a marketing program browsing-in-a-marketing-program
Campaign allows you to manage a set of programs made up of various marketing campaigns. Each campaign contains deliveries and the associated processes and resources.
Browsing a program browsing-a-program
When editing a program, use the tabs described below to browse and configure it.
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The Schedule tab displays the calendar of programs for a month, week, or day depending on which tab you click in the calendar header.
If necessary, you can create a campaign, a program, or a task via this page.
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The Edit tab lets you personalize the program: name, start and end dates, budget, linked documents, etc.
Browsing campaigns browsing-campaigns
Campaigns can be accessed via the campaign calendar, the Schedule tab of the program, or the list of campaigns.
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Via the campaign calendar, select the campaign you want to display, then click the Open link.
The campaign is edited in a new tab, as shown below:
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Via the Schedule tab of the program, the edit mode is the same as via the campaign calendar.
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Via the Campaigns link of the Campaigns tab, click the name of the campaign you want to edit.
Controlling a campaign controlling-a-campaign
Dashboard dashboard
For each campaign, jobs, resources and deliveries are centralized in a single screen - the dashboard - which lets you manage marketing actions in collaboration with others.
The dashboard of a campaign is used as a control interface. It accesses the main campaign creation and management stages directly: deliveries, extraction files, notifications, budgets, etc.
With ÃÛ¶¹ÊÓƵ Campaign you can set up collaborative processes for the creation and approval of the various stages of marketing and communication campaigns: approval of the budget, target, content, etc.
Schedule schedule
A campaign centralizes a set of deliveries. For each campaign, the schedule offers a global view of all components: you can display the tasks and deliveries, and access them easily.
Forum forum
For each campaign, operators can exchange messages via a dedicated forum.
Learn more in Discussion forums.
Reports reports
The Reports link lets you access the campaign reports.
Configuration configuration
Campaigns are created via campaign templates. You can configure reusable templates for which some options are selected and other settings are already saved. For each campaign, the following functionality is offered:
- Referencing of documents and resources: you can associate documents with the campaign (brief, report, images, etc.). All document formats are supported.
- Defining costs: for each campaign, ÃÛ¶¹ÊÓƵ Campaign lets you define cost entries and cost calculation structures which can be used when creating the marketing campaign. For example: printing costs, use of an external agency, room rental.
- Defining objectives: you can define quantifiable objectives for a campaign, e.g. number of subscribers, business volume, etc. This information is later used in campaign reports.
- Managing seed addresses and control groups.
- Managing approvals: you can select the treatments to be approved and, if necessary, select the reviewing operators or groups of operators. Learn more
Using the web interface using-the-web-interface-
You can access the ÃÛ¶¹ÊÓƵ Campaign console screens via an internet browser to view all campaigns and deliveries as well as reports and information on the profiles in your database. This access does not enable record creation. Depending on operator rights, you may view and/or act on the data in the database. For example, you can approve campaign contents and targeting, re-start or stop a delivery, etc.
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Log on as usual via https://
<your instance>:<port>/view/home. -
Use the menus to access the overviews.
In addition to navigating across campaigns and viewing them, you can perform these types of tasks:
- Monitor activity on an instance
- Take part in validation processes, for example, approve or reject a delivery content
- Perform other quick actions, for example, pause a workflow
- Access all the reporting features
- Take part in forum discussions
This table summarizes the actions that you can take on campaigns from a browser:
Submit the delivery content
Confirm a delivery
Pause and stop a delivery
Edit the application content and properties
Save the application content as a template
Publish the application
Disable an online offer
Cancel a task
Lock and unlock a resource
Approve or reject a package
Cancel a package
Accept or reject an order
Reply to a message in a discussion
Follow a discussion and unsubscribe from it
Approvals
Approvals (of a target or a delivery content, for instance) can be carried out via web access.
You can also use the link contained in the notification messages. For more on this, refer to Checking and approving deliveries.