Interface description interface-description
ÃÛ¶¹ÊÓƵ Campaign lets you navigate through different menus and screen to manage your campaigns.
All ÃÛ¶¹ÊÓƵ Campaign screens are made up of the following elements:
- A top bar for navigation
- An advanced menu to access specific functionalities and configurations
- A central zone to work on certain elements
- A lateral panel, according to the context, to filter or search within the elements displayed.
Home page home-page
The home page is made up of a set of cards that give you quick access to the main ÃÛ¶¹ÊÓƵ Campaign functionalities. The list of capacities you can see in Campaign home page depends on your permissions and the options configured for your organization.
- The Create an email card takes you to the email creation assistant. This assistant lets you choose an email type, select your message recipients and define your content. Refer to the Creating an email section.
- The Create an SMS card takes you to the SMS creation assistant. This assistant lets you choose an SMS type, select your message recipients and define your content. Refer to the Creating an SMS section.
- The Create a Direct mail card takes you to the direct mail creation assistant. Refer to the Creating a direct mail section.
- The Create a push notification card takes you to the notification creation assistant. This assistant lets you choose a push notification type, select your message recipients and define your content. Refer to the Creating a push notification section.
- The Create an In-App message card takes you to the In-App creation assistant. This assistant lets you select the type of In-App message you want to create, define its properties, audience and content. Refer to the Creating an In-App message section.
- The Marketing activities card takes you to the complete list of all the activities, programs, and campaigns, particularly emails, SMS, workflows, and landing pages. From here you can then filter the elements by searching by name, date, status or activity type. For more on this, refer to the Marketing activity list section.
- The Programs & campaigns card takes you to the list of programs in which you can create, and manage your campaigns. Refer to Program list.
- The Timeline card takes you directly to an interactive timeline of your marketing activities, in which you can consult the ongoing programs and their content. Refer to Timeline.
- The Customer profiles card takes you directly to the list of profiles. From here you can consult the events concerning each of the profiles in your list. Refer to Managing profiles.
- The Audiences card takes you directly to the list of audiences. From here you can access to existing audiences and build new ones. Refer to Managing audiences.
Top bar top-bar
The top bar is visible on every screen and allows you to navigate through ÃÛ¶¹ÊÓƵ Campaign functionalities as well as access the ÃÛ¶¹ÊÓƵ profile connected, notifications, ÃÛ¶¹ÊÓƵ Experience Cloud solutions and Campaign documentation.
The navigation principles are:
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The ÃÛ¶¹ÊÓƵ logo in the top-left-hand corner of the page gives you access to the advanced capabilities and configurations. Menus depend on your profile and permissions.
The advanced menu is presented in the Advanced menu section.
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The Home link allows you to display the ÃÛ¶¹ÊÓƵ Campaign home page.
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The Marketing activities, Programs & Campaigns, Profiles, Audiences and Reports links let you access the views linked to these functionalities.
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The Solution switcher icon lets you switch between your organizations or to a different application.
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The Help icon is described below.
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The Notifications icon displays the latest alerts or information.
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The User icon allows you to display information linked to your profile. Use this icon if you need to Sign out.
Help help
On the top-right corner, the Help icon brings ÃÛ¶¹ÊÓƵ Experience League into the product.
Use the Search field to find guidance. Search results include documentation and help articles, results from community forums and video content, giving you easier access to more content to help get the most out of the application.
Three tabs help you to find help and assistance:
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The Help tab contains:
- a quick access to ÃÛ¶¹ÊÓƵ Campaign Standard documentation with contextual links.
- a Learning link which allows you to access ÃÛ¶¹ÊÓƵ Campaign courses library.
- a Community link to access the forum dedicated to your questions on Campaign.
- a direct access to: Help Center, Customer Care, Experience Cloud product status, Developers connection, Release Notes, Release Planning and the About screen.
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The Support tab allows you to open a support case and contact us by phone or X (formerly known as Twitter).
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The Feedback tab makes it easier to report issues or share your ideas.
Advanced menu advanced-menu
The advanced menu is displayed by clicking the ÃÛ¶¹ÊÓƵ Campaign icon, in the top-left corner of each screen. The advanced menu may vary depending your contract and user permissions.
This menu allows you to navigate to specific functionalities and settings.
Marketing plans marketing-plans
The Marketing plans icon gives you access the following functionalities:
- Marketing activities - for more on this, refer to the Marketing activity list section.
- Programs & Campaigns - for more on this, refer to the Program list section.
- Timeline - for more on this, refer to the Timeline section.
- Transactional messages, which contains the sub-menus Deliveries and Event configuration - for more on this, refer to the Transactional messaging section.
Profiles & audiences profiles-e-audiences
The Profiles & audiences icon gives you access to the following functionalities:
- Profiles - for more on this, refer to the Managing profiles section.
- Test profiles - for more on this, refer to the Managing test profiles section.
- Audiences - for more on this, refer to the Managing audiences section.
- Services - for more on this, refer to the Creating a service section.
Resources resources
The Resources icon gives you access to the following functionalities:
- Templates, which contains the sub-menus for each type of template - for more on this, refer to the Managing templates section.
- Content blocks - for more on this, refer to the Adding a content block section.
- Content templates & fragments - for more on this, refer to the Content template section.
Administration administration
The Administration icon gives you access to the advanced functionalities that can only be carried out by functional administrator. For more on this, refer to the Administration section.
Central zone central-zone
The central zone of the user interface is a dynamic zone that contains a list of elements or a set of cards for example. It allows you to edit existing elements and create resources.
The content and display format of the central zone can vary:
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A list presenting various elements such as programs, campaigns, profiles, etc. These elements can be viewed in Card or List mode. Use the change mode button to switch from one to the other. Each element displays indicators.
A counter allows you to be aware of the number of elements. If this number exceeds 30 you need to click this counter to get the total number.
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A dashboard presenting an overview of all the parameters linked to an activity. This screen includes interactive zones that allow you to separate and configure the different concepts independently.
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If several offers are possible when creating an element, a selection screen allows you to select the type of element to add (campaigns, deliveries). This selection screen is also offered to access the reports.
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For the workflows and the query editor, a workspace with a palette is made available for you to design the object.
You can drag and drop elements from the palette into the workspace to configure the element in question.
Action bar action-bar
According to the screen type displayed, a bar containing actions linked to the screen appears at the top.
This bar not only contains common actions such as search and filtering, but also actions relating to the screen displayed:
- For actions related to workspace type screens, refer to either the Action bar section for the workflows.
- For actions related to dashboard screens, refer to the Message dashboard section for more information.
- For actions related to list type screens, refer to the Customizing lists section below.