Campaigns: User Guide

Introduction

This feature allows Administrators and Publishers to group and track related content under a single initiative. Users can plan communications on a calendar, track progress, and measure the overall impact of their campaigns using unified insights.

Key Benefits

The Campaigns feature provides the following key benefits:

• Unified Strategic Campaigns: Allows teams to plan and execute multi-touchpoint campaigns.
• Simple Performance Measurement: Provides holistic analytics to measure impact in real-time.
• Increased Operational Clarity: Centralizes all content planning and tracking to allow for more visibility.

What This Guide Covers

This guide will cover the following topics:

• Navigating to the Campaigns module.
• Creating a new campaign.
• Accessing the campaign overview.
• Adding existing content to a campaign.
• Adding new content to a campaign.

Prerequisites

To use and configure Campaigns, you need to meet the following requirements:

• Platform license.
• Publisher or Account Owner role.

Configuration and Management

Step One: Navigating to the Campaigns Module

The Campaigns module enables content publishers to create and manage communication campaigns in a consolidated area.

To access campaigns, open the navigation in the Admin View and go to Campaigns.

In the module, users can perform the following tasks:

• Manage campaigns in specific locations.
• View Active, Scheduled, and Ended campaigns.
• View a calendar of all campaigns.
• View campaigns that have been archived.
• Filter campaigns by owners, content type, and date.

Additionally, users can preview, edit, schedule, and archive campaigns within the module.

Step Two: Creating a New Campaign

To create a new campaign in the Campaigns module, start by clicking +Create.

In the box that appears, enter the following information:

• Name
• Description
• Schedule
• Time zone
• Location
• Icon

Once the details are complete, click Create.

Step Three: Accessing the Campaign Overview

Once a campaign is created, users can click into it to view an overview, manage the content and schedule, and review analytics.

The Overview tab displays the following data points:

• Owners/Moderators
• Total Audience
• Engagement
• Reach
• Content
• Audience Trends
• Top Viewed Content
• Upcoming content

Step Four (Option A): Adding Existing Content to a Campaign

To add existing content to a campaign, click into the specific campaign and navigate to the Content tab.

1. Click the +Add dropdown menu and select the option to add existing content.
   • Note: Clicking the +Add button directly will default to existing content.
2. A panel will appear to the right; use the search field to type in the name, type, author, or feed of the content.
3. Click the checkbox next to the content you want to add.
4. Select Add to incorporate it into the campaign.

Step Four (Option B): Adding New Content to a Campaign

To add new content to a campaign, follow the steps below depending on your content type:

• Story/Page Editor: Open the Campaigns tab within the settings to add or edit the campaign.
  • Note: If the editor was accessed via the +Add dropdown within the campaign, the campaign is already assigned.
• Post Editor: Click the ··· button beside the Post to dropdown menu to add or edit the campaign.
  • Note: If the Post editor was accessed via the +Add dropdown within the campaign, the campaign is already assigned.
• Broadcasts Editor: Add a campaign in the Edit Broadcast window.