Campaigns Overview

Campaigns Set-Up

A. HOW DO I VIEW MY CAMPAIGNS?
NOTE: Make sure to click the ‘Refresh Stats’ button to get the latest results

1) Click ‘CAMPAIGNS’ on the left navigation panel

2) The Campaign dashboard displays the following:

  • ● Name – this is the campaign name that will show on the App. For example: “Opportunity campaign”, or “Product Campaign”.
    ● Description – this is a short description about the campaign and who it’s for.
    ● Assigned Groups – shows which group codes a campaign has been added to.
    ● Emails – shows how many emails will be sent out within each campaign.
    ● Total Contacts – shows how many contacts are assigned to a particular campaign.
    ● Status – shows if a campaign is available in the App (Active) or not (Inactive).
    ● Free – if this option is checked, the campaign will be available to users with a Free account.
    ● Action – shows you options to view or edit campaigns. Note: You can only edit campaigns that are assigned to your group.

B. HOW DO I VIEW CAMPAIGN CONTENT?
1) Click ‘CAMPAIGNS’ on the left navigation panel
2) Check the list for the campaign you’d like to view;
3) Click the eyeball icon under the ‘Action’ column for that campaign
4) The next page will show you the following:
● Top section: Campaign Name, Description, Additional Notification email and the Campaign Statistics
● Bottom section: List of all the emails within the campaign, and the day they are sent out.
○ 4.a. To read a specific email, find it on the list
○ 4.b. Click the eyeball icon under the ‘Action’ column to view the content of that specific email

C. HOW DO I CREATE A NEW CAMPAIGN?
1) Click ‘CAMPAIGNS’ on the left navigation panel
2) Select the ‘CREATE NEW CAMPAIGN’ button at the top-right
3) Fill out the ‘Create Campaign’ form with the following info.
● Campaign Name* – name of the campaign that will show to the users and in the App
● Campaign Description – a brief description explaining what the campaign is about
● Upline Email – this is optional. NOTE: If this field is left blank, Upline Email emails will be sent to the default Upline Email email address added on the Settings of the App users.
● Send Campaign Emails From – this is optional. NOTE: If this field is left blank, all campaign emails will come from the email address of the App user who entered the contact.
4) Click ‘CONTINUE’
5) Click the ‘ADD AN EMAIL TO THIS CAMPAIGN’ button found at the bottom part of the page. NOTE: The Opt-in email is automatically created and cannot be changed.
6) Fill out the ‘Create A New Email’ form:
● Send email on Day – The ‘Day’ when the email is scheduled to go out to the contact. ‘Day’ – refers to the number of days after the contact has opted-in.
● Subject – Type the subject line of the email here
● Content – Type the body of the email here. You may use any of the formatting tools, Content Placeholders and Available Resources to personalize your email. Refer to ‘HOW DO I USE CONTENT PLACEHOLDERS AND AVAILABLE RESOURCES IN MY EMAIL CAMPAIGNS’ for more info.
NOTE: IF YOU ARE COPY/PASTING YOUR EMAILS FROM ANOTHER DOCUMENT INSTEAD OF TYPING THEM IN DIRECTLY: Paste them into the bottom ‘Text Content’ box first, then copy paste from there into the top ‘Content’ box. This will remove any previous formatting and help avoid character issues.
7) Once the Content is ready, click the ‘Copy Above Content to Clipboard’ and;
8) Paste the copied email (or use select Ctrl + V) in the ‘Text Content’ box below.
9) You can send a test email to yourself before saving it. This step is optional. Go to Step 10 if you want to skip this.
9.a. Click ‘SEND TEST EMAIL’
9.b. Type in the email where you want to receive the preview
9.c. Hit ‘Send’
10) Select ‘Save For Review’, ‘Save Draft’, or ‘Back’
10.a. If you do not want to send a test mail, simply click the ‘SAVE FOR REVIEW’ button to save your work. The status of the email will then change to ‘Pending Review’ and will be reviewed by our Copywriter before getting published (available to the App).
10.b. Click Save Draft if you are not ready to send the email but would like to save it.
10.c. Click Back to cancel

D. HOW DO I USE CONTENT PLACEHOLDERS AND AVAILABLE RESOURCES ON MY EMAIL CAMPAIGNS?

D.1. Adding Content Placeholders – Content Placeholder can be added on the Subject* and Content* of your email campaign. Using these placeholders will replace the appropriate data when the email is sent.
1) Click ‘Content Placeholders’ found on the right-side column.
2) Select from the list of available placeholders
3) Add the appropriate placeholder on the Subject* and Content* box. See example below:

D.2. Adding Available Resources – You can add resource links to your email campaigns.
1) Click ‘Available Resources’ found on the right-side column.
2) Select from the list of available resources
3) Copy the link of the resource you’d like to use in your email

4) On the Content* box, highlight the word or phrase that you want the resource linked to and;
5) Select ‘Link’ (or press Ctrl + K) found on the formatting tools
6) Paste the resource link under the ‘To what URL should this link go?’ field. See screenshot below.
7) Click ‘Insert Link’

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