Overview
A campaign is a collection of marketing activities such as emails, email workflows, web plugins, multimedia assets, and social media posts. A campaign can be supplier-provided, or you can create your own campaign. Campaigns allow you to gather data in one place for all the marketing activity around a specific product or service.
Through your portal, suppliers provide you with campaigns that are organized around the products, industries, and solutions that matter to your business. You can find these supplier-provided campaigns under Browse Campaigns. Using the campaigns provided by your supplier, you can promote brand standards and execute campaigns quickly and efficiently. Think of the campaign as the container that will hold all the activities, emails, plugins, multimedia assets, and social media posts associated with the campaign.
In this article, we explain overview information about campaigns, including the value of using campaigns and the options available in the Browse Campaigns view.
Contents
Click + to expand each section.
The Value of Campaigns
Using portal Campaigns offers several benefits, such as these:
- Reach customers quickly with co-branded content provided to you by your suppliers.
- Increase engagement, improve open rates, and deliver sales views.
- Simplify event creation, management, and other marketing efforts.
- Deliver relevant content to prospects and customers in an interactive setting.
- Personalize invitations, send automated reminders, and streamline registration to improve attendance at events.
About the Browse Campaigns View
To view the list of campaigns that your supplier has made available to you, open the Browse Campaigns view.
The campaigns in the view must be activated before they can be used. Once activated, campaigns appear in the My Campaigns view. Learn more at About My Campaigns.
You can see this information in the page:
- # of Campaigns
Check how many campaigns are in your list. The number appears next to Browse Campaigns at the top of the screen.
- Create Your Own Campaign
If you aren’t using a pre-built campaign provided by your supplier, you may be able to create your own campaign from this view (if the option is enabled by your supplier). Learn more at Create Your Own Campaigns.
- Search
Find a campaign by searching with keywords.
Items are presented in order of relevance as a default - use the controls above the results to change the sorting, for example to display Most Recent.
For tips on effective searching, see Search for Content in your Partner Portal.
- Filters
-
Limit the campaigns that display in your list. You can filter against these values:
- Campaign Type
- Activity Type
- Status
- Content tags such as Language that categorize the campaigns
- Sort
-
Control the order in which your campaigns display. You can sort by Most Recent, Name, Most Effective, or Most Popular.
If you've applied a sort, click the
icon to save it. The next time you navigate to the page, it will be arranged in the same way.
- Campaign Details
Review overview information about campaigns: description, tags, and content types contained in the campaign. Click Details or the name of the campaign to open the campaign details view for the campaign.
- Promoted Campaigns
View the campaigns that are promoted by your supplier. These campaigns can be promoted for many reasons: seasonality, relevant for a certain time range, new, for an upcoming event, or a recommended campaign to start out with.
- Featured Campaigns
-
[If this is provided by your supplier] View the campaigns that your supplier is currently featuring. These campaigns can be promoted for many reasons:
- new campaigns
- seasonality
- relevant for a certain time period
- promoting an upcoming event
- a recommended campaign with which to start your partner journey
About the Campaign Details View
To review the details of a supplier provided campaign, click the name of the campaign in the Browse Campaigns list. The details view for this campaign will open.
In the campaign details view, you have access to these areas/tasks:
- Effective Dates
The duration that your supplier has set for this campaign. This includes the effective begin date and effective end date. The campaign cannot be started until the begin date. Once the end date passes, the campaign becomes inactive.
- Description
The information provided by your supplier to describe this campaign.
- View Existing Activation
If you have previously activated this campaign, click View Existing Activation to review the related details in your My Campaigns view.
- Continue
To activate this campaign, click Continue. If the campaign has any marketing activities that require action before they can be activated, you can complete those actions now or wait and complete them later. The campaign will not become active until all actions have been completed.
- Select All/Select None
All tactics in this campaign are selected for use by default. Click Select None to deselect all activities or Select All to select all activities in the list. A black outline indicates selected tactics.
- Tactics
All tactics associated with this campaign appear in a list. Lists are divided by tactics type, such as mailings, social media posts, and website plugins. Click Preview to see a copy of the tactic. Click More Details to see a detailed description of the tactic. Click anywhere in the tactic box to select or deselect it.
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