Tactics

When creating tactics for use in the Campaign Automator, the tactic setup and creation process is the same as the standard tactic creation. You can follow the standard processes for building emails, landing pages, and other assets just as you would normally.


The following asset types are all supported for use in Campaign Automator:

  • Template Emails
  • Template Forms
  • Banner Ads - Template
  • Banner Ads - Static Image
  • Social Campaigns
  • Email Series
  • Video
  • File Downloads
  • Custom PDFs

When your assets are ready you can then add them into a Campaign.



Campaign

In Content Manager select the Campaigns tab and click New Campaign.



Enter a Name and Brief Description for the campaign along with a Thumbnail image to represent the campaign.



In the Enable Campaign Views section, you have the following options:

  • Overview Page - Enables the standard Campaign Overview page for use with Products.
  • Campaign Automation - Enables the Campaign Automation Workflow.
  • Campaign Download - Enables a view where partners can download the assets without activation.


Turn on the Campaign Automation view. You can optionally include the Campaign Download view as well. Select any additional attribute values that apply for the campaign and click Save & Continue.



Add Tactics to the Campaign

Click the Marketing Activities tab within the campaign. Click Browse library to add tactics to the campaign.



Use the library view to search for the tactics you want to add to this campaign. You can use the filters on the left or the search along the top to find the tactics. Once you have found a tactic you can click the + plus icon at the top right of the thumbnail to add it to the campaign. This will change to a green check to confirm it has been added.



Continue this process to add all tactics to the campaign. When you are finished you can review the full list of tactics by clicking Return to Campaign.



Products

Now that you have finished setting up a campaign, you can lastly create the Product that will contain the campaign. Products can include multiple different campaigns. For example you could have separate campaigns for the same product, one with materials focused on new customer acquisition and the other with assets up-selling existing customers. Each campaign can only be added to one product.


In Content Manager navigate to the Products tab. Click New Product.



Enter a Name, Short Description, and Thumbnail for the product.


Select any addition attributes that apply to the product and click Save & Continue.


Under the Resources tab you can provide supplemental resources for the materials related to this product. If  you have a campaign guide available, this is the best place to upload it.



When finished uploading resources, go to the Campaigns tab.


Click Browse Campaigns.



Use the Campaign Library View to search for the campaign(s) you want to add. You can use the filters on the left or the search along the top to find the campaigns. Each campaign can only be added to one product. Once you have found a tactic you can click the + plus icon at the top right of the thumbnail to add it to the campaign. This will change to a green check to confirm it has been added.



Continue this process to add all campaigns to the product. When you are finished you can review the full list of tactics by clicking Return to Product.



Take the Product Live

To make the product live to partners, go to the Settings tab.


In the What programs would you like to use this product in section select the program for the partners that should have access to the product. Click Save to apply the changes.



Updating the product program sharing applies the setting to all campaigns within the product and all tactics within those campaigns. If any individual campaigns or tactics should have different settings than the overall product, go to the Campaigns tab and select the campaign to update its settings.