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How to Use the Campaign Manager

The Campaign Manager in Set and Forget Marketing is a powerful tool for monitoring and evaluating the performance of your marketing campaigns. This guide outlines its key features and provides actionable insights to help you make the most of the platform.

Accessing the Campaign Manager

  • Step 1: Log in to Set and Forget Marketing.
  • Step 2: Click on Campaign Manager at the top of the page.

Key Features and Functions

Filtering Options

  • Filter campaigns using:
    • Campaign Status: View active, completed, or draft campaigns.
    • Send Method: Filter by email, SMS, or other delivery methods.
    • Send Date: Narrow results to a specific date range.
    • Keyword Search: Quickly locate campaigns by name or content.

Campaign Summary Metrics

When you view campaigns, you'll see essential performance indicators:

  • Number Sent: Total recipients.
  • Number Opened: Emails opened by recipients.
  • Clicks: Interactions with embedded links or buttons.
  • Bouncebacks: Emails that failed to deliver.
  • Social Interactions: Engagement on linked social media platforms.
  • Open Percentage: A key performance indicator (KPI) to measure success.

Detailed Campaign View

Click Full Summary to access detailed information, including:

  • Basic Details: Campaign name, subject, creation, and send dates.
  • Preview: A snapshot of the campaign’s content.
  • Return on Investment (ROI): If a promotion code is used, this section includes:
    • Number of responses.
    • Percentage of opened emails that converted.
    • Total discount value and post-discount client spending.

Campaign Overview and Analysis

This section provides a breakdown of key metrics:

  • Delivery Metrics: Sent, delivered, opened, opted-out, bounced.
  • Click Metrics: Total and unique clicks, plus social interactions.
  • Line Graph: Visual representation of email opens per hour to identify peak engagement times.
  • Bar Graphs: Summarized statistics such as opt-out rates relative to emails sent and opened.

Social Activity and Click Analysis

  • Social Metrics: Monitor interactions, such as likes, comments, or shares, on embedded social media links.
  • Click Summary: Displays the total number of clicks and unique users who interacted with links.

Actionable Insights

  1. Maximize Open Rates: Use the line graph data to identify optimal send times for future campaigns.
  2. Track Engagement: Regularly monitor metrics like opens, clicks, and social activity to refine your strategies.
  3. Measure ROI: Leverage the ROI summary to assess the effectiveness of promotional campaigns and adjust future offers accordingly.
  4. Analyze Opt-Outs: Use opt-out percentages to understand and mitigate potential issues with your content or targeting.