Shortcuts Marketing Plus: Campaign Manager Overview
The video demonstrates how to navigate and utilize the Campaign Manager interface effectively. The Campaign Manager screen consists of three main sections: Create a New Campaign, Search Existing Campaigns and Campaign reporting.
Campaign Manager
You can either create Campaigns, search existing Campaigns and report on completed Campaigns
Create a New Campaign
Users have three primary options for creating a new email campaign:
- Email Creator : Allows for designing email campaigns using the drop and drag editor.
- Template Design: Choose from a range of saved template designs.
- Copy a Previous Campaign: Copy an existing campaign for reuse or modifications.
Additional Options:- HTML Email Campaign: Create custom HTML-based email campaigns.
- SMS Campaign: Design and send SMS-based campaigns.
Searching and Managing Existing Campaigns
- Search Campaigns: Use the Search History button to view all existing campaigns.
- Campaign Sorting: Campaigns are listed with the most recent at the top.
- Filtering Options:
- Search by name.
- Filter by status (e.g., Active, Inactive, or Completed).
- Filter by date range.
- Include campaigns belonging to a parent campaign.
Viewing Completed Campaigns
- Provides a detailed overview of campaign metrics:
- Type of campaign.
- Status of the campaign.
- Date the campaign was sent.
- Total emails sent.
- Open rates, click rates, and bounce backs.
- Action Buttons:
- Edit: Modify the campaign.
- Copy: Clone the campaign for reuse.
Managing Campaigns
- Delete Campaigns:
- To keep the Campaign Manager organized, delete unused or inactive campaigns by selecting the Action button and choosing Delete.
Navigating Campaign Creation
- Access the campaign creation process through the options in the Create a New Campaign section or by selecting an existing campaign.
- During the campaign creation process, tabs at the top guide users through each stage, culminating in the final step of activating the campaign.