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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:

  1. Email Creator : Allows for designing email campaigns using the drop and drag editor.
  2. Template Design: Choose from a range of saved template designs.
  3. 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.