Overview

This article provides a comprehensive guide to understanding and using the Campaign Manager in Influitive. It covers the basics of what a campaign is, how to navigate the Campaigns tab, set up a new campaign, and report on its performance. It also includes detailed instructions for customizing and publishing campaigns, as well as managing campaign targeting and scheduling.

Information

• What is a Campaign?
• What is Campaign Manager?
• Overview of the Campaigns tab
• Setup a Campaign
• Saving, Scheduling, and Publishing
• Reporting on a Campaign

What is a Campaign?

A Campaign is a coordinated series of challenges with a theme or focus that is designed to achieve one or more core success metrics. Campaigns provide a holistic view of experiences, challenges, stages, and targeting. All campaigns in Influitive are located under the Campaigns tab.

What is Campaign Manager?

The Campaign Manager allows admins to customize, find the status and performance of a campaign - all in one place from a dedicated interface in the Campaigns tab. Friction points in customizing and publishing a campaign are greatly reduced as the Campaign Manager visualizes the entire campaign, presenting only the fields that need to be edited, and enabling targeting of the campaign in a single step! The entire campaign can be published with one click. The marketer saves a lot of time with our Campaign manager as they avoid manually building out challenges that align with the success strategy of their Influitive.

Overview of the Campaigns tab

Start off by clicking into the Campaigns tab shown below. You'll then be directed to a view similar to below:

From this page you can see three tabs: In my hub, Store, and Completed. If you don't see the Completed tab, no worries, you just don't have a campaign in the expired state to populate that tab yet. As soon as one of your published campaigns expires, it will be put into the Completed tab.

Now we're going to go over the Store and In my hub tab in detail.

Setup a Campaign

To setup a campaign that is in your hub, click on the edit button. Doing so will open up a page that has more details on the campaign structure, the challenges, points and badges it contains, and the ability to target the campaign. A campaign’s setup page looks like this:

There are 2 steps to set up a campaign:

• Step 1: Customize your campaign
• Step 2: Target your advocates for this campaign

Saving, Scheduling, and Publishing

Campaigns can be saved at any point, even if you haven’t finished editing the entire campaign and want to finish it up later. Simply hit ‘Save’ at the top of the challenge page and continue making changes or return later. If you are ready to publish the entire campaign, hit Save and Publish.

Reporting on a Campaign

Reporting on a campaign can be done in one of 2 ways: A real-time chart style view of the campaign’s performance or an Export CSV. In order to view a snapshot of the campaign’s performance in real time, simply click on any campaign’s row to bring up the reporting slide-out containing the campaign’s performance.

FAQ

What is the purpose of a campaign in Influitive?

A campaign in Influitive is designed to be a coordinated series of challenges with a specific theme or focus, aimed at achieving one or more core success metrics and providing a holistic view of experiences and targeting for advocates.

How do I customize a campaign in the Campaign Manager?

Customizing a campaign involves reviewing the campaign’s structure, editing individual challenges, and setting up targeting rules for the campaign. This can be done by clicking the 'Edit' button for the campaign in your hub.

Can I save a campaign before it is fully edited?

Yes, campaigns can be saved at any point during the editing process by clicking the 'Save' button. This allows you to return later to finish editing or to publish the campaign when ready.

How is campaign performance reported in Influitive?

Campaign performance can be reported in real-time through a chart view or by exporting the campaign data as a CSV file. This can be accessed by clicking on a campaign’s row in the main campaign page.