Overview
The Campaigns Feature Bundle includes pages to support the sharing of collaborative marketing campaigns with your partners. It displays relevant content to users based on their user group membership and the content you've made available.
Before You Begin
Ensure that campaigns and their associated marketing activities are in place prior to publishing the feature pages.
Intended Audience: Channel Operations Managers
Contents
Click on the + for more information
Browse Campaigns Feature Page
The Browse Campaigns feature page allows partners to search for currently available campaigns that they can activate to promote to their contacts and customers. They can also access the Create Your Own Campaign option from this page.
The left panel of the screen displays a text search field and a set of filters to limit the displayed campaigns by campaign type, by activity type, or by the tags that you used to categorize your campaigns.
The right panel displays all the campaigns that the partner can participate in, which match the criteria they selected in the filters. They are able to sort the results by release date or name. They can also sort the campaigns listed by popularity and effectiveness.
Campaigns that you've promoted to partners are pinned to the top of the page in a Promoted window.
Partners can click Details for a campaign that interests them, to view more information and access the tactics/activities associated with the campaign. They can select the activities from the campaign that they want to use, download any supporting reference materials they need, then activate the campaign for use. Once activated, the campaign is moved to the My Campaigns page, from where the partner can pick it up and carry out personalization/scheduling tasks.
My Campaigns Feature Page
The My Campaigns feature page allows partners to view and access any campaign with which they have previously engaged, regardless of status. They can also access the Create Your Own Campaign option from this page.
The left panel of the screen displays a text search field and a set of filters to limit the displayed campaigns by campaign type, by activity type, or by the tags that you used to categorize your campaigns.
The right panel displays all the campaigns that match the criteria the partner selected in the filters. They are able to sort the results by release date or name.
Partners can select a campaign from here and complete all required actions, such as personalizing emails, plugins or social posts, scheduling activities such as emails, and adding the recipients they want to receive notifications through the campaign's execution.
Emails Feature Page
The Emails Feature page displays emails that you've provided for partners to distribute to their contacts directly from your partner portal.
The left panel of the screen displays a text search field and a set of filters to limit the displayed emails by the tags that you used to categorize your emails.
The right panel displays all the emails that match the criteria the partner selected in the filters. They are able to sort the results by release date or name.
The partner can click Activate to create a new campaign with the email associated. They go through an workflow that allows them to adjust the email as required. Each email can be customized to reflect the partner's branding and messaging. Once the partner is satisfied with the appearance of the email, they choose which contacts to send the email to, either by selecting an existing contact list or by uploading a new one. Finally, they select when to send the email.
Browse Promoted Activities Feature Page
The Browse Promoted Activities feature page displays items, such as emails, that are currently promoted from the supplier side.
The left panel of the screen displays a text search field and a set of filters to limit the displayed emails by the tags that you used to categorize your marketing activities.
The right panel displays all the activities that match the criteria the partner selected in the filters. They are able to sort the results by release date or name.
Items are shown on the Browse Promoted Activities feature page if the Is Promoted? option was enabled when creating the activity in Unifyr One Admin and the current date is between the assigned Promotion Start and Promotion End dates.
Comments
Please sign in to leave a comment.