Create and Manage Campaigns

Overview

A campaign is a thematic and strategic approach to marketing that allows a targeted path to promoting a single product, industry, or company. Creating campaigns in Unifyr allows you to provide your partners with branded content that encourages engagement, increases open rates and boosts lead generation.

In Unifyr, campaigns are constructed from a set of tactics (known as Marketing Activities). Marketing Activities include Emails, Web Content, Multimedia (Co-branded Collateral), Workflows, Social Posts, and Custom Activities. Campaigns can also include reference materials to go along with your Marketing Activities - Library Content and Collateral Programs.

By packaging Marketing Activities into campaigns, you will also be able to collect and visualize collated data for all of the activity relating to the specified campaign topic - typically a product or service offered.

Note

Each campaign can use any combination of the Marketing Activities listed above, but it must contain at least one of these Activities in order for a partner to be able to activate the campaign in their partner portal account. Campaigns that include only Library Assets or Collateral Programs can't be activated by partners in the partner portal.

Before You Begin

Create all Marketing Activities and reference materials before building your campaign so that they will appear in the Add Content selection list for your campaign.

Work with your Unifyr team to create tags (of type Marketing Activities) to categorize your activities and provide filters based on the tags, if required. For more information, see Tag Management.

Intended Audience: Channel Sales Director, Channel Marketing Directors, & Channel Operations Managers 

Contents

Click on the + to expand the instructions for the desired task.

Configure your Campaigns View

Partner Marketing > Campaigns lists all the campaigns you have available, with columns representing their properties (Name, Type, Created, etc.). You can configure the list to make sure you're showing the columns you need to see.

1. Click the Column Configuration button.

2. Drag and drop fields to and from Available Columns and Selected Columns as required.

   Available Columns also includes the tag categories of type Marketing Activities - you can add these as columns for the view.

   For information on tags, see Tag Management.

3. If you're an administrator, you can enable the Save as Default option to provide this column configuration for all users. Note: an individual user can override the default configuration with their own.

4. Click Save. The view shows the columns you selected.

   To reorder the columns, go back into the Column Configuration window and drag and drop the columns vertically in Selected Columns.

Create a Campaign

1. Navigate to Partner Marketing > Campaigns.
2. Click Create > Create New Campaign. 

3. Provide the following information:

   Parameter	Type	Description
   Type	Dropdown	Choose the general purpose of the of campaign you’re creating: Marketing Event - Partner Hosted Event - On Demand
   Name	Text	Enter the internal name that will display in Unifyr One. This must be unique. Consider using a naming convention for consistency.
   Display Name	Text	Enter the name that will display for your partners in the Unifyr One partner portal. This should be an informative name. Consider using a naming convention to help your partners find the content they need.
   Description	Rich Text	Add a brief description of the campaign. You can apply formatting as required.
   Effective Date Begin	Date Selector	Confirm the start date of the period in which partners can activate the campaign in the Unifyr One partner portal. This allows you to prepare a campaign ahead of time and scheduled for a later date.
   Effective Date End	Date Selector	Confirm the end date of the activation period. This allows you to time-bound the campaign and automatically retract it when it becomes obsolete.
   Can Be Activated in Portal	Check Box	When enabled, this setting will allow Partners to activate the campaign on the portal, when it is provided via the Campaigns Feature Bundle.  The campaign will be available between the effective begin and end dates set above. If not set, the campaign will be visible on the portal but Partners can't activate it.
   Is Promoted?	Check Box	Suppliers can promote activities to increase partner adoption. If the Is Promoted? option is enabled, the activity will appear at the top of the Browse Campaigns page, in a Promoted window, in the Unifyr One partner portal. Use the start and end date pickers to define the period for which the activity will be promoted.
   Detailed Description	Text	Add extended details of the campaign, including the purpose of the campaign. You may also want to include guidance about target audience, sales cycle positioning, special instructions, etc. There is no size limit on this field. Use the WYSIWYG editor or select Source from the editor toolbar to edit the HTML source directly.
   Partner Filters		Add Partner Filters to publish the campaign to specific partners or partner groups. The default setting is All Partners. Click Edit to access more options. To more information about partner filters, see Add Partner Filters.
   Activity Filter Rules	Check Box	When enabled, this setting uses the visibility settings set for each individual activity in the campaign to decide what is presented to each partner that accesses the campaign. Using this setting means that you can create one generic campaign that can be used for multiple partners/groups, even if they each need different content.  This setting does not affect reporting and you will still be able to view comprehensive statistics.
   Thumbnail Image	File Upload	Upload the thumbnail for the campaign. This is mandatory for all campaigns. We recommend 100x110px and the maximum file size is 2MB.
   Tags (vary by implementation)	Check Box	Select the tags with which to categorize the campaign.

4. Click Save to save your changes and return to the Campaign Details view.
5. The campaign now appears in your Campaigns list.

Once you have created the campaign, you can add the assets and tactics to it. For information, see the Add Content section.

Remember to publish your campaign.

Partners will only be able to access campaigns between their effective dates if you have published them and made them available in the portal via the Campaigns Feature Bundle.

Review or Edit Campaign Details

To review and edit a campaign:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to edit, to open it.
3. Click Edit Campaignto modify the campaign metadata. 
4. Click Save to apply any changes and return to the Campaigns page.

Add Content to a Campaign

You can add Marketing Activities and Reference Materials to a campaign.

Marketing Activities - Emails, Web Content, Library Content, Multimedia (Co-branded Collateral), Workflows, Social Posts, and Custom Activities.

Reference Materials - Collateral and Collateral Programs. These are assets such as white papers and slide decks that are relevant to the campaign.

Create all Marketing Activities and Reference Materials before building your campaign so that they will appear in the Add Content selection list.

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to edit, to open it.
3. Click Add Content.
4. In the Add Content window, choose the type of object you want to add to the campaign by choosing it in Asset Type.

5. Click Add for each item that you want to include in the campaign. If you need to remove it later, you can click Delete in the Campaign Assets section of the campaign details view.

   

   Note

   A campaign can use any combination of the Marketing Activities listed. It must contain at least one Activity for a partner to be able to activate the campaign in their partner portal account. Campaigns that include only Reference Materials can't be activated by partners in the portal.

6. Click Close once you have added all required content.

Note

If you link web content (such as a banner or a landing page) to an email and add the email to a campaign, the linked content is also added to the campaign. This ensures that in the partner portal, when the partner is activating the campaign, they can activate and personalize the linked web content at the same time. 

Reorder or Remove Campaign Content

To update the set of content provided in a campaign:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to edit. The Campaign Details view displays.
3. Scroll down to the Campaign Assets section.

4. [Optional] Click the up or down arrow at the right side of an item record to move its position in the list.

   Note: The individual assets within each content type can be reordered, but the content types cannot. For example, you can reorder all the emails you 've added to the campaign, but you can't move the Emails section to show before Workflows.

   When viewing the campaign in the partner portal, the content types display in this order: Workflows, Emails (Mailings), Web Plugins, Social Media Posts, Multimedia (Customizable Collateral), Custom Activities, Library Content (Reference Materials).

5. Click X for each item that you wish to exclude from the campaign. 

Test a Campaign via Partner Portal

It's good practice to test how a campaign will appear in the partner portal, before you publish it to your partners. Here, you'll filter and publish the campaign to a test partner account - once you've completed testing, you can update the Partner Groups setting to distribute it to your live partners.

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to test, to open it. Ensure that it's published so it will be available in the portal.
3. In the campaign details view, click Edit.
4. Go to Partner Groups and filter your campaign so that it is only available to your test partner.
5. Log in to the partner portal as your test partner.
6. Navigate to the Browse Campaigns page and click the name of the campaign.
7. Verify that the hyperlinks work and link to the content you intended.
8. Send test emails to make sure your emails appear as you want them.
9. Once you are confident that the campaign is correct, return to Unifyr Admin and change the filter to reflect the appropriate partner groups for this campaign.

Here are some tips for testing emails:

• Test emails are not included in the count for email credits.
• When you test multiple times, you will see merged version in the subject line.

Publish a Campaign

Publishing makes the campaign visible to partners on the portal, according to the visibility options applied to the campaign and the associated content.

You must publish your campaigns in Unifyr Admin before your partners can access them in their partner portals. Your partners won't be able to launch their own campaigns until you publish.

To publish a campaign:

1. Navigate to Partner Marketing > Campaigns.

2. Click the name of the campaign you want to launch, to open it. Use the Publish Status filter to find your unpublished campaigns, if required.

   If the campaign is at Archived status, you will need to unarchive it before proceeding. 

3. Click Publish to make the campaign available to your partners.

Promote a Campaign

You can promote a campaign to increase partner adoption. Promoting the campaign will pin it to the top of the Browse Campaigns page, in a Promoted window, so that it is one of the first campaigns a partner sees when browsing that area in the partner portal. To promote a campaign:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to promote, to open it.
3. Click Edit Campaign.
4. Enable the Is Promoted? setting.
5. Add the Promotion Start and Promotion End dates, to define the period for which the campaign will be promoted.
6. [Optional] Add a Promotion Description to add internal-facing information regarding the decision to promote this campaign.
7. Click Save.

Here is an example of how promoted campaigns appear in the partner portal:

Featured Campaigns 

Note

The Featured Campaigns feature needs to be enabled on your system. Submit a request to your Unifyr team if you want to use it.

You can feature a campaign to increase partner adoption. Featuring the campaign will pin it to the top of the Browse Campaigns page, as part of a carousel if if there’s multiple, so that it is one of the first campaigns a partner sees when browsing that area in the partner portal.

Featured campaigns will also be listed in the Browse Featured Activities page, if that’s available in the portal.

To feature a campaign:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to feature, to open it.
3. Click Edit Campaign.
4. Enable the Mark as Featured setting.
5. Add the Featured Start and Featured End dates, to define the period for which the activity will be promoted.
6. [Optional] Add a Featured Description to provide information about the reason for featuring the campaign. This information will not be visible to partners.
7. Click Save.

Here is an example of how featured campaigns appear in the partner portal:

 

You can manage the order in which the campaigns are displayed in the Featured highlight:

1. Navigate to Partner Marketing > Campaigns. 
2. Click the Featured button. The Featured Campaigns window opens, showing all published campaigns that are set to be featured, and that have current or future featured dates set. 

3. In the Featured Campaigns window, drag and drop the campaigns into the required order.

   Campaigns that are featured on the same day (their featured dates concur) will be displayed in the order configured here.

   

4. Click X to remove a campaign from the list, and remove its Featured setting.

Copy an Existing Campaign

You can duplicate an existing campaign, to help you save time creating similar content. 

For example, to increase consistency across campaigns, you can create a simple, generic campaign with standard elements, for example, a copy of the Terms and Conditions of use, and use it as a template for creating future campaigns.

Note

If you copy an existing campaign, the new campaign will be identical to the original one. All the tags and partner group filters set for the original will be maintained. Any assets (activities and reference materials) in the original campaign will be REUSED in the new campaign - new versions do not get created. Navigate through the list of assets in the new campaign to add or remove ones that aren’t relevant.

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to copy, to open it.
3. Click Create a Copy.

4. In Copy Campaign, enter the internal (Unifyr Admin) and display (portal) names for the new campaign. If you don't make a change here, the new campaign will be saved as a Copy of [Current Campaign] where the Current Campaign is the campaign being copied.

   The new campaign is added to the Campaigns list.

Archive, Unarchive, and Delete a Campaign

Archiving deactivates a campaign and removes it from the partner portal. It remains available in Unifyr Admin and the options to restore it or delete it are enabled. A deleted campaign is removed permanently and is not available in the partner portal or in Unifyr Admin.

To archive or delete campaigns:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to archive, to open it. 

3. Click Archive. You'll need to unpublish a published campaign before archiving it.

   Archiving enables the Unarchive and Delete functions. The campaign remains in your account until you delete it. If you only want to archive the campaign and not remove it permanently, stop here.

4. Click Delete to remove the campaign from your account.

Unarchiving campaigns make them active again and re-enables publishing. To unarchive plugins, follow these steps:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the archived campaign you want to unarchive, to open it. 
3. Click Unarchive. You can now publish the campaign or archive it again.

Bulk Update Campaigns

Unifyr' Bulk Update feature allows you to add/remove tags, configure partner filters, and set effective dates and status for multiple campaigns in a single action.

For more information, see Updating Marketing Content in Bulk.

To access the Bulk Update option for campaigns:

1. Navigate to Partner Marketing > Campaigns.
2. Check the checkbox to the left of each campaign you’d like to update.
3. Click Bulk Update.

Export a List of Campaigns

You can export a CSV file that contains a list of your campaigns from Unifyr Admin. You can download the file directly to your desktop, or have it sent to your registered email address.

1. Navigate to Partner Marketing > Campaigns.

2. Click Export, then choose whether to download the CSV file or have it emailed to you.

   

3. The CSV file is exported and delivered to you in the way you requested. The export includes a column for every tag of type Marketing Activities that is configured for your system. If a tag hasn't been assigned to a campaign, the campaign's row in the export file shows an empty column for it.

   

Campaign Statistics

Statistics about the performance of a campaign (clicks, opens, registrations, attendances, etc.) are available in a couple of places. The information provided depends on the type of campaign:

• In your Unifyr Admin account:
  1. Navigate to Partner Marketing > Campaigns.
  2. Click on the name of the campaign you want to view, to open it.

  3. Scroll down to Campaign Summary Report.

     

• In each partner’s portal account:
  1. Navigate to the My Campaigns page.
  2. [Optional] Filter the list by Activity Type if you want to find a campaign that's based on a particular type of activity, e.g. Social Media.
  3. Click on the name of the active campaign, to open it.
  4. Go to one of these tabs in the left sidebar:

     • Leads - a list of leads generated by the campaign.

       Filter the list based on the type of interaction the contacts had with the campaign - use the Leads > All Events dropdown list to choose one.

     • Recent Activity - the engagement activities by contacts in the last 30 days.

       In the Recent Activity > All Events drop-down, select a specific activity, such as web views, web clicks, form submissions, or conversions, by which to filter the results. 

       Click Export All to export all activity data for this campaign as a CSV file. Schedule a regular delivery of the report, or choose Send Now to do it immediately, then click Send Email. The information is posted to My Downloads, and an email confirmation of the delivery is sent to you.

     • Analysis - a graphical summary of engagement activities, and how these have been converted into leads. Information from the last 12 months is shown as a default, but you can change the time period by clicking the Last 12 Months dropdown menu.

       

Add Campaigns to the Partner Portal

To make campaigns available in the partner portal, include the Campaigns feature bundle in your site navigation.

This feature bundle includes two pages for finding and using campaigns:

• Browse Campaigns - partners can browse and activate your pre-built campaigns or create their own
• My Campaigns -  partners can view and access any campaign with which they have previously engaged

1. Navigate to Partner Portal > Site Configuration.
2. Click the Partner View to which you want to add campaigns.
3. On the left-hand sidebar, under Feature Bundles, find Campaigns.

4. Drag and drop Campaigns onto your site tree.

   [Optional] You can use the arrows to change the navigation depth, edit the Page Details to rename the page and control the visibility of this page to specific Partner Groups.

5. Click Save and Close.

For more information, see Manage Site Configuration and Navigation.

 Training

Learn more with our training courses:

• Partner Marketing - Campaigns
• Bulk Updates

You will be prompted to log into your CustomerONE account to access the links.

Related Topics

• Campaigns Feature Bundle
• About Marketing Activities