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 One allows you to provide your partners with branded content that encourages engagement, increases open rates and boosts lead generation.

In Unifyr One, campaigns are constructed from a set of tactics (known as Marketing Activities). Marketing Activities include Emails, Website Plugins, Multimedia (Co-branded Collateral), Workflows, Social Media, and Custom Activities. Each campaign can use any combination of tactics but it must contain at least one of these 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 One 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 schedule it 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.
   Tags	Check Box	Add tags to the campaign to help partners to find it in the Partner Portal. Tags are created during account set-up and allow you to further define your campaign. These pieces of metadata are customizable. You should work with your Unifyr One team to define the fields that will work best for your company. Note: A partner user can also add their own tags to campaigns when they activate them, then filter by the tags using a My Tags filter in their My Campaigns view.
   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.
   Use 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 Apply 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. The Campaign Details view displays.
3. Click Edit Campaign to modify the campaign metadata. 
4. Click Apply to save the 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, Website Plugins, Multimedia (Co-branded Collateral), Workflows, Social Media, and Custom Activities.

Reference Materials - Collateral and Collateral Programs. These are partner-facing and customer-facing assets 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. The Campaign Details view displays.
3. Click Add Content.

4. In the Add Content window, click Add for each item that you want to include in the campaign. You can use the filters on the left side to restrict the list to desired assets. You can also click Remove to exclude any items from this campaign.

   

   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 Collateral or Collateral Programs can't be activated by partners in the portal.

5. Click Close once you have added all the content you want.

Action Recommended

If you link a website plugin/microsite to an email and add the email to a campaign, we recommend you also add the website plugin/microsite to the campaign separately. This will ensure that in the partner portal, when the partner is activating the campaign, they can activate and personalize the linked website plugin/microsite as well. 

Reorder or Remove Campaign Content 

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 this campaign. 

Test a Campaign Using Unifyr One Partner Portal

Best practice: Always test a campaign from the Unifyr One partner portal to view it as a recipient before you publish to your partners.

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to test.
3. In the campaign details view, click Edit Campaign.
4. Go to Partner Filters and click Edit. Filter your campaign so that it is only available to your test account.
5. Log in to your test account in Unifyr One.
6. Navigate to Campaigns > Browse Campaigns and click the name of the campaign you created.
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 One and change the filter to reflect the appropriate partners or 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 One 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 campaigns, follow these steps:

1. Navigate to Partner Marketing > Campaigns.

2. Click the name of the campaign you want to launch. The Campaign Details view displays.

   The column to the right of each campaign name advises if the campaign is Published, Not Published, or Archived. You can only publish campaigns of status Not Published. If the campaign shows Archived, 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.
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 activity 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 ZiftONE 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 promote.
3. Click Edit Campaign.
4. Enable the 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 promoted 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.

Copy an Existing Campaign

You can duplicate a current campaign, to save time spent replicating content. 

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 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. The Campaign Details view displays.
3. Click Create a Copy.

4. In Copy Campaign, enter the internal (Unifyr One 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 One Admin and the option to delete it is enabled. A deleted campaign is removed permanently and is not available in the partner portal or Unifyr One Admin.

To archive or delete campaigns, follow these steps:

1. Navigate to Partner Marketing > Campaigns.
2. Click the name of the campaign you want to delete. 
3. If the campaign has been published, click Unpublish. The Archive option will not appear until you unpublish the campaign.

4. Click Archive.

   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.

5. 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. 
3. Click Unarchive. You can now publish the campaign or archive it again.

Bulk Update Campaigns

Unifyr One's 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 One 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 One Admin account:
  1. Navigate to Partner Marketing > Campaigns.
  2. Select the campaign.

  3. Scroll down to Campaign Summary Report.

     

• In each partner’s portal account:
  1. Navigate to Browse Campaigns > My Campaigns.
  2. Filter the list by Event Type, if required.
  3. Select the campaign.
  4. Click Leads in the left-hand sidebar.

  5. In the All Events dropdown, select the type of event (Email Opens, Web Clicks, Event Registrations, etc.) to view.

     

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 course:

• Partner Marketing - Campaigns

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

Related Topics

• Campaigns Feature Bundle
• About Marketing Activities