Browse View & Previewing Campaigns
JV

Jonathan Venegas

Created Jun 29, 2023

Browse View & Previewing Campaigns

131

#

Browse Campaigns View

10 Steps
1

Navigate to the dashboard homepage

Navigate to the dashboard homepage
2

Click on Campaigns

Click on Campaigns
3

There are two views within the Campaigns tab

There are two views within the Campaigns tab
4

Click on Browse Campaigns

Click on Browse Campaigns
5

In this view, you may search for available campaigns by typing into the search bar

In this view, you may search for available campaigns by typing into the search bar
6

Filter Your Searches here

By New Releases, Featured, and 5-Step campaigns

Filter Your Searches here
7

Most Recent Marketing Campaigns appear immediately to the right of the page and include pagination with the arrow buttons below

Most Recent Marketing Campaigns appear immediately to the right of the page and include pagination with the arrow buttons below
8

5 Step Marketing Campaigns are directly below

5 Step Marketing Campaigns are directly below
9

Featured Campaigns further below

Featured Campaigns further below
10

Once a campaign is Active, it can always be accessed quickly from the Browse Campaigns view under Most Recent Marketing Campaigns

Simply click Continue Active Campaign.

Once a campaign is Active, it can always be accessed quickly from the Browse Campaigns view under Most Recent Marketing Campaigns

#

Previewing Campaigns

15 Steps
11

Any campaign can be previewed by clicking Preview Campaign

Any campaign can be previewed by clicking Preview Campaign
12

Setup Campaign

Previewing a campaign begins the process of launching a campaign, but nothing is launched until you proceed further to Next Step in the bottom banner of the page.

Instead, you will remain on this page where you can view the ToDo list, calendar, campaign title and content, and customize content option.

Setup Campaign
13

Note the calendar with Today's start date

Note the calendar with Today's start date
14

You may Choose a New Date

You may Choose a New Date
15

Choose a new Start Date if you so desire

Choose a new Start Date if you so desire
16

Example: we choose Tomorrow's date (30th)

Example: we choose Tomorrow's date (30th)
17

Click on Set Start Date to save

Click on Set Start Date to save
18

Returning to the main preview screen, note the first piece of content in the campaign - blog article

Additional content can be viewed using pagination via the numbers and arrows below the content image.

Returning to the main preview screen, note the first piece of content in the campaign - blog article
19

Click on Customize to customize a piece of content

Click on Customize to customize a piece of content
20

A pop-up will appear with the content's available customization parameters

A pop-up will appear with the content's available customization parameters
21

Upload New Image

Upload New Image
22

Change blog copy

Change blog copy
23

Click on Save Changes to save edits

Click on Save Changes to save edits
24

Returning to the main preview screen will give you the option to move on to Next Step if you are done previewing/customizing a campaign and would like to launch

Returning to the main preview screen will give you the option to move on to Next Step if you are done previewing/customizing a campaign and would like to launch
25

Click on Next Step to proceed to final review and launch

Click on Next Step to proceed to final review and launch
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