Launch New Campaign
JV

Jonathan Venegas

Created Jun 30, 2023

Launch New Campaign

348
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After previewing a campaign, you may Review the Campaign and Launch!

After previewing a campaign, you may Review the Campaign and Launch!
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Edit Campaign Details here by clicking Edit

Edit Campaign Details here by clicking Edit
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This will take you back to the setup details where you can edit the Start Date on the Calendar if you so desire

This will take you back to the setup details where you can edit the Start Date on the Calendar if you so desire
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Click on Choose New Date

Click on Choose New Date
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Choose a new Start Date

Choose a new Start Date
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Click on Set Start Date to save changes

Click on Set Start Date to save changes
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You may also click Edit to Review Content that is scheduled for the campaign

You may also click Edit to Review Content that is scheduled for the campaign
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This will take you back to the setup details where you can review and customize the content if you so desire

This will take you back to the setup details where you can review and customize the content if you so desire
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Click on Customize to edit

Click on Customize to edit
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Here you can make edits to the copy, image, and download the original image file

Here you can make edits to the copy, image, and download the original image file
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Click on Save Changes to save any edits made

Click on Save Changes to save any edits made
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Pagination is available with numbers and arrow buttons below the content image if you would like to edit other pieces of content within the campaign

Pagination is available with numbers and arrow buttons below the content image if you would like to edit other pieces of content within the campaign
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Clicking Facebook or Instagram will cycle between any differences in copy/image for that specific social media platform

Clicking Facebook or Instagram will cycle between any differences in copy/image for that specific social media platform
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Personal Details can be changed by clicking Edit before the campaign is launched

Personal Details can be changed by clicking Edit before the campaign is launched
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Personal Detail

This includes: the latest blog URL you wish to market in your posts, personal hashtags, client facing phone number, and client facing email

Personal Detail
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Click on Save Changes to save edits

Click on Save Changes to save edits
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Account Status should be reviewed to make sure that all components of the campaign are marketable for you

Note that: a campaign can still be launched even if certain Account Status features are not set up yet; although, it is highly recommended to set them up as soon as possible, so scheduled content can release as scheduled.

Account Status should be reviewed to make sure that all components of the campaign are marketable for you
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Click on AgentID Settings if you need to navigate to the AgentID Site dashboard and create and/or customize your website

Sub-domain and root domain adjustments can be made in these settings as well.

Click on AgentID Settings if you need to navigate to the AgentID Site dashboard and create and/or customize your website
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Click on Sync Contacts if you have not done so already

Click on Sync Contacts if you have not done so already
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A pop-up will appear giving Options to Add Contacts

You can Upload Contacts via computer file or Sync Your Contacts via phone.

You can also opt to leave the campaign launch, and simply go to the Contacts tab from the dashboard homepage and add contacts one at a time.

A pop-up will appear giving Options to Add Contacts
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You may click the '?' for more information on syncing if you need further assistance

You may click the '?' for more information on syncing if you need further assistance
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Click on Connect Accounts if you have not done so already

Click on Connect Accounts if you have not done so already
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A pop-up will appear giving Options to Connect Your Social Accounts

You can also opt to leave the campaign launch, and simply go to the My Account tab from the dashboard homepage and connect social accounts at any time.

A pop-up will appear giving Options to Connect Your Social Accounts
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Once the Campaign is Reviewed, Click Launch!

Once the Campaign is Reviewed, Click Launch!
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Click on Launch Campaign in the bottom banner

Click on Launch Campaign in the bottom banner
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Confirm Launch

Confirm Launch
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Click on Launch Now

Click on Launch Now
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Your Campaign is Launched!

Your campaign will show as an Active Campaign as long as it is in-progress and can be found again under the Campaigns tab from the dashboard homepage:

Campaigns > Your Campaigns > View Your Campaign

Your Campaign is Launched!
Well done!
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