Campaigns

This short video walks a user through the workflow for booking a print campaign:

My Campaigns

The my campaigns section at the top of the screen displays the following metrics:

Total Campaigns - displays a count of the total number of campaigns created within the portal. This includes drafts, pending, scheduled and completed campaigns

Total Budget - displays the total price of all campaigns created within the portal. This includes drafts, pending, scheduled and completed campaigns

Completed Campaigns - this is a count of quantity of campaigns which have completed running

Average budget - this is a calculation of the Total Budget / Total Campaigns.

Campaign Overview

The campaign overview section displays all campaigns created within this Self-service Portal

The search at the top helps the user to narrow down the list when it gets very long. The search box will search on the Campaign Name, Type, Status, or the Budget fields. Just start typing and the list will filter as you type

Buttons to the right of the search box will also allow for quick filtering by type of campaign. (Email is still in the works, but Print and Digital are functional now)

Actions Menu

In the list of Campaigns, the last column is an actions menu

For any campaigns that are in a draft status, the user will see options 'complete booking' or 'delete draft'. Complete booking will take them back into the booking process to pickup where they left off. (see below for booking a new campaign steps)

For any campaigns that are Active, Scheduled or Completed, the only available option will be to view details.

Inside view details, options will depend upon Status

• Completed - view only

• Active - view details and stop campaign early

• Scheduled - Campaign hasn't yet started. User can cancel or view details.

Upon Cancel or stopping, the user will get a full or partial refund if the campaign had been prepaid. Below is a Scheduled Campaign. The other statuses will look the same except for the red button at the top right.. Active Campaigns will display "Stop Delivery" and a Complete campaign will not see a button at all.