Campaign Manager Tutorial

Campaign Manager Tutorial

Campaign managers are the backbone of successful marketing initiatives, overseeing the planning, execution, and analysis of campaigns to achieve business goals. They coordinate cross-functional teams, manage budgets, and leverage data-driven strategies to optimize performance across various channels.

With a keen eye for detail and a focus on results, campaign managers ensure every element aligns with the target audience and brand objectives, driving engagement, conversions, and measurable ROI.

In this article we will explore creating Campaigns with your Templates

Campaign Manager Setup

In this tutorial we will require at least one User Control on the Form Template. Only subscribed registrations will be able to run campaigns and email.

Create Template

    Status - Create a Template with three statuses "Pending", "In Progress", "Approved"
    Assigned - Create a Control who we will assign the Form to
Travel Reports Filter

Create a Campaign

Only one email will be sent per form per campaign
  • Form - This is any Form with a User Control
  • User Control - Select the specific User Control
  • Campaign Message - Add a message and add a dropdown with the dns button and select the Status Control
  • Campaign Filter - Add a filter where we will only send when the status is approved
Travel Reports Filter
Travel Reports Filter

Capture Data

Once we have the template and campaign set up we are able to Capture some data

Travel Reports Filter

Email

Any users who have been assigned and have the form status as "Approved" will now see the email message

Travel Reports Filter

More Info

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