Guided Campaign
A guided campaign stands as a powerful instrument for channeling collective efforts towards meaningful impact. An NGO's guided campaign serves as a strategic roadmap, artfully navigating through social causes and community engagement. In this method, you can create a campaign and add people, set responses of the people, and everything in detail. By providing a clear call-to-action and a sense of shared purpose, these campaigns become a catalyst for change, fostering a community of individuals dedicated to making a positive difference.
How To Create Guided Campaign
Follow the steps below to create a guided campaign,
In the Campaigns section, click on the "+New" button.
Select Campaign Guided Creation from the pop-up that appears.
A 4-page wizard appears- Setup, Plan, Responses, Simulate.
In the Setup tab,
a. Enter the name of your campaign(mandatory). Always make sure to give relevant names for better understanding.
b. Enter the Start Date&Time along with the End Date & Time for your campaign.
c. Select the type as "Fundraising" or "Default" according to your requirement.
c. Enter the Budgeted Cost of the campaign and also the Expected Revenue which you will get from the campaign.
d. Fill the required fields and click on "Save&Next".
In the Plan tab,
a. You can either add the target groups and templates that you've already created, or you can also create new ones here.
b. Click on the "+" icon, here you can either select Existing Group or Create New.
c. For the purpose of this demo, let us select the Existing Group.
d. A form appears with a list of target groups, select your desired target group and click on OK.
e. Once the target group is added, you can see a tab named "Items", click on "+".
f. Here, you can give a name to the templates you are about to add or create a new one. Then click on the drop-down.
g. In the IF condition, add your segmentation condition, select any category from the drop-down list.
h. Since this is a default type, let's select City is equal to California(for eg., we are sending an ad to the people of california)**
i. Then, add templates. Here we add an existing template (you can also create a new template).
j. Select any one of the templates from the form that appears.
k. You can preview your target group by clicking on the preview icon.
l. Click on "Save&Next".
In the Responses tab, you simply decide how your customer will respond to your campaign. By default, we have Accept, Opt-out and Remind me later as the texts. Click on Save&Next.
In the Simulate tab, you can test if your campaign works as intended. Select the target group,then click on the "Simulate" button.
Refresh the page once by clicking on the Refresh button. Now, you will be able to view all your contacts.
Click on Done. You will be redirected to the Campaigns detail page.
In this page, you can see the full details of the campaign that you have created.
If you wish to make any changes before releasing, then you can use the edit icons in their respective tabs.
Click on "Release" to release the campaign, A pop-up appears where you are prompted to enter the Send date and Time of the campaign, select it and click on OK. You can also Simulate the campaign again, by clicking on the ellipsis button next to the Release button.
A success message will appear that your Campaign is successfully released.
You have now successfully created a default campaign using the 'Guided Campaign Creation'.
You have now successfully released your campaign.
You can also modify/copy/delete a campaign. Click on this link to know more about managing campaigns.