These below videos cover the initial creation and management of a campaign.
It highlights how to create a new campaign, as well as managing the idea workflow, including auto-transitions, manage review committees, and anything you need to know in order to run a successful campaign!
- Campaign Management Overview
Getting Started - Creating a New Campaign
- Launching the Campaign
Adjusting System Definitions
In some cases, the subsystem setting needs to be adjusted in order to better fit the campaign scope, audience or topic. - Idea Workflow - shorten the workflow by disabling not relevant states
- Campaign Transition Rules - disable system level rules and/or add new rules specifically to your campaign
- Auto Assignment - assign users to various roles and/or disable specific roles
- Roles - disabled the roles that are not relevant in your campaign
Campaign Management - Setting Up a Review Committee - define who are the evaluators and what evaluation method to use.
Click here to watch the Review Committee full course - Communicating with the Campaign Audience - how and when to send emails to your audience or portions of it.
- Reviewing Campaign Activities - running the campaign reports and viewing recent activities
- How Campaign Managers can be notified about campaign's activities
- Additional Management Options - view who in included in the campaign audience/export the list to excel, delete the campaign
Idea Management - Idea Page Overview - what action you can perform on a single idea
- Moderation - how to get an overview of everything that is going on in your campaign
- Bulk Actions - perform actions on multiple ideas at the same click
Results & Analysis - Closing & Summarizing the Campaign