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Account Settings

New Campaign

July 31, 2014 ctheall

Creating a New Campaign

1. Under “My Campaigns” drop down hover over “New Campaign.
2. Another drop down menu will appear to the left, select “New Campaign”
3. Choose your Campaign Type
4. You will be brought to a new page to enter in necessary information

Event

1. All these fields can be found and edited in Event Maintenance

Campaign Info

Description: Description of event
Portfolio: Main folder the event can be found.
Name: the name of the event
Location: the location the event takes place
From Email: Primary contact email for event
Event Dates: The Date the event will take place.
Campaign options

My campaign will have products. Check this box if you will be offering products
My campaign will charge money. Check this box if your event will be charging money
My campaign will have demographics Check this box if your even will be asking demographics questions.

Language Select from the drop down the primary language of your event.
Time Zone Select the time zone from the drop down your event will be taking place.

Style

1. There are three icons to choose a style for your campaign.
2. Each template can be customized with your brands colors and general fonts by clicking Customize Your Style

Primary Color
Background Color
Font
Font Color
Link Color

Logo

1. Upload your logo here by clicking on the “Choose File” Button.
2. The recommended Size is (728px X 90px) OR (300px X 100px)
3. Click Upload to upload your image.

5. When finished entering information click the Next button to go onto the next step.
6. The next step you will choose the layout style of your pages. (if you selected to offer products, and/or charge money you will need to choose a style from the offered style shown as clickable thumbnails)

Address screen Layout

1 column Address fields are featured in 1 column
2 Column Address fields are featured in 2 columns
4 box Address information is featured in 4 different boxes

Product Grid Layout

Hide Price Hide prices for products
Show Price Show prices for products

Transaction Page Layout

Billing Address 1 Column
Billing Address 2 Column
No Billing Address

7. Once choosing all template, select either to Enter Data Now (Applies to Products only) or Create Campaign Now

Webcast

Campaign Info

Description
Portfolio
Name
Location
From Email
Refer a Friend Page
Display Start Time
Slide Group
Embed
Twitter Embed (300px)
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

Join

Campaign Info

Description
Portfolio
Name
Location
From Email
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

Asset Download

Campaign Info

Description
Portfolio
Name
Location
From Email
Event Date(s)
Language
Timezone

Logo

1. Upload your logo here.

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Resources

  • ►Record Search
  • ►Registration Management
  • ►Asset Management
  • ►Analytics
  • ▼Account Settings
    • Users
    • Portfolios
    • New Campaign
    • Create From Template
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