Manage your campaigns

Overview

If you have all of the components—like lessons and incentives—necessary on-hand to create your campaign, start in Campaigns using the instructions below.

Otherwise, we recommend creating the individual components of your campaign first in the respective Libraries.

Create a campaign in the Campaign Manager

1. Visit the Campaign Manager in the Advocacy Platform 
2. Click Create New Campaign in the top right-hand corner to expand the drop-down menu of available campaign types
3. Select a campaign type and then give it a unique campaign name
   • This name is not expert-facing, but we recommend making the name easy for you and others on your team to be able to search for and find it later (e.g. Spring 2023 Product Line)
   • Once published, the campaign name cannot be edited

4. Each campaign has specific step-by-step instructions to guide you through building and publishing a campaign within the Advocacy Platform to your target audience on ExpertVoice

   • Complete each step in order and save each step along the way

   • Each step acts as a dedicated save point and must be completed in order; you may not skip ahead 

   • You may come back and edit the campaign components at any time
   • Each campaign type will require different steps and components

Example steps in an Education & Seeding Campaign.

Campaign promotion on ExpertVoice

1. Visit the Campaign Manager in the Advocacy Platform

2. You can filter the list of campaigns under Active Promotions to show which campaigns are currently promoted on the ExpertVoice home page

Edit a campaign

If needed, you can make minor edits to a campaign that you created in the Advocacy Platform by following the steps below:

1. Visit the Campaign Manager in the Advocacy Platform

2. Search and filter to find the campaign you wish to edit

3. Click on the campaign item or the three dots on the right side of the campaign to expand the drop-down menu of options and click Open

4. Click the Configure Campaign tab and edit steps as needed

   • If you are making significant changes to the campaign you may be prompted to temporarily stop the campaign

   • Consider creating a new campaign instead if there are significant changes to be made

5. After your edits are complete, click Save & Close to automatically update the campaign 

Start, stop or restart a campaign

Ending a campaign will prevent target experts from engaging with it further and stop it from showing on ExpertVoice.

Follow these steps to start, stop or restart a campaign.

Duplicate a campaign

At this time, there is no ability to duplicate a campaign that you create in the Advocacy Platform or that ExpertVoice Studios creates for you.

Instead, you can create a new campaign and use any combination of new or existing lessons, incentives, and/or audiences for the new campaign.

Archive a campaign

It's important to regularly audit your list of Current Campaigns to ensure the campaigns still meet your broader company goals and advocacy marketing program objectives. If a campaign is not relevant for you anymore, you can archive it. 

1. Visit the Campaign Manager in the Advocacy Platform

2. Search and filter to find the campaign you wish to archive

3. Click the three dots on the right side of the campaign to expand the options menu and click Archive

Archiving a campaign removes it from your view in the Current Campaigns tab and puts it in the Archived Campaigns tab, in case you need it again. Currently, running campaigns cannot be archived. Stop the campaign first in order to archive it.

Unarchive a campaign

If a previously archived campaign that you created is relevant to you again, you can unarchive it. The unarchive action means you will extract a previously archived lesson from the digital archive.

1. Visit the Campaign Manager in the Advocacy Platform
   
2. Click the Archived Campaigns tab where the campaign you would like to unarchive is saved
3. Click the three dots on the right side of the campaign to expand the options menu and click Unarchive

Delete a campaign from the Advocacy Platform

You cannot delete a campaign from the Advocacy Platform. Instead, consider archiving the campaign if it is no longer running or relevant to your brand.