Build and manage activity campaigns

Overview

Once you have completed setting up, activating and processing your community applications, you are ready to build an activity campaign to further engage members of your community. 

Activity Campaigns are intended to be a self-service feature to solicit a community to perform an activity (off or on-platform behavior), allow members to upload an image and answer question(s) as proof of completion, and review said submissions. 

Please Note: The Activity Campaign feature is only available to brand users using the Community Manager. To gain access, reach out to your Account Executive or contact us for more information.

Use the video below to see an overview of the Activity Campaign and a step-by-step tutorial to help you set one up.  

Create an activity 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 the activity 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., Elite Ambassadors Campaign 2022)
   • Once published, you cannot edit the campaign name

Follow the step-by-step instructions to guide you through building and publishing an activity campaign within the Advocacy Platform to target your community audience.

1. 1. Choose the appropriate community as your target audience
   2. Add your incentive (it's important to offer something special to your community members)
      1. Create a new incentive (you can create your own incentive with a redirect store and codes, OR use Studios support to create a new incentive for your community)
      2. Choose an existing incentive
   3. Define submission details
      1. Manually approve all submissions or auto-approve setting
      2. Add question(s) to collect proof of activity participation
         1. Choose from four unique survey question types: freeform text, multiple-choice, single answer, multiple-choice multiple answers, and/or image upload
         2. Make the question(s) required if desired (at least one field must be set to required to save) & continue
      3. Set the desired number of submissions
   4. Create your Campaign Card by adding your campaign image and headline 
      1. 1800 X 400 pixels minimum
   5. Update the Campaign Overview & Instructions
      1. Add a campaign description
      2. Set the desired # of submissions
      3. Define instructions
   6. Add question(s) to collect proof of activity participation
      1. Choose from four unique survey question types: freeform text, multiple-choice, single answer, multiple-choice multiple answers, and/or image upload
      2. Make the question(s) required if desired (at least one field must be set to required to save) & continue
   7. Set a due date

Tip: Complete each step in order and save each step. Each step is a dedicated save point and must be completed in order; you may not skip ahead.

Tip: Once you have published your campaign to your community, give them a heads-up. Post on your community page to quickly update your members.

Edit an activity campaign

If needed, you can make minor edits to an activity 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 activity 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 stage of the campaign where edits are needed

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

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

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

Tip: You may come back and edit the campaign components at any time, but it is recommended that the submission question(s) are not changed once you have received responses. If you need to collect additional information or change what is being asked, it is best to create a new activity campaign.

Activity participant & submission review

There are four tabs on top for you to select: Participants, Submissions, Orders, and Configure Campaign. Please refer to how to use each tab below.

Participants

Use this tab to view your top performers in order of completion date.  Monitor overall campaign participation.

You can see all submissions and click to expand the details

Use the Notes feature to add a note specific to a participant for this activity campaign

Available data:

• Number of submissions
• Progress to completion
• First submission date
• Latest submission date
• Access to profile and social media accounts if available (the member linked them)
• Details side panel with additional data
  • Profile preview
  • Notes
  • Submission details

Tip:  You can also see notes related to your community for a specific participant from their profile, and any campaign notes you add will be visible in the community for that user as well.

Submissions

This is the optimal view for reviewing and approving submissions. Please take a look at all submissions related to your activity campaign. 

• Filter by pending, approved or declined submissions
• Filter by date
• Search for specific responses by name
• Download a file of all responses to save for later, or review in document form

Processing Submissions (Manual Approve setting)

Approve each submission individually or use the tools below to approve submissions in bulk.

Click the box to the left of any name to start selecting participants.  The bulk menu will appear, and you can approve or deny multiple submissions at a time.  Don't forget to include a message for your participants as well.

Tip:  Change from auto approval to manual approval or vice versa at any time. Change occurs when the change is made and does not backdate submissions already in the queue.

Orders

View orders placed by campaign participants if an incentive is associated with your activity campaign.

Note: Data will show here if an ExpertVoice-hosted store is tied to the campaign, and for redirect stores, data showing visits to the store will populate.

Configure

This tab will take you back to the configuration of your activity campaign if you need to edit or stop your activity campaign.  

Remember, it's ok to make small edits to a live activity campaign, but for changing or adding questions, a new activity campaign should be started.

Start, stop or restart a campaign

Choose a start and/or end date to schedule the campaign or manually start and end the campaign.

Note:  Ending an activity campaign will prevent target experts from engaging with it further and stop it from showing on your brand community page.

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 to you anymore, you can archive it. 

1. Visit the Campaign Manager in the Advocacy Platform

2. Search and filter to find the activity 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. Any campaign that is currently running cannot be archived. Stop the campaign first to archive it.

Unarchive a campaign

If a previously archived campaign is relevant to you again, you can unarchive it. The unarchive action means removing a previously archived lesson from the digital archive and making it current again.

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