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 - this is a step-by-step tutorial.
For more specific topics related to campaign creation, click here - Adjusting the Submission form
- Launching the 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.
in addition, check here about how users can subscribe to specific Campaign and which emails can be configured on the subsystem level, and be sent to the campaign audience, unless disabled as explained here. - 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
Adjusting System Definitions
Changing the submission form, campaign categories and review committee criteria are recommended in almost every campaign, but in some cases, the subsystem setting needs to be further adjusted in order to better fit the campaign scope, audience or topic.
The below setting can be adjusted by the campaign managers: - Idea Workflow - shorten the workflow by disabling not relevant states
- Workflow Fields - disable the fields that there is no need to track
- Workflow Notifications - you can disable specific notifications that should not be sent in your campaign
- Campaign Transition Rules - disable system level rules and/or add new rules specifically to your campaign
- Roles - disable roles that are not relevant in your campaign
- Auto Assignment - assign users to various roles and/or disable specific roles
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
- Check the campaign dashboard and reports under the Campaign Insights menu.
In case you need further reports and/or KPIs, please contact your sysadmin.
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