Creating Campaigns

Requirements

The Marketing & Vendor Configuration set-up must be complete before creating campaigns. See Marketing & Vendor Configuration.

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Creating Campaigns

1. From left side navigation menu, go to Marketing.

2. Go to Open Campaigns tile > click +New Campaign

3. From drop-down selection menu, select the desired Campaign Type, or +Create Campaign Type to create a new campaign type via dynamic entry.

4. Complete New Campaign form pop-up window.

   1. Status: Options include Pending, Open, Closed, Expired
   2. Status Date
   3. Name
   4. Description optional
   5. List: This is where you will attach the contact list for outbound communications.
   6. Start
   7. End
   8. Target Demographic optional
   9. Target Demographic size optional
   10. Marketing Piece optional
   11. Lead Vendor optional
   12. Office optional
   13. Zones optional
   14. Tags optional

5. Click Save button.

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Adding Appointments to Campaigns

1. From left side navigation menu, go to Marketing.

2. Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.

3. From Campaign page, go to Appointment section.

4. Click +New Appointment button

5. From drop-down selection menu, select the desired Appointment Type.

6. Complete New Appointment form pop-up window.

   1. Households
   2. Contacts automatically includes both the primary contact and secondary contact
   3. Event optional
   4. Producer *REQUIRED
   5. Status
   6. Subject *REQUIRED
   7. Location
   8. Start Date & Time *REQUIRED
   9. Duration *REQUIRED
   10. Description optional

7. Click Save button.

Note

📌 Note: If the Primary and/or Secondary Contact(s) email address is on their household record, they will receive a calendar invite containing the above Appointment Information.

Tip

🔎 Tip: Depending on your business needs, you may want to create and manage appointments generated from specific events. That way, you are able to measure success of the events individually as well as their impact on the overall campaign metrics.

🔎 Tip: All metrics tied to an event (e.g. Event Costs, appointments, production, etc.) are reflected on the associated campaign page!

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Adding Additional Costs to Campaigns

Note

📌 Note: Vendor must be configured before adding Additional Costs to campaigns. Adding Vendors

1. From the Campaign page, go to the Additional Costs section.

2. Click +New Additional Cost button.

3. From drop-down selection menu, select the appropriate Additional Cost Type.

4. Complete New Additional Cost form pop-up window.

   1. Date
   2. Amount
   3. Vendor
   4. Name optional
   5. Description optional

5. Click Save button.

Tip

🔎 TIP: Adding and tracking costs is great to measure ROI.

Note

📌 Note:
- Additional Costs are costs applied directly to the campaign
- Event Costs are costs applied to individual marketing events
- Total Costs reflect both combined

Adding Lists to Campaigns

1. From left side navigation menu, go to Marketing.
2. Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
3. From Campaign page, go to Lists section.
4. Click +New List button > select Dynamic List.
5. From New Marketing List form pop-up window, go to Saved Filter.
6. Select the desired Saved Filter.
7. Click Save button.

Note

📌 Note: Swivel supports both Dynamic Lists and Static Lists.

- Dynamic Lists: automatically update their membership based on defined filter criteria. Each time the list is viewed or used, it reflects the most current matching contacts.
- Static Lists: A fixed snapshot of contacts at a point in time. Contacts only change when they are manually added or removed.

Adding Channels to Campaigns

1. From left side navigation menu, go to Marketing.

2. Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.

3. From Campaign page, go to Media Channels section.

4. Click +New Channel button

5. From drop-down selection menu, select the desired Channel Type*.

6. Complete New Channel form pop-up window.

   1. For Emails

      1. Name
      2. Description optional
      3. Marketing List
      4. Scheduled Delivery Time
      5. Sender Name
      6. Sender Email
      7. Reply To Name
      8. Reply To Email
      9. Subject

   2. For Text

      1. Name
      2. Description optional
      3. Marketing List
      4. Scheduled Delivery Time

7. Click Save button.

Note

📌 Note: Currently, we only support Email and Text channel types.

Creating and Sending Emails

Note

Prior to creating and sending emails, additional set-up is required. Please reach out to our Customer Success team to get started.

Creating Emails

1. From left side navigation menu, go to Marketing.
2. Go to Open Campaigns section and select a campaign to edit or click View All Campaigns link to see full campaign selection.
3. From Campaign page, go to Media Channels section and select an email to edit.
4. From Email Channel page, go to Template section.
5. Click Edit Template button.
6. From Edit Email Template pop-up window, use the Email Editor tool to format and create your email.
7. Click the Save button.

Sending Scheduled Emails

Once you’ve completed creating and finalizing your email, now it’s time to schedule.

1. From Email Channel page, click Scheduled Emails button.
2. From Schedule Emails for Delivery pop-up window, confirm Scheduled Delivery Time.
3. Click Schedule Email Delivery button.

Adding Event Costs to Events

1. From left side navigation menu, go to Marketing.

2. Go to Open Campaigns > select desired Campaign or click View All Campaigns hyperlink to view all and select.

3. From the Campaign page, go to Events Cost section.

4. Select the desired Event.

5. Go to Event Costs section.

6. From drop-down selection menu, select the appropriate Cost Type.

7. Complete New Event Cost form pop-up window.

   1. Date
   2. Amount
   3. Vendor
   4. Name optional
   5. Description optional

8. Click Save button.

Note

📌 Note: Event Costs represent expenses tied specifically to an individual marketing event and are included in the campaign’s Total Costs.

Video Tutorial: Features of the Event Page

Includes adding attendees to a specific event, creating appointments and opportunities directly from the attendee tile and more.