Create and Manage Campaigns

Available from Version: 9.0

Operating System: Windows

empower^® Add-in: Template Management


With the campaign feature, you can create an automatic use of relevant campaigns for each user and automatic adjustment of the signature. You can define and administer campaign groups, assign targets and define both duration and campaign information for each campaign.
To set up a campaign, follow the following steps:
Set up a basic structure. Prepare the signature template. Add a new campaign.

Note

When it comes to the campaigns, the following applies:

Directory service groups or user groups are assigned to campaign targets.
Campaigns are activated for selected campaign targets.

As a result, the campaign is displayed in the signature via the assigned directory service groups or user groups and through the signature template that contains the campaign field.

If a signature template is assigned to all available locations via the company, and if the directory service user group for the location Location 1 also includes individual users from the location Location 2, these users will also receive a campaign in their signature. This campaign is set for the Location 1 campaign group because the signature template is always assigned to the entire company. This means that it does not matter whether users select the location Location 2 when creating the signature.

Set Up Basic Structure for Campaigns

For empower^® Users to be able to receive campaign information in their signature, they have to be part of the campaign targets assigned to the current campaign and a campaign field has to be present.
Open the empower^® Admin Center by inserting your company's individual URL into the browser of your choice.
You are redirected to the empower^® Admin Center. Navigate to the section Customizing Center, where you can define campaign fields, set up a campaign group tree and assign users and user groups to a campaign.
For further information regarding the Customizing Center, refer to our empower^® Admin Center manual.

Prepare Signature Template for Campaigns

Once the campaign field has been set up, you can prepare the signature template.
To include the defined campaign field in the signature template, follow the following steps:
Navigate to the tab Home and click on the button Manage signature templates in the group empower Mails to access the empower^® Library (Figure 1749, “Button Manage signature templates”). Select your signature template and double-click it to open the template in Word.	Figure 1749. Button Manage signature templates
Place the cursor at the position in your template where you would like to add the image placeholder for the image of the campaign to be inserted in. Click on the button Add Campaign Field and select your campaign field to insert it into the template (Figure 1750, “Button Add Campaign Field”).	Figure 1750. Button Add Campaign Field
Set both size and position of the campaign field via the context menu options of the image placeholder (size and position) and save the signature template with a click on the button Save template (Figure 1751, “Button Save template”).	Figure 1751. Button Save template

Note

It is required to use an additional image placeholder for the campaign. It is not possible to use the same image placeholder that is used for your company logo.

Add a Campaign

To complete the preparations for a campaign, an active or scheduled campaigns needs to be present that includes the following information:
Campaign name Duration Target groups
To add a campaign, follow the following steps:
Navigate to the tab Home and click on the button Manage campaigns (Figure 1752, “Button Manage campaigns”). A dialog box opens.	Figure 1752. Button Manage campaigns
Click on the button New Campaign (Figure 1753, “Button New Campaign”). A dialog box opens.	Figure 1753. Button New Campaign
Insert a campaign name into the input field Name (Figure 1754, “Dialog Box New Campaign” (1)). Click on the arrow symbol in the field Duration to access the calendar (Figure 1754, “Dialog Box New Campaign” (2)). Pick the start and end date for the campaign (Figure 1755, “Date Picker in Input Field Duration”). The selected time frame is now displayed in the field Duration. Click on the arrow symbol in the field Target Group to access the campaign group tree you have set up previously (Figure 1754, “Dialog Box New Campaign” (3)). Tick the checkboxes for all user groups you want to assign the campaign to. To select a campaign banner for your campaign, follow the following steps: Click on the button Upload image to browse through your device and select your desired image (and thus, upload it into the empower^® Library) (Figure 1754, “Dialog Box New Campaign” (4)). Click on the button Select image to use an image that is already stored in the empower^® Library (Figure 1754, “Dialog Box New Campaign” (5)). Set a hyperlink via the input field Hyperlink that can be accessed with a click on the previously selected image (Figure 1754, “Dialog Box New Campaign” (6)). Click on the button Preview to check how your campaign will look like (Figure 1754, “Dialog Box New Campaign” (7)). Click on the button Save to confirm the information added to your campaign (Figure 1754, “Dialog Box New Campaign” (8)).	Figure 1754. Dialog Box New Campaign Figure 1755. Date Picker in Input Field Duration

Manage a Campaign

Once a campaign has been set up, the campaign is listed in an overview that can be accessed via the button Manage campaigns in the tab Home (Figure 1752, “Button Manage campaigns”).
Information on the status is included and campaigns can be edited or put on hold. Campaigns that are expired are archived.
In total, the following statuses are available (Figure 1756, “Campaign Management Status”):
Active – Currently active campaign Planned – Campaign with defined start date in the future On hold – Campaign with defined duration in present, but put on hold Archived – Campaign with defined duration in the past (an archived campaign can be used again) Problem – Campaign with internal issue, e.g. a deleted campaign picture	Figure 1756. Campaign Management Status
To edit a campaign, follow the following steps:
Navigate to the tab Home and click on the button Manage campaigns (Figure 1752, “Button Manage campaigns”). Select a campaign from the list and click on the button Edit (Figure 1757, “Button Edit”). A dialog box opens. Perform all necessary changes and click on the button Save to confirm the changes.	Figure 1757. Button Edit
To delete a campaign, navigate to the tab Home and click on the button Manage campaigns (Figure 1752, “Button Manage campaigns”). Then, click on the button Delete (Figure 1758, “Button Delete”). A dialog box opens.	Figure 1758. Button Delete
Click on the button Yes to confirm the deletion of the campaign (Figure 1759, “Dialog Box Delete Campaign”).	Figure 1759. Dialog Box Delete Campaign
Once the set duration of a campaign is over, the campaign is automatically archived. To reactivate an archived campaign, select the campaign from the list, click on the button Edit and change the duration in the input field Duration.
A campaign that is put on hold can be reactivated. To do so, select the campaign and click on the button Set to active in the navigation bar (Figure 1760, “Button Set to active”).	Figure 1760. Button Set to active

Note

If a picture you have used in an existing campaign has been deleted, you are notified. A dialog box opens (Figure 1761, “Dialog Box for Deleted Campaign Image”).

In addition, the campaign has the status Problem in the campaign management.

Open the campaign management to adjust your existing campaigns.

Figure 1761. Dialog Box for Deleted Campaign Image

Create and Manage Campaigns

Note

Set Up Basic Structure for Campaigns

Prepare Signature Template for Campaigns

Note

Add a Campaign

Manage a Campaign

Note

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