Viewing Campaigns

In this section, you can view campaigns as well as modify, clone and delete campaigns.

campaign view

To View Campaigns:

Click the icon or click on the Campaign Name you want to view.

To Edit or Modify Campaigns:

  1. Click on the campaign you want to modify.
  2. On the Summary screen, press the Modify button at the top to make changes to the campaign.
  3. After making changes, click Save, to exit click Cancel.

To Clone or Copy a Campaign:

  1. Click on the campaign, you want to clone.
  2. On the summary page, click the Clone button.
  3. After finishing, click Save or click Cancel to exit.

To Delete a Campaign:

  1. Click on the campaign you want to delete.
  2. On the summary page, click Delete and Press OK.

Tools Menu

On the Campaigns summary page, we can see the tools button on the right side of the page.

campaign tools

Preview

To preview a particular campaign:

  • Click on Preview button in the Tools menu on the Campaigns summary page.

  • A pop up appears where you will see the preview of the campaign created.

  • To exit, Click Close.

Send Emails

To send campaign emails:

  • Click on Send emails button in the Tools menu on the Campaign summary page.

  • You will be directed to the set up of email account page. Set up the SMTP account for sending emails.

  • Select the recipients to whom the campaign is to be sent.

  • Click Submit button to send campaign emails.

  • To see more details on how to send Campaign emails, click here.

Export to CSV

To export campaigns:

  • Click on Export to CSV button in the Tools menu on the Campaign summary page.

  • Select which fields from the OfficeClip database you want to have in the CSV file. You can move them up and down with the icons. these fields will appear as the first row in the CSV file after being exported.

  • Click Export when finished mapping or click Cancel to exit without taking any action. Click Open or Save from the pop-up dialogue box.

Print

To print a particular campaign:

  • Click on Print button in the Tools menu on the Campaigns summary page.

  • A pop up appears where you will see all the details of the campaign. Click Print.

  • To exit, Click Close.

New Menu

The New button next to the Tools button on the top right corner allows users to insert some related information quickly (without changing the context of the screen).

campaign new menu

The user can add the following related information to the competitors:

Documents

Relevant Documents can be attached to a campaign, allowing to access important information from one place easily.

Upload File: These files can be uploaded from the local disk and will stay within the Campaign. These files are removed when a campaign is deleted.

To Upload file:

  1. In Campaigns, click on the icon of a campaign.
  2. On the Campaign summary screen, on the top right screen click on New > Documents.
  3. You can drag and drop a file from your windows explorer application, or you can click the Select button and choose the file from the desired location.

  4. Click Upload and Close.

Tasks

See the tasks related to a campaign here. You can also see them in the OfficeClip Tasks application.

To add new Tasks:

  1. In Campaigns, click on the icon of a competitor to add new tasks.
  2. Click New > Task.

  3. Enter the title, description of the task, the type of task, due date and time fixed if any.

  4. Click Save after you finish and Click Cancel to exit.

Notes

Notes in Campaigns helps to store some details for a campaign. They appear in chronological order and can be public (shown to all the Organization users) or private (seen by the creator only).

Add a Note

  1. In Campaigns, click on the icon of a competitor to add a new note.

  2. Click New > Notes. The screen appears with the note creation template.

  3. Enter the title and type your notes in the Note box and click Spell Check to identify and correct any spelling errors.

  4. If you are creating a personal note, click the Private checkbox. In the Note List, a lock icon is displayed beside the note, indicating that it is a personal note. A public note will be visible to all the users.

  5. To add Attachments, click on the icon. to upload a file click on the Select button and choose the file from the desired location. You can also drag and drop a file in the box from your windows explorer.

  6. Click Save to save the note in the Note List, or Cancel to exit.

Note:

The user can only access personal notes; public notes can be seen by every user in the organization

Relationship

To add a relationship to a Campaign:

  1. Click New > Relationship.

  2. Select the relation from the dropdown. Then select the Second participant and its entity.
  3. To learn more details about relationship, click here.