Campaigns allow you to group cohorts of customers together and save or share them for targeted prospecting. These campaigns can be shared with your colleagues or partner-retailers so you can work together to target a list of customers and monitor progress.
Creating your Campaign
Begin by creating a list of customers using the search and filter options. When you have your list complete, click the Campaign option in the taskbar icons.
When adding your customer list to a campaign you have the choice whether to create a brand new campaign for this customer cohort, or to add them to a pre-existing campaign you have already built.
Give your campaign a name and a time-frame to run from/to. You can also decide whether this campaign should be private or visible to others.
Assigning your Campaign
Once you’ve named and dated your campaign, and decided on the optional elements, choose who will have visibility of it.
Exporting your Campaign
Campaigns you have created, or ones that have been assigned to you, can be exported to an Excel format to allow offline use and the opportunity to share with your colleagues.
To reach your exports, click the Exports icon on the taskbar (see left). From the subsequent menu, choose the export you would like to download and select the Download option.
Auditing Changes to Campaign Criteria
When adding new customers to a campaign, you may wish to track the additions, along with any changes that have been made to your campaign search parameters with the changes. To do this, simply load a campaign list of customers, and open the search menu from the taskbar on the right and click the Search Criteria option at the bottom of the search menu.
By default, the criteria presented in the search menu when you open the campaign list will be the ones entered when the campaign was initially created. However, any updated search criteria, made when additional leads have been added, can be seen under the list of Search Criteria Amendments in this auditing option.
Tracking Campaign KPI and Activity
Specific reporting is available within your Key2Key campaigns, to help you chart how actively your campaigns are being engaged with by your team, and how successfully your contacts are resulting in sales. Next to each campaign you will find two drop-down options containing breakdowns of your campaign engagement information.
What does each report do?
Which figures should match across reports?
The top two rows and bottom two rows in each report will always be the same, as they deal with the customers who were built into a campaign when it was originally created. The middle four rows will not match, as this is where they two reports record status activity differently.
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