Marketing Page
The Marketing tab on the main navigation menu displays pending and open campaigns, events, marketing & event workflows, and your Email Templates.
Open Campaigns Tile
+New Campaign: Click to create a new campaign and assign the Campaign Type.
Campaign Name: Displays the campaign name and, if applicable, the start and end date entered for the campaign. Click into the name to full the campaign page including associated events, appointments, costs, media channels (broadcast emails & texts), notes, and metric tiles.
Campaign Type Badge: Displays the associated Campaign Type.
View All Campaigns: Allows you filter campaigns by date range, Status (pending, open, closed, expired), Campaign Types, Zones, Offices, Tags, Event Agents, and Event Tags. You can also Export and view Campaign Analytics
Campaign Analytics: Displays metrics from the campaigns, as well as allows you to filter the campaigns by date range, Status (pending, open, closed, expired), Campaign Types, Zones, Offices, Tags, Event Agents, and Event Tags.
Open Events Tile
+New Event: Click to create a new event and assign the Event Type.
Event Name: Displays the event name and, if applicable, the event date. Click into the name to full the event page including registrants (attendees), appointments, costs, documents, notes, and metric tiles.
Event Type Badge: Displays the associated Event Type.
View All Events: Allows you filter events by Status (pending, open, closed, expired), Event Types, and Tags. You can also create a new event.