1 44000223387 2019-03-27T10:17:50-04:00 44000811601 false Creating Campaigns 2 2020-12-09T11:49:51-05:00 1 1 2019-03-25T13:14:13-04:00 2 1 After you have created your Marketer Account(s), you can begin setting up a Campaign. The flow for Campaign creation in the system is as follows: First, create a Campaign. Next, build Projects within your Campaign. Then set up a Deliverable within your Project. And finally create Unit(s) within your Deliverable. You are free to set up your Campaign(s) however you would like, but if you are unsure of where to begin, the following example could be a helpful way to go: Picture your Campaign as your yearlong overarching goal. The Projects you Create within your Campaign could be for each Quarter or seasonal promotion in the year. Then after you set up your Deliverable (the container for your Units), the Units within your Deliverable will be for each different type of social post you want Creators to publish.  In this article, we will walk through the first step of this process: creating a Campaign in the system.  Creating a Campaign 1. From your Marketer Account, locate and click on the Unity Workflow tab on the left-hand navigation.  2. In the upper right corner of the Unity Workflow page, click Create Campaign.  3. A flyout will open where you can begin building your Campaign. From here, give your Campaign a name and image. You will also want to set your Campaign Budget (optional, but recommended to help track spending when running multiple Campaigns) and flight dates for it's duration.  A few things to keep in mind: Your Campaign name will not be visible to Creators and will serve as an organizational tool for you to separate different initiatives. If you do not assign a budget during Campaign creation, you will need to transfer funds to your Campaign before you are able to send offers.  Benchmark Goals are for internal tracking only. This will help you keep track of your goals for each specific Campaign. 4. Once you have filled out all of your Campaign information, click Create Campaign.  5. If you need to make any changes prior to adding Projects, you can edit your Campaign details. To do this, select the icon next to your Campaign Name and click Edit Campaign.   6. The next step will be to start adding Projects. <p dir="ltr">After you have <a href="https://marketers.izea.com/support/solutions/articles/44000493945-creating-marketer-accounts" rel="noopener noreferrer" target="_blank">created your Marketer Account</a>(s), you can begin setting up a Campaign. The flow for Campaign creation in the system is as follows:</p><ul><li>First, create a Campaign.</li><li dir="ltr">Next, build Projects within your Campaign.<ul><li dir="ltr">Then set up a Deliverable within your Project.</li><li dir="ltr">And finally create Unit(s) within your Deliverable.</li></ul></li></ul><p dir="ltr">You are free to set up your Campaign(s) however you would like, but if you are unsure of where to begin, the following example could be a helpful way to go: Picture your Campaign as your yearlong overarching goal. The Projects you Create within your Campaign could be for each Quarter or seasonal promotion in the year. Then after you set up your Deliverable (the container for your Units), the Units within your Deliverable will be for each different type of social post you want Creators to publish. </p><p dir="ltr">In this article, we will walk through the first step of this process: creating a Campaign in the system. </p><h2>Creating a Campaign</h2><p>1. From your Marketer Account, locate and click on the <strong><em>Unity Workflow</em></strong> tab on the left-hand navigation. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043190758365/original/dKlXtiG1d2dhaXHL5NxfP8GvmgLP8UpS1w.png?1612819665" style="width: 155px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043190758365"></p><p>2. In the upper right corner of the Unity Workflow page, click <strong><em>Create Campaign</em></strong>. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043186756725/original/X_yCMW_2Aec5PuWJgSBcx0pkCpfEk7LJeA.png?1611678899" class="fr-fil fr-dib" data-id="2043186756725" style='box-sizing: border-box; border: 0px; max-width: 100%; cursor: pointer; padding: 0px 1px; margin-bottom: 5px; margin-left: 0px; display: block; text-align: left; color: rgb(0, 0, 0); font-family: -apple-system, system-ui, "Segoe UI", Roboto, "Helvetica Neue", Arial, sans-serif; font-size: 13px; font-weight: 400; text-indent: 0px; width: 255px;' data-attachment="[object Object]">3. A flyout will open where you can begin building your Campaign. From here, give your Campaign a name and image. You will also want to set your Campaign Budget (optional, but recommended to help track spending when running multiple Campaigns) and flight dates for it's duration.</p><p> A few things to keep in mind:</p><ul><li dir="ltr">Your Campaign name will not be visible to Creators and will serve as an organizational tool for you to separate different initiatives.</li><li>If you do not assign a budget during Campaign creation, you will need to transfer funds to your Campaign before you are able to send offers. </li><li dir="ltr">Benchmark Goals are for internal tracking only. This will help you keep track of your goals for each specific Campaign.</li></ul><p>4. Once you have filled out all of your Campaign information, click <em><strong>Create Campaign</strong></em>. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043194324250/original/t5Fz6jjDeUo1PqrnWL3MbBnPj1cbn9m4pA.png?1613745826" style="width: 524px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043194324250"></p><p>5. If you need to make any changes prior to adding Projects, you can edit your Campaign details. To do this, select the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043014937764/original/gR7RRBRk2oGtrutegdTy4fDr_csG8N_ixA.jpg?1553534001" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043014937764/original/gR7RRBRk2oGtrutegdTy4fDr_csG8N_ixA.jpg?1553534001" data-fileid="2043014937764" data-uniquekey="1553527157260"> icon next to your Campaign Name and click<em><strong> Edit Campaign</strong></em>.  </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043182235162/original/VILggqEWryUY3tGBvrZGGSh1DqWVpC9Nfw.png?1610398289" style="width: 175px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043182235162"></p><p>6. The next step will be to start adding <a href="https://marketers.izea.com/support/solutions/articles/44001136000-unity-workflow-creating-a-project-" rel="noreferrer" target="_blank">Projects</a>.</p> 44000811601 277 44001134034 2021-02-22T10:21:30-05:00 2043044474784 3 2 2 1 Unity Workflow - Creating A Campaign 2021-02-22T10:21:30-05:00 2043019438418 1 2019-03-25T13:24:16-04:00 0 0 When your Campaign has ended, you can clean up your Marketer Dashboard by Archiving old Campaigns. Once Archived, you will also have the ability to Unarchive Campaigns. The following article will walk you through Archiving and Unarchiving your Campaigns.  Archiving A Campaign 1. From your Unity Workflow Dashboard, click the icon next to the Campaign Name and then select Archive Campaign. 2. A pop-up will appear confirming you would like to Archive your Campaign. When you Archive a Campaign the following will occur: Active Projects will also be archived, and Projects in review will revert to drafts. Open Bidding will be disabled for Projects within this Campaign. All open Offers for Projects within this Campaign will be canceled, returning the funds to the Campaign balance. Metrics for completed Units of Projects within this Campaign will continue being collected. 3. If you would still like to Archive your Campaign, select Yes, Archive Campaign. Unarchiving A Campaign 1. Click on the icon next to the Create Campaign button in the upper right corner of your Unity Workflow Dashboard. From here select the and click Archived.  2. You will then be taken to your Archived Campaign Dashboard. Click the icon  next to the name of the Campaign you would like to Unarchive. When you Unarchive a Campaign the following will occur: Projects within this Campaign will remain Archived 3. If you would still like to Unarchive your Campaign, select Yes, Unarchive Campaign. <p>When your Campaign has ended, you can clean up your Marketer Dashboard by Archiving old Campaigns. Once Archived, you will also have the ability to Unarchive Campaigns. The following article will walk you through Archiving and Unarchiving your Campaigns. </p><p><strong>Archiving A Campaign</strong></p><p>1. From your Unity Workflow Dashboard, click the icon <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038192273/original/4P1seroLj0efrkc640QRT4V26vFEGaIMLA.jpg?1565012535" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038192273/original/4P1seroLj0efrkc640QRT4V26vFEGaIMLA.jpg?1565012535" data-fileid="2043038192273" data-uniquekey="1565012501254"> next to the Campaign Name and then select <strong><em>Archive Campaig</em></strong><em><strong>n</strong></em>.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184721350/original/OIa9sTTZ9pE2UfSt5SI48TNIx4oEs6b6BQ.png?1611085265" style="width: 290px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184721350"></p><p>2. A pop-up will appear confirming you would like to Archive your Campaign. When you Archive a Campaign the following will occur:</p><ul><li>Active Projects will also be archived, and Projects in review will revert to drafts.</li><li>Open Bidding will be disabled for Projects within this Campaign.</li><li>All open Offers for Projects within this Campaign will be canceled, returning the funds to the Campaign balance.</li><li>Metrics for completed Units of Projects within this Campaign will continue being collected.</li></ul><p>3. If you would still like to Archive your Campaign, select <strong><em>Yes, Archive Campaign</em></strong>.<br><strong><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184721815/original/7lunQYKvAhePnxRB7H5kVIW4jg_IoqAI3Q.png?1611085361" style="width: 402px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184721815"></strong></p><p><strong><br></strong></p><strong>Unarchiving A Campaign</strong><p></p><p>1. Click on the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038225739/original/JZFCJ0No7FG8MqPViFoW7Jp3qAzSsbF1IA.jpg?1565018970" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038225739/original/JZFCJ0No7FG8MqPViFoW7Jp3qAzSsbF1IA.jpg?1565018970" data-fileid="2043038225739" data-uniquekey="1565018134384"> icon next to the Create Campaign button in the upper right corner of your Unity Workflow Dashboard. From here select the <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038226930/original/LG4qMADDzsOuffQAWwoBicsZBwDhdDkVUQ.jpg?1565019215" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038226930/original/LG4qMADDzsOuffQAWwoBicsZBwDhdDkVUQ.jpg?1565019215" data-fileid="2043038226930" data-uniquekey="1565018134384"> and click <strong><em>Archived</em></strong>. </p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184722919/original/69NogByulbgwec-_Dm7wv_CIU159dYSTMw.png?1611085587" style="width: 319px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184722919"></p><p>2. You will then be taken to your Archived Campaign Dashboard. Click the icon <img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038192273/original/4P1seroLj0efrkc640QRT4V26vFEGaIMLA.jpg?1565012535" class="fr-fic fr-dii" data-filelink="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043038192273/original/4P1seroLj0efrkc640QRT4V26vFEGaIMLA.jpg?1565012535" data-fileid="2043038192273" data-uniquekey="1565012501254"> next to the name of the Campaign you would like to Unarchive. When you Unarchive a Campaign the following will occur:</p><ul><li>Projects within this Campaign will remain Archived</li></ul><p>3. If you would still like to Unarchive your Campaign, select <strong><em>Yes, Unarchive Campaign</em></strong>.</p><p><img src="https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/2043184723640/original/lNQaTAqRcUmxQzmY0-JVDEUK_r4AzhfSKQ.png?1611085734" style="width: 294px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="2043184723640"></p> 44000811601 63 44001134100 2021-01-19T14:50:42-05:00 2043044474784 4 2 0 0 Unity Workflow - Archiving And Unarchiving Campaigns 2021-01-19T14:50:42-05:00 2043019438418