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The Campaign Planner

Posted by Shaka Zulu, Last modified by Shaka Zulu on 18 July 2013 08:57 AM

The Campaign Planner (This is an eDM Pro Feature)

When sending multiple campaigns weekly, fortnightly or monthly to different groups its hard to see how frequently you are marketing to your whole database. This planner is designed to provide an overall view to your online marketing efforts to ensure you aren't 'over' communicating, but also aren't 'under' communicating.

To access the campaign planner we have added another icon on to the Zulu eDM dashboard that looks like this.

This takes you through to the Campaign Planner listing screen. By default all campaigns from the previous month, current month and the following month will be displayed.

By clicking on the “Search Options” button, a list of search options will be displayed. This will allow you to search based on specific details like date range, groups sent to, approval and delivery status.

This screen won’t allow users to approve or decline campaigns that require approval, to do this you can click on the “Manage my approvals” button on the right hand side of the screen. To find out more about Campaign Approvals, view the knowledgebase article here.

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