Here's a quick walkthrough of how to use the Add New Campaign overlay/form to add a campaign within your DivvyHQ account.
To create a new campaign, click the +Add New button in the upper right, and click Campaign.
Type in your campaign name and then select its associated calendars. Think of associate calendars as the calendars that will likely house the content items you will be creating for this campaign.
If you have an Enterprise account you can select all the child calendars under a parent by clicking the parent calendar name. Since certain team members and content types are attached to specific calendars, this calendar selection ensures only those people will be able to see and manage content for this campaign.
Next, select a Campaign Owner. The campaign owner has full permissions to edit all campaign details.
Then select a Campaign Type. If you've configured custom campaign types, they will be displayed in this list. Otherwise, three campaign types are available by default, including:
- Regular Campaign - promotions, discount offers, product launch, etc.
- Event - a physical event, tradeshow or webinar
- Content Theme - a certain time period where you’ll focus on a specific theme/topic
Lastly, select the campaign’s start date and end date.
You have some optional fields you can also fill out. You can select Co-Owners. These are team members who may assist in the responsibility of the campaign and would have editing capabilities on the campaign's details.
You can also set the priority of the campaign which you can filter by later in your Calendar or Campaign interface.
Finally, you can select a campaign workflow (if one didn't already get added by default based on the campaign type that was selected). Think of this as a checklist of things that need to be done or accounted for when doing this type of campaign.
When you’re satisfied with these details, click Add Campaign.
Note: By default, a campaign will display inline on the calendar if the date span is 14 days or less. If the campaign spans for more than 14 days, the campaign will display at the top of the calendar. If you would like to see your campaign in-line even when it spans for more than 14 days, please use the "Display in-line" toggle to do so.
Your new campaign will now be visible as a spanning event on your DivvyHQ calendar, and available in Divvy’s Campaigns interface.