Campaign Centre
What is a B2B Campaign?
A B2B campaign is designed to engage with and communicate presentation details to customers. The campaign typically includes the presentation name and link, granting customers direct access to the content. The campaign email not only delivers the presentation specifics but also provides essential details like login details and the presentation's expiration date.
You can start a campaign from the presentation, and you will find the list of campaigns in the campaign centre.
Starting a Campaign
You can start a campaign after the presentation has been created and the presentation link has been generated.
To start a campaign, begin by opening the presentation. In the presentation, go to the "Links" tab and click on the “Letter” icon in the generated link or link that you want to use.
You will be navigated to the Presentation Campaign window. Enter the details in this module to create the campaign, and click on "Start" to start the campaign.
Presentation Campaign Fields
Name
Give a name to the campaign here.
Customer Type
This field allows you to select the type of customer with whom you want to share the campaign.
Customer Value
Type a name, email, phone number, or account number here to search and select a customer to send the campaign.
Email Subject
Enter the subject for the campaign email that is to be shared with the selected customers.
Email Body
This is the campaign email that will be sent to the customers. You can set the campaign email template from the
The campaign email is sent to the selected customers, from where they can access the presentation. You can find the campaign on the campaign centre.
What is the Campaign Centre
A Campaign Centre keeps track of the total number of emails, emails sent, emails not sent, emails opened, presentations viewed, orders placed, currency codes, and order totals.
Campaign Centre Fields
Campaign Name
This field shows the name of the campaign.
Created By
This field records the username of the individual who initiated the campaign.
Create Datetime
This field records the date and time when the campaign was initiated.
Currency Code
This field shows the currency of the presentation campaign.
Emails Opened
This field counts the number of emails opened.
Emails Not Sent
This counts the number of emails not sent by the Campaign.
Emails Sent
This counts the number of emails sent by the Campaign.
Orders Placed
This counts the number of orders placed by a sales representative with the presentation link mentioned in the campaign.
Orders Placed By Rep
This counts the number of Orders placed with the presentation link mentioned in the campaign.
Orders Total Amount
This field sums up the order total amount for all the orders placed using the presentation link mentioned in the campaign.
Presentation Viewed
This shows the viewed Status of the Presentation i.e. ‘Y’ for Yes and ‘N’ for No.
Presentation Name
The name of the presentation related to the campaign is captured in this field.
Total Emails
This field displays the total number of emails sent by the Campaign.
Adding/Changing the email template of the customer link for the Presentation Campaign
The campaign email draws content from a predefined email template stored within the system, accessible through the Email Template Configuration module. To configure the campaign template, follow these steps:
In the “Email Template” module, select the “Application” option from the Template Level.
From the "Select Entity" dropdown, pick "B2B Campaign".
Select an existing "B2B Campaign" email template to use or click "Add a Template" to create a new one.
In the "Email Body" section, input or modify the text and adjust placeholders to personalize the content as needed. To include placeholders in the Email subject, select one or more from the "Select Placeholder" options.
If required, add CC Email recipients and define the Email Subject.
Click "Save" to save the campaign email template.
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