Creating a Campaign

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On WorkSpan, you can plan, create, and track your marketing campaigns collaboratively with your colleagues, partners, and agencies.

To create a new campaign:

  1. On the WorkSpan Homepage, navigate to the Joint Marketing App and select Campaigns.
  2. Click +Campaigns.  Select the WorkSpan default or your custom template. Create Your Campaign screen is displayed.

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  3. Enter your Campaign Name.
  4. Optionally enter a Campaign Objective/Description.
  5. Select your campaign's primary intent from the following:
    1. Grow Reach
    2. Influence Pipeline
    3. Impact Revenue
    4. Drive Adoption
  6. USD is the default campaign currency. You can select another currency too. WorkSpan allows cross currency conversion between campaigns and programs.
  7. Select campaign Start and End Dates. Please make sure that your campaign end date is after your campaign start date.
  8. Select a Sharing Mode-Company Mode, Partner Mode or Network Mode. (See More on Sharing Modes)
  9. Check Auto-Accept Requests to join check box if you want employees of your company and active partners to join as members without explicit approval from other members.
  10. Click Next. You can optionally enter Themes, Products, Services and/or Activity Types.
  11. Click Next. Optionally select Audience Profile, Audience Seniority, Audience Role, Function/Department, Industry, Language and Region and click Next.
  12. Select one of your programs as your Funding Source for your campaign
  13. Select a Type from Partner, Sponsor, Company or Other.
  14. Enter the amount that you want in the Requested Amount field. USD is the default currency.
  15. Click Next and enter the names/emails of the people in your network that you want to send a request for endorsement.
  16. Click Save to save a draft copy. You can return to your campaign to Review and Submit
  17. If you are ready to submit, click Save and Submit or Click Back to make edits.
  18. At the end of the campaign creation process, you'll be able to share your campaign with colleagues and partners to work jointly on the campaign. You can also Make a Copy; Save As Document, See Invite List, etc.

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  19. You can also add the following to your campaign:
    1. Activities
    2. Assets
    3. Notes
    4. Tasks

See More:

Sharing a Campaign

 

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