• Creating a Campaign

    On WorkSpan, you can plan, create, and track your marketing campaigns collaboratively with your colleagues, partners, and agencies. Steps: On the WorkSpan Homepage, navigate to the Joint Marketing...

  • Viewing an Existing Campaign

    Besides creating a campaign, you can also get access to a campaign if a campaign has been shared with you or if you have joined a campaign that has been shared with your company. You can also send ...

  • Adding Goals, Results and Accomplishments to Your Campaign

    You can seamlessly add goals and results to your campaign and align on joint strategy and goals for your campaign with your partners.  You can add one or more accomplishments for your campaign. Fin...

  • Adding Assets, Notes, Tasks and Comments to Campaigns

    You can add Notes, Assets, Tasks and Comments to campaigns to enhance collaboration and communication with your team members. Adding Notes Adding Assets Adding Tasks Adding Comments Adding Notes As...

  • Editing a Campaign

    In WorkSpan you can easily update one or more sections of a campaign by clicking three vertical dots in any section. You can edit a campaign if you are an owner or a collaborator in a campaign. You...

  • Sharing a Campaign

    You can easily share your campaign with colleagues in your company, partners, and others. Sharing campaigns for collaboration is easy in WorkSpan! You can share a campaign with an entire company, o...

  • Understanding an Activity

    An activity in a campaign includes an action(s) that helps you achieve your campaign goals. Each activity should have measurable results, that can be tracked and help you identify the overall succe...

  • Adding an Activity

    As an owner, collaborator or participant on a campaign, you can add activities to your campaigns. You can also add comments to activities. See Adding Comments to Activities. Steps: Navigate to the...

  • Editing an Activity

    You can edit an activity in a campaign to update any of the following fields in an activity: Name Description Start and End Dates Channels Activity Leads Tags Priority Connect to an Integration Ad...

  • Connecting an Integration to a Campaign or/and Activity

    After you add an integration, you can connect that integration to one or more campaigns and/or activities. Steps listed here are for a campaign but are the same for connecting an integration to an ...