Relative Campaigns provide a set amount of evergreen content - content that can be shared at any time of the year. An exampled can be a starter kit for a new social account or a new employee campaign. When creating relative campaigns, admins select the number of days and time frame content will go out after an end user subscribes. To create a Relative Campaign, follow the steps below.
1. From the Administration view, select Create > Campaigns.
2. From the Create New Campaign dropdown, select Relative Campaign.
3. Enter the campaign information. Fields with an asterisk are required. Then click Save & Next.
- Campaign Title*
- Description*
- Target Region*
- Release Campaigns On*
- Expire Campaign On
- Send Campaign Email On* - option to select skip email by check marking the box.
Note: The Campaign Permalink can be used to promote the campaign using multiple channels. Advisors will be taken directly to the campaign when they click on the link.
4. Next, add posts to the campaign. Click on Add Posts from Library to select posts from the Suggested Post Library or select Create New Post to create a custom post. Add as many posts as you need using either option or a combination of both options.
- Clicking Add Posts from Library, will open a sidebar where you can search for posts from the Suggested Post Library. Search by Keyword, Tags, Account Type, Modification Rule, Status, and/or Campaign Only content. Once you've located a post you would like to include in the campaign, click Add.
- Selecting Create New Post will open the composer window where you can write a post copy, include a Link, Image, GIF, PDF, or Video and adjust the post settings with the remaining options.
5. Select the number of days each post should publish after an end user subscribes to the Relative Campaign and select a time range from the dropdown. Then click Save & Next.
6. On the next page, review the campaign information and make any updates as needed by clicking on the Previous button. Once complete, click All set! Schedule Campaign.
7. On the Campaigns page, you can filter campaigns by Type, Status, or Release Time. You can also get a list of who has subscribed to the campaign by clicking Subscribers, and either viewing the list of subscribers in the drawer or clicking Download Report to get a CSV report of all the subscribers to the campaign.
8. Click on the Link icon to copy the Campaign Permalink. This is only available for Live campaigns.
9. Click on the Edit dropdown to delete a campaign draft.
Note: For Live Campaigns, you will only have the option to Expire Campaign and Send email reminder from the Edit dropdown.
Frequently Asked Questions
Why are post scheduled in windows of 3 hours, such as 6:00am to 9:00am?
This allows Yext to schedule the campaign posts for each user at unique individual intervals. This process prevents the social network receiving the content from detecting these publishes as "spam" or mass-publish attempts, ensuring all users receive their campaign content to their connected social accounts.
Can the scheduled time for the campaign post be set to a range different than 3 hours?
No. This isn’t currently supported.
If you unsubscribe, can you re-subscribe to a Campaign?
Yes.
Can an end-user pick the Social Networks to which the Campaign will publish?
Yes. The icons of their social networks will be displayed next to the title of the campaign on their Campaigns page in Social. Clicking the icons will allow them to check or un-check networks to receive this content.
Can an end-user modify/delete campaign posts?
Once subscribed, end-users will be able to modify campaign posts by navigating to their Post > Calendar page in Social. Here, they can reschedule campaign content, or unschedule individual pieces of content. If a user attempts to edit the text of a campaign post, they will either be prompted to submit the post for compliance review, or if no lexicon keywords are detected, their changes will be saved and scheduled accordingly.
Can admins edit campaign posts?
Yes, admins can edit the contents of an existing campaign post by removing the post, making required edits, and re-adding it to the campaign. For more information, see Editing Content That Has Already Been Added to a Campaign.
What elements of Campaign Information (Step 1 of Campaign Creation) can an admin modify once a campaign is live?
Once a campaign is live, admins will be able to:
- Edit the title and description fields
- Add new regions which will receive this campaign
- Re-send the notifying email to all users within the region(s).
Once a campaign is live, admins will not be able to:
- Remove targeted regions
- Change the Release Campaign date
If you would like to keep the option of editing the Campaign Information open, please make sure to save your campaign as a draft.
Can I share a campaign directly with a link?
Yes, you can do so with permalinks.
A campaign permalink is a permanent hyperlink to a specific live campaign. When advisors click on the link, they will be taken to their workspace campaign homepage with the campaign highlighted.
Using the campaign permalink, you can promote a campaign through your own distribution channels. For e.g. you can place the campaign permalink in your advisor newsletter or add the the permalink to new advisor onboarding digital package.
Campaign-Only Posts
What are “campaign only” posts?
Campaign only posts can only be published via campaigns. The posts do not appear in the end user’s content library.
How can Admins create a campaign only post?
Campaign only posts use the same content publisher with an addition of a new checkbox called “Mark this post for campaign use only.” Once checked, the publisher will transition to the campaign only mode.
Can I save a campaign only post as a draft?
Yes, you can save the post as a draft for a later review.
How can I look for campaign only posts in the content library?
We have added a new filter option in content library called “Campaign Only”, which when checked, will only show campaign only posts in the library. You can apply additional filters like Account Type, Tag and so on to further narrow down your search results.
How can I add campaign only posts created in the library to a campaign?
We have also added the same checkbox “Campaign Only” to the content overlay in dynamic campaigns, which when checked, will only show campaign only posts from your content library. You can apply additional filters or search for keywords to narrow down your results.