Campaigns allow you to automate publishing for advisors and agents, ensuring even your busiest users adopt social to generate awareness for their business. Campaigns come in two forms: Dynamic and Relative.
Click on your desired section for more information.
Dynamic Campaigns
Dynamic Campaigns are centered around timely events with specific publish dates, admins can add content to active campaigns, so that users only need to subscribe to a campaign once, and newly added content will still publish to their social profiles as it is added to the campaign on the selected dates and times hand chosen by admins. Dynamic campaigns are great for current and seasonal content.
Note: publish dates for Dynamic Campaign content can be adjusted from end-users' content calendar.
Relative Campaigns
Relative Campaigns are centered around evergreen content with content publish dates scheduled relative to when the user subscribed to the campaign. For example, if you suggest 3 pieces of content to a Relative Campaign, and set the first piece of content to publish 5 days, the second 7 days, and the third 10 days from when the end user subscribes, that post will schedule 5 days, 7 days, and 10 days after the user has subscribed to that campaign. Relative campaigns are great for advisor introductions and other helpful topics that are timelessly relevant.
Frequently Asked Questions
Auto-Subscription
Can I automatically subscribe my end-users to a campaign?
Yes. See Auto-Subscribing Users to a Campaign.
Dynamic Campaigns
What are the benefits of using Dynamic Campaigns?
- Content can be added into active campaigns
- Content can be edited or subtracted in active campaigns
- Changes made on active campaigns will be reflected on a subscribed advisor’s calendar
Our end user research has showed that agents and advisors understand that Social is a critical channel for their business, but that they don’t spend much time developing that channel. We also found that the primary task on social media (publishing content) takes longer for some agents and advisors than the time they want to budget for it.
As Admins, your content strategy depends on your agents/advisors being actively involved with publishing top quality corporate-to-local content on a regular cadence. Dynamic Campaigns are a great solution to help effectively drive a corporate-driven content strategy by taking the legwork out of posting to social for your end users. Once they have subscribed, your pre-approved content will automatically be published out to their social networks at times you select. Dynamic Campaigns allow you to add, subtract and edit content within your active campaigns to ensure that the most up-to-date and relevant content will publish to your end users' social profiles as you add it to the Dynamic Campaign.
What about customers who prefer to subscribe to a fixed set of content that they can preview?
You can still build a campaign in a way where all of the content can be previewed before you release it to your agents. You can also choose to no longer add any more content to that campaign. In this instance, the best practice would be to explain in the description of the Campaign that this is a fixed campaign, and it will not have any more content added to it after this set of content has run. We would also recommend that you remove that campaign from the Agent view after it has run so that other agents can’t subscribe to it.
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 Dynamic Campaign posts?
Once subscribed, end-users will be able to modify Dynamic 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.
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.