A Campaign is a selection of keywords and search criteria that is saved
Creating a Campaign:
From the home page, you will find several recommended campaigns on the right hand side of the page below the search bar. For this tutorial we will use one of the Recommend Campaigns from the example below:
Select a recommended campaign and you will be taken to the search results page
From the search results page click Save New Campaign button next to the date filter
You will be prompted to create a Campaign Name and choose how often you’d like to receive email alerts (daily or weekly on Mondays). Once you have named your campaign, click Submit to save.
*Note: We will never send you more than one email per day for all of your subscribed campaigns. We are very respectful and mindful of making sure our client’s inboxes are not overwhelmed with email notifications
Viewing, Editing, Cloning & Deleting Campaigns:
Click on the microphone icon from the left hand side toolbar to head to the Campaigns page
Here you can see there are several options available for managing your campaign: View, Edit, Clone, Delete
- View - Takes you directly to the search results page of your campaign showing the last 7 days of keyword hits and meetings
- Edit - Expands the selected Campaign and allows you to add/remove search terms, adjust search filters, and frequency of email notifications
Note: Select Save button when making any changes to your Campaign
- Clone - Makes a copy of your campaign
- A cloned Campaign will populate at the top of your My Campaigns list
- Delete - Will remove your Campaign from your account
- You will receive a pop-up notification confirming your request to delete a Campaign
Viewing Campaigns created by other users from your organization:
Click All Campaigns at the top of the page
Under All Campaigns you will find all of your Campaigns as well as all the Campaigns created by everyone else in your organization
Subscribing to another user’s Campaign:
Select the empty checkbox next to a Campaign you’d like to subscribe to
Once you’ve selected a campaign, click on Notifications below the search bar near the top of the page
A box should appear in the center of your screen asking you how often you’d like to receive notification emails
Choose how often you want to receive notifications and click Confirm to save
You have now successfully subscribed to another user’s Campaign!
Questions? Please reach out to support@cloverleaf.ai