Table of Contents:
Adding Content to an Existing Campaign
Editing Content That has Already Been Added to a Campaign
Updating the Regions Made Available for the Campaign
Resending a Campaign Reminder Email
Resending an Email Reminder for an Existing Campaign
Getting a List of Campaign Subscribers
Sharing a Dynamic/Relative Campaign for Easy Subscription
Introduction
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. Dynamic campaigns are a helpful resource for current and seasonal content.
To get started:
1. Select Create > Campaigns.
2. Select Create New Campaign in the top right corner of the Campaign Library page.
3. Fill out the following information:
Campaign Title: The name of the campaign, visible to your users.
Description: The theme the campaign will follow, visible to your users.
Target Region: The region(s) which will be able to subscribe to this campaign.
Release Campaigns On: The date when this campaign will become available.
Send Campaign Email On: An optional email that will go out to alert your organization of the new campaign.
Campaign Permalink: The URL which can be sent directly to users to subscribe.
4. Click Save & Next.
5. Select Add Posts from Library to add posts from the existing Suggested Post Library or Create New Post if you'd like to create an original post for the campaign. Then click Save & Next.
6. Schedule your posts by specifying the date and time you’d like each post to run. Then select Save & Next.
Note: Dynamic campaigns allow you to choose a specific date of the year. Relative campaigns allow you to choose a set amount of days between when the user subscribed to the campaign and when the content will publish. Select Save Draft to save your changes for later review.
7. Click All Set! Schedule Campaign.
Adding Content to An Existing Campaign
Once a campaign is live, you can update and add content to it. Content added to dynamic campaigns will still be scheduled for currently subscribed users. Content added to Relative campaigns will only be accessible to users who have subscribed after the changes were made.
- Select Create > Campaigns.
- Select the Edit button of the campaign you wish to modify.
- Post Library: select existing posts or create new posts you’d like to include in the campaign and select Save & Next.
- Schedule: specify the dates you’d like each post to run and select Save & Next.
Select Save Draft to save your changes for later review.
Editing Content That has Already Been Added to a Campaign
To edit a post that has already been added to a campaign, you must remove the post, edit it, resubmit it for approval (if required), then add it back into the campaign.
Note: If you edit a post without removing it from a campaign, the updated content is only available to new campaign subscribers. Existing subscribers will still get the old version of the post.
Here's how to edit a campaign post so that new and existing subscribers can see the update:
- Edit your campaign, and in the Add & Schedule Posts step, click the X next to the campaign post that you'd like to edit. This removes the post from your campaign.
- Click Save.
- In your Suggested Posts Library, find and edit the post and republish it.
- Edit your campaign again and in the Add & Schedule Posts step, click Add Posts From Library.
- Find the post you edited and click Add.
The post has now been updated in the campaign for new and existing subscribers.
Updating the Regions Made Available for the Campaign
Even after a campaign is live, you can edit the campaign to include additional regions within your organization. This is very helpful and may prevent the need of creating multiple identical campaigns for different lines of business.
- Select Create > Campaigns.
- Select the Edit button of the campaign you wish to modify.
- Within the region section, select a region(s) and click Add.
- Click Save & Next to complete the process.
Resending a Campaign Reminder Email
To promote a live campaign to advisors who have not subscribed to it yet, admins can resend the campaign reminder email.
Increasing campaign subscription rates helps more advisors grow business through social selling and increases corporate marketing reach, referral traffic, and lead generation.
You can resend a campaign reminder email for an existing campaign and also set up a new campaign to send the reminder.
Resending an Email Reminder for an Existing Campaign
Follow the steps below to resend a campaign reminder email for an existing campaign:
- Navigate to Create > Email Campaigns.
- Locate the existing campaign in the list for which to resend a reminder email.
- Click the down arrow to the right of the Edit button and select Send email reminder.
- Click Confirm when prompted to confirm the action.
Getting a List of Campaign Subscribers
To view or download a list of end users who have subscribed to a campaign:
- In the side menu, click Create, then click the Campaigns tab.
- Find the campaign to view subscribers for, and click the number above Subscribers. A drawer opens with a list of subscribers, and if you click on a subscriber name, you are taken to their Workspaces & Accounts Page.
- To download a CSV report containing the list, click Download Report.
What Are Campaign-Only Posts?
Admins have the option to create campaign-exclusive content. This is perfect if you have a social and digital strategy that prioritizes campaigns and you require compliance approval of your campaign content.
To filter Campaign-Only posts in your content library, simply check the "Campaign Only" box in the Create > Suggested Posts section. The posts that appear will be the ones with the "Mark this post for campaign use only" box checked.
Creating Campaign-Only Posts
- Head to the Create tab.
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Click on New Library Post.
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In the pop-up window, check the box that says "Make available to Campaigns only". This will ensure that this post will only be visible to admins until it's added to a campaign, ensuring that it will not be suggested to end users until you create the campaign.
Note: You can set publishing date parameters for campaign-only content to ensure the content is published only within a set timeframe.
Sharing a Dynamic/Relative Campaign for Easy Subscription
If you'd like to link directly to a campaign in, for example, an advisor newsletter or as a part of onboarding, you can now do that with the help of 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 example, you can place the campaign permalink in your advisor newsletter or add the the permalink to new advisor onboarding digital package.
To access the permalink:
- Click Create > Campaigns.
- Click on the campaign of interest.
- Click on Edit Campaign Info.
- Copy the Campaign Permalink at the bottom of the screen. You can also click the clipboard icon to copy it.
Admins have the ability to "auto-subscribe" a region to any campaign by emailing the Yext Support Team and cc'ing their CSM with the region and the campaign requested. A 24-hour window should be provided before the first post goes out to ensure all users are auto-subscribed. Should a user no longer want to be subscribed to the campaign, they can simply click the "Unsubscribe from Campaign" button within their Yext Platform - see article "Subscribing to Dynamic and Relative Campaigns" for end-user steps.
Frequently Asked Questions
Dynamic Campaigns
Q: What are the benefits of using Dynamic Campaigns?
A: There are several benefits, such as:
- Content can be added into active campaigns
- Content can be edited or removed in active campaigns
- Changes made on active campaigns will be reflected on a subscribed advisor’s calendar
End user research has shown 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 budget for it.
For admins, content strategy depends on 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. Once end users have subscribed, pre-approved content will automatically be published out to social networks at the times selected. Dynamic Campaigns provide the ability to add, remove and edit content within active campaigns to help ensure that the most up-to-date and relevant content will publish to end users' social profiles as it is added to the Dynamic Campaign.
Q: What about customers who prefer to subscribe to a fixed set of content that they can preview?
A: 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 that it will not have any more content added to it after this set of content has run. It is also recommended that you remove that campaign from the Agent view after it has run so that other agents can’t subscribe to it.
Q: Why are post scheduled in windows of 3 hours, such as 6:00am to 9:00am?
A: 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, helping ensure all users receive their campaign content to their connected social accounts.
Q: Can the scheduled time for the campaign post be set to a range different than 3 hours?
A: No. This isn’t currently supported.
Q: If you unsubscribe, can you re-subscribe to a Campaign?
A: Yes.
Q: Can an end-user pick the Social Networks to which the Campaign will publish?
A: 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.
Q: Can an end-user modify/delete Dynamic Campaign posts?
A: 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.
Q: What elements of Campaign Information (Step 1 of Campaign Creation) can an admin modify once a campaign is live?
A: 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.
Q: Can I share a campaign directly with a link?
A: 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.
Q: Can Sites users subscribe to campaigns?
A: Campaigns are available for Sites users, as long as the user has both Social & Sites. Campaigns are not available for Sites-only users; the user must have Social & Sites in order to access campaigns since campaigns are accessed through the Social tab.
Campaign-Only Posts
Q: What are “campaign only” posts?
A: Campaign only posts can only be published via campaigns. The posts do not appear in the end user’s content library.
Q: How can Admins create a campaign only post?
A: 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.
Q: Can I save a campaign only post as a draft?
A: Yes, you can save the post as a draft for a later review.
Q: How can I look for campaign only posts in the content library?
A: 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.
Q: How can I add campaign only posts created in the library to a campaign?
A: 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.