The purpose of a dashboard for digital campaigns is that it helps users who are involved in the campaign access all information such as the CBD, Inquiry Details, Live Reports and External Resources associated with the campaign from a centralised location. It also allows new users coming into the campaign to quickly and easily access content for the campaign.
The first page you will see when clicking into the Digital Dashboards module is the Client Dashboards page. Here you will be able to navigate to dashboards for a specific client
For admin users, you will also be able to access the tools associated with the campaign such as the funnel, reporting, and dashboard setup.
When clicking on a Client and viewing a dashboard, you will find that the dashboard is a centralised location for all the resources in a given campaign. The dashboard is split into 8 tiles:
The Campaign Setup Process displays the WL 2.0 Process for the campaign in the tile
There are also additional buttons in the tile which link to the Preview and Overview of the WL 2.0 Process
The Campaign Briefing Document (CBD) tile displays the CBD for the campaign.
The Sample Advert tile displays the an advert which is used for the Campaign.
Each campaign has Ad's which are specific to the campaign and these Ad's can be on Facebook, LinkedIn, Google etc.
The Sample Landing Page tile displays the an example landing page which is used for the Campaign. This landing page captures user information to create a lead.
The Live Inquiries tile displays the Process Overview for the Inquiry Process which is linked to the campaign.
When Processes get created or WorkItems are completed in the Inquiry Process, the Process in the tile animates to show the progress in the Process.
There are also additional buttons in the tile which link to the Preview and Overview of the Inquiry Process
The Inquiry Details tile displays the information for all Inquiries in the campaign. This includes the status of WorkItems in the Process.
On the dashboard when the cell in minimised, the tile displays a breakdown of how many Inquiries are currently Active or Completed and which stage in the funnel they are currently at
When the cell is maximised, a user is able to view:
The Live Reports tile displays the Digital Funnel Report setup for the Campaign. Click here for more information on what the Digital Funnel Report includes
Also in this tile there are buttons which link to other reports for Digital Campaigns such as the Agent Activity Report, Activity Audit Report and also the Publisher Report
The external resources tile displays any extra information or documentation which is used for the campaign e.g. training documentation. The tile also displays when the reports will be synced on a daily basis and also the report repository for Bulk Updates in the campaign
For more information on EIMS Non-Digital Campaign Dashboards and also how to create Dashboards, please see the links below.