Setting up a dashboard for a Campaign
The dashboard creation page contains tabs to create and edit the information for the dashboard.
Digital Dashboards
Loading the template to create the dashboard
Follow the steps below to create a Digital Dashboard for a campaign:
- In the edit screen, click the 'Load Template' button
- A pop up will appear, in the dropdown list, select 'Digital EIMS Standard'
- Once selected a form will appear to be populated
- Lead Preview Process Def ID - Enter the Process Definition ID for Lead Process
- Overview GUID - Enter the embed GUID for the Process Overview
- WorkItem List GUID - Enter the WorkItem List Embed GUID
Once all the information has been entered click 'Apply' and then click save
What each tile means in the dashboard and the configuration of the tile:
Campaign Setup Process
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 tile has been setup using the following options:
- Type = Process Diagram
- Uncheck the Overview option and check the 'Use Processes selected for campaign'
- Choose Campaign Process = The WL 2.0 Process ID that was added to the campaign during setup
Campaign Briefing Document
The Campaign Briefing Document (CBD) tile displays the CBD for the campaign. This tile is automatically populated as long as the CBD URL has been entered when setting up the Campaign.
For Digital Campaigns, the CBD tile is a google sheets document which can be edited directly in the tile
Sample Adverts
Sample Landing Pages
Live Inquiries
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 tile has been setup using the following options:
- Type = Process Diagram
- Overview = Checked
- Select Process Definition = This is defaulted to the Inquiry Process selected during the setup of the Campaign. This can be updated directly in the dropdown if required
Inquiry Details
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:
- Information for the Inquiry - this includes the Process ID, WorkItem ID, the fields in the Process for the Inquiry (e.g. Company Size, First Name, Last Name), when the process was last updated.
- Navigate to the WorkItem for the Process by clicking on the edit icon in the Actions column for the Process
- Filter, Sort and Search the information in the grid
The tile has been setup using the following options:
- Type = Inquiry
- Select Process Definition = This is defaulted to the Inquiry Process selected during the setup of the Campaign. This can be updated directly in the dropdown if required