Content

Assets

Assets are those items which you will provide to your contacts typically upon completion of a form. These assets are tractable items and can carry their own point values, history, and tracking statistics.

Example Assets

A few common examples of assets include:

  1. A white paper provided in regards a particular product or service.
  2. A downloadable demo application or other digital product.
  3. Any file of interest to the contact such as video, mp3, presentation, etc.

Assets

Assets

The following information are displayed on the asset page

  1. Title
  2. Category
  3. Download count
  4. Id

How to create new assets

  1. Click new tab
  2. Fill the information
    1. Storage location(local/remote)
    2. Title
    3. Alias
    4. Description
    5. Category
    6. Language
    7. Published
    8. Published at (date/time)
    9. Unpublished at (date/time)
    10. Upload file
    11. Block search engines from indexing this files
  3. Save file

Step1- Click on content

How to create assets

Step 2 -Click on assets

How to create assets

Step3- Click on new tab

How to create assets

Step 4 -Fill the following information and chose a file to upload.

How to create assets
How to create assets

Step 5-Click on save and close.

How to create assets

Deleting assets

Assets can be deleted based on three ways.

  1. Delete the entire list of assets.
  2. Delete multiple selected list of assets.
  3. Delete individual assets list.

Deleting entire list of assets – Click on the topmost checkbox it will select the entire list of assets and click on the drop down list and from the drop down list select the delete option this will delete the entire list of assets.

Steps to delete the entire list of assets
Steps to delete the entire list of assets
Steps to delete the entire list of assets

Delete multiple selected list of assets -Click on the checkbox associated with the assets that needs to be deleted and then click on the drop down arrow to select the delete option.

Steps to delete the multiple selected assets
Steps to delete the multiple selected assets
Steps to delete the multiple selected assets

Delete individual assets

Select the checkbox associated with the assets that needs to be deleted and the click on the drop down list and then click on delete option.

Preview assets

To preview assets select the checkbox associated with the assets and from the drop down list select the preview option.

Preview assets
Preview assets

Clone assets

Assets can be cloned by clicking on the checkbox associated with the assets and then click the drop down arrow and select the clone option and this will take to the new assets section.

Clone assets

Clone assets

Fill the following information

  1. Storage location
  2. Update a file
  3. Preview
  4. Title
  5. Alias
  6. Description
  7. Category
  8. Language
  9. Published
  10. Publish at (date/time)
  11. Unpublish at (date / time)
  12. Block search engine from indexing this file.

After filling up the required information click on save and close

Clone assets

Landing Pages

Pages within CampAct are a powerful tool for quickly creating compelling content with a single focus. Use pages for directing contacts through a form or providing a way to download an asset, or merely tracking interest in a particular subject.

Features of landing pages

There are many great features with CampAct landing pages. These pages allow you to create an A/B testing environment (more on this later), multilingual pages, and template pages unique to a variety of pre-defined templates.

Landing pages
Landing pages

The following information are displayed on the landing pages.

  1. Title
  2. Category
  3. Hits
  4. Id

How to create landing pages

  1. Click new
  2. Fill the following information
    1. Title
    2. Alias
    3. Category
    4. Language
    5. Is a translation of
    6. Published
    7. Is preference centre
    8. Published at (date/time)
    9. Unpublished at (date /time)
    10. Redirect type
    11. Disable search indexing
    12. Meta description
    13. Choose a theme(optional)
  3. Click on the builder.
    1. Choose slot types
    2. Selection types
    3. Customize slot
    4. Customize section
  4. Click apply

STEP 1-Click on landing pages

Create landing pages

Step2-Click on new

Create landing pages

Step3-Fill the information

  1. Title
  2. Alias
  3. Category
  4. Language
  5. Is a translation of
  6. Published
Create landing pages

Step4- Click on builder.

Create landing pages

Step5 –Select Slot Type Selection Type Customize Slot and design your landing pages based on requirement.

Create landing pages

Step6-Click on apply

Create landing pages

Delete landing pages

Deleting landing pages can be done by three ways

  1. Deleting the entire list of landing pages.
  2. Deleting multiple selected list of landing pages.
  3. Deleting individual landing pages.

Deleting the entire list of landing pages- this can be done by clicking on the checkbox at the top and this will select the entire list of landing pages and then from the drop-down list select the delete option.

Delete the entire list of landing pages
Delete the entire list of landing pages

Delete multiple selected list of landing pages- Select the checkbox associated with the landing pages that you need to delete and then click on the drop down at the top and click on delete selected

Delete multiple selected landing pages

Deleting individual landing pages – To delete individual landing pages select the checkbox associated with the landing page and from the drop down select the delete option.

Delete multiple selected landing pages
Deleting individual landing pages

Clone landing pages

To clone a landing page select the checkbox and then from the drop-down click on the clone option this will open the new page option and then fill the following information.

  1. Title
  2. Alias
  3. Category
  4. Language
  5. Is a translation of
  6. Published
  7. Is a preference centre
  8. Publish at date/time
  9. Unpublished at date /time
  10. Redirect type
  11. Disable search indexing
  12. Meta description

Click on Save and close

Clone landing pages
Clone landing pages

Published and unpublished landing pages

Published landing pages- This indicates that the landing pages have been put to use for sharing and collecting user information. Published landing pages are indicated by green symbol.

Published landing pages

Unpublished landing pages – The landing page are still under development stage and have not been put in use or the landing page has expired the duration of use. Unpublished landing pages are indicated by red signal.

Unpublished landing pages

Forms

Forms are a special part of the marketing automation system. A form is used to collect user information often in exchange for providing access to a download, an event registration, or an email newsletter. Forms allow you to collect contact data and add additional information to their profile.

The following information is displayed in the forms page

Forms
  1. Name
  2. Category
  3. Results
  4. Id

How to create forms

  1. Click on forms from components
  2. Click on new tab
  3. Select Campaign form or Standalone form
  4. Fill the information in a) details tab b) fields tab c) action tab
  5. Click add
  6. Save and close

Step1-Click on Forms

How to create forms

Step2-Click on new tab

How to create forms

Step3- Choose campaign form or standalone form.

How to create forms

Campaign form-Campaign forms can be selected to be the source of contacts when building a campaign. Some submit actions may not be available. Standalone form-Standalone forms are not restrained to campaigns and can have all submit actions configured directly within the form.

Step4- Details Tab

Fill the information in the details tab

  1. Name
  2. Description
  3. Successful submit action
  4. Redirect URL /Message
  5. Category
  6. Published
  7. Published at (date/time)
  8. Unpublished at(date/time)
  9. Kiosk mode
  10. Render style

Details Tab

How to create forms

Step5- Fields Tab

  1. Click on field tab.
  2. Choose a field from the drop down list (in the example we have selected checkbox).

Fields Tab

How to create forms

Step6-General Tab

How to create forms

Fill the information in the general tab.

  1. Label
  2. Default value
  3. Show label
  4. Save result
  5. Help message
  6. Click add

Step7-Contacts Field Tab.

How to create forms
  1. Click on the contact field
  2. Choose a contact field from the drop-down.
  3. Click on add.

Step 8-Validation Tab.

How to create forms
  1. Click on validation tab.
  2. Write the validation message.
  3. Click on add.

Step 9 –Properties Tab.

How to create forms

Option list - Add a value.

How to create forms
  1. Click on the Properties tab.
  2. Click on add a value.
  3. Create a label and give values.
  4. Click on add.

Step10-Attributes Tab

How to create forms

Click on attributes tab.

Fill the information.

  1. Field html name.
  2. Label attributes.
  3. Input attributes.
  4. Radio /checkbox label attributes.
  5. Label attributes.
  6. Field container attributes.
  7. Click Add.

STEP11-Behavior tab.

How to create forms

Click on behaviour tab.

  1. Show when value exits.
  2. Autofill data.
  3. Show after x submissions.
  4. Click on add.

STEP12-Actions tab.

How to create forms
  1. Click on action tab.
  2. Select an action from the drop-down(we have selected download an asset for the example).
How to create forms
  1. Fill the name.
  2. Fill the description.
  3. Select an asset from the drop down.
  4. Click on add.
How to create forms
  1. Click save and close.

Standalone form

How to create forms

Step 1- Fill the information in the details tab.

How to create forms

Fill the information.

  1. Name of the standalone form.
  2. Description.
  3. Successful submit action.
  4. Redirect URL/Message.
  5. Category.
  6. Published.
  7. Published at(date time).
  8. Unpublished at(date/time).
  9. Kiosk mode.
  10. Render style.
      New category can be created
    1. Click on the dropdown of category.
    2. Fill the information.
    3. Click save and close.

New category

How to create forms

Fill the field

  1. Title
  2. Description
  3. Alias
  4. Color
  5. Published
  6. Click save and close

Fill the details information

How to create forms
How to create forms

Fill the actions information.

How to create forms

Click on save and close.

How to create forms

The new form is created.

How to create forms

Clone forms

To clone forms click on the checkbox associated with the forms and then from the drop down select the option of clone this will redirect to the edit page and then create a clone of that form.

Clone forms

Preview forms

To preview forms click on the checkbox associated with the forms and then from the drop down list select the preview option this will show the preview of the form.

Preview forms

Delete forms

To delete forms click on the checkbox at the top and this will select a the entire list of the forms and click on the drop down and select delete selected from the option this will delete the entire list of forms. Manually by unchecking the checkbox associated with the forms that are not to be deleted and this now select the delete option from the list this will delete the selected forms.

Delete forms manually

Rebuild cache

This will delete the old cache data and this will create a fresh storage for new data this will speed up the process.

Rebuild Cache

Form results

Results contain the following information about the forms.

  1. Submission id
  2. Contact id
  3. Date submitted
  4. Ip address
  5. Name
  6. Email
  7. Description

Steps to view the results page

  1. Click on the view results adjacent to the forms to view the results page.
Steps to view the results page
Steps to view the results page

Alternative way to view the results page.

  1. Click on the checkbox associated with the forms about which the results need to be displayed.
  2. Click on the drop down arrow and from the drop down option click on the results tab.
  3. Results page will get displayed.
Steps to view the results page
Steps to view the results page
Steps to view the results page
Steps to view the results page

Delete Results- Select the topmost checkbox this will select the entire list of results and the click on the drop down menu and then select the delete option to delete the results.

Delete results
Delete results

Click on the checkbox associated with the results and then from the drop down select the delete option.

Delete results

Edit forms

Assets can be edited by two ways

First method – Click on the checkbox associated with the forms and then click on the drop down menu and selects the edit option and this will redirect to the edit page.

How to edit forms
How to edit forms
How to edit forms

Second method – Click on the forms that needs to be edited and this will open the details section of the forms and then click on the edit button to edit the forms.

How to edit forms
How to edit forms
How to edit forms

Export form results

In the results page the option of exporting the form is available.

The following types of export are available in the results page

  1. Export to csv
  2. Export to excel
  3. Export to html
Export form results

Published and unpublished form

Published form- This indicates that the form has been put to use in the website or landing pages to collect user information. Published forms are indicated by green symbol.

Published Form

Unpublished form – The form is still under development stage and has not been put in use or the form has expired the duration of use. Unpublished forms are indicated by red signal.

Unpublished form

Dynamic Content

Dynamic content

How to create dynamic content

Step1- Click on Dynamic content.

How to create dynamic content

Step2 -Click on new.

Click new tab.

How to create dynamic content
How to create dynamic content

Fill the following information.

  1. Internal name
  2. Content
  3. Category
  4. Language
  5. Is a translation of
  6. Published
  7. Is campaign based

Create the default one.

Then add variant.

Step3-Click on save and close.

How to create dynamic content