Explore the Campaign Web User Interface

Transcript

In this video, we will explore the Campaign Web-based UI. You will learn how to access the Campaign Web UI from the Adobe Experience Cloud Home, discover the unified experience across the application, how to navigate throughout the UI, how to customize the different lists, the different capabilities. Let’s get started. From the Adobe Experience Cloud Home, you have quick access to the different applications, and you will find Campaign. Once clicking Adobe Campaign, you will have access to two cards. One is the actual Adobe Campaign Web-based UI, and the second is the control panel if you are an admin to manage your instance. Click the Adobe Campaign card. You will land directly in the Adobe Campaign Web-based UI on the home page. Three things to mention. That top bar that we call the unified shell, the left rail menu, this is a new way to navigate compared to the client console, and the home page itself. Regarding the unified shell, you have access to your different instances. For example, here I can look for my different instances. You can switch between the different applications available into the experience cloud. Experience Manager offers decisioning as well as Adobe Admin Console to manage rights and permission. Of course, if you have more applications like journey optimizer or the experience platform, you will find them into that list. With that, you don’t need to log out and log in again to access the different applications. Use the app switcher to switch from one app to another. You also have access to the help center, the experience league, where you have direct access to tutorial, learning, and video like this one, the community, the customer care, the support, and you can also provide feedback directly within the UI about the new UI or also about your user experience. You have access to the notification center where you will retrieve different announcements like product release, new features, as well as notification related to the different workflows in place across all applications. So these notifications are not only based on campaign. And finally, your account where you can switch to dark mode or you also have access to your preferences such as modifying the language of the instance. For example, this one is in English, but I can switch to Spanish, French, Dutch. It’s really up to you in how you want to display the application. Please note that this modification, this language, apply to the current user so you won’t impact the other user. It’s really up to you. On the left hand side, you will find different capabilities, different features clubbed together by functional area. So you will retrieve campaign management with campaign deliveries and in page workflow, content management, customer management, where you can manage your profile, audiences, subscription and service, you have access to reporting, et cetera. You will find more and more features in the future. And we have access to what we call the Explorer. The Explorer is a way to retrieve your folders, the one that has been created from the client console. That folder hierarchy is the exact copy of what you have in the client console. So if you are not familiar with this new way of navigation, you can still navigate throughout your folders right here. Please note that you will retrieve every folders. Of course, if you don’t have access to a specific folder, you won’t see it there, but you would see it also in the client console. So if I want to access my campaign, I can click campaign access to that specific folder right here and see the different campaign right here. Same for deliveries. If I want to access my specific folder right here, I can see my delivery here. Let’s go back to the homepage. On the homepage, you have access to this banner where you will get direct access to the new features and that banner will change in every release. We will highlight what are the key new features with direct access to tutorial videos as well as the release note and documentation. On the homepage, you will retrieve KPIs across the different channels on different periods. The recent activities, for example, the creation of emails, SMS, push, campaign, workflows, and the learning to also get access to documentation. Now let’s dig deeper into a list. For example, let’s access to the delivery list. One thing to notice, you have access to all the deliveries across all the folders right here. Of course, you can filter that list by clicking this icon and you can select that status, let’s say draft. You can define a specific contact date, select specific channel, display only the real deliveries, not the proof, and the one belongs to a specific campaign. That’s my list and you can find the tags related to your filters at the top of this list. On top of this, you can also filter that list based on your folder. So let’s say you created a specific folder called Josh USDA. You can select that folder or multiple folder, it’s up to you, and confirm. Again, you can see folder Josh R and that’s the deliveries that are part of this folder and that are related to that different filters right here. Of course, you can clear this all. Please note that all the filters that you apply to a specific list will be saved. So once you log out and log in again, you will retrieve that filter. You don’t have to redo it again and again. In addition to that, you can also decide and customize what column you want to display in this list. And again, it applies only to the current user. It won’t impact any other users. With that, you can easily customize how you want to display the different lists in the application. For example, if I want to remove campaign, the last modified created by, I can easily remove that different attribute and remove that column. I can also add any other columns by clicking the plus here. Again, if you extend the delivery schema and have a specific or custom field, you can add this custom field and it will be available in that list. So you can also display that custom attribute into your list. Let’s confirm this. As you can see, the list is a bit reduced and I have access to my content. Of course, you can sort that list on different columns. By default, it is sorted on the contact date. But if I want to sort this by, I don’t know, let’s say the delivery rate, I can decide by delivery rate. If I want to resize the column, I can also do this. If I want to sort by open rate, I can select the open rate. From every list, you also have access to the templates. As you can see, we have the pros tab right here to access the real object. But you can also click templates to see all the templates. And that’s the same for every object. Workflows, you have access to all the workflows as well as the different templates right here. And from each of the list, you can create a new object. In this case, I create a new delivery. In this case, I create a new workflow. And it is the same for every list. Finally, you have these three dots, which are the quick action. For example, for delivery, you can copy this delivery as a template, you can duplicate, you can delete, or you can have a direct access to the report. And again, that’s applied to every list. Right here. And same for the campaign right there. And with that, thank you.