Explore the Adobe Campaign Classic user interface

Transcript

In this module, you’ll learn to navigate the Campaign Classic User Interface. Campaign Classic provides a Business User Interface designed for marketers called the home view that provides an overview of all the marketing activities. From this view, the marketer can see and access all the marketing activities they’re working on. They can also access profiles and targets and reports. Campaign Classic also provides an interface for technical users like administrators or developers called the Explorer. This interface provides a full view of all the data and configurations within campaign. Marketers can also use this interface, however, they wouldn’t have access to all the data and configurations that an administrator would see. The first time you log into the console, you’ll likely be on the Adobe Campaign homepage by default. This homepage is a dashboard made up of links and shortcuts that let you access the capabilities of Campaign. It’s important to note that the capabilities available depend on the modules and add ons installed. The general platform configurations as well as the permissions assigned to the operator, logged into campaign. The license agreement determines which modules or add ons can be installed in your instance. From this central section of the homepage, there are direct links to the Campaign Online Documentation, also to the Community Forum and the Support Website. The core capabilities of the platform are accessible using the links in this main menu bar at the top of the homepage. In campaigns, under the browsing section, you can access all the main activities like plans, campaigns, and deliveries. The more button, over here provides the full list of the type of assets you can create in campaign. There’s also a search capability.

So if we remove that search, we can see all of the different activities, or you can go in and search for something more specific.

Let’s exit the menu.

We can see what campaigns selected in the browsing section, we’re seeing a list of campaigns over on the right. We’ll just be viewing the various marketing activities, but we won’t be making any edits or changes. When I select the Memorial day weekend email campaign, notice how it opens in a separate tab. It’s now in a full view. If I go back to the homepage here, I can then go ahead and open a different campaign. So if I open the kickoff email campaign, notice how it opens also in another tab. So the point here is to show you that I can move quickly back and forth between my different campaigns that I’m using or that I’m editing using these two tabs. If we go back to the homepage, now let’s have a look at deliveries. I select deliveries in the left, and I can see lists of the deliveries within this campaign instance. Notice there’s a create button here. So this would allow me to create a delivery since I’m in the delivery menu or notice over on the left hand side, below the browsing section, there’s also a create section and I can either create a campaign, a delivery, or if I selected more, I could also go in and select other options. Like I could create a plan directly from this menu.

So the takeaway here is that from this interface, the marketer can create all their marketing activities. Now let’s look at other options in the menu bar.

Let’s go to profiles and targets. In this page, you can manage your recipients and your list of recipients.

And you can notice here on the right, we have lists of recipients that are, we have recipients selected or displayed. If we collect, lists, we then see different lists of recipients.

Let’s go ahead and click reports.

This is where the marketer can access all the reports that are available in campaign. So let’s now go look at the Explorer view. So to access the Explorer view, there’s a button up at the top bar here, click that.

Now this view provides you access to all campaigns functionality and capabilities, configuration screens, and a more detailed view of the platform elements. It’s divided into three areas. Now to show you the three areas. I’m just going to select under campaigns and just select these deliveries here. This will give you a sense of the three different areas. So this over here on the left is the tree view. It can also be referred to as a navigation hierarchy. Over on the right at the top, we’ve got the list view, which is this section here. And we also have the details view that’s displayed below our list. The tree view provides a hierarchy of all the assets that exist in the campaign instance. Now, if I select the Campaign Management Folder, and then I select the increase 2020 sales plan, on the right, I see the properties of this plan. I can then select the air travel plan. And if I select that, I then see its properties over on the right. I can then select within this plan. I can go ahead and select a program. If I select the program, I then see over on the right first, I’m seeing the campaigns that belong to this program. So notice up at the top, there’s a tab called campaigns, and then there’s also a program one. So for the same program, I can either look at the program properties or I can look at the campaigns that exist within the program. If I select these campaigns, I am seeing the list view here. If I select one of the campaigns, let’s select the summer sale here, I can then see the details of that campaign in the details pane. Now, when I double click here, it’ll expand into this full view, which is what we saw earlier from the homepage. And notice that in fact, the other campaigns that I was looking at from the home page are still open. So again, just pointing out that once they’re in full view, you can then navigate to make changes to all of your different campaigns that you’re working on.

Let’s go back to the Explorer view here. In this list, you notice that I have a lot of different default columns that are displayed. If I want to see additional columns, I can simply right click within that list view and configure list.

And then I can add any of the columns that are shown here. So let’s say I want to add the creation date.

So now it’s added to the output columns, and I can also move things around with the arrows here. So if I wanted to move this up, I can move this up in the list. So the creation date could appear before the last modified date, and then I click, okay.

And now we see in our list, we’ve got the creation date and the last modified date in that order that we changed.

Notice there’s a counter over here on the right at the bottom of the list view. This displays the number of records that are loaded in the list, as well as the total number of records. There are many records in this list. So let me show you one that has a lot of records. If you go under Administration, Configuration, Data schemas notice that there’s the counter here shows that there’s 200 records, which are, is the maximum number of records that are displayed by default. And then if I, you can notice there’s a question mark here. So I’m not seeing the total number of records. So if I just click on that counter, I can then see that there are a total of 242 records.

If I wanted to load all the records, I have two options. One is to click on continue loading, which will add in batch some additional records or I can right click in the list view and select load all. Now notice it’s displaying 242 of 242. This completes the exercise of navigating the Campaign User Interface. -