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Sorting & Reordering

There are two ways to sort activities: Manually moving them with the drag and drop feature or sorting activities via column headers.

To drag and drop activities in your project, click and hold the activity and drag and drop it to your desired position.

You may also sort by any particular column by clicking on the arrow to the right of the column header and choosing your sort option.

You may wish to change your view by selecting the View dropdown and selecting your view option. The column header sorting will then apply to your new view.

Changing the View

You have the option to hide the project details so you have more screen real estate to view your project activities.

Simply click the Collapse option in the top black bar to hide the details and view more Activities. Click the Expand option to return to the normal view.

You may wish to change your view if the activities by selecting the View dropdown and selecting your view option. The column header sorting will then apply to your new view.

Attaching/Downloading Files

You may wish to attach files to your project for future access. To do so, in your Project Details screen select the Files dropdown and then Add or Download files from here.

Campaign Validation

Campaign outcomes are difficult to predict. There are so many variables which affect any campaign’s final result:

  • The quality of the campaign concept
  • The list quality or audience targeting
  • The value of the offer
  • The impact of the message and the creative
  • The quality of the fulfillment
  • The timing
  • Sales follow-up and conversion

And then there’s the cost – can you nail all the above elements and stay within budget?

Sophisticated marketers gain an understanding of how all these work together through experience and have a good feel for how to design a high-performing campaign.

To gain this experience, create a detailed campaign plan BEFORE running any marketing campaign. Thinking through all these key elements, and putting numbers into spreadsheets to project campaign success, or ROI.

Marketing Strategy

Every serious marketer has a marketing strategy. It’s common, however, that the rest of the team (including the executives in the C-Suite and the VP of Sales) don’t have a clear understanding of that strategy. By committing your strategy to paper and showing how that strategy can influence your market and growth revenue, you have a better chance of gaining buy-in from the rest of your team. More>>>

Marketing Planning

From your account, you can create detailed plans for:

  • Strategy: Positioning, branding, pricing, distribution, selling, campaigns
  • Tool Creation: Websites, messaging, literature and collateral, corporate identity, software systems
  • Demand Generation: SEO and SEM, social media, email marketing, online advertising, customer retention, direct mail, publicity, telemarketing and traditional media.
  • Measurement: Marketing return on investment, customer lifetime and customer lifetime value

More>>>

Measuring ROI

If you project your ROI BEFORE running your campaign, then measuring your actual ROI after the campaign completion isn’t difficult. Simply track down the actual numbers for each line item, add any additional costs, and see how well you performed. More>>>

Learning

Marketing is such a broad and changing field, even the most seasoned marketers have little to no expertise in some areas of the field. Whether it’s strategy, digital marketing, creative, messaging, campaign concepting, marketing execution, using traditional media, publicity or direct response, building tools or building brands, marketers who seek to learn end up producing better results.

Using the Tools

Once you’re in the tools, you’ll be focusing on your marketing task, so it’s helpful to understand how the tools work beforehand.

Here you can dig deeper in to the features:

  • Fields Displaying in Reports
  • Hiding Guidance
  • Adding Response Fields
  • HTML Editor
  • Double Input Fields
  • Triple Input Fields
  • Spreadsheets for Calculators
  • Summary Tasks
  • Outputting Work

Reports

After you’ve entered in responses to a task, or all the tasks in a deliverable or all the deliverables in a category, click the  icon to output to a PDF.

To output all of the content in your project, or to create a project status report, click on the Reports dropdrown.

The PDFs at each level contain different formatting. Learn about:

  • Task Formatting
  • Deliverable Formatting
  • Category Formatting
  • Project Content Formatting