To add your own Categories, Deliverables or Tools, click the Add dropdown and select the type of activity to add. Enter in the details in the pop-up screen.
To add tools to your project, click the Add dropdown and select Tools. This will open the Browse Tools window. Any tools you select will be added to your existing project.
There are two ways to edit an activity: Click the Edit icon and change it in the pop-up box or double click the activity line and use the in-line editing feature to change it.
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.
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.
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 outcomes are difficult to predict. There are so many variables which affect any campaign’s final result:
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.