This guide will walk you through the features of the Campaigns CRM, explaining how to keep track of your campaigns and make the most of Heepsy's management tools.
What is the My Campaign Offers view?
The My Campaign Offers section is a management panel where you can keep track of all your campaign offers. It provides detailed information about the current status of your campaigns, helping you stay organized and on top of your influencer marketing efforts.
Key Features of the Campaigns CRM
1. Manage Campaign Offers
Change Status: Activate or pause your campaign offers. Only active offers will be listed in the Marketplace for creators, allowing you to receive new proposals.
Proposal Counter: Keep track of the number of influencers who have submitted a proposal for each campaign.
Preview Offer: View your campaign offer as other users see it, ensuring everything appears as intended.
2. Campaign Details and Actions
From the details link of each campaign offer, you can access several additional options:
Boost Offer: Highlight your campaign offer by making it appear among the first ones in the Marketplace. This paid feature is included in the Starter, Plus, and Advanced plans.
Edit Offer: Modify any aspect of your campaign offer except for the selected incentives. This flexibility allows you to update campaign details as needed.
Share Offer: Share your campaign offer on your social networks or via WhatsApp, email, or any other method to reach a broader audience.
Delete Offer: You can delete your campaign offers from the edit view. However, it is recommended to pause offers you’re no longer managing instead of deleting them to avoid affecting linked proposals and negotiations.
Tips for Using the Campaigns CRM
Regularly Update Campaign Status: Keep your campaign offers updated by activating or pausing them as needed. This ensures that only active and relevant offers are visible to creators.
Monitor Proposals: Regularly check the proposal counter to stay informed about the interest in your campaign offers and follow up promptly with interested influencers.
Use Preview Feature: Always preview your campaign offers before making them live to ensure they look professional and include all necessary information.
Boost Strategically: Use the boost feature to give your important campaigns more visibility, especially if you have a time-sensitive or high-priority offer.
Leverage Sharing: Share your campaign offers through multiple channels to maximize reach and attract more creators.
Preview Offer. To ensure changes have been applied and the offer is attractive.
