Clients
In the Campaign Manager App, the clients section displays all Clients we have run campaigns for (Past and Present). When a client is selected, you will be able to edit the clients name, description and logo.
In the right hand side collapsible menu you can also see the information for the Client such as who created it, when it was created and when it was last updated. You can also see the Target Account List for the Client and inside here you can add a new Target Account or Add a new Target Account List.
Target Account List
The target account list tab displays the targeted accounts for the client. It is imperative that this list is populated and up to date and the calculations in the Power BI Campaign Funnel Report relies on the data in this tab.
Adding a Single Target Account
A New Target Account can be added by clicking on the 'Add Target Account' button at the bottom of the page, this will display a dialog box with 2 fields:
- Company Name (Mandatory) - The name of the company that is being targeted
- Target Segment (Mandatory) - The target segment associated with the target in which is being targeted
Once all the fields are populated, click "Ok" to add the target account to the list.
Adding a Target Account List
A new Target Account List can be added by clicking on the "Add Target Account List" button in the bottom right corner of the page, this will display a dialog box where you can upload a spreadsheet of Target Accounts.
The system is expecting a spreadsheet with two columns:
- Target Segment (Mandatory) - The target segment associated with the target in which is being targeted
- Company Name (Mandatory) - The name of the company that is being targeted
Click the 'Upload' button to upload your spreadsheet, once the spreadsheet has been selected, click 'Upload' in the bottom right corner to upload the Target Accounts to the platform
Editing a Target Account
Existing target accounts can be edited by clicking on the target account in the list. A pop up will appear which will allow you to edit the company name or target segment of the target account.
In the same pop up there is a checkbox if you wish to delete the target account.
Once you have made your changes click "Ok".
Deleting a Target Account
Existing target accounts can be deleted by clicking on the target account in the list. A pop up will appear with a checkbox at the bottom to delete the target account. Check the box and click "Ok" to delete the target account