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How to create a Campaign

  1. Exclaimer Knowledge Base
  2. User Manual
  3. Campaigns
Ari Flavell
  • Updated

Description

The Campaigns feature allows you to append a banner image to a signature template for a set period of time. The image contains a hyperlink to connect your users to specified content. The Campaign does not take up a signature slot and allows you to control access to your Campaign content across custom date and time ranges, for example, for limited-time marketing campaigns.

NOTE: Campaigns is only available in Standard and Pro Plans. For more information on pricing plans, see Exclaimer pricing plans.
WARNING! Due to Gmail HTML limitations, Campaigns currently CANNOT be used for Client-Side deployment in Gmail. Server-side deployment is supported. For more information on server-side and client-side, see the Difference in features between server-side and Client-Side signatures.

How to access it

  1. Log in to Exclaimer and select Campaigns from the menu sidebar. This opens the Campaigns screen.


    Select Campaigns from the menu sidebar to open the Campaigns screen.
  2. Select Create Campaign.


    The Create Campaign button is found in the Campaigns screen header.

Using the Campaigns feature

Select an option below to view the related instructions:

Creating a Campaign

To create a Campaign:

  1. Select Create Campaign to open the New Campaign screen.


    The New Campaign screen.
  2. Select the Enable this Campaign checkbox to set the Campaign as Enabled. This allows the campaign to be used.

  3. In Campaign Name, enter a name for your Campaign.

  4. Select ADD BANNER IMAGE to upload a banner image for your campaign.
    NOTE: The recommended file formats are JPG, JPEG, PNG, or GIF. Campaign images must be under 150KB and a maximum of 600 x 600 pixels in size. For information on how to adjust image size, see our image resizing guide.
  5. To replace the banner image, select the upload icon.


    The upload icon appears next to your image.

  6. To add alternative text to be shown if the image cannot be displayed or for descriptive purposes (for example, with screen readers or accessibility software), enter your text in the Alt Text field.

  7. Enter the destination URL for your Campaign image in the Target URL field. This will create a hyperlink for your image to connect users to. UTM parameters are permitted in the URL composition for click tracking. For more information on click tracking within Exclaimer, see our knowledge base resources on Engagement Analytics.

  8. Enter a start date and time and end date and time for your Campaign by typing into the entry fields, or by using the calendar picker.
    WARNING! Only one Campaign can be applied at a time. If multiple Campaigns are enabled with the same or overlapping date and time ranges, Exclaimer will process the first Campaign with matching criteria only.
  9. Select SAVE CHANGES. Your campaign is now displayed in the Campaigns screen.

  10. To return to the Campaigns screen without saving, select CANCEL CHANGES.
Viewing the Campaigns screen

The Campaigns screen displays a list of your campaigns.


The Campaigns screen displays your Campaigns and their details, including editing options found in the icon buttons.

Each campaign displays the following data and options:

Display

 Purpose

Name

 The name of the campaign.
Start The start date of the campaign.
End The end date of the campaign.
Status

The status of the campaign. The available statuses are:

  • Live - the Campaign is enabled and currently within the set date range.
  • Disabled - the Campaign is not enabled.
  • Scheduled - the Campaign is enabled but the start date has not yet been reached.
  • Completed - the Campaign is enabled and the end date has passed.

Only Campaigns that are Live will be applied to signatures.
Edit

Select the pencil icon to reopen the Create Campaign window, where you can edit the Campaign in the following ways:

  • Upload a new banner image
  • Change the campaign name
  • Enable or disable the campaign
  • Change the start or end dates
  • Edit the URL
  • Edit the alt text
Advanced Options

Select the cogwheel icon to open the Advanced Options screen. This contains configuration options. For more information on configuration options, see How to configure and apply a Campaign.
Delete

Select the bin icon to delete a campaign.

 

Next steps: Once you have created your campaign, you need to process configuration settings to apply it. Select the Advanced Options cogwheel icon to open the configuration options and follow the procedures in How to configure and apply a Campaign.