In this guide, we'll walk you through the essential features and functionalities of the Campaigns section within Pooltrackr. Learn how to create and manage your campaigns effectively to engage with your audience and drive business growth. 

• Create and update a campaign
  • Create your own banner in Canva 
• Campaigns List view 

Create and update a campaign

To create a campaign, you may follow the steps below: 

1. Go to Operations → Campaigns
   
   
2. Click on the New Campaign button. 
   
   
   
   
3. Add the campaign name according to your preference. 
   
   
4. If applicable, add the URL where you want to direct the customers. The URL will make the banner clickable when used in the email footer.
   
   
5. Upload a banner. To ensure optimal display and performance across various platforms and device, upload a banner with the following specs. 
   
   Dimensions: 1092x135 px
   Maximum file size: 5 MB
   File formats: PNG, GIF, JPG, SVG
   
   Following the above specifications guarantees that your banner meets the necessary quality standards for the campaigns. By optimizing dimensions, file size, and formats, you enhance the visual appeal, loading speed, and compatibility of your campaigns, ultimately maximising engagement and driving successful outcomes. 
   
   
   
6. Set the date from when the campaign should be active. You can also set an expiry date but you can leave it blank if you want to manually turn it off. The start and end dates dictate when the banner will run. It will not run before the Start date or after the Expiry date.
    
7. Set which assets you would like the campaign to show on. 
   
   
8. Click on the Create button once done. 

Create your own banner in Canva 

Click on the Default template button if you wish to create a banner in Canva using the pre-defined template from Pooltrackr. You will then be redirected to Canva. Click on the Use template for new design button to continue designing your banner on Canva. 

We have already defined the dimensions of the template to fit the specifications.  

Campaigns List view 

The Campaigns list view is where created campaigns are shown. You can also edit or delete campaigns from this page. 

1. Click on the New Campaign button to create a new campaign. Learn more about creating a new campaign from this guide. 

2. List of Existing Campaigns: This section displays a list of all campaigns that have been previously created in the system, providing an overview of ongoing and past marketing initiatives.

a. Asset toggle - Toggle switch that allows you to include a certain campaign in a specific asset. 

Only one banner can be switched on per asset type at a time. If you switch a banner on, it will switch off any other banner that is switched on for that asset.

3. Edit and Delete Option: These options enable you to make changes to the details of existing campaigns or remove them from the system if necessary. Click the pencil icon to edit the campaign and the trash icon is when you want to delete the campaign.  These options enable you to make changes to the details of existing campaigns or remove them from the system if necessary.

4. View Switcher: This feature allows you to switch between different views or layouts for the campaign list, providing flexibility in how you interact with and review your campaigns.