You can follow the steps below or ▶ Watch This Video Walkthrough for a guided demonstration.
1. To get started, click the green Create New Campaign button in the upper-right corner of either the Dashboard or Campaigns tab.
2. This will open the campaign builder. To create your shares, click Select/Upload to add your content.
3. Here, you'll see a space to drag and drop or click to upload files that you'd like to use in your campaign. You can also include Facebook and YouTube video URLs. Note our format guide for what assets work best with what channels. Click Done.
4. Select the asset or assets you’d like to include in your first share (selected assets will appear with a blue outline), then click Done.
5. Next, select the share format & channel(s) for this asset.
Optional: Create a Carousel Post
Looking to get more creative with your content? Try a carousel post for Facebook or Instagram! Promoboxx carousel posts support up to five (5) images, plus various titles, headlines, and CTAs. Here's how it works:
- Select all the images you'd like to use in your carousel. Currently, organic carousels only support images as an asset type (Premium Paid carousels support both image and video).
- Select Carousel as your Share Type. (Review the format guide for more information on asset formats for Facebook and Instagram)
- Add a link destination and share messaging, just as you would for any other share containing a link box. Keep in mind, most of these details will be customizable for each carousel card once your shares are created. Once complete, click Create Shares and Continue to begin editing.
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Within the Edit Shares section of the builder, you can customize each carousel card to have its own title, description, and CTA. You can also change the order of your cards by dragging and dropping the numbered icons to the right.
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Have an edit you'd prefer to apply to every card? Select Apply to All Cards in the bottom right-hand corner.
6. Add your copy(s) and set a share destination URL if applicable.
Adding Copy
- Add a link Title. Note: retailers cannot edit this text.
- Add a link Description. Note: retailers cannot edit this text.
- Add a few Suggested Message Copy options! This text can be customized by retailers. This should have a very local, personalized feel to it. We recommend creating 3-4 options for retailers to choose from.
Set Share Destination URL
Now that you have your assets, where do you want them to link to? This is the destination link for all the shares that you'll be creating, and you can select either
- No Link- For standalone images or videos.
- Retailer Website - For driving traffic to the retailer's website (most common). If you select Retailer Website, you will have to set a fallback link in case if the Retailer Website does not exist, has changed, or is not inputted into the Promoboxx platform. Use the Allow Retailer to Edit Link Destination toggle to let retailers edit the link, as they may want to replace it with a more relevant product page on their website.
- Webpage - For driving traffic to a pre-existing site, like sweepstakes or even a recipe page.
- Custom Field - For driving traffic to a specific link provided by the dealer through a Custom Field (i.e. the URL of the specific page of the Dealer's Website where your products are being sold
7. Once everything looks good, click the blue Create button in the lower right corner - you're all set! From here, you can review and edit the shares you've just created.
To add more posts or upload additional content to the campaign, return to the Add Shares tab in the left-hand menu and repeat the steps beginning with Step 2.
Sorting Shares in Campaign Builder
Sort shares with ease! Here's how:
Within Edit Campaign, on the top right-hand corner, sort shares by using a drop-down selection tool. Sort shares by:
- Created
- Last Updated
- Name
- Format (Carousel, Photo, Link, Video)
Use the arrow tool to the right of the drop-down tool to order in ascending (arrow down), or descending (arrow up).
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