Navigating the Brand Dashboard

Logging into Promoboxx for the first time can be a bit overwhelming as there are so many great features! Below is a breakdown of each tab in the left-hand navigation bar on your brand dashboard.

Home Dashboard

The Dashboard Home is located at the top of the nav bar on the left of your dashboard. Here you review high level information and reporting on things like campaign participation, retailer activity, upcoming events, and access to the Pulse Page. From this page, you can easily navigate to Campaign reporting, editing, and messaging by clicking the "hot buttons" located next to each individual campaign.

Enrollments

Here is where you can customize the enrollment experience for your retailers. As a brand, you have the ability to edit the enrollment landing page which your retailers will see when they register for your brand on Promoboxx for the first time. 

Campaigns

This is your campaign home base. Here you are able create new campaigns, edit existing campaigns filter through active, expired and draft campaigns, send campaign communications and more. The search feature will allow you to browse through expired campaigns, search for campaigns with specific tags and more! You can also access campaign reporting from this tab.

Messages

The Messages tab is where you can send additional communications to retailers beyond campaign invitations and reminders. These messages do not include buttons and are extremely customizable. They can be used to send retailer surveys, notify retailers of important platform updates, product or campaign information, as well as targeting pending and eligible retailers.

Calendar 

With the calendar tab, you can plan your marketing schedule and include events such as start and end dates for active campaigns, plan potential retailer visits, and other events that you want your network to be included in. 

Reporting

Before diving in, we recommend reviewing the Campaign Reporting Glossary to help yourself become familiar with vocabulary. In the Reporting section you can:

• Obtain a breakdown of how your campaigns are performing
• Filter by specific retailer activity types and while also viewing individual dealer activity
• Build a custom report that allows you to select, tally and compare activities from all of your dealers
• Look at statistics for dealer status, promotion channel usage, automation adoption, and dealer users

Retailer Network

The retailer network page within your reporting account allows you to view and manage your retailers who have been invited to Promoboxx and the contact information associated with each account. Filters and collections are used in the network to narrow down specific groups of retailers for hyper-targeted messages or reporting. Retailer Status is listed on the account which tells you which retailers are (or are not) using the platform. This is an extremely valuable tool where you will be able to find out how many retailers fall under the different statuses and target them with different messages. 

• Unreachable: No contact information on file for this retailer. 
• Pending: Retailer has not signed up for Promoboxx. 
• Eligible: Retailer signed up for Promoboxx but has not shared your brand's content.
• Engaged: Retailer signed up for Promoboxx and has shared your brand's content within the past 90 days.
• Deactivated: Manually disabled retailer (requires explicit reactivation).

New retailers accounts will also be added in this section of your account. Be sure to follow Promoboxx's guidelines and formatting best practices ensure a clean import. More details on adding new retailers to the network can be found here. 

Contacts

Here in the contacts tab you are able to access all of your retail account contacts information. From here you can view user status, make edits and/or update retailer information. We understand that change happens, so updating the contact information for your retailers in Promoboxx will keep your data clean and ensure someone is always actively managing the account.

Assets

With Promoboxx Assets, brands can assemble, organize, and share downloadable content and media out to their local retail partners. Retailers easily download, customize, and launch these marketing assets out to their local audiences. Here are some of the new features:

• Bulk upload and organize assets in any format, into any folder
• Tag all of your assets with one of our predefined categories (Product, Sales, Inspirational, or Featured) — or customize with your own tag
• Specify assets that are available to your sales reps only (like training materials)
• Set an end date on assets for time-sensitive initiatives

Brand Settings

The Settings tab, located on the left menu of your brand dashboard, is where brands input all information needed for Promoboxx, as well as control the different features available for retailers. These settings will not regularly need adjusting but should be visited by your Customer Success Manager to make sure the platform is set up properly according to your needs and goals. The five features within the settings tab are explained in further detail here.