• New Text Editor on Campaigns, Session & Person Details pages simplify the editing/formatting of campaigns and other text.
We’ve added a new text editor on the Email Template and Landing Page edit screens under Campaign Recipients as well as in the larger text fields on the Session Details and Person Details pages. The new text editor automatically strips unnecessary HTML code when copying and pasting text in from Microsoft Word (or other documents). It also includes expanded rich text formatting icons to simplify the setting up/editing of campaigns, landing pages and other text.
Find either the session # or session title on the session dashboard. On the submissions dashboard, make sure the session title or session # column is visible and then do an advanced search of either to find all presentations scheduled for that session. Click to “Select all” and then “Communicate via Campaign.”
To add presentation roles/submissions to a campaign, click on the 3 dots icon and select “By Control Numbers.” This allows you to paste in a list of control numbers (up to 500 at a time) that you can then add to a campaign. After pasting in control numbers, click “Communicate” icon and select “via Campaign.”
1. Click ADD CAMPAIGN 2. Campaign Name is an internal name only admins see in cAdmin. 3. Display Name will be seen by the participants in the Portal. These names can be the same, or you can make them different for internal naming convention. 4. Default Expiration Date is when the campaign will expire, meaning after the expiration date, the recipient (or presenter) will no longer have access. For example, an admin does not want to make the review site available to abstract reviewers if the review site has already closed. 5. Campaign Type: Email Only: This category includes just the email (nothing else). Informational: This category includes the email and a link within the email body. Clicking the link directs the recipient to a landing page via a unique URL generated within the email body. There are no specific actions or steps involved. Action Only (No Steps): This category is the same as the Informational category, but it includes action buttons such as Accept, Decline, or Continue, without any additional steps. Action with Steps: This category is similar to Action Only (No Steps), but it also includes steps such as editing the author block, changing the presentation title, uploading files, and more. 6. Default Campaign: Provides the opportunity to clone an existing template to save admin time. For example, many campaigns may have similar verbiage or structure.
Click on notification template to edit. On the next screen, click “Email template” icon/text towards the top right side of the screen. From there, all the email fields can be edited. Once edits are made, click “Save.” Changes will be updated and screen will then show all individuals who have previously received that notification.
On the Campaign Recipients page, scroll down to view all recipients. From the list of recipients, hover mouse pointer over the “Actions” column and click paper icon to “Go to Landing Page.” The recipient’s landing page will open in a new tab. When done reviewing, close tab to be taken back to Campaign Recipients page.
The campaign recipients page lists all the individuals who received that particular notification email. Click on the “Preview Email” icon in the actions column of any individual. The notification email they received will then appear in a new screen. Review message, then click “X” in top right corner to close.
Click on a notification campaign. The next screen will show all individuals who received that notification. To export list to excel, select names of individuals and click “export” icon.
Click on the name of the notification campaign in which 1 or more people need to be removed. Select from the list of recipients and then click the ellipses to “Change Status.” Select “Remove/Unassign.”
Click on a specific campaign and then select the individual(s) whose notification deadline needs to be expired. Click on the ellipsis to “Change Status” and select “Expire Now.” Click “Confirm” to complete the notification expiration.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Send communication via SYSTEM EMAIL.” Complete email and click to send.
Find campaign to edit and click pencil icon under the “Actions” column to “Edit campaign.” On the next screen, click “Email Template” icon to make changes to the template. Changes to the text, merge fields, etc. can be made here. Click “Save” after editing to save any changes made.
Click on Actions gear to see list of column options. To hide/show a column, click on column name to remove/add highlight. To move a column, click on column name and drag and drop in preferred position.
Click on the gear icon to “Show/Hide Charts.” The available charts will appear in a drop down. The highlighted charts are the ones currently displayed in dashboard. Click on a highlighted chart(s) to “hide” and close drop down box. Dashboard will automatically update to reflect changes made.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
Use search box to find individuals, if necessary. Click to select name(s) then click “Communicate” icon and select “Campaign.” Choose a campaign and assign.
