New List / Project View inside your lists.
Your list contains lot of different functionalities that can be used to manage the influencers you are working with by using functions like:
Edit columns, Predict Campaign, Contact Influencers, Related Monitors, +Create/Add to Monitor, Add Influencers, Filter, Go to Project View, List Actions, and Share list.
Edit Columns:
Once you’ll click on “Edit Columns”, a pop-up will open as shown in the image below:
Here you can select your desired columns by just ticking on the check-boxes available inside this menu.
You can also add a column from the list view itself as shown in the image below:
Also, you have the options to add 3 custom column of your choice by clicking on “Add Custom Column” as shown in the image below:
Once you click on “Add Custom Column”, a small pop-up will open with the following options of 3 types of columns you can choose from - “Text”, “Date/Calendar”, and “Dropdown Options” as shown in the image below:
It also allows you to enter different inputs for each column present here.
For example: If you have selected “Text” as column, and then entered “Category” as the name of the column in the text box, it will look like as shown in the image below:
For example, the feature “Date/Calendar”, allows you to add or assign “From/To” dates for each influencer, as shown below:
Then you have the "Dropdown Options", where you can add multiple inputs, as shown below:
On the top-right corner of your list, you'll be able to see these 3 functions as shown below in the image:
Contact Influencers:
This feature allows you to contact the influencers present inside your list. (Brief explanation)
Predict Campaign:
This feature will help you to analyse, and predict the outcome of your marketing campaign with the influencers present inside your list. (Brief explanation)
Related Monitors:
Here, you can find about the monitors which has this list inside them.
+Create/Add to Monitor:
This feature allows you to create a monitor or add your list to the existing monitors that you have created on Campaygn. (This is a new feature on the list view/project view)
Add Influencers:
This feature allows you to search, and add for new influencers to this list in case you have missed adding any of your desired influencers.
Filter: Once you click on “Filter”, a drop down box will open with 2 functions called “Status”, and “Tags” as shown in the image below:
Here you can filter your influencers based on the status, and tags you have assigned to the influencers in your list.
For example: If you’ll click on “Status” then a drop-down box will open with 3 options with the default status along with the custom status if any as set by you as show in the image below:
And, if you click on “Pending”, then it will only filter out influencers who are assigned to “Pending” as shown in the image below:
It works the same for the “Tags” function.
You can also “Multi-select” influencers inside your list, which gives you the option to “Change Status”, “Delete Selected”, and “Cancel Selection” as shown in the image below:
Share List:
This button allows you to generate a public link of your list to share it with your colleagues or people who are not campaygn users.
List Action:
This button allows you to “Share List”, “Share list public link”, “Import Influencers from excel”, “Export in excel”, “Generate Default Casting slide”, “Generate Custom Casting slide”, “Delete List”.
Project View:
The function of project view is to enhance the way you manage influencers of your list. You can find this button within your list on the top-right corner as shown in the image below:
Once you’ll click on this button you will enter the “Project View” mode as shown in the image below:
Here you can see your influencers under different cards based on their statuses.
You can also drag, and drop the influencers from one status to another according to your preference, as shown in the image below:
You can also select multiple influencers (A) from a card or other status cards, and then you will be able to see 3 options (B) - “Cancel Selection”, “Delete Selected”, and “Change Status” on the top-right corner as shown in the image below:
The selected influencers (even those across the status cards) can be choosen to check the forecast of the campaign by clicking on Predict
Every card has 3 dots on the top-right corner, and once you click on it then a pop-up will open with 3 options “Rename” (the rename button will show, only when you have created a custom status), “Predict Campaign”, “Contact Influencers”, “+Create/Add to Monitor”:
You can also add a “Custom Status” card, and give a name of your choice by clicking on the (+) sign as shown in the image below:
You will be able to see the new status “Column” available inside your project view as shown in the image below:
Also you can select your desired influencers from here, and then use the following features “Contact Influencers”, “Predict Campaign”, and “+Create/Add to Monitor” directly from here.
If you click on the 3 dots present next to an influencer then a small menu will open with the following options - “View Details”, “Change Status”, “Contact Influencer”, and “Remove from this list” as shown in the image below:
View Details: It gives you the overall view of an influencer’s data on Campaygn.
Change Status: It allows you to change the status or add customized status to an influencer.
Contact Influencer: It allows you to contact influencers by sending emails from Campaygn.
Remove from this list: It allows you to remove the selected influencer from the list.
Edit columns, Predict Campaign, Contact Influencers, Related Monitors, +Create/Add to Monitor, Add Influencers, Filter, Go to Project View, List Actions, and Share list.
Edit Columns:
Once you’ll click on “Edit Columns”, a pop-up will open as shown in the image below:
Here you can select your desired columns by just ticking on the check-boxes available inside this menu.
You can also add a column from the list view itself as shown in the image below:
Also, you have the options to add 3 custom column of your choice by clicking on “Add Custom Column” as shown in the image below:
Once you click on “Add Custom Column”, a small pop-up will open with the following options of 3 types of columns you can choose from - “Text”, “Date/Calendar”, and “Dropdown Options” as shown in the image below:
It also allows you to enter different inputs for each column present here.
For example: If you have selected “Text” as column, and then entered “Category” as the name of the column in the text box, it will look like as shown in the image below:
For example, the feature “Date/Calendar”, allows you to add or assign “From/To” dates for each influencer, as shown below:
Then you have the "Dropdown Options", where you can add multiple inputs, as shown below:
On the top-right corner of your list, you'll be able to see these 3 functions as shown below in the image:
Contact Influencers:
This feature allows you to contact the influencers present inside your list. (Brief explanation)
Predict Campaign:
This feature will help you to analyse, and predict the outcome of your marketing campaign with the influencers present inside your list. (Brief explanation)
Related Monitors:
Here, you can find about the monitors which has this list inside them.
+Create/Add to Monitor:
This feature allows you to create a monitor or add your list to the existing monitors that you have created on Campaygn. (This is a new feature on the list view/project view)
Add Influencers:
This feature allows you to search, and add for new influencers to this list in case you have missed adding any of your desired influencers.
Filter: Once you click on “Filter”, a drop down box will open with 2 functions called “Status”, and “Tags” as shown in the image below:
Here you can filter your influencers based on the status, and tags you have assigned to the influencers in your list.
For example: If you’ll click on “Status” then a drop-down box will open with 3 options with the default status along with the custom status if any as set by you as show in the image below:
And, if you click on “Pending”, then it will only filter out influencers who are assigned to “Pending” as shown in the image below:
It works the same for the “Tags” function.
You can also “Multi-select” influencers inside your list, which gives you the option to “Change Status”, “Delete Selected”, and “Cancel Selection” as shown in the image below:
Share List:
This button allows you to generate a public link of your list to share it with your colleagues or people who are not campaygn users.
List Action:
This button allows you to “Share List”, “Share list public link”, “Import Influencers from excel”, “Export in excel”, “Generate Default Casting slide”, “Generate Custom Casting slide”, “Delete List”.
Project View:
The function of project view is to enhance the way you manage influencers of your list. You can find this button within your list on the top-right corner as shown in the image below:
Once you’ll click on this button you will enter the “Project View” mode as shown in the image below:
Here you can see your influencers under different cards based on their statuses.
You can also drag, and drop the influencers from one status to another according to your preference, as shown in the image below:
You can also select multiple influencers (A) from a card or other status cards, and then you will be able to see 3 options (B) - “Cancel Selection”, “Delete Selected”, and “Change Status” on the top-right corner as shown in the image below:
The selected influencers (even those across the status cards) can be choosen to check the forecast of the campaign by clicking on Predict
Every card has 3 dots on the top-right corner, and once you click on it then a pop-up will open with 3 options “Rename” (the rename button will show, only when you have created a custom status), “Predict Campaign”, “Contact Influencers”, “+Create/Add to Monitor”:
You can also add a “Custom Status” card, and give a name of your choice by clicking on the (+) sign as shown in the image below:
You will be able to see the new status “Column” available inside your project view as shown in the image below:
Also you can select your desired influencers from here, and then use the following features “Contact Influencers”, “Predict Campaign”, and “+Create/Add to Monitor” directly from here.
If you click on the 3 dots present next to an influencer then a small menu will open with the following options - “View Details”, “Change Status”, “Contact Influencer”, and “Remove from this list” as shown in the image below:
View Details: It gives you the overall view of an influencer’s data on Campaygn.
Change Status: It allows you to change the status or add customized status to an influencer.
Contact Influencer: It allows you to contact influencers by sending emails from Campaygn.
Remove from this list: It allows you to remove the selected influencer from the list.
Updated on: 06/05/2024
Thank you!