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Your first view upon log in will be the current month’s calendar. In the next step, we will add the first program and associate it to a larger campaign. However, we want to provide a quick legend on where some initial features live.
Create a new program card by clicking on any of the areas indicated in the image above labeled with a “7”. Let’s start with creating an example of a social media post for a small small business appreciation promotion. You should be looking at a card similar to the following image.
Growegy comes preloaded with a few different types of marketing tactics/sources (Email, Event, Social Media, Webinar, Website). You can always add more or change the default ones in the settings menu.
Congratulations! Your first program is on the calendar. Let’s next explore how the calendar and table look now.
The program and tasks we added are now displayed as we defined them.
Selecting “Table” from the left menu we can see our program in place. The timespan is defaulted to a quarter view showing the month before and after the current month. You can change this view as well as the dates when you want to speak to and share programs, but the listed spreadsheet style will persist.
Selecting the drop down triangle next to the program name will reveal the tasks that are hidden under the accordian. You can fully interact and manage your programs in the table view directly.
You can fully manage programs, and in this case tasks, in the table view as well. Just select “+Add new” in the tasks section. You can also edit any details of the existing tasks.
You can easily add new programs in the table view as well. Just select “+ Add new” beneath the tasks section. This will open a new program card (same card style as the calendar view presented earlier in this guide). In this case it opens a program card with the “Social Media” type already selected. You can change the type as needed and all the details for your program. Pro tip: You can add a new campaign or program by selecting the yellow plus in the upper right corner on both the calendar or table views.
Campaigns are a grouping/collection or programs all thematically assoicated. Associating your programs with a campaign allows you view them in a timeline and creates an omni-channel view of your promotional projects. This is the program view and we have added a few programs to illustrate grouping in the following steps.
If your programs have not been grouped into a campaign that you have added they are automatically grouped into a programs without campaigns category. This is hidden on the program view but you can see it by selecting the “No Grouping” selection and choosing campaigns (reference the legend, it is number 5). Below you’ll see what is displayed.
Select the yellow plus sign (legend number 7) and add a campaign, it brings up the campaign card. Here’s what we added to the card. Color, we left default as red. We typed “SMB”. Under “Status” we selected “in-progress”, we selected “Remove Dates” as the campaign will be ongoing and defined by the programs within. Finally we added a description. Scroll and select the button labeled “Add Campaign”. The results should like this.
Now we select each program and open the card. Under the “Campaign” field we select our only option at this time which is “SMB”. We repeat this for each program we added.
Now when you view your prgrams you can see an added tag showing an association. This is particularly helpful when you have multiple campaigns running, especially on promotional tactics/sources.
When you choose to view your programs grouped you will now see by default the campaign with the accordian collapsed. It is absent other campaigns and stand-alone programs but this view amounts to a timeline and assists teams in reviewing internal capacity and prospect or customer saturation of programs. Brand teams have utilized this view and a custom fields of demographics and messaging to understand the brand voice.
Below you can see the campaign accordian expanded.
We will be uploading additional content to this guide on June 1, 2022 as well as featured blog posts for how teams are using Growegy to coordination and drive performance.
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