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Campaigns

Campaigns allow you to organize and manage multiple schedules, playlists, and devices together for a specific marketing initiative or content strategy. Learn how to create and manage campaigns effectively.

Overview​

Campaigns enable you to:

  • Group related schedules and playlists together
  • Manage multi-location marketing initiatives
  • Track campaign performance across devices
  • Organize content by marketing objectives
  • Coordinate schedules across multiple locations
  • Monitor campaign effectiveness

Accessing Campaigns​

Navigate to Campaigns from the sidebar menu to view all your campaigns.

![Screenshot: Campaigns page showing a table/list of campaigns with columns for Campaign Name, Description, Status (Active/Inactive/Pending), Start Date, End Date, Schedules Count, Devices Count, Locations, and Actions. Should show multiple campaigns with different statuses.]

Campaign List View​

Campaign Table Columns​

The campaign table displays:

  • Campaign Name: Name of the campaign
  • Description: Brief description of campaign purpose
  • Status: Active (green), Inactive (gray), or Pending (yellow)
  • Start Date: Campaign start date
  • End Date: Campaign end date
  • Schedules: Number of schedules in campaign
  • Devices: Number of devices involved
  • Locations: Locations where campaign runs
  • Actions: Menu for campaign operations

![Screenshot: Close-up of the campaigns table showing several rows with different campaigns, highlighting the status column with colored indicators, and showing schedule/device counts as badges or numbers.]

Filtering Campaigns​

Filter your campaigns:

  1. Use the Search box to find campaigns by name or description
  2. Use the Status dropdown to filter by:
    • All Status
    • Active
    • Inactive
    • Pending
    • Expired
  3. Use Date Range filter to find campaigns by date
  4. Filter by Location if managing multi-site campaigns

![Screenshot: Filter controls showing a search box with search icon, Status dropdown menu, Date Range picker, and Location dropdown. Should show multiple filter options available.]

Creating a Campaign​

To create a new campaign:

  1. Click the "Create Campaign" button (top-right)
  2. Fill in the campaign form (see details below)
  3. Add schedules and assign devices
  4. Click "Create Campaign"

![Screenshot: Create Campaign dialog/form showing all form fields including Campaign Name, Description, Start Date, End Date, Status toggle, and sections for adding schedules and assigning devices/locations.]

Campaign Form Fields​

Basic Information​

  • Campaign Name: Descriptive name (e.g., "Summer Sale 2024")
  • Description: Brief description of campaign purpose and goals
  • Start Date: When campaign begins
  • End Date: When campaign ends (optional for ongoing campaigns)
  • Status: Active, Inactive, or Pending

![Screenshot: Top section of campaign form showing Campaign Name field, Description text area, Start Date and End Date pickers, and Status dropdown or toggle. Should show all basic information fields.]

Adding Schedules​

Link existing schedules to your campaign:

  1. Click "Add Schedule" or "Link Schedules"
  2. Select one or multiple schedules from the list
  3. Schedules will be associated with the campaign
  4. You can add schedules later by editing the campaign

![Screenshot: Schedule selection interface showing a list of available schedules with checkboxes, allowing selection of multiple schedules. Selected schedules should be highlighted, showing how to link schedules to a campaign.]

Assigning Devices​

Specify which devices will run this campaign:

  1. Click "Assign Devices" or "Select Devices"
  2. Choose devices individually, or
  3. Select by location (all devices at a location)
  4. Devices will display campaign content according to schedules

![Screenshot: Device assignment interface showing a list of devices with checkboxes, organized by location. Should show device names, locations, current status, and allow bulk selection by location or individual selection.]

Assigning Locations​

Alternatively, assign entire locations:

  1. Click "Assign Locations"
  2. Select one or multiple locations
  3. All devices at selected locations will be included
  4. New devices added to locations automatically join campaign

![Screenshot: Location assignment interface showing a list of locations with checkboxes, allowing selection of multiple locations. Should show location names, device counts per location, and selection status.]

Campaign Types​

Time-Limited Campaigns​

Campaigns with specific start and end dates:

  • Use for: Seasonal promotions, product launches, limited-time offers
  • Example: "Black Friday Sale" - Nov 24-26, 2024
  • Auto-expires: Campaign automatically ends on end date

![Screenshot: Time-limited campaign example showing a campaign with Start Date (Nov 24, 2024) and End Date (Nov 26, 2024), with status showing "Active" and countdown or days remaining indicator.]

Ongoing Campaigns​

Campaigns without end dates:

  • Use for: Brand awareness, standard content, regular promotions
  • Example: "Brand Awareness - Q1 2024" - Starts Jan 1, no end date
  • Manual control: Must manually deactivate when done

![Screenshot: Ongoing campaign example showing a campaign with Start Date but "No End Date" or "Ongoing" indicator, with status showing "Active".]

Multi-Location Campaigns​

Campaigns spanning multiple locations:

  • Use for: National promotions, chain-wide initiatives
  • Example: "Holiday Promotions" - All retail locations
  • Centralized management: Manage all locations from one campaign

![Screenshot: Multi-location campaign showing a campaign assigned to multiple locations (e.g., "Downtown Store", "Mall Location", "Airport Kiosk"), with device counts for each location displayed.]

Editing Campaigns​

To modify an existing campaign:

  1. Click on a campaign row, or
  2. Click Actions → Edit
  3. Modify any fields:
    • Update name or description
    • Change dates
    • Add or remove schedules
    • Assign or unassign devices/locations
    • Change status
  4. Click "Save Changes"

![Screenshot: Edit Campaign dialog showing the same form fields as create, but with existing campaign values filled in. Should show schedules already linked, devices already assigned, and allow modifications.]

Campaign Status​

Understanding Status Indicators​

  • 🟢 Active (Green): Campaign is currently running
  • ⚪ Inactive (Gray): Campaign is paused or stopped
  • 🟡 Pending (Yellow): Campaign scheduled but not yet started
  • 🔴 Expired (Red): Campaign has passed its end date

![Screenshot: Campaign status indicators showing different campaigns with various status colors - one Active (green), one Inactive (gray), one Pending (yellow), and one Expired (red).]

Activating a Campaign​

To activate a campaign:

  1. Edit the campaign
  2. Set Status to Active
  3. Ensure start date is current or past
  4. Save changes
  5. Campaign schedules will begin executing

Deactivating a Campaign​

To pause or stop a campaign:

  1. Edit the campaign
  2. Set Status to Inactive
  3. Save changes
  4. Campaign schedules stop but campaign isn't deleted

![Screenshot: Campaign status toggle showing how to change a campaign from Active (green) to Inactive (gray), with the toggle switch visible in the edit form.]

Campaign Details View​

View comprehensive campaign information:

  1. Click on a campaign name to open details
  2. See campaign overview and statistics
  3. View all associated schedules
  4. See assigned devices and locations
  5. Review campaign performance metrics

![Screenshot: Campaign detail page showing campaign information at the top (name, description, dates, status), followed by sections showing linked schedules list, assigned devices list organized by location, and performance metrics/charts.]

Campaign Overview​

The overview section shows:

  • Campaign name and description
  • Start and end dates
  • Current status
  • Total schedules count
  • Total devices count
  • Total locations count
  • Campaign duration

![Screenshot: Campaign overview card showing all key campaign information in a summary format, with icons for schedules, devices, and locations, and date range displayed prominently.]

Associated Schedules​

View all schedules linked to the campaign:

  • Schedule names and types
  • Schedule status
  • Time ranges
  • Playlists assigned
  • Quick actions (edit, view)

![Screenshot: Associated Schedules section showing a list or table of schedules linked to the campaign, with schedule names, types (Recurring/One-time), status indicators, time ranges, and action buttons.]

Assigned Devices​

See all devices running the campaign:

  • Device names and locations
  • Device status (online/offline)
  • Current playlist assignment
  • Last seen timestamps

![Screenshot: Assigned Devices section showing a list of devices organized by location, with device names, status indicators, locations, and current playlist assignments displayed.]

Campaign Performance​

Performance Metrics​

Track campaign effectiveness:

  • Reach: Number of devices displaying campaign
  • Uptime: Average device uptime during campaign
  • Schedule Execution: Success rate of schedule execution
  • Content Plays: Total content playback count
  • Location Coverage: Percentage of target locations active

![Screenshot: Campaign performance dashboard showing metrics cards with statistics like "Reach: 45 devices", "Uptime: 96%", "Schedule Success: 98%", "Content Plays: 12,450", and "Location Coverage: 100%".]

Campaign Analytics​

View detailed analytics:

  • Performance trends over time
  • Device-by-device statistics
  • Location performance comparison
  • Schedule execution logs
  • Content effectiveness metrics

![Screenshot: Campaign analytics section showing charts and graphs displaying campaign performance trends, device performance breakdown, location comparison charts, and execution timeline.]

Campaign Actions Menu​

Access campaign actions via the three-dot menu:

  • View Details: Open full campaign information page
  • Edit: Modify campaign settings
  • Duplicate: Create a copy of the campaign
  • Export: Export campaign data/report
  • Delete: Remove campaign (cannot be undone)

![Screenshot: Actions menu dropdown for a campaign showing View Details (with eye icon), Edit (with pencil icon), Duplicate (with copy icon), Export (with download icon), and Delete (with trash icon in red).]

Duplicating Campaigns​

To create a similar campaign:

  1. Click Actions → Duplicate
  2. New campaign created with same settings
  3. Modify dates, schedules, or devices as needed
  4. Save the duplicated campaign

![Screenshot: Duplicate campaign dialog or confirmation showing options to copy schedules, devices, and settings, with a "Duplicate Campaign" button.]

Campaign Best Practices​

Naming Conventions​

Use clear, descriptive names:

  • ✅ Good: "Summer Sale 2024 - All Locations"
  • ✅ Good: "Product Launch - Electronics - Q1"
  • ✅ Good: "Holiday Promotions - Dec 2024"
  • ❌ Avoid: "Campaign1", "Test", "New Campaign"

Campaign Planning​

Before creating a campaign:

  1. Define Objectives: What is the campaign goal?
  2. Select Content: Prepare playlists and media
  3. Plan Timing: Determine start/end dates
  4. Choose Locations: Select target locations/devices
  5. Create Schedules: Set up when content plays
  6. Test First: Preview on test devices before launch

Organization Tips​

  • Group by Purpose: Organize campaigns by marketing objective
  • Use Descriptions: Add detailed descriptions for context
  • Tag Campaigns: Use tags or categories if available
  • Archive Old: Deactivate or archive completed campaigns
  • Document Results: Note campaign performance for future reference

Campaign Templates​

Create templates for common campaign types:

  • Seasonal Sales: Holiday and seasonal promotions
  • Product Launches: New product introductions
  • Brand Awareness: Ongoing brand messaging
  • Event Promotions: Special event marketing
  • Location-Specific: Campaigns for specific locations

![Screenshot: Campaign templates or examples showing different campaign types with suggested structures, naming conventions, and typical configurations for seasonal sales, product launches, etc.]

Campaign Workflow​

Typical Campaign Workflow​

  1. Plan: Define campaign objectives and strategy
  2. Prepare: Upload media and create playlists
  3. Create: Set up campaign with schedules
  4. Assign: Select target devices/locations
  5. Activate: Launch campaign
  6. Monitor: Track performance and device status
  7. Optimize: Adjust schedules or content as needed
  8. Complete: Review results and archive campaign

![Screenshot: Campaign workflow diagram or step-by-step guide showing the typical campaign lifecycle from planning through completion, with visual indicators for each stage.]

Troubleshooting Campaigns​

Campaign Not Running​

If campaign isn't executing:

  1. Check Status: Verify campaign is Active
  2. Verify Dates: Ensure current date is within campaign range
  3. Check Schedules: Verify schedules are active and linked
  4. Device Status: Ensure devices are online
  5. Review Assignments: Confirm devices/locations are assigned

Schedules Not Executing​

If campaign schedules aren't running:

  1. Check individual schedule status
  2. Verify schedule dates and times
  3. Ensure playlists are assigned to schedules
  4. Check device assignments
  5. Review schedule conflicts

Performance Issues​

If campaign performance is poor:

  1. Check device uptime statistics
  2. Review schedule execution logs
  3. Verify content is loading properly
  4. Check network connectivity
  5. Review device health metrics

Campaign Reports​

Generate campaign reports:

  • Performance Summary: Overall campaign metrics
  • Device Report: Device-by-device statistics
  • Schedule Report: Schedule execution details
  • Location Report: Performance by location
  • Export Options: PDF, CSV, Excel formats

![Screenshot: Campaign report generation interface showing options to select report type, date range, metrics to include, and export format (PDF, CSV, Excel), with a "Generate Report" button.]

Campaign vs Schedule​

Understanding the difference:

  • Schedule: Defines WHEN and WHAT playlist plays
  • Campaign: Groups multiple schedules together for a marketing initiative
  • Campaign can contain multiple schedules
  • Schedule belongs to one or more campaigns
  • Campaign provides higher-level organization and tracking

![Screenshot: Visual comparison or diagram showing the relationship between Campaigns, Schedules, Playlists, and Devices, illustrating how campaigns contain schedules, schedules contain playlists, and devices display the content.]

Next Steps​

Now that you understand campaigns:

Tip: Use campaigns to organize and track your marketing initiatives, making it easier to manage complex multi-location, multi-schedule content strategies!