Short Link Campaign Creation

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Create
Schedule and Publish
Advanced Workflow
Adding an Automation Object

Create

Create a campaign that generates a short link URL for use in a wide range of marketing methods including social media channels, direct message and within email campaigns.

Menu > Marketing > Short Link > Create

From here, you can choose the type of short link campaign workflow you want to create.

There are many different workflows to choose from - some with more steps than others. If you can choose a workflow that is closest to what you would like to achieve, it will get you majority of the way there, with edits being able to be made under the Advanced Workflow.

The simplest email campaign you can create can be achieved by selecting Short Link Form 1

Note: Depending on the complexity of the workflow you choose/create, depends on what workflow view you see. The Standard Workflow (below) will show for simpler campaigns with fewer steps in a list style view. The Advanced Workflow will always show for more complex workflows in a more visual style and you will not be able to view the campaign in the Standard Workflow.

Give your campaign an internal name that is easily identifiable to the platform users to filter and refer back to.

This is the short link that will direct to the campaign that you are creating, this can be copy and pasted into a wide range of marketing methods including social media channels, direct message and within email campaigns.

Select the form or survey template that you would like to attach to the link by hovering over the image:

Edit > Your Templates > Use this Template

Whenever you select a template within a campaign, this is now a copy of the original under the Template section in the platform. If you need to make an update to the template do one of the following:

Update the template directly in the campaign
Update the template under the Template section in the platform and then re select the template in the campaign workflow to reflect the changes

Click here to find out more about Image Uploads in form and survey templates.

Schedule and Publish

Choose when the short link will be sent out by Publishing straight away for immediate sending or Schedule Publish for a later date and time.

Click on the grey "Click Here" wording > choose date and time > Done > Schedule Publish

Note: You can choose to work solely from the Advanced Workflow upon selecting you workflow and clicking the Advanced Workflow button top right of the screen.

Advanced Workflow

You can edit any workflows you have selected or create a workflow from scratch in the Advanced Workflow. There are numerous Automation Objects available to enhance workflows and they include:

Forms
Surveys
Funnel Markers
Delays between actions
Check Email Status
Retries
Create Opportunities
Email Alerts

And many more!

Adding an Automation Object

Start in the Advanced Workflow.

The process for adding an automation object is the same no matter what the object is. For this example we will create a well rounded campaign that includes the following automation objects:

Email Form or Survey
Inbound Submission
Redirect to URL
Add to List
Send Email

Drag and drop these automation options from the list on the left onto the main page.

Connect the nodes to each other as demonstrated in the image.

Note: Hovering over the black nodes will show you what can and cannot be connected together - a single click on the node at each end will secure the connection to the top of the desired automation object.

To populate the automation objects simply click on the option, enter the data and Save.

Learn more about the Automation Objects in the Advanced Workflow.