Campaign Manager
Everything you need to know to get started within Campaign Manager!
By Billy1 author9 articles
- Campaigns overviewThis article explains what Campaigns is, how it works, and the best ways to use it effectively.
- Find Campaigns in Provider ManagerIn this article we explain how to find and view campaigns in Provider Manager.
- Add and configure fields in the Form BuilderThis article outlines how to add and configure fields in the Form Builder to create and customise forms.
- Add conditional logic to a formLearn how to add conditional logic to a form, enabling dynamic behaviour based on user input and defined conditions.
- Add a calculated field to a formDiscover how to add a calculated field to a form, allowing values to be automatically generated based on other field inputs.
- Build a form using the AI Form BuilderSteps to build a form automatically in Access Provider Manager using the AI Form Builder, either from a text prompt or an uploaded document.
- Save and publish a formSteps to save and publish your completed form in Access Provider Manager so it is ready to attach to a campaign.
- Create and schedule a campaignSteps to create, configure and launch a campaign in Access Provider Manager using the four-step campaign wizard.
- Track and export campaign responsesSteps to monitor response rates, view provider submissions and export campaign data in Access Provider Manager.