How to Create a New Campaign in Marketing Suite in Xvantage for Associates

Overview:

This article walks you through the steps on how to create a new marketing campaign using the Marketing Suite in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Marketing Suite.

4. You will be directed to the Marketing Suite hub.

5. Click the downward arrow next to the Create new button.

6. Select Campaign.

   

7. The Getting Started pop-up will appear. Complete the following:

   • Choose the country where the campaign will launch.

   • Select the campaign type:

     • Accelerate campaign - Choose whether it’s Ingram Led or Vendor Led.

     • Repeat campaign - Choose a subtype: Repeat – Eco, Repeat – Lite, or Repeat – Refresh.

8. Click Create Campaign.

   

9. The Campaign Dashboard will appear, where you can configure:

   • General settings

   • Target audience

   • Goal setting

   • Incentive payout

     

Subtopic 1:

How to Navigate the General Settings of a Campaign in Xvantage for Associates

Process:

1. In the General Settings tab, select the campaign start date and end date.

2. Set the Tracking Dates. Choose Same as campaign or Different dates.

   

3. In the Vendors section, click Add Vendors.

   

   • In the pop-up window, search for vendors by name, ID, or group.

   • Select the desired product lines by checking the boxes.

   • Click the Selected tab to view or remove selected vendors.

   • Click Add selected.

4. In the ROI Reporting section, choose one of the following:

   • Mirror scoping

   • Custom criteria. If you select Custom criteria:

     • • Click Download Template.

       • Fill out the template.

       • Click Upload Template.

       • After uploading, use the available options: Open in a new tab, Download file, Download template or Upload new file.

5. In the Contact Details section, add email addresses for each contact category. Include multiple emails if necessary.

   • Account Manager

   • Reseller Goals Reviewer

   • Seed List

   • Material Contact

6. In the Channels section, enter the email start date and email end date.

   

7. Click Save campaign to save your draft. It is important to save the campaign so you can move to the next section: Target Audience, Goal Setting and Incentive Payout.