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Kinesis Support

All the topics, resources needed for Kinesis.

FocusVision Knowledge Base

Campaign Manager

The Campaign Manager lets you view and modify all existing campaigns. This feature can be accessed from the main menu: under Invitations, choose "Email campaign manager." Available campaigns are separated onto individual tabs. General information and statistics for the entire campaign are available at the top of the screen.

Changing the Campaign Manager view

General view
The default presentation. Invitations and reminders are listed in order from when they were scheduled.
Timeline view
Lists all invitations and reminders ordered by schedule date. Green colored rows indicate elements that are next on the list to be sent out.
Calendar view (month)
View all scheduled invitations and reminders in a calendar view by month. Clicking an invitation will present a context-menu for modifying the invite or schedule reminders. The date and time of a scheduled invite may be changed by clicking and dragging it to another day.
Calendar view (week)
View all scheduled invitations and reminders in a calendar view by week. Clicking an invitation will present a context-menu for modifying the invitation or schedule reminders. The date and time of a scheduled invitation may be changed by clicking and dragging it to another time slot.

Schedule Reminders

Clicking the sample name will present a pop-up conext menu where you can schedule reminders. Reminders can be scheduled based upon an existing template, an existing reminder, an invitation template or by copying an existing reminder. Depending upon the option selected to base the reminder, additional steps to configuring the reminder will be presented, similar to the initial campaign setup. Reminders cannot be sent within 24 hours of the initial invitation.

Using existing template...
Schedule a reminder by first selecting from the available Invitation Templates.
Using existing reminder...
Schedule a reminder based on an existing reminder that has already been scheduled for this campaign. The invitation text used will be the same as the initial reminder.
Using the invitation...
Schedule a reminder using the same invitation template used in the initial invite. (You may still customize the invitation text as needed)
By copying existing reminder
Schedule a reminder based on an existing reminder that has already been scheduled for this campaign. (You may still customize the invitation text as needed)
Remove sample
Only available if more than one sample is currently being used for the campaign and if the invite has not yet been sent out.
Change automated invitation settings
Only available for automated campaigns.

Modify an Existing Campaign

Clicking the top row of a listed invitation will present a pop-up context menu with additional options.

Lets you set new start and end times for the invitation. Not available if either date has already been passed.

Add sample to this campaign
Allows you to add additional sample to the campaign using sample saved within the Sample Manager. Only available if there are available samples not already being used with the campaign.
Reschedule launch/end-date
Lets you set new start and end times for the invitation. Not available if either date has already been passed.
Edit campaign properties
Allows you to modify the campaign name and description.
Preview invitation
View the invitation in a pop-up window in your browser.
Edit invitation
Edit the invitation details, such as sender email and sender name as well as the invitation text. Only available if the invite has not yet been sent out.
Send test email invitation
Send a test copy of the invitation to your email address.
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