Purpose
The purpose of this article is to describe in detail how to create or edit a Campaign in Advana, as well as provide troubleshooting for more common issues.
Devices
To start, you will need a list of Device Serial Numbers or Location IDs for the units you wish to create a Campaign for. This part is optional.
- From the Advana Portal, click on Devices on the navigator on the left side of the screen.
- You will be met with a single button on this page: Download All Devices.
- Click the button to get a CSV download of your current devices.
- Open the CSV file in a spreadsheet editor such as Excel or Google Sheets.
- Clean the list of any unwanted locations (optional if you intend to create a Campaign for all locations.
- Save the spreadsheet. Make sure it saves as a CSV file.
Campaigns
On the Campaigns page, you will see your list of current Campaigns (inactive and active). Clicking a header's name (Campaign Name, Start Date, etc) will sort the list by that header.
Editing a Campaign
You can click on a Campaign to edit it. All settings can be edited, such as adding or removing units or extending the dates. More details on this will be explained in the Creating a Campaign section.
From the Campaigns list, you can click the 3 dots on the right for more options, such as duplicating the Campaign or deleting it completely.
Creating a Campaign
You can create a new Campaign by click the "+ New Campaign" button at the top right of the page.
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Start - Enter your Campaign Name and dates the Campaign will run. There are not any restrictions on the name, but it is ideal to name it in according to your intended use. Ex: Coke BOGO 2/01/2024 - 2/29/2024.
- Checking the box next to "Run campaign indefinitely" will ignore the End Date and allow the Campaign to continue running until it is manually stopped by entering an End Date or deleting the Campaign.
- The Start Date must be 4 days in the future of today's date. For the above example, the Campaign would have to have been entered by 1/28/2024.
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Devices - Select the types of devices where your Campaign will show.
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Locations - Select the locations that will receive the Campaign. Under "Available Devices" you can use the search to find locations 1 by 1 that you can then check mark to add the Campaign to.
- You can click the "Download CSV" option to download the same Devices list from earlier.
- Instead of selecting each location manually, you can click "Upload File" to upload a CSV of locations. Keep in mind that the CSV file must have either the Serial Number or Location ID column as Column A.
- From "Upload File" you can also paste a list of Serial Numbers, comma separated, instead of uploading a CSV file.
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Upload Images - Upload your Campaign image per Device type.
Keep in mind the number underneath the Device Type name. That is the resolution of the image: 1024 pixel width by 555 pixel height. Each device may require a different size, so keep this in mind. Using an incorrect size may result in your Campaign not deploying in a timely manner.- There is also a "Comment" box if you need to leave a comment for our team.
- There is also a "Comment" box if you need to leave a comment for our team.
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Submit - You will need to check mark the Agreement before pressing Submit.
- The Agreement may not pertain to your specific situation. This is determined by your contract. If you are unsure if this pertains to you, please contact your 365 Account Manager for assistance.
FAQ
How can I submit a Campaign for immediately deployment?
All Campaigns must be reviewed by our team for deployment. This process can take up to 4 days to complete.
There may be some occasions where your deployment cannot wait the 4 days, and we completely understand! On the Upload Images tab, you can leave a comment for our team to request a faster deployment. The speed in which it's completed is still up to the discretion of our review team, and they may reach out to you to discuss.
Why is a Location not showing on my portal?
If the location is brand new and either not installed yet, or hasn't made sales, it may not show in the portal. It is a requirement of at least $20 in sales having been made for the location to show on your portal.
If the location is still not showing after sales have been made, please contact Support for assistance.
Why is the image I uploaded not showing on the Campaign?
The image must be set to a specific dimension. If the image is not showing up, please check your dimensions of the image and try uploading again. If the issue persists, please contact Support for assistance.
How can I contact Support?
You can follow the guide Insights & Activation Support Merging with 365 - FAQ.