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CampaignDrive Knowledge Base
The place for brand managers and creatives to learn how to get the most out of CampaignDrive.
Your CampaignDrive Settings
- Content Segmentation Relationship Map
- Content Segmentation Part 1: Introduction
- Content Segmentation Part 2: Management
- Introduction to User Groups: Roles and Permissions
- Default CampaignDrive User Roles and How to Create Your Own
- How Permissions Specifically Affect Visibility In the Navigation Bar
- List of User Permissions in CampaignDrive
- Managing/Editing User Permissions
- User Management: Manually Adding, Editing, and Deleting Users
- Location Management: Adding, Editing and Deleting Locations
- Location Group Management: Adding, Editing and Deleting Location Groups
- Additional Attributes
- Introduction to the Brand Switcher
- Using the CampaignDrive Theme Manager to Customize the UI of Your Instance
- Fonts and Colors
- Using Location/Services for Template Approvals by External Teams
- How End Users Can Gain Access to CampaignDrive
- Manual User Registration and Approvals
- Users and Locations
Site Communication
- Use Labels, Translations and Locales to Customize the Language in Your CampaignDrive system
- Use the Terms and Conditions feature to make sure your End Users understand the rules of your CampaignDrive platform.
- Locales Allow Your Team to Offer In-Language/In-Culture Experiences for Your End Users
- Using Site Labels to Translate Out-of-the-Box Platform Terms to Match Your Organization's Language
- Automatic Emails that CampaignDrive Sends on Behalf of System Administrators
- How to Create a URL Link to an Asset Category in CampaignDrive
Custom Site Theming
- Are End Users Asking for Larger Thumbnails? Take Advantage of the Long Description Field's HTML Capabilities
- Use Site Parts to Customize the Look and Feel of Your CampaignDrive Instance
- Segmented Homepages to Support Different User Groups
- Creating a Site Part-Based Homepage Layout
- Creating an Animated GIF for Your CampaignDrive Site Part
- Case Study: Regionalized Custom Homepage Layouts for Three Beans Coffee
- Resource: Code to Hide the Standard Four-Tile Layout on the Home Page
- Resource: Global Font Change
- Resource: CSS for nav bar and brand switcher colors
- Resource: Changing the color of the brand switcher
- Resource: Hiding center search bar/centering logo and change search text color
- Resource: CampaignDrive Site Templates for Graphics
- Using Custom CSS in Your CampaignDrive Instance
User Generated Content in "My Stuff"
User Experience Design
- Video: Creating a Local Marketing Intake Process with CampaignDrive and Monday.com
- Determining Your Team's Template Philosophy
- Understanding Creative Analysis and How It Helps Your Template Implementation Process
- The Tools Template Installers Have to Craft a Dynamic Experience for End Users
- User Experience Design Options: "I want my End User to..."
- Start to Finish: The Process of Creating a New Local Marketing Template for Your End Users
- Table: Steps to Creating a New Local Marketing Template for Your End Users
- Video: Flyer with Editable Location Section Style
- Video: Flyer with Editable Photos
- Video: Flyer with a Single Item Section Style
- Simplifying the End-User Experience: Creating a "Button."
- Understanding Document Output Settings
- Front-End Template Testing
Campaign Management
Campaign Item Management
- Overview of Campaign Item Management
- Adding New Campaign Items
- Parts of the Campaign Item Information Form
- Expiring/Editing/Deleting Campaign Items
- Campaign Item Information Form: Key Information for Layout and HTML Items
- Campaign Item Information Form: Key Information for Assets
- Campaign Item Information Form: User Display
- Campaign Item Information Form: User Options for Print Items
- Campaign Item Information Form: User Options for Digital Items
- Campaign Item Information Form: User Options for Asset Items
- Copying a Layout Based Campaign Item
- Dynamic Templates Campaign Items
- Adding Thumbnails for Print and Digital Campaign Items
- Download Options for Your PDF Document
- Copying or Moving a Campaign Item Between Campaigns
- What is the Difference Between a Master Template and a Campaign Template
Template Graphics Preparation
- Preparing Graphic Objects
- Preparing Graphics with Blending Modes
- Setting the Art Size for Transparent Graphics
- Color Management and CampaignDrive
- Pica9: CampaignDrive Now Supports the Use of Illustrator Files in Templates and IDML Import
- Considerations for the Quality of Image Rendering
- Resource: EPS-PDF .Joboptions File
- Managing File Output Sizes in an Online Environment
- Vector Image Assets Not Appearing as Expected
Layout-Based Template Composition
- Getting to Know The Studio Compose Template Editor
- Getting to Know "Document Settings" for Print Templates
- Getting to Know "Document Settings" for Digital Templates
- Getting to Know the CampaignDrive Text Editor
- Getting to Know the CampaignDrive Image Editor
- Overview of Master Templates
- Preparing to Install Layout-Based Templates
- Creating a Layout-Based Template Manually
- Preparing a File for IDML Import
- IDML Import Tips and Techniques
- Creating Copies of Layout-Based Templates
- Styling Bulleted Lists
- Working with Flowing Text
Dynamically Sized Layout-Based Templates
- Introduction to Dynamic Sizing
- Dynamic Sizing: Creating Library Templates
- Dynamic Sizing: Working with Sizing Rules
- Dynamic Sizing: Front End Testing
- Editing Dynamic Templates in Campaigns
- Best Practices for Dynamically Sized Templates
- Visual: Explaining How Dynamically Sized Templates Change from the Library Template to the Final Document Size
- Visual: Reference Point Definitions for Dynamic Sizing
- Visual Deep Dive: The Sizing Rules that Affect Image Layers in Dynamically Sized Documents
Longform Layout-Based Templates
Batch and Form Views
HTML-Based Template Composition
- Introduction to HTML Templates
- Video: Customizing an HTML Template on the Front End
- Video: Creating an HTML Template
- Introduction to the HTML Template Compose Environment
- Preparing Your HTML File
- Installing an HTML Template
- Managing HTML Templates on the Back End
- Managing HTML Documents on the Front End
- Adding Editability to HTML Templates
- Organizing HTML Template Slots
- Getting Your Instance Set Up to Publish Landing Pages Directly to the Web
Section Style Template Composition/Section Style Groups
- Overview: Section Style Templates
- Introduction to Section Styles: Creating a "Layout within a Layout" for Print Templates
- Creating Section Style Templates and Groups
- How to Tag a Section Style Template to Create a Location Section Style Experience
- How to Tag a Section Style Template to Create an Item Section Style Experience
- How to Add a Location Section Style to a Template
- How to Add a Content Item Section Style to a Template
- Front End Experience for Location Section Styles
- Front End Experience for Item Section Styles
- Location Section Styles vs. Content Item Section Styles
Content Management
- Introduction to Content Management Tags
- Adding Tags to Template Content
- Programmable Text Styling Options
- Managing Text Tags in the WYSISYG Editor
- Overview of Content Groups
- Creating Content Groups
- Editing Content Groups
- Adding Content Groups to Image Layers
- Introduction to the Content Database
- Determining Content Database Fields
- Creating a Content Database Category
- Adding Content Items to a Content Database Category
- Managing the Content Database
- Connecting the Content Database to Templates: Content Links
- How to Use the Suppress Print Feature in Studio Compose
- Understanding How Image Layer Properties Govern Allowable Images in an Image Layer
- Image Layer Options for Templates
- Text Layer Options for Templates
Asset Management
- Introduction to Asset Management
- Asset Categories
- Asset Keywords
- Uploading Assets and Associating Metadata
- Viewing User-Uploaded Images
- The Asset URL Generator Feature
- Text Search in the Media Library
- Adding Assets to Campaigns
- Managing Usage Rights and Expiration Dates for Creative Assets in the Media Library
- Asset Type Extensions: Exploring Your File Options
- Controlling Your Digital Asset Management Language
Approval Loops
Sharing
eCommerce
- Implementing Credit Card Ordering in CampaignDrive
- Setting up a Vendor in CampaignDrive
- End-User Ordering Experience
- Accessing Order Information
- Differences Between Billing Accounts and Credit Cards
- Setting Up Pricing Items for Orderable Campaign Items
- Implementing Pricing Item Attributes
- Implementing Billing Accounts
Reporting and Data Exports
- Dashboard Reporting
- Overview of Reporting Tab
- Order Information with Template Data Export
- Analyzing Documents Created in Your CampaignDrive Instance via the Documents Report
- Program Reporting
- The ROI Report
- CampaignDrive's Usage Report
- The User Logger Report
- Values for the "Actions" Column in the User Logger Report
- Excluding Administrator Activity from Dashboard Reporting
- User Management: Reviewing Your User Engagement
- Filtering Out System Administrator Activity from System Reports
Help Content
End User Options
Admin Resources
- Resource: Excel Document for Planning and Tracking Content Categories
- Resource: Excel Document for Planning and Tracking Section Style Groups and Section Style Templates
- Resource: Excel Document for Planning and Tracking Asset Categories and Assets in CampaignDrive
- Resource: List of Approved Locale Codes
- Resource: Excel Document for Planning and Tracking Campaigns and Campaign Items in CampaignDrive
- Resource: Excel Document for Planning and Tracking Creative Types in CampaignDrive
- CampaignDrive Glossary: The Designer's Edition
- CampaignDrive Glossary: The System Administrator's Edition
- CampaignDrive Glossary: Development/Technical Edition
- PDF Page Definitions for Admins
- Managing CampaignDrive with Multiple System Administrators
- Integrating Additional Data Columns into Externally Managed CampaignDrive Databases
- Creating an Intake Area for End User Requests
- Headshot Workflows
- Answering Questions Quickly and Making Issue Resolution Simple Builds Trust and Increases Engagement
- Updating Copyright Symbol Appearance
- Calculate Cost Savings Using Pica9's Template Savings Calculator and the ROI Report
Answers to Questions
- Location Section Style Does Not Display the Selected Location on the Front End
- System and/or Templates Running Slowly
- What Browsers Should Admins/End Users Use to Access CampaignDrive?
- "There was a problem getting asset info for this template" Error
- Getting the "This Site Can't Be Reached" Error Message
- Why Isn't My Password Working (Manual Login)
- Question: Why is My Vendor Not Receiving Emails?
- Site part not appearing on log in page
- Use Case: Using Site Parts to Display Campaign Information
- Troubleshooting: PDF Page Background Sized Incorrectly in Templates with Bleed
- FAQ: Adding Content Links in a Template
- How to Clear Your Cache Cache in Google Chrome
- Troubleshooting: My font is displaying incorrectly and my font color is displaying as black. What's going on?
- FAQ: How should I handle background graphics during template installation?
- FAQ: How should I handle in-language content when it comes to template installation?
- FAQ: What is the best way to upload a template to CampaignDrive?
- FAQ: I allow end users to select images that I've placed in a content group. Can I add additional images over time?
- FAQ: Can I add additional sizes as needed for dynamically sizes print and digital templates?
- FAQ: What if I don't select "Locations" or "Services" for a template?
- FAQ: How do an end user's "My Favorites" work if there are changes to the template?
- FAQ: How do "Services" for asset categories and "Services" at the asset level work together?
- FAQ: How do "Required" and "Change" work together?
- Troubleshooting: End Users are moving, changing, resizing or deleting assets they shouldn't.
- The collateral type categories in reporting are too generic for our team
- Troubleshooting: Unintentional Nested Campaigns
- Troubleshooting IDML Import Upload Errors
- A Template Is Not Opening in the Admin Area
- IDML Import Template Shows Black Text Instead of Color in IDML File
- Site part not appearing on intended page
- Working with Text in CampaignDrive Workflows
- FAQ: If I'm working with Pica9, what should I include in my installation package/instructions for template installation?
- FAQ: Getting New Fonts Installed
- Creating a Document Border
- What's the difference between a location tag and a location section style?
- Why Am I Unable to Add a New Location?
- Question: Why am I Getting Unexpected Behavior When Trying to Add an Asset to CampaignDrive?
- FAQ: How Can I Rotate a Layer?
- Error Code 500: End User Can't Open Template on the Front End
- Question: Why is My Site Part Not Appearing Upon First Page Load
- Question: Why is a photo showing as rotated in Studio Compose when it shouldn't?