Campaign Monitor Tab

This lesson provides a high-level explanation of the Campaign Monitor Tab.  All campaigns (pending, active and inactive) can be managed, edited and monitored from this tab. When working with the SPN Monitor, you must create your SPN Network and Campaign in the following order: 1. Create Network, 2. Create Campaign, 3. Routing Priorities (if applicable), 4. Campaign Monitor, 5. Member Manager, 6. SPN Monitor.

  1. When you login to ServiceLive, the Dashboard will open.
  2. Navigate to Campaign Monitor Tab:
    • Click on   tab on right of screen.
    • Click on    link.
  3. SPN Monitor Dashboard will open.
  4. Click on   tab.
  5. Campaign Monitor dashboard displays.
  6. Campaign information will categorically display:
    • Status = Campaign Status
      • = Campaign Pending
      • = Campaign Active
      • = Campaign Inactive
    • Campaign = Campaign Title and Active Dates
    • SPN = Name of Select Provider Network will display.
    • View All = Click this link to view all campaigns (Pending, Active and Inactive).
    • Invited Firms | Providers = Number of Firms (and corresponding number of Service Pros) invited via specific campaign.
  7. Click on    button to view campaign details.
  8. Campaign Details:
    Note: For additional information about these categories, refer to Create Campaign Tab lesson in Admin Office Extended – SPN Monitor course.

    • Campaign Author
    • Campaign Active Dates
    • Markets
    • States
    • Approval Criteria and Credentials
  9. Campaign History:
    ServiceLive Compliance will be notified once a campaign is created, they will review it, and approve it.
    Note: If unauthorized or inappropriate content is found, ServiceLive Compliance will contact SPN Manager to explain required changes that need to be made before approval.

    • Click on    link.
    • Name = Person who executed action.
    • Action = Type of action that occurred.
    • Date = Date action occurred.
  10. SPN Details:
    Note: For additional information about these categories, refer to Create Network Tab lesson in Admin Office Extended – SPN Monitor (Requires Password) course.

    • Name of SPN
    • Contact Information
    • Description
    • Special Instructions
    • Skills and Services
    • Approval Criteria and Credentials
    • Documents
  11. Edit Campaign:
    • Click on     button to view campaign details.
    • Click on    button.
    • Refer to Create Campaign Tab lesson in Admin Office Extended – SPN Monitor course for details.
  12. Stop Campaign:
    Note: This action is only available for Active Campaigns.

    • Click on    button to view campaign details.
    • Click on    button.
    • Campaign is automatically marked as Inactive.
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