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CampaignDrive Help Center

CampaignDrive Knowledge Base

CampaignDrive Knowledge Base

The place for brand managers and creatives to learn how to get the most out of CampaignDrive.

Your CampaignDrive Settings

Users and Locations

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

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Site Communication

Use Labels, Translations and Locales to Customize the Language in Your CampaignDrive system

Creating a Custom Help Guide for Your CampaignDrive End Users

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

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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: CampaignDrive Site Templates for Graphics

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User Generated Content in "My Stuff"

My Stuff: "My Documents"

My Stuff: "My Orders"

My Stuff: "My Favorites"

My Stuff: Reusing a Document You've Already Customized

My Stuff: "My Assets"

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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

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Campaign Management

Introduction to Campaign Management

Accessing Campaigns as an Administrator

Parts of the Campaign Management Page

Adding/Editing/Deleting Campaigns

Parts of the Campaign Information Page

Adding/Updating Campaign Information

How to Move or Nest a Campaign

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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

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Template Graphics Preparation

Preparing Graphic Objects

Preparing Graphics with Transparency (EPS-PDF Preset)

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

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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

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Dynamically Sized Layout-Based Templates

Introduction to Dynamic Sizing

Dynamic Sizing: Creating Library Templates

Dynamic Sizing: Adding Library Templates to a Campaign

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

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Longform Layout-Based Templates

Introduction to the Longform Interface

Creating a Longform Template

Longform Templates: Working with Groups

Longform Templates: Front End Testing

Batch and Form Views

CampaignDrive's Form User Interface

CampaignDrive's Batch Experience

HTML-Based Template Composition

Video: Customizing an HTML Template on the Front End

Video: Creating an HTML Template

Introduction to HTML Templates

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

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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

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Content Management

Introduction to Content Management Tags

Adding Tags to Template Content

End User Styling Options for Text, Select, User and Location Tags

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

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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

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Approval Loops

How to Create a Document Approval Workflow

Document Approval Workflow for Document Approvers

Document Approval Workflow for End Users

Segmented vs. Non-Segmented Document Approvers

Billing Account Approvals

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eCommerce

Implementing Credit Card Ordering in CampaignDrive

Setting up a Vendor in CampaignDrive

End-User Ordering Experience

Accessing Order Information

Setting Up Pricing Items for Orderable Campaign Items

Implementing Pricing Item Attributes

Implementing Billing Accounts

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Reporting and Data Exports

Dashboard Reporting

Overview of Reporting Tab

Reviewing Orders Generated via the Orders Report

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

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Help Content

The Help Content Area for End Users

Creating Help Content

End User Options

End User Guide for Dynamic Sizing

Understanding Conversion Options for Assets in the Media Library

Customizing Documents with Headshots and Logos

Admin Resources

Answering Questions Quickly and Making Issue Resolution Simple Builds Trust and Increases Engagement

Calculate Cost Savings Using Pica9's Template Savings Calculator and the ROI Report

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

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Answers to Questions

"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

Troubleshooting: PDF Page Background Sized Incorrectly in Templates with Bleed

How to Clear Your Cache Cache in Google Chrome

How to Allow End Users to Directly Download from a Campaign.

Location Section Style Does Not Display the Selected Location on the Front End

What Browsers Should Admins/End Users Use to Access CampaignDrive?

Use Case: Using Site Parts to Display Campaign Information

FAQ: Adding Content Links in a Template

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?

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