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Get Started

This is a brief step-by-step guide on how to create your first marketing Campaign and Activity within CampaignChain. You will learn how to connect Twitter as a Channel and how to post a Tweet on the stream of the related Twitter user account.

1. Connect to a Location

To show you how to connect a new Location, we'll use Twitter as an example. To connect a Twitter Location with CampaignChain, click the Create New button in the header menu and choose Location.

/images/user/create_new_location.png

On the next screen, select Twitter as the Channel and click Next.

/images/user/select_new_twitter_location.png

Note

Should you now see the Provide Application Credentials screen, then please see :ref:`how to create new OAuth Apps <create-new-oauth-apps>`.

When clicking the button Connect with Twitter, the login screen for Twitter will be displayed to you. Please enter your Twitter user name and your Twitter password.

/images/user/twitter_channel_login.png

If Twitter accepted your credentials, the stream of the Twitter user you logged in as will now be available as a Channel Location within CampaignChain.

2. Create a Campaign

An Activity such as posting on Twitter can only be created from within a Campaign. Click the Create New button in the header and choose Campaign.

/images/user/create_new_campaign.png

Select the campaign type Scheduled Campaign and proceed with Next.

/images/user/select_scheduled_campaign.png

Fill in the fields to populate your new Campaign with data, such as:

  • Name: An arbitrary name of your Campaign, e.g. "Launch of new product"
  • Timezone: The timezone of the Campaign. For international marketing teams, the best choice is UTC.
  • Duration: Pick the start and end date of your Campaign.
  • Assignee: The person in your team responsible for the Campaign.

Click Save and your first Campaign will be created.

/images/user/create_new_campaign_form.png

If you now click Plan in the header navigation, you will see your new Campaign in the Timeline.

/images/user/timeline.png

3. Create an Activity

Now you are ready to create your fist Activity, which will be posting a status update on Twitter.

Click the Create New button in the header and choose Activity.

/images/user/create_new_activity.png

In the next screen, select your newly created Campaign and in the Location field, pick the Twitter user stream you just connected to.

Once you have selected the Location, a new field will appear which allows you to select the Activity you want to perform within the Location. Here, choose Update Status and click Next.

/images/user/create_new_activity_form.png

A form will appear and prompt you to insert the following data:

  • Activity Name: An arbitrary name that will be used within CampaignChain. For example, "Initial announcement".
  • Twitter Message: This is the text that will appear on Twitter, e.g. "Try our new product, it's awesome: http://www.example.com/newproduct"
  • Due: Here, you can schedule the tweet to be posted at a specific date and time.
  • Assignee: Define who is responsible for taking care of this Tweet.

/images/user/new_twitter_status_update_form.png

That's it! If you now click Plan again, you will see the new Activity as part of your new Campaign.