Campaigns Module

The Campaigns Module in Clover allows you to efficiently assign tasks to multiple companies at scale. Instead of manually assigning tasks one by one, campaigns enable bulk assignment, tracking, and automation of workflows across many trading partners.

Campaigns can be created, monitored, and adjusted through the Campaigns Module.

Managing Active Campaigns

• Send Additional Reminders: Encourage non-responding companies to complete tasks.
• Close Campaigns: Mark the campaign as complete when responses are finalized.

Key Features

• Bulk Assign Tasks to multiple connected companies.
• Automate Data Collection by assigning structured workflows.
• Monitor Campaign Performance with real-time tracking and analytics.

Campaigns are especially useful for large-scale data collection efforts, such as:

• Annual compliance updates (e.g., insurance, certifications).
• Product information requests (e.g., certification updates, regulatory documents).
• Performance scorecard distribution to suppliers.

Bulk Assigning Tasks to Multiple Companies

Campaigns simplify task assignments by enabling users to send the same task to multiple companies simultaneously, improving efficiency and consistency.

How to Bulk Assign Tasks

1. Navigate to the Campaigns Module.
2. Click "Create New Campaign."
3. Select the workflow that defines the task you want to assign.
4. Choose target companies:
   • Select companies individually.
   • Use filters (e.g., industry, region, compliance status).
   • Use predefined Company Lists.
5. Configure assignment settings:
   • Default Assignment: By default, members of the company’s General Management department will be notified of the task assignment.
   • Customize Assignments: You can adjust assignments for any or all companies in your audience.
   • Modify individual company assignments.
   • Use Bulk Assignment to quickly update assignment settings for multiple or all companies at once.
   • Bulk Assignment allows you to:
     • Assign tasks to one or more departments.
     • Assign tasks to your Favorite Contacts at each company.
     • Combine both options—assigning tasks to favorite contacts where available and departments where not.
6. Review and publish the campaign.

Once published, each company receives the assigned task within Clover and can respond accordingly.

Quick-Start Guide

1. Define Your Task: Determine the objective and necessary workflow.
2. Select Campaign Audience: Use filters or create a predefined company list.
3. Adjust campaign Assignment: Set your campaign’s assignment preferences individually or in bulk.
4. Configure the Campaign: Set a name and a description for the campaign.
5. Save the Campaign: Save the campaign as a Draft.
6. Publish the Campaign: Assign tasks to multiple companies instantly.
7. Monitor Responses: Track progress through campaign analytics.
8. Follow Up as Needed: Send reminders or modify assignments.

FAQs

What metrics are tracked for campaigns?

Clover provides real-time campaign tracking with key performance indicators (KPIs), including:

• Total Tasks Assigned: Number of companies receiving the task.
• Task Completion Rate: Percentage of completed vs. open tasks.
• Percentage Complete: What percentage of the tasks total steps have been completed.

• Simplify Reminders: Send reminders to all incomplete task assignees, or to individual participants, in an active campaign.

How do I stop or close a campaign?

To stop/close a campaign:

1. Open the campaign details.
2. Click Close. This prevents further task completions and removes pending tasks.
3. This can be done at campaign and individual campaign participant levels

Best Practices

Scaling Campaigns for Large Networks

• Schedule Auto-Reminders: Set up automated reminders in your workflows for better response rates.

Monitoring Campaign Performance

• Track Metrics Regularly: Use Clover’s dashboards to monitor real-time progress.
• Identify Low Engagement Companies: Follow up with those who have not responded.
• Optimize Future Campaigns: Analyze past performance to refine task assignment strategies.