https://docs.yesware.com/assets/js/86a2669d.76d613e4.js

1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["737"],{3560:function(e,a,n){n.r(a),n.d(a,{frontMatter:()=>t,default:()=>m,toc:()=>l,metadata:()=>i,assets:()=>c,contentTitle:()=>o});var i=JSON.parse('{"id":"campaigns/sharing-campaigns","title":"Sharing Campaigns","description":"Learn how to share campaigns with your team and track team-wide performance metrics.","source":"@site/docs/campaigns/sharing-campaigns.mdx","sourceDirName":"campaigns","slug":"/campaigns/sharing-campaigns","permalink":"/docs/campaigns/sharing-campaigns","draft":false,"unlisted":false,"tags":[{"inline":true,"label":"campaigns","permalink":"/docs/tags/campaigns"},{"inline":true,"label":"team-collaboration","permalink":"/docs/tags/team-collaboration"},{"inline":true,"label":"shared-campaigns","permalink":"/docs/tags/shared-campaigns"}],"version":"current","frontMatter":{"title":"Sharing Campaigns","sidebar_label":"Share Campaigns","description":"Learn how to share campaigns with your team and track team-wide performance metrics.","tags":["campaigns","team-collaboration","shared-campaigns"],"keywords":["share-campaigns","team-campaigns","campaign-collaboration"]},"sidebar":"tutorialSidebar","previous":{"title":"Manage Campaigns","permalink":"/docs/campaigns/managing-active-campaigns"},"next":{"title":"Teams","permalink":"/docs/teams/"}}'),s=n(5893),r=n(65);let t={title:"Sharing Campaigns",sidebar_label:"Share Campaigns",description:"Learn how to share campaigns with your team and track team-wide performance metrics.",tags:["campaigns","team-collaboration","shared-campaigns"],keywords:["share-campaigns","team-campaigns","campaign-collaboration"]},o=void 0,c={},l=[{value:"What is campaign sharing?",id:"what-is-campaign-sharing",level:2},{value:"Why is this important?",id:"why-is-this-important",level:2},{value:"What's included?",id:"whats-included",level:2},{value:"How to share a campaign",id:"how-to-share-a-campaign",level:2},{value:"Steps to share a campaign",id:"steps-to-share-a-campaign",level:3},{value:"Platform-specific considerations",id:"platform-specific-considerations",level:3},{value:"How to use a shared campaign",id:"how-to-use-a-shared-campaign",level:2},{value:"How to track team performance",id:"how-to-track-team-performance",level:2},{value:"Additional functionality",id:"additional-functionality",level:2},{value:"Team-level reporting",id:"team-level-reporting",level:3},{value:"Privacy and recipient management",id:"privacy-and-recipient-management",level:3},{value:"Frequently asked questions",id:"frequently-asked-questions",level:2}];function h(e){let a={code:"code",h2:"h2",h3:"h3",li:"li",ol:"ol",p:"p",strong:"strong",ul:"ul",...(0,r.a)(),...e.components},{Details:n}=a;return n||function(e,a){throw Error("Expected "+(a?"component":"object")+" `"+e+"` to be defined: you likely forgot to import, pass, or provide it.")}("Details",!0),(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(a.h2,{id:"what-is-campaign-sharing",children:"What is campaign sharing?"}),"\n",(0,s.jsx)(a.p,{children:"Campaign sharing allows you to share your campaign content with other members of your team. When you share a campaign, your team members can use the campaign's content, touches, and structure to add their own recipients and execute outreach. Each team member maintains control over their own recipients while leveraging the same campaign framework."}),"\n",(0,s.jsx)(a.h2,{id:"why-is-this-important",children:"Why is this important?"}),"\n",(0,s.jsx)(a.p,{children:"Sharing campaigns enables:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"Consistency across team outreach efforts"}),"\n",(0,s.jsx)(a.li,{children:"Faster campaign deployment for team members"}),"\n",(0,s.jsx)(a.li,{children:"Collaborative testing of messaging and sequences"}),"\n",(0,s.jsx)(a.li,{children:"Team-wide performance tracking and optimization"}),"\n",(0,s.jsx)(a.li,{children:"Best practice sharing across your organization"}),"\n"]}),"\n",(0,s.jsx)(a.h2,{id:"whats-included",children:"What's included?"}),"\n",(0,s.jsx)(a.p,{children:"When you share a campaign:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"Team members can view and use the campaign content"}),"\n",(0,s.jsx)(a.li,{children:"Each team member adds and manages their own recipients"}),"\n",(0,s.jsx)(a.li,{children:"Recipients remain private to each user"}),"\n",(0,s.jsx)(a.li,{children:"Team-wide performance metrics can be tracked"}),"\n",(0,s.jsx)(a.li,{children:"Updates to the campaign structure are not automatically shared"}),"\n"]}),"\n",(0,s.jsx)(a.h2,{id:"how-to-share-a-campaign",children:"How to share a campaign"}),"\n",(0,s.jsx)(a.p,{children:"You can share your Campaigns with other members of your Team. When you share a Campaign, your Team members will be able to use the Campaign's content, but they will not be able to access or manage your recipients."}),"\n",(0,s.jsx)(a.h3,{id:"steps-to-share-a-campaign",children:"Steps to share a campaign"}),"\n",(0,s.jsxs)(a.ol,{children:["\n",(0,s.jsx)(a.li,{children:"Click on the Campaign you'd like to share."}),"\n",(0,s.jsxs)(a.li,{children:["Select ",(0,s.jsx)(a.code,{children:"Share"})," in the bottom right."]}),"\n",(0,s.jsx)(a.li,{children:"Choose which Team(s) to share your Campaign with using the Team picker."}),"\n"]}),"\n",(0,s.jsx)(a.p,{children:"Any Campaigns submitted by Team Leaders and Team Members will appear in the Campaigns dashboard for all Team members to use immediately, though they may need to refresh their inboxes to see the update."}),"\n",(0,s.jsx)(a.h3,{id:"platform-specific-considerations",children:"Platform-specific considerations"}),"\n",(0,s.jsxs)(a.p,{children:[(0,s.jsx)(a.strong,{children:"Gmail:"})," You may need to refresh your inbox to see shared Campaigns."]}),"\n",(0,s.jsxs)(a.p,{children:[(0,s.jsx)(a.strong,{children:"Outlook:"})," You may need to refresh your inbox to see shared Campaigns."]}),"\n",(0,s.jsx)(a.h2,{id:"how-to-use-a-shared-campaign",children:"How to use a shared campaign"}),"\n",(0,s.jsx)(a.p,{children:"Once a campaign has been shared with you:"}),"\n",(0,s.jsxs)(a.ol,{children:["\n",(0,s.jsx)(a.li,{children:"Navigate to your Campaigns dashboard"}),"\n",(0,s.jsx)(a.li,{children:"Refresh your inbox if you don't see the shared campaign immediately"}),"\n",(0,s.jsx)(a.li,{children:"Select the shared campaign"}),"\n",(0,s.jsx)(a.li,{children:"Add your own recipients"}),"\n",(0,s.jsx)(a.li,{children:"Launch the campaign for your recipients"}),"\n"]}),"\n",(0,s.jsx)(a.p,{children:"Your recipients will be separate from other team members' recipients, and you will only be able to view and manage your own."}),"\n",(0,s.jsx)(a.h2,{id:"how-to-track-team-performance",children:"How to track team performance"}),"\n",(0,s.jsx)(a.p,{children:"To measure the success of a Shared Campaign across your Team:"}),"\n",(0,s.jsxs)(a.ol,{children:["\n",(0,s.jsx)(a.li,{children:"Open the shared campaign"}),"\n",(0,s.jsxs)(a.li,{children:["Toggle the ",(0,s.jsx)(a.code,{children:"My Stats"})," button to ",(0,s.jsx)(a.code,{children:"Campaign Stats"})]}),"\n",(0,s.jsx)(a.li,{children:"This view will show the open, click, and connect percentages for your entire team on each shared Campaign"}),"\n"]}),"\n",(0,s.jsx)(a.p,{children:"This allows you to:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"See aggregate performance across all team members using the campaign"}),"\n",(0,s.jsx)(a.li,{children:"Compare your individual performance to team averages"}),"\n",(0,s.jsx)(a.li,{children:"Identify high-performing campaigns for wider team adoption"}),"\n",(0,s.jsx)(a.li,{children:"Make data-driven decisions about campaign optimization"}),"\n"]}),"\n",(0,s.jsx)(a.h2,{id:"additional-functionality",children:"Additional functionality"}),"\n",(0,s.jsx)(a.h3,{id:"team-level-reporting",children:"Team-level reporting"}),"\n",(0,s.jsx)(a.p,{children:"You can view Campaign performance at the user and team level by using the:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsxs)(a.li,{children:[(0,s.jsx)(a.strong,{children:"Campaigns by User Report:"})," See individual performance across all campaigns"]}),"\n",(0,s.jsxs)(a.li,{children:[(0,s.jsx)(a.strong,{children:"Campaigns by Campaign Report:"})," See team-wide performance for specific campaigns"]}),"\n"]}),"\n",(0,s.jsx)(a.p,{children:"These reports allow you to:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"Sort by various engagement metrics"}),"\n",(0,s.jsx)(a.li,{children:"Track recipient progression across campaigns"}),"\n",(0,s.jsx)(a.li,{children:"Analyze meeting booking rates"}),"\n",(0,s.jsx)(a.li,{children:"Customize date ranges for focused analysis"}),"\n"]}),"\n",(0,s.jsx)(a.h3,{id:"privacy-and-recipient-management",children:"Privacy and recipient management"}),"\n",(0,s.jsx)(a.p,{children:"It's important to understand recipient privacy when working with shared campaigns:"}),"\n",(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"You cannot view the recipients of another team member's campaigns"}),"\n",(0,s.jsxs)(a.li,{children:["Each team member can only access the details of their own campaigns by n

1avigating to the campaign and clicking on the ",(0,s.jsx)(a.code,{children:"Recipients"})," section"]}),"\n",(0,s.jsx)(a.li,{children:"For privacy and security reasons, recipient information is kept confidential and is only visible to the account holder who added them"}),"\n"]}),"\n",(0,s.jsx)(a.h2,{id:"frequently-asked-questions",children:"Frequently asked questions"}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"Can I share my campaigns with my team?"}),(0,s.jsx)(a.p,{children:"Yes! You can share your Campaigns with other members of your Team. When you share a Campaign, your Team members will be able to use the Campaign's content, but they will not be able to access or manage your recipients."}),(0,s.jsxs)(a.p,{children:["To share a Campaign: Click on the Campaign you'd like to share, select ",(0,s.jsx)(a.code,{children:"Share"})," in the bottom right, and choose which Team(s) to share your Campaign with using the Team picker."]})]}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"Will my recipients be visible to team members when I share a campaign?"}),(0,s.jsx)(a.p,{children:"No. When you share a Campaign, your Team members will be able to use the Campaign's content, but they will not be able to access or manage your recipients. Each team member adds and manages their own recipients separately."})]}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"How do I see team-wide performance for a shared campaign?"}),(0,s.jsxs)(a.p,{children:["To measure the success of a Shared Campaign across your Team, toggle the ",(0,s.jsx)(a.code,{children:"My Stats"})," button to ",(0,s.jsx)(a.code,{children:"Campaign Stats"}),". This view will show the open, click, and connect percentages for your entire team on each shared Campaign."]})]}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"Do team members need to do anything to see shared campaigns?"}),(0,s.jsx)(a.p,{children:"Any Campaigns shared by Team Leaders and Team Members will appear in the Campaigns dashboard for all Team members to use immediately, though they may need to refresh their inboxes to see the update. In both Gmail and Outlook, you may need to refresh your inbox to see newly shared Campaigns."})]}),"\n",(0,s.jsxs)(n,{children:[(0,s.jsx)("summary",{children:"Can I transfer campaign data between user accounts?"}),(0,s.jsx)(a.p,{children:"Yesware does not support bulk transfer of campaign data between user accounts. This includes campaign setups, reports, and engagement history."}),(0,s.jsx)(a.p,{children:(0,s.jsx)(a.strong,{children:"What can be transferred:"})}),(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"Email templates can be transferred from one user to another"}),"\n"]}),(0,s.jsx)(a.p,{children:(0,s.jsx)(a.strong,{children:"What cannot be transferred:"})}),(0,s.jsxs)(a.ul,{children:["\n",(0,s.jsx)(a.li,{children:"Campaign content"}),"\n",(0,s.jsx)(a.li,{children:"Campaign reports"}),"\n",(0,s.jsx)(a.li,{children:"Campaign tracking information"}),"\n",(0,s.jsx)(a.li,{children:"Engagement history"}),"\n"]}),(0,s.jsxs)(a.p,{children:[(0,s.jsx)(a.strong,{children:"Workaround:"}),"\nIf you need to move campaign data to a new user account, you can manually export the campaign recipient lists and recreate the campaigns under the new user's account. While templates can be shared or transferred, all other campaign data must be recreated manually."]})]})]})}function m(e={}){let{wrapper:a}={...(0,r.a)(),...e.components};return a?(0,s.jsx)(a,{...e,children:(0,s.jsx)(h,{...e})}):h(e)}},65:function(e,a,n){n.d(a,{Z:()=>o,a:()=>t});var i=n(7294);let s={},r=i.createContext(s);function t(e){let a=i.useContext(r);return i.useMemo(function(){return"function"==typeof e?e(a):{...a,...e}},[a,e])}function o(e){let a;return a=e.disableParentContext?"function"==typeof e.components?e.components(s):e.components||s:t(e.components),i.createElement(r.Provider,{value:a},e.children)}}}]);