Embarking on the journey of creating a new campaign in Vision VX is a pivotal step towards effective client engagement and successful marketing endeavors. Follow these detailed steps to seamlessly initiate and manage your campaigns

Understanding how to effectively choose a campaign goal is paramount to ensuring the success and relevance of your marketing efforts in Vision VX. Follow these steps to meticulously select and refine your campaign goals.

Effectively managing campaign dates is a crucial aspect of campaign planning and execution in Vision VX. Properly chosen dates not only provide a clear timeline for campaign closure but also facilitate a seamless transition into the ordering process. Follow these steps to navigate through the selection of campaign dates:

The Significance of Campaign Dates:
Campaign dates serve as the temporal framework for your marketing initiatives, offering clear and measurable milestones. These dates are instrumental in not only closing campaigns but also initiating the subsequent ordering process, making them a vital component of your overall campaign strategy.

Align Dates with Expected Run Times:
It is highly recommended to align your selected campaign dates as closely as possible with the anticipated run dates of your campaign. This ensures a cohesive and well-timed execution that maximizes the impact of your marketing efforts.

Diving into the realm of campaign budgeting is a critical step in crafting a targeted and effective marketing strategy within Vision VX. The budget you set plays a pivotal role in guiding the platform to recommend the most suitable products and services, aligning seamlessly with your client's overarching goals. Here's a comprehensive guide on how to adeptly set campaign budgets:

Understanding the Significance of Campaign Budgets:
Campaign budgets are more than just financial allocations; they serve as the cornerstone of designing a tailored solution within Vision VX. The budget amount you specify acts as a directive, shaping the recommendations generated by the platform to achieve your client's specific goals.

Flexibility in Budget Adjustments:
It's important to note that campaign budgets are not set in stone. You have the flexibility to edit them at any point in the sales process before finalizing and submitting the campaign order for billing. This adaptability ensures that your budget can evolve in response to changing needs and insights throughout the campaign lifecycle.

Leveraging the Client Locations feature on the campaign creation screen in Vision VX offers a dynamic way to configure multiple client locations, and even strategically incorporate competitor locations for effective geo-fencing.

Here's a step-by-step guide to seamlessly add and manage multiple locations:

In Vision VX, the flexibility to designate a campaign owner other than yourself adds a layer of collaboration and delegation to the campaign management process.

While you are automatically set as the default owner, modifying this ownership is a straightforward procedure.

Here's a step-by-step guide on how to change the owner: