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Latest Training Updates VX Introduction Video How to Use VX Training Center What is Vision VX How VX Differs from Vision 4.0 Key Features of VX Recommendation Engine Campaigns & Proposals Sales & Orders Optimization Client Analytics Support Sales Reports Our VX Partners
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Introduction to Clients How Geo Profiles Work How to Use Client Insights
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Campaign Goals & Budgets Target Audiences Recommended Products Budget Allocations AdvisMe Campaign Details Campaign Support Lightning Video Activ8 Training
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Create a Campaign Target Audiences Set Geography Products Budget Edit Use AI Insights Add Campaign Details Get Campaign Support Edit a Campaign
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Edit Presentation Slide Library Custom Slides Presentation URL
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Submit Sold Orders Fulfillment Status Request Fulfillment Changes Migrate Campaigns Renew (Extend) Campaigns
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Introduction to TapClicks Overall Performance Creative Performance Keyword Performance TapClicks Training Video TapClicks Support
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Log In to TapClicks Viewing Your Client
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Platform Support Sales Enablement Support Fulfillment Support
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Platform Support
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The Sales Enablement Process The Affinity X Team Titan Software
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Training Help Schedule
Create Campaigns Campaign Goals & Budgets Target Audiences Recommended Products Budget Allocations AdvisMe Campaign Details Campaign Support Lightning Video Activ8 Training
 
Training Courses
 
Create a Campaign Create A New Campaign Select A Campaign Goal Set Campaign Dates Set Campaign Budget Set Locations For Campaign Set Campaign Owner (Sales Rep)
 
Target Audiences Target Demographics Target Lifestyle And Interest Target In-Market And Search Target Occupation Target Custom Audiences
 
Set Geography Target Geography Set Mobile Geofencing
 
Products Add Products To Campagin
 
Budget Edit Use Suggest Budgets For Products Use Manual Product Allocations
 
Use AI Insights How to use AdviseMe
 
Add Campaign Details Edit Campaign Details
 
Get Campaign Support Request PPC Forecasts Request Impression Avails Request Facebook Forecast Request YouTube Forecast Request Rate Adjustment How to use the Instant PPC Estimator How to Order Lightning Video How to use the Instant Social Estimator How to use the Instant Reach Estimator
 
Edit a Campaign Create Good/Better/Best Proposals Edit A Campaign Copy (Duplicate) A Campaign
Play Training

Create Good/Better/Best Proposals

Number of Guide Steps: 5

This guide will show you how to create Good / Better / Best proposals in Vision VX.
Remember, to use the VX Training Voice Assistant to guide this training.
Steps in the Guide:
  • 1. Create Your "Best" Campaign
  • 2. Copy the Campaign
  • 3. Give the Copy a Descriptive Name
  • 4. Update all the Details of the Copied Campaign
  • 5. Manage each Campaign Uniquely
Step 1

Create Your "Best" Campaign.

Create a campaign that reflects your Best options. Include all the products you want and the Campaign Support to get estimates and avails.
Step 2

Copy the Campaign.

Once complete with all the details of the "Best" campaign. Copy it.
Step 3

Give the Copy a Descriptive Name.

For instance, Good or whatever suits you.
Step 4

Update all the Details of the Copied Campaign.

Update all the details, pricing, products and slides to reflect the 2nd version of your campaign proposal.
Step 5

Manage each Campaign Uniquely.

You may now edit each recommendation uniquely, customing the products, budgets, presentations and so on. There is also the benefit that each one receives it's own presentation URL.
Continue Training

Proceed to the next guide, Edit A Campaign.

Next Guide: Edit A Campaign
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