Getting Started | Create a Campaign & Company

Dukky Support Guru -

 

Getting started in Dukky's Campaign Manager is pretty simple. Depending on how you are using the system, the steps will vary, so make sure you follow the instructions for a Reseller (an agency creating campaigns for various clients) or a Company ( Which is just you creating campaigns for your awesome business!). 

** If you aren't sure what your role is, it should be automatically assigned to you. Once you log in, it will be in the upper right hand corner of your screen next to your name. 

 

LOGIN TO YOUR ACCOUNT

Your username and password should have been provided by a Dukky team member or via email. If you have not received your username and password please create a ticket or contact us at support@dukky.com.

 

DIRECT CLIENTS

Create A New Campaign

Click "Create a New Campaign" on the first page of the admin. Fill in your information and click Create. This will bring you to your campaign's settings page and now you're ready to add more specifics and the art!

 

 

Fill in the Campaign Name and create a subdomain then click Create.

Create a campaign name: Enter a Campaign Name - this will be used as the header in your share email's so choose wisely! 

Ex. Stine Home & Yard | Start Fresh Giveaway! or My Great Company | My Super Giveaway

Subdomain: This is used for testing before you input your custom domain. Create a combo of letters and numbers Example: 061516Summersavings

 

 

RESELLERS

To create a new campaign, you first have to create your client. Follow the steps below to create a new client and username/password access. Once this is created, you can then add campaigns under their account. 

If you are creating a campaign for an existing client skip to the next section : Let's Build a Campaign

Create a Company/Client

When setting up a campaign in the Dukky platform it is important to set up EACH campaign under a different company. You may set up multiple campaigns  under the same company IF and ONLY IF that company can have access to the analytics for both. 

Ex. My Agency creates a company for My Client. My Client has a Summer Sale campaign. You can also create a campaign for My Client's Fall and Winter campaign underneath the same company. Anything else needs a separate company!  

 1 ) Click your name in the top right, then select Manage Clients

2 ) Click Add Client Button

3 ) Add Client Details and click Create 

 4)  Once the new client has been created it will automatically bring you into their settings. You can then select the Users tab to add a user for your client.

 

 5) Add a User

Fill in the User's information and select one of the two roles below. This username and password is how your client will access their analytics and data. 

1. Client = This gives your client access to their full analytics dashboard with the ability to export only. 

2. Client (No Export) = This gives your client the ability to view the analytics but they cannot export the data. 

Please Note: 

A username can only be 15 characters long! 

A password MUST be 8 characters and contain at least one number! 

 

 Step 2 | Let's build a Campaign

Now that your client has been created follow the next steps to create a campaign for them.

 1) Select Switch Client Accounts in the dropdown

 

 2) Make sure Active Campaigns Only filter is NOT selected

 3) A full list of client accounts will now appear here! Use the search bar or scroll till you find the client you are looking for and select the arrow by their name.

 4) Now that you are in the Client's Account you can create campaigns for them by clicking the Create Campaign button.

 

 5) Fill in the Campaign Name and create a subdomain, then click Create.

Create a campaign name: Enter a Campaign Name - this will be used as the header in your share email's so choose wisely! 

Ex. Stine Home & Yard | Start Fresh Giveaway! or My Great Company | My Super Giveaway

Subdomain: This is used for testing before you input your custom domain. Create a combo of letters and numbers Example: 061516Summersavings

 6) Your campaign has now been created and you can add in all the specific details, dates and start working on your design by clicking the Design tab at the top.

 7) Don't forget - you have to be in the view of the client to access the Campaigns, Contacts, and Users for that Client. Using the Switch Client Accounts you can take the view of your clients to add/edit campaigns, add/edit users, and view their campaign details! 

 

Happy Building! 

 

 

 

 

 

 

 

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