A campaign snapshot provides a concise overview of a campaign, including a brief description and a summary of all of the element that make it up known as touchpoints.
Examples of touchpoints displayed in a campaign snapshot include:
Emails
Landing Pages
Social Media Posts
Website Widgets
Website Pages
To access a snapshot of a campaign:
Navigate to The Library on the left-hand toolbar.
Locate the thumbnail of the campaign you wish to view.
Hover over the thumbnail, and click on the three dots Icon that appears in the bottom right corner.
Besides the snapshot , the thumbnail offers a quick visual overview of other details like the duration of the campaign, the total number of touchpoints , the amount of times it has been launched by other advisors and it will present a checkmark for FINRA approved campaigns.  |