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How do I use the Board?

The Board lets you view, plan, export, and share your Joyous campaigns for the year.

The Board is a great way to view and plan your campaigns for the year. Within the Board, you'll be able to:

  1. Navigate through time to see past, present, and future campaigns
  2. Plan a new campaign
  3. Jump to campaign setup, conversations, and results
  4. Export your Board
  5. Share your Board


1. Navigate through time.

  • Click the forward and back arrows.
    • The back arrow takes you back 1 month in time.
    • The forward arrow takes you forward 1 month in time.
Click the 'Today' button.
  • This takes you to a view of the current year.
board_timeline

2. Plan a new campaign.
  • Navigate to the quarter you wish to plan your campaign in.
  • Click the 'New' button under the relevant quarter.
    • This will take you to the templates gallery to create a new campaign.
    • Once the new campaign is created, click 'Board' to fill in campaign details in the campaign card: 
    • After creating the new campaign, click 'Board' to fill in campaign details in the campaign card such as: Campaign name, Campaign goal, Executive sponsor, Campaign lead, Estimated ROI, ROI hypothesis, and Target launch date.
  • Once you have filled in your campaign details, click 'Save'.

board_plancampaign


3. Jump to campaign setup, conversations, and results. 

  • To view a campaign setup details, click the three dots in the top right corner of the campaign card, then click 'View setup'.
board_setup

  • To view a campaign conversations, click the three dots in the top right corner of the campaign card, then click 'View conversations'.
    • This will take you to the Live Feed with the relevant campaign filter applied.
board_conversations

  • To view campaign results, click the three dots in the top right corner of the campaign card, then click 'View results'. 
    • This will take you to the Dashboard with the relevant campaign filter applied.

board_results



4. Export your Board. 

There are two ways to export your Board:
  • 1) Click the 'Export planning board' button then click 'Download' once the button turns blue.
    • This will export the current view of the Board into a PowerPoint or PDF format.
board_export




5. Share your Board. 

There are two ways to export your Board:

  • 1) Click the Share icon in the top right corner of the Board, then Click 'Copy link'.
    • Sharing the link with internal stakeholders will allow them to view the Board.
board_share