22.4 Release Note

Introducing - The Manage Page

Going forward, when you select Manage > Goals, Campaigns, or Expense Groups the platform will default to the Manage page view (Figure 1). Meaning, the Plan page is changing to the Manage page (but don’t worry the “Classic View” of your campaign cards will still remain available (Figure 2)).

The Manage page is a campaign-centric view of your marketing plan that consists of two main parts, the budget hierarchy on the left (Figure 3) and a table of smart cells on the right (Figure 4). 

Hierarchical Organization

The budget hierarchy on the left of the table is a nested view of your budget that shows how all your segments, goals, campaigns and expense groups are related to one another (Figure 3). Everything can be expanded and collapsed to see as much or as little of your budget as you wish. 

Managing Campaign Allocations

The right of the table uses what we affectionately call “smart cells” and the optional expense column to show how much you have left to spend (or not) for each campaign and expense group.  You can see the allocated amount and sum of expenses, as well as the difference between the two (the amount of money available or overspent) - over time (Figure 4).

Manage Page: Smart Cells

We’ve increased the ability for better decision making with agility and efficiency in managing your campaigns and allocated budget.

Smart cells allow you to edit allocation amounts in-line or drag and drop available amounts between objects on the fly (shown in green text above the cell). Using our smart cells, you can now see the difference between allocated amounts and expense amounts from this table view for actionable insights.

• If the difference is positive (indicating you still have an available budget in that timeframe) you can move that money around by dragging and dropping it somewhere else in your budget or simply double click to true up the amount and return it to the total available budget.
• If the difference is negative (indicating you have overspent on your budget in that timeframe) you can easily move money between objects, or from the available balance of your budget to cover the costs and true up the amount.

Navigating within the Manage Page

Objects and actionable tabs can be found in the sub navigation (see Figure 5). Easily change how you view the table by setting the segments, goals, or campaigns as the top level of the hierarchy using the icons indicated.

• Expenses can be toggled on and off depending on the level of detail you are looking for. (Figure 6)

Organize your view on the Manage page by collapsing or expanding objects in the leftmost hierarchy column. You can also filter down to or search for an individual object, using the filters and search features in the main navigation of the platform. 

*It is best practice to allocate at least 50% of your budget to campaigns and activities that drive your goals.

Actionable Campaign Management

The Create button allows you to create an object -  Campaign, Goal, or Expense Group on the fly within the same view of your overall hierarchy for greater visibility of objects and their association (Figure 7).

The Actions dropdown (Figure 8) allows you to select single or multiple objects from your hierarchy to perform specific actions, such as; duplicate, delete, or end. (Campaigns and expense groups can be “ended”.)

• You can access actions by hovering over the right side of the hierarchy cells.

In summary, Plannuh’s Plan page, previously displayed as classic cards or table view, will now default to the Manage page. These changes will deliver increased visibility into your campaign and budget management, provide greater agility with actionable insights, and enable efficiency in making better informed decisions based on performance and spending efficiencies.