Influencer Marketing: How do I navigate the Campaign Summary tab?

The Campaign Summary tab contains up-to-date information about a campaign and enables you to quickly measure key metrics for your business. Campaign metrics remain updated even after the campaign ends so you can continue to monitor performance. 

 

The campaign summary view includes:

• Customizations
• Pivots
• Different components

Customization

You can customize the campaign summary to your specific needs and highlight certain metrics. To do so: 

1. Navigate to your campaign and click the Summary tab. 
2. Click Edit Summary.
3. Click Add Component and select the component you want to add from the drop-down.

 

With customizations, you can:

• Add and remove components
• Rearrange sections vertically
• Edit available templates

If you use the default campaign summary template, for example, you can customize it to measure the metrics that are most important for your business. You can also save your custom view for either a specific campaign or as a new default campaign summary template. 

Interactive components

The campaign summary contains interactive components that let you click into different sections to get a closer look at the campaign content. Click on any aggregated data point in the campaign summary to see the posts included in the aggregation. 

Export

To easily share a campaign summary with other stakeholders, you can export each summary as a PDF, jpg or png. You can also export a campaign summary via One-Sheet Builder.

Campaign header

In this section, you’ll find basic information about the campaign including the title, brand, hashtags and start/end dates. You can edit the summary components, export the campaign or manually add content to the campaign.

To make changes to this section, click Settings and edit the information in the Details tab. 

Filters

To refine your campaign summary, you can add filters by clicking + Add Filters. 

 

Fill out any required details after selecting a filter. These filters are dynamic which means once selected they’re applied to every element of the campaign summary. 

Data

Campaign performance data is organized into different pivot tables and components throughout the campaign summary. You can explore the various default components, edit existing sections or create your own data tables.