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Create and manage campaigns

Easily retrieve and triage opportunities resulting from Connect Campaigns or internal campaigns.

Overview

Plan availability:
Advanced for Connect Campaigns
Essential/Advanced for other campaigns

Required user role:
Manager/Contributor (see details)

Connect Campaigns overview.png

Campaigns help you centralize and triage early-stage opportunities, before assigning them to adequate initiatives and proceeding with the next steps of the project.

Connect Campaigns is a bespoke scouting tool used to proactively engage an international community of researchers and commercialization teams in 2,400+ institutes to find curated solutions to your R&D challenges and requirements. See below for specifics that apply to the Connect Campaigns integration.

Create a default initiative

Required user role: Manager with Business Admin rights

All opportunities imported to a campaign are always assigned to a single default initiative. Once the opportunities are imported into this default initiative, you can then triage and reallocate them to adequate initiatives.

Depending on your platform configuration, the default initiative might already have been created by Inpart. If not, follow the instructions below.

First, create the default initiative following the regular creation process. We recommend naming it "Default Initiative" to differentiate it from other initiatives. The choice of the asset type has no impact on this initiative, so we recommend simply choosing Pharma asset.

Then, go to the Administration page (accessible through your user profile at the bottom of the navigation bar), and to the Integrations tab, to select the initiative you created as the default initiative.

Administration Default initiative.png

Note that the default initiative can't be made private and can't be deleted. 

Access campaigns

The opportunities imported are gathered by campaigns on the Campaigns page accessible from the Network menu entry. 

Network nav bar.png

On the Network page, you can see campaigns ordered by status following this order: On-going, Closed, and Draft, with the most recent Opening review date first (to see campaigns that were created most recently).

Click View all to access the full list of campaigns. 

Connect Campaigns on Network page.png

You can quickly display the campaigns that you recently opened (Recently viewed) or that you created (My campaigns), or filter them by their name using the search bar.

Connect Campaigns quick filters.png

Each campaign card displays the status of the campaign (Draft, On-going, Closed), the date by which opportunities must be submitted, and the number of opportunities attached to it. 

Connect Campaigns are recognizable by the Inpart connect label and display the number of connections that have been made with external partners through these campaigns.

Connect Campaigns card.png

The campaign with the most recent Opening review date and an On-going status appears on your homepage to give you quick access to this campaign or all campaigns.

Connect Campaigns card on homepage.png

Campaigns information

Connect Campaigns overview.png

Review date and campaign details

At the top of the campaign overview, you can see the number of days left before the end of the campaign (Time to review) and the campaign owner (Owned by). For internal campaigns, the owner is by default the user who created the campaign. For Connect Campaigns, no owner is assigned when the campaign is created, you can select it yourself. In both cases, click the user's name or None to select a user.

Campaigns_review_date_and_owner.png

In the Details section, you can see:

  • The department in charge of the campaign review.
  • The email of your campaign manager at Inpart
  • The start and end date of the campaign.
  • The provider of the campaign opportunities. 

Connect Campaigns details.png

Campaign status

Three statuses apply to campaigns:

  • Draft: When you are preparing your campaign’s content before sharing it with the other reviewers.
  • On-going: When your campaign is currently being reviewed.
  • Closed: Once all the opportunities have been triaged.

Campaigns_status.png

Connect Campaigns' status is updated by your account manager at Inpart. For other campaigns, you can update the status yourself. 

Opportunities

A campaign is composed of a list of opportunities that need to be triaged and allocated to adequate initiatives. You can apply quick or advanced filters to this list of opportunities, and export the list.

Campaigns_opportunity_export_filter.png

You can see the total number of opportunities attached to the campaign in this section.

Campaigns_opportunity_count.png

The color of the bar reflects the number of opportunities with the following statuses: Active – blue / Closed – green / On-hold – grey / Declined – red.

Click the ellipsis icon to view the opportunities on the dashboard page, or click inside the card to view the opportunities on the Opportunities page.

Connect Campaigns

Enable the Connect Campaigns integration

The Connect Campaigns integration is enabled by Inpart in your Admin Center. Then, your account manager at Inpart will deliver the campaign in Inpart Deal at the date agreed on between you and Inpart.

Review Connect Campaigns results

See Review Connect Campaigns results in Deal

Other campaigns

Create campaigns

Option #1: Direct creation

Go to the Campaigns page and click Create at the top right of the page.

Connect Campaigns create.png

The following popup will appear. You can specify the source of the campaign opportunities (Provider) and which department of your company is in charge of the campaign.

Campaigns_create_direct_2.png

Option #2: Indirect creation

Whenever you add a new campaign name in the Source campaign field of an opportunity, this newly added campaign will automatically appear on the Campaign page.

Campaigns_create_indirect_opportunity.png

Add opportunities

Once you created the campaign, you and your team can start adding opportunities.

Connect Campaigns create opportunity.png

Edit campaigns

Click the ellipsis icon at the top right of the page and select Edit.

Connect Campaigns can't be edited (except for the Department field).

Campaigns_edit_delete.png

For other campaigns, you can edit the following fields:

Campaigns_edit_2.png

Delete campaigns

To clean up your Campaign page, you can delete campaigns (Connect campaigns, and internal campaigns) even when they contain existing opportunities. These opportunities will remain on Deal, but their Source and Source name fields will be cleared up from the campaign name.

Click the ellipsis icon at the top right of the page and select Delete.

Campaigns_edit_delete.png

Detailed campaign user rights

Connect Campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns X
Edit campaign details
Department only
X
Update campaign status X
Only Inpart can do it
X
Add attachments to campaigns X
Delete campaign X

Other campaigns

Rights Manager Contributor
View and access campaigns on the Network page
View and access opportunities in campaigns
Export opportunities from campaigns X
Edit campaign details X
Update campaign status X
Add attachments to campaigns X
Delete campaign X
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