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Create your own Quick Start portfolio

Faith Hoefner
posted this on Jan 16 22:18

If your LiveBall console was provisioned after January 2012, your Quick Starts portfolio is pre-loaded in your console! Follow this link for instructions on customizing your Quick Starts collection: Customize your Quick Start portfolio

Want to create a Quick Start collection of your winning, high-performance creatives? Excellent! If you're set to superuser account privileges, you can flag a portfolio as your console's Quick Start collection, making these creatives readily available to copy over and prep for launch. You can flag a portfolio of existing creative as your Quick Start collection, or you can easily build your own, custom portfolio.


Ready to build your own Quick Start portfolio? Let's get started!

 

  1.  Add a portfolio to your console and check off  the "Quick Start portfolio" option. To add a portfolio, click on the green "portfolio+" button on the global "Portfolios" screen. Please note, only one portfolio can be flagged as your Quick Start collection. 
  2.  Add campaigns to the portfolio. Click on the green "+Campaign button" on the "campaign management" screen to get started. You can add as many campaigns as you'd like. You'll want to give your campaigns thoughtful labels. For example, you may wish to label your campaigns by type of landing experience they are such as "Tabbed navigation", "Segmentation flows" and "Form pages." Or, you may choose to label campaigns based on the offers the creatives are used for, such as "Webinar Registration creatives", "Subscription offers" and "Surveys."
  3. Add creatives to their dedicated campaigns. Click on the "creative+" button then label the creative. From the "copy existing creative" tab, select the creative you'd like to copy into your Quick Start collection from the drop-down menus. Copy as many creatives as you'd like to build a collection of creatives that are readily available to you, in organized campaigns. 


When rolling out new campaigns, you can copy creatives over from the Quick Start tab. The creative you wish to copy over will be readily available and easy to find in your clearly labeled campaigns. Simply select the category (campaign) then the thumbnail image of the creative you'd like to select. Save your selection and now you're ready to prep your creative for launch! You may opt to add page-level script and certain advanced rules to these creatives to further reduce production time.