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Create "Campaigns" in Wrike?

3 comments

  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Emily Hanback

    We have a similar situation with our Travel Request Form. We just created step-through pages. 

     

    Pg 1 - Do you need a flight? Yes directs to Pg 2, No directs to Pg 3

    Pg 2 - Flight Information - Submit directs to Pg 3

    Pg 3 - Do you need a rental car? Yes directs to Pg 4, No directs to Pg 5

    Pg 4 - Rental Car Information - Submit directs to Pg 5

    Pg 5 - Do you need a hotel? Yes directs to Pg 6, No directs to Pg 7

    Pg 6 - Hotel Information - Submit directs to Pg 7

    Pg 7 - Do you need per diem? Yes directs to Pg 8, No Completes/submits form

    Pg 8 - Per Diem Information - Submit completes form

     

    I'm not sure if that would work in your situation, but it allowed us to present all of the options without cluttering up anyone's form with information they didn't need.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Bill Mortimer

    Thanks for the reply Emily! We do a little bit of this on the 1st page of our form:

     

    Pg 1 - Name/Company/What type of project are you requesting?

    • Banner - directs to Pg 2
    • Email - directs to Pg 3
    • Landing Page - directs to Pg 4
    • Print Collateral - directs to Pg 5
    • Reporting - directs to Pg 6
    • Other - directs to Pg 7

     

    We could take your approach, but I'm really looking for the ability to use checkboxes on the 1st page to get them thinking of a multi-pronged approach to marketing. Something like this:

     

    What are the components of your campaign

    [  ] Banner

    [  ] Email

    [  ] Landing Page

    [  ] Print Collateral

    [  ] Reporting

    [  ] Other

     

    Then, based on what they select, they would be taken to the appropriate page(s). I don't understand why logic is available for dropdown selections in Wrike, but not checkboxes.

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  • Spot On! ๐Ÿ‘ Innovative Approach ๐Ÿ’ก Stellar Advice ๐Ÿ’ช
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    Stephen

    (Edited )

    @Bill - I've moved this post over to the How To section for other members to find it a little easier when needed.

    Stephen Community Team at Wrike ๐ŸŒŽDiscover... Wrike Discover and become a Wrike expert. Click here to get started

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