Complete and track your campaign tasks

Your campaign tasks will be assigned based on the type of Sampling program purchased. Once your campaign request is approved, you’ll receive an email notification when a task is ready for action. Sign in to the Support Community for detailed instructions and next steps.

Learn more about campaign project management in the Support Community through this video:

If you have any questions along the way, visit the Support Community to connect with your Bazaarvoice project team and receive support.

Before you begin

The Bazaarvoice Support Community is your centralized hub for managing all active projects, including Sampling campaigns. With tools for task management, timeline tracking, file sharing, and team communication, it enhances visibility and collaboration, streamlining your Sampling project delivery.

To ensure you have access to Support Community:

1. Sign in to the Bazaarvoice Portal.

2. Under Help & Support, select Access the Support Community.

3. Under Explore by solution, select Projects.

4. Once on your project dashboard, select the Projects tile. A project represents a single contract line item purchased for delivery. Each project has corresponding tasks and is where you can manage all activities.

5. Select a project and click View Project to access all related project and campaign details.

Note: You must sign in to the Bazaarvoice Portal to access Support Community. If you don't have a Portal account, contact your account administrator.

Viewing and managing your assigned campaign tasks

Client-assigned tasks are essential actions that must be completed promptly to keep your campaign moving forward. All clients are responsible for submitting campaign requests, and the subsequent tasks assigned will depend on your sampling purchase.

Note: You will receive a notification when a task requires your attention. To ensure you don’t miss important updates, add no-reply@bazaarvoice.com to your contacts.

Access your outstanding tasks

1. In Support Community, navigate to Projects > Tasks to view all client-assigned tasks for your active Sampling campaigns. 

   

2. Select the arrow next to Recently Viewed and select My Active Tasks for a focused view of your pending tasks.

   

   Note: Unless pinned, your list view will always default to Recently Viewed. To streamline access, we recommend pinning My Active Tasks.

   

3. Select the pin icon to the left of the arrow to pin the selected view for quicker access in the future

   

   

   Note: You can also review your outstanding tasks in Vibe by navigating to Campaigns and selecting your chosen campaign. Each task will redirect to the relevant section within Support Community.

   
   
   

Review and perform tasks

Select a project task to view its full details, including the following fields:

• Related Milestone: The Sampling campaign associated with the task.


Note: A milestone represents an individual Sampling campaign and is created once a campaign request is submitted. Selecting a milestone will direct you to the Milestone page, where you can view all related campaign details, including the timeline, unit count, warehouse list, member address list, and more.

• Task Description: A breakdown of the required action and detailed instructions.

• Estimated Start & End Date: A timeline indicating when the task should be completed.

Selecting the Complete Task button at the top of the page will always be your final action once you have completed the task. This button notifies your project team of completion and updates the task end date.

Tracking your campaign progress

Review Project Tasks

• From your main project page, navigate to the Project Tasks table to view a consolidated list of all tasks across all your campaigns.

• This table includes both client-owned tasks and Bazaarvoice-owned tasks, as noted by the Owner Name column.

View Project Plan

• From the main project page, select View Project Plan to access a comprehensive overview of your project. This view includes all milestones, dependencies, tasks, and timelines, offering a clear representation of your end-to-end Sampling project.

• Use this tool for visibility on all tasks related to your Sampling campaign and an understanding of where in the process your campaign is.

Requesting Sampling Support

If you have questions about an ongoing Sampling campaign, please ask directly in the relevant case thread. You can do this by replying to the case thread email or by following these steps in Support Community:

1. To review how to access Support Community, refer to the Before you begin section in this article.

2. Select the Projects tile and select the relevant project.

3. On the main project page, select the relevant Milestone.

4. Navigate to the Case section and select the most recent case to see the message details.

5. Add a new comment to respond and ask your question to the project team.

Note: To prevent confusion from multiple open cases, we recommend asking your question within an existing case before creating a new one. 

If you have a general Sampling question that is not related to a specific campaign, select Contact Your Project Team on the main project page. Add all relevant details and a Bazaarvoice team member will follow up with a response.

You'll receive an automated response indicating Bazaarvoice Support has received your request. A representative will respond to your case within two business days.

Note: If you do not see a response within two business days, check your spam and junk folders. Be sure to add @salesforce.com and @bazaarvoice.com to your safe senders list. Otherwise, our responses may be blocked by your company’s firewall.

What's next?

Bazaarvoice will notify you if there are any additional tasks that require your attention. Once all tasks are completed, members will begin receiving, testing and reviewing their sampled products.

You’ve completed Step 3: Complete and track your campaign tasks.

You can now move on to Step 4: Review your campaign results:

• Learn how to Review your Sampling campaign results using Vibe.