Step-by-step workflow
Choose the right campaign goals
Add Shipping Address, Payment Info, Phone, Contract Confirm, Campaign Brief Confirm, Content Link, Rate, or Quote Negotiate depending on what the campaign needs.
Let replies populate deal facts
Campaign detail shows goal-dependent columns only when the goal is configured. Use Refresh data to re-read replies and update extracted facts.
Review sensitive fields before fulfillment
Check payment email, shipping address, and contract status before sending product or issuing payment.
Export the right report
Use campaign data export for CSV operations or Campaign Report for a client-facing share link/PDF.
Important details
- Campaign Report branding removal is paid-locked and unlocks at $49+.
- Prepare IG DMs opens Instagram tabs for manual sending; it does not auto-send DMs.
- Prepare IG DMs requires the Janney Chrome extension and desktop Chrome.
FAQ
Can Janney collect shipping addresses?
Yes. Add the Shipping Address goal when creating the campaign so the campaign table includes the right field.
Can Janney collect payment emails?
Yes. Use the Payment Info goal, then review extracted deal facts before payment.
Does Prepare IG DMs send messages automatically?
No. It opens Instagram tabs for manual sending and requires the Janney Chrome extension on desktop Chrome.
