How to create a new campaign?
- Go to the ‘Campaigns’ menu page
- Enter your campaign number or ID – something unique that helps you identify project
- Enter Client / Brand name – you can choose from a list of previously added or enter a new one
- Enter your campaign name
- Click ‘Add Campaign’ or just ‘Enter’
New Campaign has been added to the list.
How to edit campaign name?
- Just hover over the field you want to change
- click on the pencil icon
- Type new name and click Enter
How to archive campaign?
- click on the action menu and choose Archive
- Popup will show up – confirm that you want to archive that campaign
From now, the selected campaign will be listed on the ‘Archived’ menu tab
How to unarchive campaign?
- click on the action menu and choose Unarchive
- Popup will show up – confirm that you want to unarchive that campaign
From now, the selected campaign will be listed on the ‘Ongoing’ menu tab
How to delete campaign?
- click on the action menu and choose Delete
- Popup will show up – confirm that you want to permanently delete that campaign
From now, the selected campaign will not be listed anywhere
How to add access to campaign for another manager?
- Go inside selected campaign by click on it
- Click ‘Edit campaign manager’
- Choose a user from the list
- Choose type of action you want new manager to have
- Click Add