Creating a Campaign

Campaigns are necessary for basic organization. Let's get organized!

How to Create a New Campaign.

Frist thing you should know only an Admin can create campaigns. If you are an admin you will see the Campaign option in your settings. 

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1) Click on "Campaign" and you will be taken to a page as shown below where you will see an option to create new campaigns. The direct link for the campaign is THIS.

Add a Title and Select the Color of Your First Campaign.

  • Title - Name your campaign depending on how you’re dividing up projects. You may want to set up a test campaign to get used to the Content Marketing Platform.
  • Color - Each campaign will be color coded. We've preselected a palette that is easy on the eyes.

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2) Click on  and give your campaign a name and color and click "Save Campaign".

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3) The new campaign will be visible in the Campaign section. 
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4) After the campaign has been created you will be able to edit access permission. Click on the drop-down on the right side of your campaign and click on. You will be able to put a restriction for your campaign user wise, team wise or even organization wise (Useful if you have child organizations) 

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You will also have an option hide your campaign. This will prevent the campaign from showing up on filters (Calander, Content Manager & Analytics) but the tasks associated with this campaign will be visible. 

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