1. Campaigns

Create a campaign

You can create a campaign either manually or using a template. When you use a template, the new campaign inherits template properties such as Campaign type and Localization. A campaign created from a template is itself a template by default.

To create a campaign:

  1. On the menu bar, click Campaigns.

  2. On the Campaigns page, click Campaign.

  3. In the Campaign dialog, fill in the following fields.

    Field nameDescription
    NameThe name of the campaign.
    Start dateThe start date of the campaign.
    End dateThe end date of the campaign.
    Assigned user groupsUser groups responsible for the campaign. Click   to search for and select your desired user groups.
    Campaign typeType of campaign. Click   to search for and select the type.
    LocaleProduct language for the campaign. Click   to search for and select the locale.

  4. To create another campaign, select the Create another check box.

  5. Click Save. If you selected the Create another check box, the Campaign dialog displays where you can create another campaign. If you are not creating another item, the Campaigns page opens.

    Note

    When you create another item, some of the fields are prefilled with values you already defined.

Create a campaign from a template

To create a campaign from a template:

  1. On the menu bar, click Campaigns.

  2. In the top-right corner of the Campaigns page, click    Campaign >   From template.

  3. In the From template dialog, fill in the following fields.

    Field nameDescription
    TemplateTemplate used to create the new campaign.
    NameThe name of the campaign.
    Start dateStart date of the campaign.
    End dateEnd date of the campaign.

  4. Click Save.

Set a campaign as template

To set a campaign as template:

  1. On the menu bar, click Campaigns.
  2. On the Campaigns page, do one of the following:
    • In the search box, enter a search term for the campaign, and press Enter.
    • Use the filtering and sorting options to find the campaign you want to update.
  3. Click the campaign's tile to open its details page.
  4. On the campaign details page, under the campaign cover image, click .
  5. Scroll down and select the Is template check box.
  6. Click Save.
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