1. Managing campaigns

Manage a campaign, deliverable, or task

After creating a campaign and adding deliverables and tasks, you can:

  • Edit - update initial details such as name, status, or due dates.

  • Delete - permanently removes a campaign, deliverable, or task that is no longer needed or relevant.

    Note

    To delete a campaign, you must have a Stream Admin app role or an Organization Admin or Organization Owner role in Sitecore Cloud Portal.

Edit the details of a campaign, deliverable, or task

Edit campaign details

To edit the details of a campaign:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open the campaign you want to edit.

  3. To edit the campaign status, in the drop-down list, select Not started, In progress, or Done.

  4. To add a campaign team member, click Add member , search for a name, and select it from the list.

    To delete an existing member, click the member icon then click .

  5. To edit the campaign details, in the top-right corner, click the horizontal ellipsis icon > Edit campaign details.

  6. In the Campaign details dialog, edit the following:

    • Campaign name - edit the name of the campaign, up to 255 characters.

    • Campaign description - edit the description of the campaign, up to 1,000 characters.

    • Start date and Due date - edit the campaign’s start and end dates. The system recalculates and displays the number of days elapsed on the campaign in the Total days field.

    • Labels - enter or select up to five tags to categorize the campaign. To remove an existing label, click next to the tag.

    • Brand kit - select a brand kit that you want to link to this campaign. To change a previously selected brand kit, select a new one.

    • Thumbnail - to change the image, click Change on the thumbnail, then, select another image. Supported files include .pjp, .jfif, .jpe, .pjpeg, .jpeg, .jpg, .png, .gif, .webp, .sgvz, .svg, .jpg, .jpeg, .png, .gif, .webp.

  7. Click Save. You are redirected to the Overview page.

Edit deliverable details

To edit the details of a deliverable:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open campaign that includes the deliverable you want to edit.

  3. On the Overview page, open the Deliverables tab, then the List tab.

  4. Find the deliverable you want to edit.

  5. To change its name, click the deliverable name and enter a new one.

  6. To change other details, in the top-right corner, click the horizontal ellipsis icon > Edit deliverable details.

  7. In the Deliverable details pane, edit the following:

    • Deliverable name - edit the name of the deliverable, up to 255 characters.

    • Due date - edit the due date from the calendar. The system calculates and displays the remaining days to complete the deliverable in the Days remaining field.

    • Funnel stage - select the deliverable's role in the marketing funnel:

      • Top (or awareness stage) - introduce your brand to a broad audience.

      • Middle (or consideration stage) - nurture customer interest and guide them toward a decision.

      • Bottom (or conversion stage) - drive prospects to take action, such as purchases or sign-ups.

    • Funnel tactics - select a predefined tactic, such as Email and Billboards, or enter a custom funnel tactic. Make sure this tactic aligns with the selected funnel stage.

    • Label - enter or select up to five tags to categorize the deliverable. To remove an existing label, click next to it.

  8. When you're happy with the changes, click Save.

Edit task details

To edit the details of a task:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open the campaign that includes the task you want to edit.

  3. On the Overview page, open the Deliverables tab, then the List tab.

  4. Find the task you want to edit and click it.

  5. In the task pane, edit the following:

    • Name - click the existing name, and enter a new one up to 255 characters.

    • Labels - click Add labels to enter or select up to five tags to categorize the task. To remove an existing label, click next to it.

    • Status - to set or edit the task status, in the drop-down list, select Not started, In progress, or Done.

    • Date - select the new start and end dates, then click Save. The system recalculates the remaining days until the task is due, displaying them in parentheses. For example, 4d for four days.

    • Assignee - set or edit the name of the team member responsible for the task.

    • Priority - select or edit the task's priority level to High, Medium, or Low

    • Task description - in the provided field, enter the task details, instructions, or any relevant information about the task, then click Save.

    • Assets - click Add asset to add any files or references to the task. Supported formats include DOCX, PDF, PNG, and JPG. To delete an asset, click Delete .

    • Dependencies - click Add dependency to select a task within the same campaign that must be completed before this one, then click to save. To add another dependency, click Add.

    • Comments - to add a comment to the task, enter a comment in the field. Optionally, you can tag a team member using the @ mention. To submit your comment, click Send . Tagged members will receive a notification in the platform.

  6. When you're happy with the changes, click to close the task pane or click anywhere outside it to return to the Overview page.

Delete a campaign, deliverable, or task

Delete a campaign

Deleting a campaign permanently removes it from the Campaigns page and the Overview page.

Warning

Deleting a campaign also deletes all deliverables and tasks associated with it. This action cannot be undone.

To delete a campaign:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open the campaign you want to delete.

  3. On the Overview page, in the top-right corner, click the horizontal ellipsis icon > Delete.

  4. In the confirmation dialog, click Delete. After deleting, you'll be redirected to the Campaigns page.

Delete a deliverable

Deleting a deliverable permanently removes it from the Overview page, and deletes all tasks associated with it. This action cannot be undone.

To delete a deliverable:

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open the campaign that contains the deliverable you want to delete.

  3. On the Overview page, open the Deliverables tab, then the List tab.

  4. Go to the top-right corner of the deliverable row, and click the horizontal ellipsis icon > Delete.

  5. If the deliverable you're deleting contains tasks that are dependencies of tasks in other deliverables, deleting the deliverable will break these dependencies.

    In the confirmation dialog, click Delete.

    After deleting, you'll be redirected to the List tab.

Delete a task

Deleting a task permanently removes the task from the campaign details page. This action cannot be undone.

  1. In the navigation menu, click Strategy. Then, in the left sidebar, select Campaigns.

  2. On the Campaigns page, open the campaign that includes the task you want to delete.

  3. On the Overview page, open the Deliverables tab, then the List tab.

  4. Find the deliverable that includes the task you want to delete, then click the task.

  5. In the task pane, click the horizontal ellipsis icon > Delete.

  6. If the task you're deleting is a dependency of another task, deleting the task will break this dependency.

    In the confirmation dialog, click Delete.

    After deleting, you'll be redirected to the List tab.

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