1. Campaigns

Edit or delete a campaign

After creating a campaign, you can update its details, including its name, description, status, dates, and team members. You can also delete campaigns that are no longer needed.

Edit campaign details

To edit campaign details:

  1. In the navigation menu, click Strategy.
  2. In the left sidebar, click Campaigns.
  3. On the Campaigns page, open the campaign you want to edit.
  4. To change the campaign status, select Not started, In progress, or Done from the status drop-down list next to the campaign name.
  5. To manage campaign team members:
    • Add a member - click the Add members icon in the top-right corner of the page. Search for users by name or email.
    • Remove a member - click the member avatar in the top-right corner of the page, then click next to their name.
  6. To edit its details, click and select Edit campaign details.
  7. In the Campaign details dialog, update any of the following:
    • Campaign name - enter a new name for the campaign (up to 255 characters).

    • Campaign description - edit the description (up to 1,000 characters).

    • Start date and Due date - change the campaign's start and due dates. The Total days field automatically recalculates to reflect the updated duration.

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

    • Brand kit -select a brand kit to associate with the campaign, or select a different one to replace the existing brand kit.

    • Thumbnail - click Upload or drag and drop the image file.

      Supported files include .pjp, .jfif, .jpe, .pjpeg, .jpeg, .jpg, .png, .gif, .webp, .sgvz, .svg, .jpg, .jpeg, .png, .gif, .webp.

  8. Click Save. You are redirected to the campaign overview page.

Delete a campaign

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

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.

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.
  2. In the left sidebar, click Campaigns.
  3. On the Campaigns page, open the campaign you want to delete.
  4. In the upper-right corner of the campaign overview page, click .
  5. Select Delete.
  6. In the confirmation dialog, click Delete.
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