Campaign Categories

Overview

Campaign Categories are an organizational tool used to group together Campaigns.  

Access

To access the Campaign Categories screen, select Campaigns from the Main Navigation Menu, then select Settings > Campaign Categories from the Sub-Category menu.

Features

The Campaign Categories screen provides the following features:

Searching and Sorting

Search

The search feature allows you to search for a specified text string anywhere within the Campaign Category's Label or internal name.

  1. Optionally, in the search field near the top of Campaign Categories screen, enter the desired text string.

  2. Press Enter, or click the search button (magnifying glass icon).

  3. The Campaign Categories screen is refreshed to show only the Campaign Categories that meet your search criteria. 

  4. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Campaign Categories on a variety of different fields. To sort the list of Campaign Categories, select the desired sort option from this menu.

  • Campaign Category ID (the default option)

  • Name

  • Created Date

  • Updated Date

Create a New Campaign Category

To create a new Campaign Category:

  1. In the "Enter Display Name" field, enter the Display Name value for the new Campaign Category.

  2. Click create. The "Edit Campaign Category" pop-up window is displayed.

  3. The "Label" field is populated with the value you entered above; optionally edit this value.

  4. The "Internal Name" is automatically populated based on the "Label" value. This field is uneditable by default. To edit the Internal Name, check the "Edit Internal Name" check box. A confirmation dialog box is displayed; click ok. Edit the Internal Name value.

  5. Optionally, to assign an image to this Campaign Category, click choose file. Browse to and select an image file, and click open.

  6. Optionally, in the "Description" field, enter a description of the Campaign Category.

  7. Optionally, check "Internal" to make this Campaign Category internal-only. 

  8. Click save.  

View or Edit a Campaign Category

To view or edit the details of a Campaign Category:

  1. Search, sort, or filter the Campaign Categories screen as described above.

  2. Click on the desired Campaign Category. The "Edit Campaign Category" pop-up window is displayed. 

  3. Make any necessary changes to the Campaign Category properties.

  4. Click save.

Delete a Campaign Category

To delete a Campaign Category:

  1. Search, sort, or filter the Campaign Categories screen as described above.

  2. Click on the desired Campaign Category. The "Edit Campaign Category" pop-up window is displayed. 

  3. Click delete. A confirmation dialog box is displayed.

  4. Click confirm.