Adding Campaigns to admation
Campaigns can be used to search, filter and categorise projects in admation. Campaigns are selected from a dropdown in your project and can't be edited without accessing the admin section.
If you'd like to add a new option to your campaign dropdown, head to the admin bar at the top of your screen. A user will only see the admin button if they have specific permissions.
Click Campaign. If you have a custom label added for the Campaign field, please click the button that shows the image as per the below:
From the following screen, if you'd like to create a new campaign, click New Campaign in the top right hand corner of the screen.
From the resulting page, create a name for your campaign and add an optional description if you'd like to provide more information on the campaign. This description field is only visible from the admin section. By default, your new campaign should be Active so that it shows in the campaign dropdown for your projects. Once you're happy with your inputs, hit Save.
Repeat these steps for each of the campaigns you'd like to create.
Editing an Existing Campaign
You may also edit an existing market by clicking the pen icon on an existing campaign's row.
A project can be related to a single campaign. If you'd like to assign multiple items to the project, it may be best to set them up as tags instead.
Custom Labels for Campaigns
Some customers opt to change the label for campaigns to something that better suits their business. This is also possible with the field for markets. To make this change, have a chat to your admation client success manager.
Deleting a Campaign
To delete an existing campaign, select the checkbox for the item/s you'd like to delete. Then click the greyed out delete icon at the top of your screen. Even though it's greyed out, you'll still be able to delete the items. Follow the prompts to confirm your selection.