Editing campaigns
Users with appropriate permissions can use the Campaign Summary page to edit a campaign's details and access its flowcharts, reports, and target cell spreadsheet. Additionally, if you have the appropriate permissions, you can perform actions such as adding flowcharts, segments, or offers to a campaign.
1.
Choose Campaign > Campaigns.
2.
On the All Campaigns page, click the name of a campaign.
The campaign opens to its Summary tab.
Alternatively, click the Edit a tab icon Tiny blue pencil icon next to the campaign name to open a specific tab for editing.
3.
Choose Help > Help for this page to see explanations of each field on the Summary tab.
4.
You can perform many actions from the Campaign Summary page.
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To edit details about the campaign, click the Edit Summary icon Page with pencil icon in the toolbar, and then click the Save and Finish button when you are done.
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To add a flowchart to the campaign, click the Add a Flowchart icon Process graph with plus sign icon in the toolbar.
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To add or remove segments or offers, use the appropriate icons in the toolbar.
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To edit a flowchart, click a flowchart tab and then click the Edit icon Page with pencil icon on that tab.
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To edit the campaign's Target Cell Spreadsheet, click the Target Cells tab then click the Edit icon Page with pencil icon.
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To access reports, click the Analysis tab.
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