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.

Procedure

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 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.
   • To edit details about the campaign, click the Edit Summary icon in the toolbar, and then click the Save and Finish button when you are done.
   • To add a flowchart to the campaign, click the Add a Flowchart icon in the toolbar.
   • To add or remove segments or offers, use the appropriate icons in the toolbar.
   • To edit a flowchart, click a flowchart tab and then click the Edit icon on that tab.
   • To edit the campaign's Target Cell Spreadsheet, click the Target Cells tab then click the Edit icon .
   • To access reports, click the Analysis tab.