How To Setup Campaign Information Fields

Created by Ivy Thompson, Modified on Sun, 20 Aug, 2023 at 8:55 PM by Ivy Thompson

Campaign information fields can be tailored and pre-defined for usage in your Campaigns. Fields can be edited and turned on/off anytime.


Roles required

Admin role - Full access

Superuser - Reduced access - Cannot delete and download


Start creating

    1. Go to Admin > Campaign

    2. On the Information tab, you'll see listed 4 default pre-defined fields.

    3. Go to the first field and change the name

    4. Turn toggle on the Make Field Active

    5. Select Add Option to create your options. These options will be made available within the Campaign

    

All active fields will now be ready to use in both: Campaign Builder & Campaign Viewer



    4. Turn toggle on the Make Field Active

    5. Select Add Option to create your options. These options will be made available within the Campaign

    6. All active fields will now be ready to use in both: Campaign Builder & Campaign Viewer


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