[Beta]{class="badge informative" title="This feature is currently in Beta, so some functionality may be limited or subject to change."}
Manage Campaigns
The default view of the Campaigns dashboard lists campaigns by Start Date, beginning with the most recent. Rows include the core attributes of each campaign. You can toggle between the default list view, card view, and timeline view of all campaigns. Click on the icon representing your preferred view in the upper right of the table.
- List view—This default view displays a subset of the defining details that are entered during campaign creation. List view includes description, channels, regions, start and end dates, and status.
- Card view—This gallery view represents each campaign by a card.
- Timeline view—This Gantt-style representation displays each campaign as a horizontal bar that represents its duration and progress. Bars are arranged chronologically from left to right, allowing you to assess campaign progress quickly, spot overlapping milestones, and understand how campaigns align over time.
Each view provides the following capabilities:
- Search for a campaign by name or keyword
- Toggle to change views
- Launch campaign creation
Campaign details
To view the details of a specific campaign, click the campaign name in the List or Card view. The Campaign Details view opens. These campaign details are the attributes assigned during campaign creation.
Campaign details define the foundational characteristics of your marketing campaign. These details are similar to the defining characteristics included in a campaign brief.
Campaign Details fields are defined in this table:
Focuses content creators on the campaign’s strategic message and tone.
Active—Campaign is in progress
Complete—Campaign ended
To view content associated with this campaign:
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Click Content just below the campaign name. A Filter campaign content view opens.
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Toggle Filter by area toggle buttons to identify campaign content by Assets, Experiences, and Templates.
This view displays linked assets, experiences, and templates. Double-click on an asset’s card to see details.
Refresh campaign content
Once a campaign is launched, Insights helps you track the performance of its components. You can evaluate the effectiveness of different assets or experiences. With this performance information, you can make informed decisions about which components to replace, highlight, or revise.
Add and remove campaign content
You can manage assets in a campaign by adding or removing the campaign label from the asset or experience.
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From the Content Experiences or Assets gallery, select an experience or asset.
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From the Details view, add or remove the campaign label.
See Create for guidance on creating assets and experiences to include in your campaign.
Update campaign attributes
As campaigns progress, target audiences and schedules may need adjustment. You can add or remove distribution channels, personas, regions, and products from an active campaign.
Add or remove a channel
The campaign’s Details view includes the channels, target personas, regions, and products that are linked to this campaign.
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Click Connect records to the right of the Channels, Regions, Personas, or Products label.
The Connect Records popup opens.
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Select the setting that you want to add or remove.
To see additional options, click Select all. The Connect Objects popup opens.
Delete a campaign
Deleting a campaign removes it from the campaign object and all defining campaign attributes from Content. It removes the campaign label from all assets and experiences without removing the experience or asset itself.
To delete a campaign:
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In Campaigns, click the action menu (…) next to the name of the campaign you want to delete.
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Select Delete.
Alternatively, you can delete a campaign from the action menu (…) adjacent to the campaign name in the Details view.