How to Use the Campaign Editor

How to Use the Campaign Editor

QUESTIONS THAT APPLY TO THIS TOPIC

  • What does Campaign Editor do?
  • Why can’t I use campaign Editor?
  • How do I modify an existing Campaign Template Master?
  • How do I make a new Campaign Template Master?

 

ANSWER

What does Campaign editor do?

Campaign Editor is used to modify and create Campaign Templates used in campaign instances.

 Why Can’t I use campaign editor?

There are 2 possible answers for this.

  1. You are in undocked or satellite mode. In these modes the Campaign and Messaging functions are disabled.
  2. You are a “restricted user”. If you have been set up in team management as a “restricted user”, you do not have the ability to run the Campaign Editor.

How do I modify an existing Campaign?

  1. Go to the tool bar Click on “Campaigns” then Click on “Campaign Editor”
  2. At the top of the screen it will show which Campaign Template you are currently looking at.

    • If you wish to choose a different master, go to “file” and then “Open” then chose the campaign template you wish to modify.

  3. On the left side of the screen you will see the campaign steps. These are the Actions, Objectives, Printing times, and tracks of the Campaign
  4. On the right side you will see the Campaign Name and basic starting information used in the campaign Template.

 

We will break this now down in the 4 basic parts.

  • Editing Event Dates
  • Editing Tracks
  • Editing Selection rule refinements
  • Editing Campaign Steps (actions, objectives, printings)

 

Editing Event dates

  1. Right click anywhere on the left side of the screen in Campaign Steps. Choose “Edit Event Dates”

  2. A new window will appear. Here you can Add, Remove, or change Event Dates names, descriptions and date offsets from starting date.

 

Editing Tracks

  1. Right click anywhere on the left side of the screen in Campaign Steps. Choose “Edit Campaign Tracks”

  2. A new window will appear. Here you can Add, Remove, or Change Campaign Tracks names, descriptions and date offsets from starting date.

 

Editing Selection rule refinements

  1. This is used to assist you in targeting a specific group with in a selection rule. Right click anywhere on the left side of the screen in Campaign Steps. Choose “Edit Selection Rule Refinements”

  2. A new window will appear. Here you can Refine each track as to what you would like to see appear from that track

Note: For more detailed information, also see your “Help” of Gorilla.)

 

Editing Campaign Steps (actions, objectives, printings)

  1. Double click the action, object, or mailing you wish to edit.
  2. Change it to desired settings, Reminder this is a Campaign template, you want to set this to basic information you will alter it in each instance of the campaign template.

 

How do I make a new Campaign Template Master?

  1. Go to the tool bar Click on “Campaigns” then Click on “Campaign Editor”
  2. At the top of the screen it will show which Campaign Template you are currently looking at. Click “File” and then “New”
  3. This will give you a blank campaign you can add steps, actions, mailings, tracks. For further detail on this please see your Gorilla Help.

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