Campaign Groups

You can use campaign groups to better organize and categorize your campaigns. 

Add a Campaign Group

1. Click the Campaign Groups link from the Main Menu. The Campaign Groups page opens.
2. Click the Add button. The Add Campaign Group window opens.
3. Enter the following information:
   • Description - Name of the campaign group.
   • Status - Active campaign groups are available for selection when assigning a campaign group to a campaign.
   • Code - Unique alphanumeric value.
4. Click OK.

Change a Campaign Group

You can change the description of the campaign group after you have created it. When you change the description of a campaign group, it updates wherever the campaign group is used. If you don't want to update the already existing campaign group data, then you must add a new campaign group using the steps in Add a Campaign Group.

1. Click the Campaign Groups link from the Main Menu. The Campaign Groups page opens.
2. Select the campaign group to edit.
3. Right-click and select Edit. The Edit Campaign Group window opens.
4. Make the desired change.
5. Click OK.

Inactivate a Campaign Group

If you no longer use a campaign group but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a campaign group inactive, it is no longer available for selection for campaigns.

1. Click the Campaign Groups link from the Main Menu. The Campaign Groups page opens.
2. Select the campaign group to make inactive.
3. Right-click and select Edit. The Edit Campaign Group window opens.
4. Select Inactive from the Status drop-down.
5. Click OK.

Delete a Campaign Group

If you no longer use a campaign group and don't want to keep a record of it, you can delete it. When you delete a campaign group that is used, you receive a prompt to select a campaign group to replace the campaign group you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Campaign Groups link from the Main Menu. The Campaign Groups page opens.
2. Right-click on the campaign group to delete.
3. Select Mark for Delete.
4. Click the Save button. If the campaign group is used, the Replace window opens.
5. Select the campaign group from the drop-down to replace the deleted campaign group.
6. Click OK.