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Managing campaign groups

You can organize your campaigns into different groups based on the type of campaign or the team in charge. You can make each group available in any Applications, regardless of where the campaigns added to it were created.

Feature access
Only admins have access to this feature.

Campaign groups allow you to restrict user access to certain campaigns. This is useful to increase security and prevent unwanted changes in strategic campaigns.

For example, imagine that you have one Application for Europe and two teams, one for France and another one for Germany. You can assign the members of each team to their specific campaign group and prevent them from modifying or even seeing the other team's campaigns.

Creating a campaign group​

  1. Click Account on the left-most menu.
  2. Click Organization > Campaign Groups.
  3. Click Create Campaign Group.
  4. In Name, type a name for the group.
  5. (Optional) In Description, type some basic information to help users understand the purpose of the group.
  6. In Connected Applications, select the Applications where you want the group to be available.
  7. Click Save Changes.

You can directly assign users and roles to the campaign group.

Listing campaign groups​

To list your campaign groups, on the left-most menu, click Account > Organization > Campaign Groups.

This page displays the campaign groups in your account. It contains the following columns:

ColumnDescription
GroupName and description of the group.
CreatedDate and time when the group was created.
CampaignsNumber of campaigns contained in the group.
ApplicationsNumber of Applications where the group is available.

Assigning users and roles to a campaign group​

You can choose who can access a given group and what permissions they have.

note

Admin users already have all permissions.

  1. On the left-most menu, click Account.
  2. Click Organization > Campaign Groups.
  3. Click the name of the group you want to assign users and roles to.
  4. In Assigned users and roles, at the bottom of the page, click Add User.
  5. Select the users you want to assign to the group.
  6. Click Done. The users appear listed in the Assigned users and roles section.
  7. Select a role for each user from the drop-down menu to the right of their name:
    • View: view all campaigns in the group.
    • Create and edit campaigns: create and edit all campaigns in the group.
    • Create and edit coupons: create and edit coupons in all campaigns in the group.
    • Draft campaigns: create and edit campaign drafts in the group.

Adding a campaign to a group​

You can add campaigns to a group directly when you are creating them from scratch or once they have been created.

Each campaign can be added to an only group among those available in the Application to which the campaign belongs.

Editing a campaign group​

You can edit a campaign group to change its name, its description, or make it available in other Applications.

  1. On the left-most menu, click Account.
  2. Click Organization > Campaign Groups.
  3. Click the name of the group you want to edit.
  4. Edit the required information.
  5. Click Save Changes.

Deleting a campaign group​

You can delete a campaign group at any time. Deleting a campaign group also deletes all roles associated with it.

  1. On the left-most menu, click Account.
  2. Click Organization > Campaign Groups.
  3. Click the name of the group you want to delete.
  4. Click Delete Campaign Group at the top-right corner of the page.
  5. Click Delete in the pop-up that appears.