Copy various campaign properties from the user level to the campaign level by creating a Campaign Rule. Once the rule is enabled, all the tasks satisfying the condition will have the selected actions initiated on it.

Example use case shown below: Brand, Region, Country & Channel Type properties will be copied automatically from the user level to the campaign level every time a user creates a campaign.

How to set up

1. Click the New Tab icon. Under the Platform Modules, click Rule Engine within Collaborate.

2. In the top right corner of the Rule Engine window, click Create New Rule. For more information, see Create New Rule.

3. On the New Rule window, fill in the required details. Make sure you select Campaign Autofill from the Context dropdown. 

4. Modify the values for Activation Date, Rule Execution Batch, Rule Type, and Custom Fields. To proceed with the default values, click Next in the bottom right corner.

5. On the Rule Builder window, select Add Condition to set up specific scenarios that must be met for subsequent actions to execute. You can also chain multiple conditions together to refine the scenarios. 

6. In this example, we are using the condition as Status = Draft, under the section “Conditions Applies to The Properties of Campaign”.

7. To configure actions in a rule, select Add Action on the Yes or a No branch of the condition In the Copy properties from source to destination action-

   1. Set Copy Action Source as User

   2. Set Copy Action Destination as Campaign

   3. Under Add Fields, select the custom field properties that you want to copy from User to the Campaign.

8. Click Save in the bottom right corner to finalize the creation of your new rule, or Save as Draft to create a draft version of your rule.