‎How to create a Sub Campaign? | Sprinklr Help Center

How to create a Sub Campaign?

Updated

3 hours ago

Sub-Campaign is a child entity to a campaign and can be used as tags to further categorize a group of content for more granular reporting and tracking. With the introduction of sub-campaigns in Sprinklr, you can set custom fields, attach briefs and assets, experience collaboration, and trigger workflow and tasks at a more granular level. You can create and manage sub-campaigns within campaigns with a start and end date.

To Create Sub Campaigns from the Campaign Overview section

Click the New Tab icon and under Sprinklr Marketing → Marketing tab, click on ‘Campaigns’ within Plan.
On the Campaigns window, hover over the Options icon next to your desired campaign, and select Open Campaign.
In the Overview section, click on the Add Sub Campaign button, (or) click the drop down next to the Add Message button on the top right corner of the campaign details window and select Add Sub-Campaign option.
On the Add Sub-Campaign window, fill in the required details. For more information, see Add Sub-Campaign - Field descriptions
Click Save.

Note: The properties of campaigns to sub-campaigns can be autofilled. To enable this capability you need to create and enable a Sub-Campaign Autofill Rule.

Add Sub-Campaign Field descriptions

Field	Description
Sub-Campaign Name	Enter a name for the Sub-Campaign.
Description	Enter a description of the Sub-Campaign.
Start Date	Select the start date of the Sub-Campaign.
End Date	Select the end date of the Sub-Campaign.
Evergreen Sub-Campaign	Select the checkbox if your Sub-Campaign is always on and does not require an end date.
Status	Select the status of the Sub-Campaign. Draft - A Sub-Campaign in a draft state can be edited, but no messages can be created for the Sub-Campaign. Approved - A Sub-Campaign in an approved state can be edited and messages can be created for the Sub-Campaign.
Tags	Associate tags with your Sub-Campaign.
Visibility	Select the visibility of your Sub-Campaign. Selecting Visible in all Workspaces will allow visibility for users across all Workspaces within your Customer. Selecting Workspaces will allow visibility for all users within the specified Workspace(s). Selecting Users/User Groups will allow visibility for only the specified user(s) and/or user group(s) if applicable.
Custom Properties	Fill out any custom property information as required.
Brief Template	Select a Brief Template for the Sub-Campaign. A Sub-Campaign brief gives the agency or internal creative team enough information so that they can develop a Sub-Campaign concept.