Campaign - Overview Tab
Updated
About the Overview Tab
Note: View Sub-Campaigns in a chronological order in the overview tab of the Campaigns - in descending order based on their creation dates. This provides a clearer and more organized view of the sub-campaigns, allowing you to seamlessly identify and prioritize the most recent ones.
You can switch to the campaign's Overview section from the Campaign Details window.
The Overview tab shows the basic details and custom properties associated with the Campaign. The details include - Campaign description, Campaign Start and End date, Status, Shared Users and Workspaces, and Custom properties. You can add a banner image for your Campaign if you choose to do so.
You can also create Sub-campaigns, Events, and Paid Initiatives under your Campaign from the Overview tab.
You can also export your campaign overview details in PDF format using the Export button.
Campaign Toolbar
From the Campaign Toolbar, you can mark your Campaign as Favorite, Collaborate on your campaign, Apply Macro on the campaign, Edit Campaign Detail, Clone, Initiate Workflow and Lock, Share and Delete your Campaign
