Campaign Rules

Articles

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Copy Properties from Campaign Request to Campaign

Create a Campaign Autofill rule to automatically copy properties from the Campaign Request onto the Campaign. This way users do not have to manually update the properties of Campaigns and can automate this entire process by setting up the following rule. Once the rule is enabled, whenever the condi

Autofill

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Set Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Campaigns by selecting the created user groups based on some predefined criteria.Example use case shown below: If the owner of the campaign is “Agency 1” then the visibility of the campaign is set to “Agency 1” User Group and the “Blueprint” workspac

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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Add Campaign Brief Template

SummaryAdd Brief templates to all the Campaigns directly without any manual effort by creating a Campaign Rule.Example Use case shown below: If the status of the campaign is approved, then the “sample campaign Brief” is automatically attached to the Campaign.How to Set-UpClick the New Tab icon. Unde

Add Campaign Brief Template

Knowledge Base Article

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Campaign Rules

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Initiate Workflow Automatically on your Campaigns

Create an initiate workflow rule to trigger workflows on all campaigns. This way you can automate the process of initiating workflows in bulk on Campaigns based on certain well defined conditions. Users will need to set up the rule and enable it. Once the rule is enabled, all the campaigns satisfyin

campaigns

Workflow Engine

initiate workflow

Knowledge Base Article

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Campaign Rules

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Enable Notifications: A Campaign Field has been updated

Create a Campaign Update rule to let users know regarding changes in properties of Campaign fields. Once the rule is enabled, all the campaigns satisfying the condition will have the selected actions initiated on it.An example Use case is shown below: An email notification is sent to the authors whe

Field Update

Custom Field Notifications

Update Notifications

Update Rules

+1

Knowledge Base Article

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Campaign Rules

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Naming Conventions for Campaigns

Automating the process of naming Campaigns by adding the Set Naming Convention action eliminates the manual effort of users in naming the Campaign. This saves a lot of time for the users. Having a standard naming convention simplifies the identification and maintenance of a multitude of Campaigns. O

Naming Convention

campaigns

Rule Engine

Autofill Rule

Knowledge Base Article

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Campaign Rules

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Copy Properties from User to Campaign

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 w

campaigns

Rule Engine

Knowledge Base Article

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Campaign Rules

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