Sub-Campaign Rules

Articles

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Automating Sub Campaign Creation Using the Rule Engine

Overview You can automate the process of creating Sub Campaigns by specifying certain criteria or conditions under which Sub Campaigns can be created. You can set a start and end date for your Sub Campaign, give it a name, and set custom properties. You can also let the Sub Campaign inherit its prop

Knowledge Base Article

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Sub-Campaign Rules

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Copy Properties from User to Sub-Campaign

Copy various sub-campaign properties from the user level to the sub-campaign level by creating a Sub-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

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Add Sub-Campaign Brief Template

Add Brief templates to all the Sub-campaign directly without any manual effort by creating a Sub-Campaign Rule.Example Use case shown below: If the status of the sub-campaign is approved, then the “Sub-Campaign Brief Template: General” is automatically attached to the Sub-Campaign.How to set up Clic

brief templates

Sub-Campaign

Knowledge Base Article

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Sub-Campaign Rules

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Naming Conventions for Sub-Campaigns

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

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Enable Notifications: A Sub-Campaign Field has been updated

Create a Sub-Campaign Update rule to let users know regarding changes in properties of Sub-Campaign fields. Once the rule is enabled, all the sub-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

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Copy Properties from Sub-Campaign Request to Sub-Campaign

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

Rule Engine

Autofill Rule

Knowledge Base Article

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Sub-Campaign Rules

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Set Sub-Campaign Visibility based on User (via Rule Engine)

Automate the process of setting the visibility of Sub-Campaigns by selecting the created user/user groups based on some predefined criteria.Example use case shown below: If the owner of the parent campaign is a specific user, in this case, “Bethany Hackenyos” then the visibility of the sub-campaign

Sub-Campaigns

Rule Engine

Knowledge Base Article

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Sub-Campaign Rules

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Initiate Workflow Automatically on your Sub-Campaigns

Create an initiate workflow rule to trigger workflows on all Sub-Campaigns. This way you can automate the process of initiating workflows in bulk on Sub-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 Sub-Campaig

Sub-Campaign

Rule Engine

initiate workflow

Knowledge Base Article

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Sub-Campaign Rules

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