Campaigns

The Campaign Page allows you to create, filter, and manage campaigns. Define budgets, objectives, start/end dates, and assign leads.

Key Elements

• Campaign List/Table – Shows advertiser, campaign name, status, objective, budget, CSM lead.

• Filters – Narrow down campaigns by advertiser, objective, status, or date.

• Add Campaign – Opens new campaign form.

Step-by-Step Instructions

  Creating a New Campaign

1. Click + Add Campaign

2. Select Advertiser

3. Enter Campaign Name

4. Choose Objective

5. Set Start and End Dates

6. Define Budget

7. Click Create Campaign

Filtering Campaigns 1. Click Filters. 2. Select filter criteria (status, advertiser, objective). 3. Apply to refine the list.

Editing Campaigns 1. Locate the campaign in the table. 2. Click the edit icon. 3. Update details and save.

Best Practices

• Use descriptive names (e.g., “Chevrolet Q4 CPL – US”).

• Avoid duplicates; edit instead of recreating.

• Filter to focus on Live campaigns.