# Campaigns grids

#### **Campaigns overview**

![](/files/6oQbnkNeo4WFNOaRQYM0)

The module capabilities are split into the tabs - [**Campaigns**](#campaigns-tab) and [**Feedback texts**](#feedback-texts-tab)

**Adding new Campaign** can be called from any place of webapp:

#### **Adding a new Campaign**

> Create new FactFinder campaigns with help from the Campaign Assistant. It will guide you through every step of the setup. This article shows how to add a new campaign and configure existing ones.

> **Go to the Campaigns section**

![](/files/sI3xkOhkkLuQK28lVHyh)

Click the Campaigns section to open the campaigns menu and go to the overview.

> **Select a Channel**

![import - channels select with All.png](/files/QIsbPKobSSJEIzAy3dmp)

Select a [Channel](/docs/basic-settings/factfinder-ng-channels/channel-management.md) you want to add a campaign to.

> **Click + NEW ELEMENT and Select Campaign Type**

![](/files/vwbh0aITQvyKmAzvAHgr)

There are four main types of campaign, that’re nested under particular menu options:

![](/files/Xq3agXZnEegebwywzC57) **Add a Campaign** - incorporates:

* ![](/files/IaOPuCDAVm0b9OD7IVw2) Product campaign type.
* ![](/files/Xq3agXZnEegebwywzC57) Feedback campaign type (a special kind of product campaigns).

![](/files/LF2BrNhZSW25gGJEsV4F) **Add an Advisor** - corresponds ![](/files/LF2BrNhZSW25gGJEsV4F) Advisor campaign type.

![](/files/iD8NrtTlV3PotDKjzhbX) **Add a Redirect** - corresponds ![](/files/iD8NrtTlV3PotDKjzhbX) Redirect campaign type.

When you select a campaign type, the campaign assistant will open and will guide you through the following steps.

> Inherited Trait
>
> Campaigns are inheritable, for further information, see [Channel Hierarchies](/docs/basic-settings/factfinder-ng-channels/identifying-parent-and-child-channels.md).

> Each campaign type has specific qualities and requirements. For additional information, please refer to the relevant chapters.

#### **Campaigns Tab**

The campaign overview page gives you an overview of all previously created campaigns. These can be edited, renamed, sorted, filtered or removed there.

It contains a **settings bar** allowing some configuration for what’s to be displayed.

> **Settings bar**

![](/files/4dNAy1Wq1rF7VMPjMx1Q)

| ***24 entries*** record                                                                                                                              | Shows the number of all existing campaign entries. Regardless of whether they are activated, paused or stopped.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
| ---------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| <p><strong>Prioritize search result</strong></p><p><strong>independent campaigns</strong> checkbox</p>                                               | If Active: Campaigns that either do not contain a search result (redirect campaigns, feedback campaigns without a search result) or campaigns with a fully defined search result (search result mode) are triggered directly and reported to the frontend. The response from FactFinder NG is faster, but a regular search is no longer carried out. As a result, other potentially eligible campaigns are ignored. If no search result-independent campaigns are triggered, a regular search is carried out. Campaigns that change part of the search results are triggered and reported back to the store. |
| ![](/files/7WboqJltCXF1DyS5JCdN) **Download** button                                                                                                 | Exports an .xlsx file which can be downloaded. This contains all campaign information which can also be viewed in the table below.                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
| <img src="/files/lMzUhbmYTh7oQu40KlU0" alt="" data-size="original">                                                                                  | <p>Filters the campaigns according to the following properties:</p><ul><li>Campaign group</li><li>Campaign type</li><li>Used field</li><li>Time range</li><li>State</li><li>Product position</li><li>Pushed products type</li><li>Trigger</li><li>Trigger parameter type</li><li>Is ad-campaign</li><li>Has pushed products</li><li>Has feedback texts</li></ul>                                                                                                                                                                                                                                             |
| <p><img src="/files/3JtR5dWKb4xDMsx8SW64" alt="" data-size="original"></p><p><img src="/files/IyLHHzFmXwHbaYfHLLVw" alt="" data-size="original"></p> | After selecting the property, you can choose from the values stored for it under "Filter". It is also possible to filter for several properties at the same time.                                                                                                                                                                                                                                                                                                                                                                                                                                            |
| <img src="/files/Re1c8B761RZ6lZuB8kMS" alt="" data-size="original">                                                                                  | The campaign search can be used to search for all information stored in campaigns. Matching results are displayed as results.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| <img src="/files/rb59twbVeKP091pUms9F" alt="" data-size="original">                                                                                  | <p>Options let you customize showing only required channel associations to the campaign.</p><ul><li>Default: Show all associations except for those deleted here. You can find more information about channel management in FactFinder in <a href="/pages/iTMzbsXI1N0m9UcUNTZD">this article</a>.</li></ul>                                                                                                                                                                                                                                                                                                  |

> The Campaign Management Interface offers a dedicated section for the creation and customization of campaigns. Learn how to navigate to the section and use critical UI elements.

> **Campaigns grid**

**The interactive table** below shows an overview of the campaigns. It is divided into multiple columns.

Possible interactable and informative definitions are listed below in this section.

![](/files/IIQTNiuc9OPasRapayzQ)

> **Campaigns List**

* An overview of all currently existing campaigns. Here you can clone, edit and add campaigns. **Important**: use this page to search for campaigns or filter them by category.
* For ease of use, the campaign manager limits the number of displayed campaigns to 10 by default. On the bottom right-hand side, this setting can be changed by increments of 10. For quickly finding specific campaigns, use the search bar at the top.

> **Lock Status**

|                                  |                                                    |
| -------------------------------- | -------------------------------------------------- |
| ![](/files/bMkNoF1Y2JP4mCTsXUpA) | Session Lock                                       |
| ![](/files/AHH2RcVen5nkQHqQiVLv) | Campaign can be edited                             |
| ![](/files/Gyr0F7iIHCw0rHX5IYIF) | Campaign is edited by you. It is locked for others |
| ![](/files/eRao5b9ECNgZXC7fXTlu) | Campaign is locked by another user                 |

> **In-table editing controls**

| <img src="/files/AJm2vcxRlFjIWNnUXNJX" alt="" data-size="original"> | <p>Edit active status</p><p>While Edit is active, campaign group name or campaign name become editable right in table view.</p> |
| ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------- |
| <img src="/files/1cAswzm17dGGkLkpDn25" alt="" data-size="original"> | Appears in Active column, allowing to enable/disable the Campaign.                                                              |
| <img src="/files/ogtCobZbHxKU4D5kyf0Q" alt="" data-size="original"> | While Edit is active, click to Discard changes made.                                                                            |
| <img src="/files/XA8lQy8NMMPxVXfu72XT" alt="" data-size="original"> | While Edit is active, click to Save changes made.                                                                               |

> If you want to edit the whole campaign you have to click on the column of the campaign!

> **Sorting & associations**

![](/files/rb59twbVeKP091pUms9F) Show channel associations to the campaign.

![](/files/jvGa5sjrWi1t0dIdxhGQ) indicates that further information is available in this field. It appears on mouse cursor hover.

The following fields can be sorted alphabetically or by date in ascending ![](/files/wauG1nSgRSViCSjykzWK) or descending ![](/files/jLCxKtAWKDgU2XvO5v2C) order:

* Type
* Campaign group
* Name
* Trigger
* Time period
* Modified

> **Status Display**

* A green dot shows the campaign is active. If the campaign is not currently active due to timing (hasn't started yet, has finished), the dot turns yellow. A red dot signifies an inactive or unreleased campaign. The release status can be set when [creating a campaign](#adding-a-new-campaign) or by clicking the colored dot.

  |                                  |                 |
  | -------------------------------- | --------------- |
  | ![](/files/RDCeKYaR3UhyrLJTqPwu) | Campaign status |
  | ![](/files/SbjHTSODkEuwC0g585a8) | active          |
  | ![](/files/7zLPy1YmRMm5aARdXz6J) | expired         |
  | ![](/files/a9FDNkrKdPTV0eMrE8M6) | inactive        |

> **Cloning, deleting and editing Campaigns**

* For each Campaign, ability to apply making a copy ![](/files/PIPBuGL0DMcloq9V2Hl7) deleting ![](/files/qXtgBxxmq9zaMiTKeUQU) and editing ![](/files/Xc2qP63mCVhFAMiKIIKN) individually to the Campaign is available.
* If you want to work on multiple campaigns at once, select them via the checkbox on the left ![](/files/1sdZ2Ozgh140Y8djAE9a)
* After one or more campaigns have been selected, options for cloning ![](/files/ryDLzeL5JPtN5m9k0rtp) or deleting ![](/files/qt4JEEQzhowhavRJaYlm) **multiple campaigns** appear next to ***N entries*** record.

***

#### **Feedback Texts Tab**

![](/files/o2wEioociDtcDHx76kSc)

**Feedback texts** are predefined placeholders which are used in feedback and product campaigns.

The feedback text can be enriched with a wide variety of data and is filled in using a "What You See Is What You Get" editor.

Most use cases are:

* Banner/Pictures
* Videos
* Formatted text

> The front-end must be integrated accordingly in order to use the placeholders correctly.

> **Settings bar & Statuses**

| ***N entries*** record                                              | Shows the number of all existing campaign entries. Regardless of whether they are activated, paused or stopped.                                                                                                                                                                             |
| ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="/files/Re1c8B761RZ6lZuB8kMS" alt="" data-size="original"> | The campaign search can be used to search for all information stored in campaigns. Matching results are displayed as results.                                                                                                                                                               |
| <img src="/files/rb59twbVeKP091pUms9F" alt="" data-size="original"> | <p>Options let you customize showing only required channel associations.</p><ul><li>Default: Show all associations except for those deleted here. You can find more information about channel management in FactFinder in <a href="/pages/iTMzbsXI1N0m9UcUNTZD">this article</a>.</li></ul> |

123

| <img src="/files/bMkNoF1Y2JP4mCTsXUpA" alt="" data-size="original"> | Session Lock                                                                                                                                                              |
| ------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="/files/AHH2RcVen5nkQHqQiVLv" alt="" data-size="original"> | Feedback texts can be edited.                                                                                                                                             |
| <img src="/files/Gyr0F7iIHCw0rHX5IYIF" alt="" data-size="original"> | Feedback texts are edited by you. It is locked for others                                                                                                                 |
| <img src="/files/eRao5b9ECNgZXC7fXTlu" alt="" data-size="original"> | Feedback texts are locked by another user                                                                                                                                 |
| HTML                                                                | Editable checkbox value, enabling/disabling                                                                                                                               |
| Teaser                                                              | Editable checkbox value, enabling/disabling                                                                                                                               |
| ![](/files/pFojYqVmxTy2JYnZX6We) Used by campaigns                  | <p>Status is available for Feedback texts that’re currently in use.</p><p>Hover it with mouse cursor to learn what’re the actual dependencies for your Feedback text.</p> |

> **Cloning, deleting and editing Feedback texts**

* For each Feedback text, ability to apply making a copy![](/files/PIPBuGL0DMcloq9V2Hl7) , deleting ![](/files/qXtgBxxmq9zaMiTKeUQU) and editing ![](/files/Xc2qP63mCVhFAMiKIIKN) individually to the record is available.
* If you want to work on multiple records at once, select them via the checkbox on the left.
* After one or more records have been selected, options for cloning ![](/files/ryDLzeL5JPtN5m9k0rtp) or deleting ![](/files/qt4JEEQzhowhavRJaYlm) **multiple campaigns** appear next to ***N entries*** record.

| <img src="/files/AJm2vcxRlFjIWNnUXNJX" alt="" data-size="original"> | <p>Edit active status</p><p>While Edit is active, Feedback label become editable right in table view.</p> |
| ------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------- |
| <img src="/files/XA8lQy8NMMPxVXfu72XT" alt="" data-size="original"> | While Edit is active, click to Save changes made.                                                         |
| <img src="/files/ogtCobZbHxKU4D5kyf0Q" alt="" data-size="original"> | While Edit is active, click to Discard changes made.                                                      |


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