Campaigns overview
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The module capabilities are split into the tabs - Campaigns and Feedback texts
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
Go to the Campaigns section
Click the Campaigns section to open the campaigns menu and go to the overview.
Select a Channel
Select a Channel
Select a Channel you want to add a campaign to.
Click + NEW ELEMENT and Select Campaign Type
Click + NEW ELEMENT and Select Campaign Type
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There are four main types of campaign, that’re nested under particular menu options:
Add a Campaign - incorporates:
Product campaign type.- Feedback campaign type (a special kind of product campaigns).
Add an Advisor - corresponds Advisor campaign type.
Add a Redirect - corresponds 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.
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
Settings bar
24 entries record | Shows the number of all existing campaign entries. Regardless of whether they are activated, paused or stopped. |
Prioritize search result independent campaigns checkbox | 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. |
| Exports an .xlsx file which can be downloaded. This contains all campaign information which can also be viewed in the table below. |
| Filters the campaigns according to the following properties:
|
| 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. |
| The campaign search can be used to search for all information stored in campaigns. Matching results are displayed as results. |
| Options allows to customize showing only required channel associations to the campaign.
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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
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.
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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
| Session Lock |
| Campaign can be edited |
| Campaign is edited by you. It is locked for others |
| Campaign is locked by another user |
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In-table editing controls
| Edit active status While Edit is active, campaign group name or campaign name become editable right in table view. |
| Appears in Active column, allowing to enable/disable the Campaign. |
| While Edit is active, click to Discard changes made. |
| While Edit is active, click to Save changes made. |
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If you want to edit the whole campaign you have to click on the column of the campaign!
Sorting & associations
Show channel associations to the campaign.
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 
or descending 
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 or by clicking the colored dot.
Campaign status
active
expired
inactive
Cloning, deleting and editing Campaigns
For each Campaign, ability to apply making a copy
deleting 
and editing 
individually to the Campaign is available.If you want to work on multiple campaigns at once, select them via the checkbox on the left
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After one or more campaigns have been selected, options for cloning
or deleting 
multiple campaigns appear next to N entries record.
Feedback Texts Tab
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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
Settings bar & Statuses
N entries record | Shows the number of all existing campaign entries. Regardless of whether they are activated, paused or stopped. |
| The campaign search can be used to search for all information stored in campaigns. Matching results are displayed as results. |
| Options allows to customize showing only required channel associations.
|
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| Session Lock |
| Feedback texts can be edited. |
| Feedback texts are edited by you. It is locked for others |
| Feedback texts are locked by another user |
| Editable checkbox value, enabling/disabling |
| Editable checkbox value, enabling/disabling |
| Status is available for Feedback texts that’re currently in use. Hover it with mouse cursor to learn what’re the actual dependencies for your Feedback text. |
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Used by campaignsCloning, deleting and editing Feedback texts
Cloning, deleting and editing Feedback texts
For each Feedback text, ability to apply making a copy
, deleting and editing 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
or deleting multiple campaigns appear next to N entries record.
| Edit active status While Edit is active, Feedback label become editable right in table view. |
| While Edit is active, click to Save changes made. |
| While Edit is active, click to Discard changes made. |