Knowledge Base

Campaigns

Campaigns allow you to better categorize your templates and the documents users create. When you have templates with common objectives but targeting different channels you can group them under a campaign. You can for example place all your social media templates that focus on the holiday season under a summer holiday campaign. This way you have an easy-to-access overview where you can find all the documents users created.

Campaign visibility

Note

The campaign visibility feature is only available for the advanced package of Digital Brand Templates. Not on the advanced package yet? Contact your Customer Success Manager to discuss upgrading possibilities.

For each campaign the visibility can be set up. This way, you can decide who can create documents that are assigned to that campaign and who can view the already created documents. By default campaigns are private and only visible to the user who created the campaign. Other administrators are also not able to see private campaigns. There are three visibility options:

Private

Campaigns with this visibility can only be viewed and edited by the user who created that campaign. The same goes for creating or viewing documents that belong to that campaign. In the visibility screen private campaigns are indicated by the guide_lock.png icon.

Specific users

Campaigns with this visibility can be viewed by the specified permission profiles, user groups and users. The same goes for creating or viewing documents that belong to that campaign. In the visibility screen the specific_users_brand_guidelines.png icon indicates that a campaign is set to specific users. The specified users still need to have access to Digital Brand Templates in order to access the campaign.

All users

Campaigns with this visibility can be viewed by all users who have access to Digital Brand Templates. The same goes for creating or viewing documents that belong to that campaign. In the visibility screen the guide_visible.png icon indicates that a campaign is set to all users. Users do need to have the right permissions for Digital Brand Templates in order to access the campaign and create documents that belong to that campaign.

How to make a campaign visible to users

When you make a campaign visible to users they will be able to do the following:

  • Access the campaign

  • View the created documents that are part of the campaign.

  • Create documents that are assigned to that campaign.

Follow the steps below to make a campaign visible to specific users or all users.

  1. Click Campaigns in the left sidebar.

  2. Hover over the campaign you want to set the campaign visibility for.

  3. Click the guidelines_menu.png  icon and click Campaign visibility.

  4. In the visibility screen click the Change dropdown and select Specific users.

  5. Use the search bar to search for the permission profile, user group or user account and click one of the returned results to add the permission profile, user group or user account.

    Alternatively, you can click the Change dropdown and select All users to make the guide visible to all users.

    Tip

    Do you documents need to be approved by approvers?

    Make sure to add the approvers to the list of specified users as well.

  6. (Optional) Repeat the previous step as often as necessary to add other permission profiles, users groups or users.

  7. Click Save to save the changes.

How to hide a campaign for users
  1. Click Campaigns in the left sidebar.

  2. Hover over the campaign you want to set the campaign visibility for.

  3. Click the guidelines_menu.png  icon and click Campaign visibility.

  4. Deselect all the selected permission profiles, user groups or users. Hover over the name and click the guide_hide.png icon. If the campaign visibility is set to All users or Public, open the Change dropdown and select Private in order to hide the guide for all users.

How to create a campaign

  1. Click Campaigns in the left sidebar to go to your campaigns.

  2. Click the New campaign button. A pop-up will open.

  3. Enter a name for the new campaign in the Name field.

  4. Choose a color for the campaign thumbnail by entering a hex color code in the Color field.

  5. (Optional) Click the Choose image button to set up a cover image for the campaign. Use the Compact View to search or filter for the image you want to add. Hover over the thumbnail, tick the compact_view_icon04.png button and click Add media.

  6. Click Create campaign to create the new campaign.

    create_campaigns.gif

    Click for a visual walkthrough

How to edit a campaign

You can change the name, cover color or image of a campaign. Follow the steps below.

Note

It is not possible to move documents from one campaign to another.

  1. Click Campaigns in the left sidebar.

  2. Hover over the campaign you want to edit.

  3. Click the guidelines_menu.png icon and click Campaign details.

  4. Modify the name, color or cover image.

  5. Click Save changes to save the changes.

    edit_campaign.gif

    Click for a visual walkthrough

How to assign a template to a campaign

When you assign a template to a campaign, all documents based on this template will be automatically available under that campaign.

  1. Click Templates in the left sidebar.

  2. Hover over the template you want to assign to a campaign.

  3. Click the guidelines_menu.png icon and click Edit template.

  4. Open the Campaign dropdown and select the campaign you want to assign the template to.

  5. Click Save changes to save the changes.

How to change the campaign a template is assigned to

  1. Click Templates in the left sidebar.

  2. Hover over the template you want to change the campaign of.

  3. Click the guidelines_menu.png icon and click Edit template.

  4. Open the Campaign dropdown and select the campaign you want to assign the template to.

  5. Click Save changes to save the changes.

    Note

    When you assign a template to another campaign, the documents that have already been created under the previous campaign do not move to the new campaign.

    change_campaign_cover.gif

    Click for a visual walkthrough

How to set up or change a campaign cover

  1. Click Campaigns in the left sidebar.

  2. Hover over the campaign you want to set up or change the campaign cover for.

  3. Click the guidelines_menu.png icon and click Campaign details.

  4. Click the Add image or Change button to set up a (new) cover image for the campaign. Click Choose from assets to add an image from the Asset Bank using the Compact View or click Upload image to upload an image from your device.

  5. Hover over the thumbnail, tick the compact_view_icon04.png button and click Add media.

  6. Click Save changes to save the campaign cover.