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On this page
  • Adding Categories to the Campaign
  • Editing or Deleting a Campaign Category
  1. Konnektive CRM
  2. CRM Setup
  3. Campaign Setup

Campaign Categories

PreviousCreating a CampaignNextCampaign Types

Last updated 7 months ago

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Click on the larger green + Category button to create a New Category.

Type the name of the category in the next prompt and press the 'Create Category' button.

Adding Categories to the Campaign

Click the smaller green + button inside a category to add a campaign to that category.

If you already have a campaign created, edit the Campaign that the category will be added to. The campaign configuration page will have a new drop-down menu option within the Category dropdown.

Click on the desired Category from the drop-down menu and press update, this will add the Campaign to the Category.

When returned to your campaign list, you will see the campaigns organized into their respective category.

Editing or Deleting a Campaign Category

Locate the category, then click the blue "Edit" Button.

Edit the category, then press Update. The campaign category will update and create the New Category name.

Choose the “Delete this category?” option to remove the category. Products within a deleted category will be moved to a new Miscellaneous category.