Calendar Admin > Campaign Types

Modified on Tue, 18 Jun at 2:01 PM

As part of our Campaigns Management functionality, account administrators have the ability to configure specific campaign types to help categorize the various types of campaigns you regularly execute. Having this campaign type element provides a few benefits:

  • You can filter the calendar interface and campaign interface based on campaign type
  • You can create custom workflows for specific campaign types.

For example: Let's say you regularly execute event campaigns, like a new store launch. Each new store launch is pretty similar and requires a consistent set of logistical to-dos and content assets (ex: signage, email blasts, social media posts, etc.)


Setting up a campaign type like "New Store Launch Campaign" would then allow you to set up a workflow and associate it to this custom campaign type. So when you create a new campaign and specify the "New Store Launch Campaign" as it's campaign type, Divvy will automatically load in the workflow that you created for it.

 

How to Add or Edit Campaign Types

Go to your Account Admin and then from the Calendar Admin, select the Campaign Types Tab.




Divvy provides three campaign types out-of-the-box and you can either use them, rename them, or delete them altogether.


To add more, simply click the blue Add New link in the upper right. You'll need to specify a campaign type name and a color.


add-campaign-type.png






















Once you're satisfied, click the Add Campaign Type button and that new campaign type will be available throughout your Divvy environment.

 

If you decide down the road that you want to hide a Campaign Type, you can click the Deactivate button below the Campaign Type and that will remove it as an option to choose from when creating a new campaign going forward. It will not affect any campaigns that currently use that Campaign Type.

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