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How to Create a Campaign
How to Create a Campaign

Set up a campaign.

Nick Cicero avatar
Written by Nick Cicero
Updated over a week ago
  1. Login to Conviva

  2. Navigate to Campaigns from the menu    

  3. Select the '+' button above Campaign Names

4. Fill in the following fields as shown in the figure below

  • Campaign Name

  • Description (Optional)

  • Period Start Date- Must Include

  • Period End Date - Must Include for automation (if you're setting up a campaign for the year, select a date in the future, you can always edit this later)

  • Contact (Optional)

  • Accounts - start typing the name of the account(s) to add them, or choose the 'Allow Any Account' checkbox to automatically add any account in your agency that matches the Content Tag into the campaign

  • Content Tags - start typing the name of the tag and select it from the list

  • Sponsor (Optional)

  • Campaign Cost (Optional)

5. Click 'Create Campaign' to save your campaign. 

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