The Campaign List can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of campaigns, based on your selected criteria.
As an example, if you wanted to know how many campaigns are classified as an
event, you could select "Event" from the Campaign Type drop-down
list. Click the "Filter Campaigns" button. You will see
the total records label above the
list has changed and gives you a total count of all campaigns that are
classified as events. The list has also changed, and displays only campaigns
classified as events.
To get started, select Sales and Marketing > Campaigns - from the main menu on the left hand side.
This will open your campaigns listing. To filter the list, click the "Filter List"
The Filter List panel
will open above the list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Campaigns can be filtered by:
- Campaign Type
- Campaign Category
- Status Codes
- Campaign Owner (Team Member ID)
- Campaign Run Date Range
Click the "Filter List" button and the list will display
only the campaigns that meet the selected criteria.
also load,save, or delete your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the icon in
the filter box. When the filter menu opens choose"Load this Filter," " Delete this Filter," or "Save this Filter." The window will close,
and your filter will be loaded, deleted, or saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter". A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter". A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.