Your Campaign List can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records that match your needs. 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 Category drop-down
list. From this filter, you would see only these campaigns that match your criteria with a total records label above the
list. 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 opens your full list of campaigns. To filter the list, click the "Filter List"
The Filter List panel
will open above the list:
Here you will choose your 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:
- Status Codes
- Campaign Type
- Campaign Category
- Campaign Owner (Team Member)
- Final Outcome
- Campaign Run Date Range
Once you have selected the criteria by which you wish to filter your campaign list, you will click the "Filter List" button to filter the list. Your campaigns have now been filtered only those campaigns that meet the criteria will be displayed.
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 filter icon. The filter menu opens and your options are: Load a Filter, Delete a Filter, and Save This filter. Make your selection and 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 be 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