The campaign manager screen gives you a general overview of campaigns in the system. It also displays lists and give figures for data levels as well as other statistics at both campaign and list level. The page allows you to look at how your campaigns are performing and gives you the ability to control every aspect of their running.

Fig 1. To access the page, head to the Management option in the menu.

Fig 2. To access the Beta version of the refreshed page, select the link at the top of the page.

TABLE OF CONTENTS

• Page view options
• Export data to Excel
• Tag Filtering
• Campaign manager layout
  • Campaign and list 'holding area'
  • Adding campaigns
• Adding and removing lists
• Campaign states
• Campaign column icons
• Campaign settings
• List settings

For information on formatting the grid area, see this guide.

Page view options

Across the top of the screen, you have some options available to change the view of the page.

	Allows you to hide the side panel/holding area to see the table full screen. Selecting again will bring back the side panel.
	Filters the page to show all campaigns.
	Filters the page to only show digital campaigns.
	Filters the page to only show non-digital campaigns.
	Allows you to go back to the legacy version of the page.

Export data to Excel

If you need to, you have the ability to download a snapshot of all the stats visible at a point in time from the Campaign Manager screen. Simply select the download icon tin the top right of the page.

Tag Filtering

If you use the tagging feature, you can filter the page by one, or many tags, to quickly and easily see the information you require. Access to these options are dependant on your Tagging permissions.

Filter the page by tags by selecting the Tag Filter button and selecting the tags you wish to filter to. This will filter the campaign, list and grid based on the tags selected.
Access the Tag Manager page with one click (opens a new browser tab).
Apply tag to campaigns or lists from the lefthand pane. Select the tag icon next to the required campaign/list and select the tags you wish to apply from the bottom of the dialog box. You can also remove tag here.

Campaign manager layout

The page is split into 2 main areas, a holding area for campaigns & lists and the main grid showing campaigns 'loaded into the system'.

Fig 3. The holding area contains campaigns and lists that are active on the system but haven't been 'loaded into the system' to run.

Fig 4. The main grid shows all campaigns and lists that have been 'loaded in'. These may be running or paused. This contains both calling and interaction campaigns.

Campaign and list 'holding area'

Campaigns contains all the campaigns that have been created AND have the active tick box selected on the CTU page. 

These campaigns may/may not be fully configured and aren't doing anything other than waiting to be loaded in to the main grid.

Lists contains all the lists that are active on the system, configured via the Lists page, and may/may not contain data.

You can use the search to filter through all lists and campaigns in the left hand pane.

You cannot configure/change these items from this section, they can only be updated once they have been dragged into the main grid.

Main grid

Here you can see all the campaigns 'loaded in', their status and statistics about each. This table can be customised to display specific stats (see further down this guide for more on that).

Adding campaigns

To add campaigns to the main grid, you can simply click and drag them into the centre from the 'holding area' an dropping them anywhere in the main grid. 

Fig. 5 cont. Dragging a campaign into the centre.

Adding and removing lists

To add lists to a campaign, you need to drag and drop them onto the relevant campaign in the main grid (Fig3.). Take care to ensure you are releasing the list into the correct campaign (see below). 

Fig. 6 Dragging a list into the centre.

Note - Ensure you release the list onto the correct campaign.

To see which lists are in a campaign, select the arrow under the campaign name.	To remove a list from a campaign, select the - symbol from the actions column upon hover.
	You will see a confirmation dialogue box when attempting to remove a list.

Campaign states

Campaigns will show in 2 states, running or paused. Green means the campaign is running, amber means it is paused.

Campaign column icons

	No lists	This icon shows that there are no lists assigned to the campaign.
	No valid schedule	This icon displays when you have a schedule set against the campaign but not for the day/time you are looking at it. If its within schedule when looking at the page, the icon wouldn't be present (The icon will also not be visible if there isn't a schedule assigned at all).
	Data alert	If you have set any alerts on campaigns or lists (see CTU campaigns or Lists guides) a warning will appear in amber when data levels hit the alert threshold. When data runs out, the warning will be red. You will also see a 'toast message' with the alert and the settings and shortcuts section (Fig.4) will show an alert. The detail of the alert(s) can be seen in the right hand pane via the campaign settings (see below for more information).