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Document Management

Campaign Manager uses the blanket term 'Documents' to refer to all the system objects that users can create and configure, including Segments, Charts, Grids, Layouts, Query Forms, and Campaigns. This standardization allows all documents to be saved in the same location, and in the same way.

This shared location can be accessed via the Document Explorer, which can be accessed by clicking the Documents button from the toolbar. From here you can perform a number of actions including searching for documents, uploading and downloading files, creating new folders in which to store documents, and organizing the existing storage structure.

To save a document:

  1. Click Save on the ribbon bar to launch the Document Explorer in Save mode.

  2. You can browse to an existing folder where you wish to save your document, or you can click the [New Folder] button to create a new folder. Note that the new folder will be created at the level that is currently selected. To create a folder at the top level, select the Campaign Manager node on the tree.

  3. Provide a Name for the document and an optional description.

  4. Click the Save button.

To open an existing document:

  1. Click [Documents] on the Ribbon Bar.

  2. This will launch the Document Explorer. On the left side of the screen is a tree view of all the folders that have been set up.

  3. You can browse through the folders to locate the document which you wish to open, or if you know the name of the document you can search for it using the Search Bar.

  4. Document types can be differentiated by their icons, and the 'Type' column will state what type of document it is.

  5. When opening a document you have got the option to open the actual document Open, or a copy of it by clicking the Open Copy button.

To upload files to the Document Explorer:

You can upload files directly to the Document Explorer using the Upload Files option. This applies to any file that can be used in the system, including .csv files of campaign events, Excel templates, or Campaign Manager documents that have been saved externally and need to be re-imported. To upload files, follow the instructions below:

  1. In the Document Explorer, navigate to the folder to which you want to upload the files.

  2. Click the Upload Files button.

The upload screen is displayed.

  1. Click the Select Files button.

A browser window is displayed.

  1. Locate and select one or more files to upload.

The selected file(s) are displayed in the window.

  1. If required, you can change the name of the files by editing the 'Import As' column.

  1. Click the [Upload] button to start the upload. The standard progress bar will be displayed as the file uploads.

Within Campaign manager 2.9 the Campaign owner controls the user under which a campaign runs. As the document transfer tool has to create new document ID’s for each document it imports s the Document Transfer tool has to create new document ID's for each document it imports, it will currently set the campaign owner to the user who imports the documents. If owner switching is required it has to be done manually by "Taking Ownership"

To download a file to your local machine:

  1. In the Document Explorer, navigate to and select the file you want to download.

  2. Click the Download File button.

A Save As window is displayed.

  1. Navigate to the directory on your local machine in which you want to save the file.

  2. Enter a name for the file in the File name field.

  3. Click Save.

When the download has completed, an 'Export Complete' message is displayed.

  1. Click OK to proceed.

The document is now available in the specified location on your local machine.

Note: When upgrading to a new version of Campaign Manager, all documents in the system are automatically upgraded as well. Importing a document file that was created in a previous version will mean that it is not compatible with the current version and you will not be able to view or edit it.

To save a template:

Documents that are saved as templates are saved to and stored in the same location as normal documents, but are handled in a slightly different way. See the Templates topic for further detail.