Filtering Campaigns

You can filter the Campaigns displayed in Campaign View by applying a range of filter options.

The filter will be applied at the folder level currently selected in the Document Explorer.

Procedure

1. To open Campaign View, click Campaigns in the main slide-out navigation menu.
2. Click the Filter icon located at the top of the Campaign View screen.
3. Select the relevant Filter option or combination of options:
   • Campaign Owner: This defaults to your login name if you are not an approver. To select other Campaign owners, tick the box next to their name.
   • Campaign Status: This defaults to Pending Approval if you are an approver. To select another status, click in the select box next to the status.
   • Last Modified by: The user who last modified a Campaign. Select the required user or users by ticking the box next to their name.
   • Last Modified Date: The date on which the Campaign was last modified.
   • Campaign Start Date: The date on which the Campaign started processing.
   • Last Touch Date: The last date that any processing (such as an event) has occurred in the Campaign. Touch Dates do not display for Campaigns running in test mode.
   • Next Touch Date: The next date that any processing (such as an event) is scheduled to occur in the Campaign. Touch Dates do not display for Campaigns running in test mode
4. To reset the selected filters and revert to the default, click the Reset button in the filter dialog box.

• Campaign View Document Explorer
  • Filtering Campaigns
  • Sorting Campaigns
  • Searching Campaigns