Initiatives

Initiatives are an optional way of grouping your campaigns. On the Campaign Overview page, you can add a campaign to an existing initiative or create a new one on the Details tab.

If your organization has multiple initiatives with the same name, the client and brand is attached at the end of the name.

To add a campaign to an initiative:

1. Go to Main Menu [] > Campaigns.

2. Select a campaign.

3. On the Overview tab, click Edit on the Details panel.

4. Open the Initiative menu and select the initiative you want to add your campaign to.

   1. If you want to create a new initiative, enter the initiative's name into the Search box, then click Create new initiative.

5. Click Save to apply your changes, then Close []] the Edit Campaign modal.

You cannot edit, delete, or archive initiatives. You can archive a campaign on the Overview tab.