Editing, Cloning, Deleting Existing Campaigns

The options for editing each level of a campaign can be found within the 'list' screens. Click on the navigation for the level of the campaign you want to edit (Companies, Orders, Line Items, or Posts). After you've made that selection, if you'd like narrow your search, use the search box at the top of the page.

Menu options for editing can be found by clicking the three dots at the far right of the row

Other than a few exceptions, you can change fields in an existing company, order, line item, or creative at anytime prior to, and while, running the campaign is running.

Editing

Companies

A company name, website, and image can be modified/added at anytime All edits auto-save as you make them

Orders

Order Name, Links, and Notes can be modified/added at anytime All edits auto-save as you make them

The company originally assigned to an order cannot be changed

Line Items

Line Item Name, Links, and Notes can be modified at anytime and auto-save as you make the edits

Inventory Targeting and Delivery Dates can also be changed and anytime Save options will appear within each section after a change has been made. You must Save the changes individually for each field.

Changing Inventory Targeting and Delivery Dates will have an impact on where/when the line item will be served. Adjust these fields with caution.

The order originally assigned to a line item cannot be changed The line item Kind is automatically assigned when the line item is created and cannot be changed

Creatives

All Creative fields can be modified/added at anytime and will auto-save as you make the edits

Changing creative will alter what is showing in within reporting. If you want to keep the current creative in-tact and add a different creative, pause the existing creative and add a New Creative under the same line item.

Cloning and Deleting

You can clone an Order, Line Item, or Creative. You can delete a Company, Order, Line Item, or Creative

Search for the item you are looking for by clicking on the navigation bar on the left and then starting to enter the name of the order or line item in the search box.

Creative can be found by locating the line item and then clicking on the Creatives tab within the line item itself

Once you've located the order, line item, or creative you'd like to clone or delete, click on the three dots at the right of the row to expose the options menu and choose the action you want to take

Use extreme caution when deleting items. This WILL impact reporting and could impact line item delivery

Deleting a creative image

To delete an image, from the creative screen, click 'edit image' to open the image editor

Below the main image in the image editor, click Delete Image You'll see "Are you Sure"? Click on those words to confirm and delete the image