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Campaigns: The Basics

Learn everything you need to know about the Campaigns object in Kadince

Summary

The Marketing Module in Kadince offers three distinct objects that can help you track and manage your marketing endeavors and their compliance/approval processes. One of these objects is called Campaigns.

In the Campaigns object, you'll find a one-stop-shop dashboard that displays all your Marketing Campaigns determined by your date driver in the top left. Campaigns are essentially a grouping of Marketing Projects.

Campaigns can be a crucial organizational tool if you are an institution that likes to manage multiple simultaneous projects.

In this article, we'll cover everything you need to know about the Campaigns object in Kadince!

The Marketing Campaigns Dashboard

The Marketing Campaigns Dashboard is your first stop when interacting with your Campaigns object. The dashboard shows critical data related to campaigns within the chosen date operator in the top left. If you're not seeing data you've entered into Kadince, chances are that you just need to choose the appropriate date operator.

In the top right, you can click the cog wheel () icon to switch your view between Status and Categories.

The Campaigns dashboard shows three sub-tabs:

  • Active Campaigns: shows which Campaigns are currently active

  • Pending Tasks: shows all pending tasks related to Campaigns

  • Categories: shows your campaigns by category, determined by the date driver

  • Goals: view goals related to your Marketing Campaigns

How to Print from the Marketing Campaigns Dashboard

Click the print () button in the top right corner to select what you want to print, including Top Charts/Numbers, the Active Campaigns Tab, the Pending Tab, and the Categories Tab.

Campaign Settings

Required Permissions: Company or Module Admin

To edit Campaign settings, including fields, detail views, and forms:

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Campaigns sub-tab

How to Add or Edit Campaign Fields

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Campaigns sub-tab

  4. In the Fields table, click the plus (+) icon to add fields, or click the field title to edit an existing field

  5. Edit the Details and Values tables, including field title, type, detail view tab, help text, and description.

    1. The Values table lets you add/edit different kinds of categories found on the Campaigns submission form

Note: For more information on Fields and Custom Fields, check out our Fields: The Basics article to get started!

How to Add or Edit a Campaign Entry Detail View

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Campaigns sub-tab

  4. Scroll to the Detail Views table

  5. Click the plus (+) icon to add a new Detail View

  6. Click the title of an existing Detail View to edit the Detail View

  7. Within the Detail View settings, you can change the title, Associated Roles, and the Layout

Campaigns Default Detail View Layout

You'll find an array of default fields and sub-fields you can configure within your detail view Layout tab.

At the top, you'll find the main list of sub-tabs: Details, Location, Requests, Projects, Tasks, Comments, Goals, and Activity. These can be hidden or moved around as needed.

Each of these sub-tabs has sections and fields which you can edit:

Details Section and Fields

  • Details

    • Campaign Title

    • Campaign Owner

    • Date Needed By

    • Category

    • Start Run Dates/End Run Dates

    • Description

    • Notes

    • Tags

    • Attachments

  • Information

    • Submitted By

    • Date/Time Submitted

    • Last Updated By

    • Date/Time Last Updated

    • Form Submitted

    • Campaign ID

Location Sections and Fields

  • Details

    • Physical Address

    • Geocoding Confidence

  • Geocoding Settings

    • Geocoding Address

    • Geocoding Date Driver

  • Tract Details

    • MSA/MD Code

    • State Code

    • County Code

    • Tract Code

  • Area

    • Assessment Area

  • Demographic Details

    • Income

      • Tract Income Level

      • Distressed/Underserved Tract

      • MSA/MD/statewide non-MSA/MD Median Family Income

      • Estimated MSA/MD/non-MSA/MD Median Family Income

      • % below Poverty Line

      • Tract Median Family Income %

      • Tract Median Family Income

      • Estimated Tract Median Family Income

      • Tract Median Household Income

    • Population

      • Tract Population

      • Tract Minority %

      • Number of Families

      • Number of Households

      • Non-Hispanic White Population

      • Tract Minority Population

      • American Indian Population

      • Asian/Hawaiian/Pacific Islander Population

      • Black Population

      • Hispanic Population

      • Other/Two or More Races Population

    • Housing

      • Total Housing Units

      • 1- to 4- Family Units

      • Median House Age (Years)

      • Owner-Occupied Units

      • Renter Occupied Units

      • Owner Occupied 1- to 4- Family Units

      • Inside Principal City?

      • Vacant Units

How to Add or Edit a Campaign Form

Before being able to submit a Campaign, you'll need to set up a form in Marketing Settings.

  1. Click Settings in the side navigation

  2. Click Marketing in the top navigation

  3. Click the Campaigns sub-tab

  4. Scroll to the Forms table

  5. Click the plus (+) icon to add a new Form

  6. Click the title of an existing Form to edit the Form

  7. Within the Form settings, you can change the title, form type, active status, Internal/External Views, and Layout

Note: If you want to dive deeper into form creation, check out our Forms Guide!

Activity Log

Most pages in Kadince have an activity log. Scroll down to the bottom of the Campaigns sub-tab to find any and all activity related to the Campaigns object.

How to Add a Campaign from a Form

Now that you've built out your form and detail view, you're ready to submit a Campaign with a form.

External Campaign Form Submission

As a non-login user or non-Admin user, users can still submit forms externally. In the Views sub-tab of your Campaigns form settings, you can generate an external form link. Once distributed, the link will take users to an external form in their browser to fill out and submit.

Internal Campaign Form Submission

To submit a form internally as a login user or Admin:

  1. Click Marketing in the side navigation

  2. Click Campaigns in the top navigation

  3. Click the Add New Campaign () button in the top left corner

  4. Select a form you have created previously

  5. Fill out the form

  6. Click the Submit button

Note: If you want to access data you have just submitted to an object, like Campaigns, an easy way to do this is to click Reports in the side navigation and build a new report based on the Campaigns object. You can also navigate to the Campaigns dashboard and click on any of the relevant graphs (making sure your date driver coincides with your data) and access your submitted data via the canned report.

Campaign Entry Detail View

Once a Campaign form has been submitted, the data will show as a an entry detail view in Kadince. You can open an entry by clicking on the title of the entry. Titles of entries can be found on the Campaigns dashboard, or by pulling a Campaigns report.

You can Activate or Deactivate a Campaign by clicking the toggle in the top left corner of the detail view.

Deactivating a campaign does not remove any currently associated requests, projects, or tasks. Deactivated campaigns cannot be associated with requests or projects if they are not already associated.

How to Edit a Campaign Entry Detail View

A Campaigns entry detail view will have sub-tabs like Details, Requests, Projects, Tasks, Comments, Goals, and Activity. Most of these sub-tabs have data fields you can update or edit.

  1. Click Marketing in the side navigation

  2. Click Campaigns in the top navigation

  3. Click a figure on the dashboard, or pull a Campaigns report

  4. Click any of the pencil () icons throughout the entry sub-tabs to edit specific details.

Campaign Entry Detail View Three-Dot Menu

Clicking the three-dot menu () button in the top right of the Campaign entry will show the following options: Associate Request, Add New Request, Associate Project, Add New Project, Clone, Print, and Delete.

Deleting a campaign does not delete the associated requests or projects, but will delete any tasks specifically associated with the campaign being deleted.

Deleted Campaigns can be restored by a Company Admin from the Recycle Bin for up to 90 days after the deletion date.

Related Resources

Marketing Guide

Projects: The Basics

Requests: The Basics

Related Articles
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