Getting started with Campaigns
Most digital marketing agencies will have one campaign for each website that you manage and report on for your clients. Within each Campaign, you'll connect integrations, also referred to as data sources, to pull in your client's data.
Once connected, you can build reports to send to your clients or create dashboards they can log in to see. You can also create Tasks for your team and clients, add Goals to track KPIs, build staff-only dashboards, and more!
Create a Campaign
From the Home page, click Create Campaign in the upper right-hand corner to launch the Campaign creation wizard.
In the Create Your Campaign wizard, enter a title for your Campaign and the website address it will reference. The URL is used when tracking backlinks or keywords, auditing the site for SEO errors, and generating the website preview used in tile view.
To add a few campaigns at once, click Add Campaign, then fill in the title and address.
Looking to create Campaigns in bulk? Click here to learn how to upload Campaigns via CSV.
Click Advanced Settings to expand additional campaign options. Changes made to Advanced Settings will apply to all campaigns you are currently creating and can be updated later.
Report delivery timezone | Sets the timezone for the campaign; this affects the time reports are sent |
Apply a previously created campaign template, including dashboards and reports, to what you're creating now | |
Group / Folder | Used to organize campaigns into new or existing folders |
Lastly, click Create in the bottom left to finish creating these campaigns.
Organize Campaigns on the Home page
Campaigns can be kept individually or grouped into Folders, which changes how campaigns are displayed in some views.
On the Home page, you can shift between the three available views in the upper right by clicking the Tile, Folder, or List view icons.
Each user account can select their own preferred view; changing the view will only change it for your user account.
Add or Remove a Campaign from a Folder
Campaigns can be added to a Folder directly on the Home page.
In the Tile view, hover over the campaign tile, then check the box in the left corner. In the table views, click the check box to the left of the campaign name.
Click the Folder icon with the plus symbol, then enter a new Folder name or select from the Folders in the dropdown.
Click Save to update the Folder for these campaigns.
To remove Campaigns from a Folder, open the Folder and then follow the same steps above.
Check the boxes to select the campaigns you wish to remove from the Folder
Click the open Folder icon to remove the campaigns from this Folder
When all Campaigns are removed from a folder, the folder will disappear from the home page.
Folder names can't be edited. Instead, move the campaigns to a new folder with a new name. Once it's empty, the older Folder will disappear from the Home page!
Edit a Campaign
To edit a campaign, open the campaign you want to change and click the Settings icon at the bottom of the left menu.
On the Campaign Details page, you can update the Campaign name, URL, timezone, start date, and campaign language. You can also add or remove a Campaign group or update the URL Scope used for rankings and backlinks.
Once you've finished updating, click Save at the bottom left to lock in these changes.
Remove a Campaign
On the Home page in Tile view, hover over the campaign you wish to delete, then click the trash can icon.
If using the Table or Folder view, click the box to the left of the Campaign names to select one or more campaigns for deletion, then click Remove in the upper right of the table.
This will trigger a popup displaying a list of the campaigns being deleted. Click Confirm in the bottom left to delete these campaigns.
If you don't plan to replace this campaign with a new one right away, you can follow these steps to update your subscription and alter your campaign count.
Deleted a campaign by accident? Our Support team can restore this for you within 30 days!
💬 Need additional help?
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