Campaign Summary View Administration

Snapshot
Steps

Snapshot

About Campaign Summary View Administration

As a ClearView administrator, you can assign pre-configured campaign summary views to your users on an individual basis. You can also share campaign summary views with users organization-wide or use role-by-role criteria. Access to the Campaign Summary Views portion of administrative features is available through the Administration link on the drop-down user menu.

Create campaign summary views within Profile application settings, using the Create New Campaign Summary View link on the Manage Campaign Summary Views screen.

For default campaign summary views, choose individuals or groups of people to receive the view from an easy-to-maneuver list of all available users. Users can be added to or removed from the list when they join or leave your organization or as their view needs to change.

For assigned campaign summary views, choose roles that can access the view, or assign it to your entire organization. As needed, add and remove roles and users from the list of those with whom the view is assigned.

If a user is added to a role or to the organization after a campaign summary view is assigned, that user is automatically provided access to any views previously assigned to their role and/or the entire organization.

Assigned campaign summary views cannot be edited by those users receiving the assignment. They can make a copy of the view, and alter it as desired, but the original configuration stays intact, unless adapted by the administrator that created the view. Changes made by the administrator are immediately reflected on the assigned user’s campaign summary view after their next refresh.

Individual user privileges determine whether users can copy campaign summary views and change default views. If you prefer that users not be able to change their default campaign summary view as set by your organization, adjust user privileges accordingly.

Assigned campaign summary views are available to users from their Switch Views drop-down menu, as well as through their Manage Campaign Summary Views list within Profile application settings.

Any campaign summary view assigned as default to users can be but does not have to be the same as your own personal default.

To select a campaign summary view as a default for a user or group of users, it must first be shared with users through the Assign Campaign Summary Views administrative feature.

If shared campaign summary views are no longer useful or applicable to assigned users, easily remove access to any view of this nature. Deleting a shared view also makes it unavailable at that point to any users with whom it was shared.

Configure campaign summary views that are helpful to users in varying roles, or across your organization. Arrange tabs in a way that guides users through a series of actions, supporting their task effectiveness, productivity, and daily routines.

(Click image to enlarge)

Steps

How to assign campaign summary views

To assign or unassign campaign summary views

To assign or unassign default campaign summary views.

To assign or unassign campaign summary views:

1. From the drop-down user menu, click Administration.

The Administration screen displays.

2. On the Configuration tab in the Role Specific section, click Campaign Summary Views.

The Campaign Summary Views screen displays.

3. On the Assign Campaign Summary Views tab, under the “Assign Campaign Summary Views for” heading, use the radio buttons to select either Organization Wide or Role.

If you select Organization Wide, the Role drop-down becomes hidden; continue with the next step.
If you select Role, from the Choose Role drop-down menu, select the desired role and continue with the next step.

4. Assign campaign summary views as desired:

To assign campaign summary views to users, from the list of Available Campaign Summary Views, click the green plus Add icon for the desired view(s).
- Selected views move into the Assigned Campaign Summary Views section.
To remove campaign summary view assignments, from the Assigned Campaign Summary Views section, click the red minus Remove icon.
- Removed views move back into the Available Campaign Summary Views section.
You can only adjust campaign summary view assignments for one role at a time. When choosing a role and making changes, be sure to Save your changes before switching the Choose Role drop-down menu to a different role, as any adjustments you made to the previous role will not be retained unless saved.

Create campaign summary views within Profile application settings, using the Create New Campaign Summary View link on the Manage Campaign Summary Views screen.

5. Click Save to save all changes or Cancel to return to the Administration screen.

If saved, a green status bar appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

(Click image to enlarge)

To assign or unassign default campaign summary views:

1. From the drop-down user menu, click Administration.

The Administration screen displays.

2. On the Configuration tab, in the Role Specific section, click Campaign Summary Views.

The Campaign Summary Views screen displays.

3. On the Set Default Campaign Summary View tab, from the Choose Campaign Summary View drop-down menu, select a view to assign to users as a default.

Views that have not been assigned to a role or organization-wide will appear in the Choose Campaign Summary View drop-down menu but will not allow for Assigned Users to be added to the default assignment. For campaign summary views to allow for users to be added to default assignments, they must first be assigned to a role or the entire organization using the Assign Campaign Summary Views feature.

Create campaign summary views within Profile application settings, using the Create New Campaign Summary View link on the Manage Campaign Summary Views screen.

4. Assign default as desired:

To assign the default to users, from the list of Available Users, click the green plus Add icon next to the users you want added. Selected users move into the Assigned Users column.

Campaign summary views that have been assigned to a particular role (as opposed to organization-wide), will only display Available Users who are part of that role.

To remove users, from the Assigned Users column, click the red minus Remove icon next to the users you want removed. Selected users move back into the Available Users column.

You can only adjust default assignments for one campaign summary view at a time. When choosing a campaign summary view and making changes, be sure to Save your changes before switching the Choose Campaign Summary View drop-down menu to a different view, as any adjustments you made to the previous view will not be retained unless saved.5. Click Save to save all changes or Cancel to return to the Administration screen.

If saved, a green status bar appears to confirm that your assignments were successful. Click the Cancel link or the application Back button to return to the Administration screen.

(Click image to enlarge)

Campaign Management Overview

Manage Campaign Summary Views

Work with Campaigns

Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.

Campaign Summary View Administration

Snapshot

About Campaign Summary View Administration

Related articles: