Managing Projects in a Campaign

The campaign is in DRAFT status.
Ensure the project details are available in .csv, .xls, .xlsx, or .xlsm formats.
Note: The project details file contains project information such as project name, location, description, and so on.

Campaign management enables you to organize projects in a seamless and systematic manner under an appropriate campaign.

You can perform the following tasks:

Add projects to a campaign.
Add additional projects to a campaign.
Map project fields to be displayed on the public portal based on the requirement.

In the Add Projects tab, click to import the project details.
Click Save.
The File saved successfully message is displayed.
Click Next.
The Map Fields page is displayed.
Note: You can enter the location information of projects in the Location field so that it is visible to the general public in the Public Portal map. This enables the general public user to geo locate the projects on the map.
To make sure the correct fields are visible in the public portal with correct information, map the Source Field from the imported project to the Destination Field.
Note: Destination Fields are the fields that are visible to the general public in the Public Portal.
For information on adding additional form fields, refer to Adding Form Fields.
To display the fields in the public portal, select the Show on Public Portal check box corresponding to the project field.
Click Next.
The Project List page is displayed.
In the Project List page, perform the following steps as applicable:
- To add additional projects to the Project List, perform the following steps:
  1. In the Project List page, click Add New Project.
    
    The Add New Project dialog box is displayed.
  2. In the Add New Project dialog box, enter the required project details.
    Note: Only Project field is mandatory.
- To update a project, perform the following steps:
  1. In the Project List page, click .
    
    The Edit ProjectDetails dialog box is displayed.
  2. Edit the fields as per the requirement.
  3. Click Save.
- To delete a project, perform the following steps:
  1. In the Project List page, click .
    
    The confirmation dialog box is displayed.
  2. Click Yes.
Click Next.
The PREVIEW & PUBLISH tab is displayed.
The campaign is saved in DRAFT status.
To preview and publish the campaign, refer to Publishing a New Campaign.

Did you find this page helpful?

Thanks for submitting!

Your message has been sent!