Add a campaign to Portal

A site, portal and campaign admin can create campaigns on portal. The campaigns can either be Private (by default) or Open. Organisations added to a private campaign are only visible to members (groups and individuals).

Jump to:

• Edit Campaign
• Campaign Permissions
• Campaign Types

Add a Campaign from Portal

1. Go to Portal

2. Click Campaigns section

3. Click Add New Campaign

4. Complete mandatory fields. 

5. Select Create Campaign

Edit Campaign

1. Find the Campaign you wish to edit
2. In the Actions column select the 3 dots and then Edit.
3. This opens up the Edit Campaign modal
4. Make required changes and select Save Campaign

Campaign permissions

Campaign admin 

• Can create campaigns  

• Can edit stages and stage titles 

• Can invite campaign managers 

• Can manage campaigns 

Campaign manager 

• Can manage a campaign (add organisations to, move organisations)

• Can edit stages and stage titles 

Campaign Types

Private campaign

• This is the default option

• Only the Campaign admin & managers will be added by default

• Users should be added specifically to be able to see the campaign in the Campaign Members area

Open Campaign

• All full contributors can see the campaign