How do I connect Monitors in Campaigns?

You can add locally created monitors and existing monitors inside campaigns.

How do I connect Monitors in Campaigns?

1. Viewing Monitors in Campaigns

To view Monitors in Campaigns, you need to add monitors to Reporting Templates. The two ways to add Monitors through Reporting Templates are by creating a new template or adding the monitor to an existing reporting template.

Viewing Monitors in Campaigns

2. Open Reporting Template Monitors

To add an activity monitor, click the reporting template name link or click the Create Template button.

Open Reporting Template Monitors

3. Create Monitor Category

To create monitor categories, click the Create Monitor Category link.

Create Monitor Category

4. Add Existing Monitors

To add existing monitors, click the Add Existing Monitors link.

Add Existing Monitors

5. Create Existing Monitor

To search for an existing monitor, enter a search term in the Search field. To add an existing monitor, click the monitor checkbox, then click the Insert button.

Create Existing Monitor

6. Campaigns

Once you have set your Monitors inside the desired Reporting Templates, click the Communication dropdown menu and then click the Campaigns link. Select the Campaign you want your Monitor.

Campaigns

7. Edit Properties

To edit the campaign property, click the Edit Properties button.

Edit Properties

8. Edit Campaign

To add your Monitors to your Campaign, navigate to the Target Outcomes section. In the Monitor Categories field, add the desired Monitor Category you created. Click the Save changes button.

Edit Campaign