How do I delete a campaign and its content from my Impact Dashboard?
Once a campaign is imported into your Impact dashboard, both the campaign shell and the content included become local inside your dashboard. When they are local, they remain unaffected by the Out of the Box changes to the original campaign template.
Note(s):
- You do not need to delete contexts, monitors, monitor categories, reporting templates, and support categories when you delete content from your imported campaign. These are not clustered together to provide localized campaign data but the source of these are localized.
- You should only clean up messages, articles, and walkthroughs with your name under the Created by field, as this will display the name of the user who imported the respective campaign. All articles that have a user assigned instead of a campaign assigned were not imported together with the campaign and will exist as Out of the Box content and cannot be deleted.
How do I delete a campaign and its content from my Impact Dashboard?
How do I delete a campaign and its content from my Impact Dashboard?
1. Delete Content from Campaign
When you need to delete a campaign you have imported to your Impact dashboard, you should first delete its content to ensure you keep your Dashboard clean from duplicated unnecessary messages, articles, and walkthroughs.
Instead of removing help items from the campaign, you should make sure you delete the content, which has been imported locally together with the campaign:
Message(s), Article(s), and Walkthrough(s)
2. Open Messages
In the Global Navigation click the Communication dropdown menu and click the Messages link.
3. Filter Messages by Campaign
Filter your messages based on the Campaign they are assigned to. Select the Campaign you want to delete.
4. Delete Message(s)
Select the messages that are only assigned to that campaign. Click the Delete link.
5. Open Articles
To delete articles, navigate to the Support tab and then to Articles in your Impact dashboard.
6. Filter Articles by Campaign
Filter your articles based on the Campaign they are assigned to. Select the Campaign you want to delete.
7. Delete Article(s)
Select the articles that are only assigned to that campaign. Click the Delete link.
8. Open Walkthroughs
To delete walkthroughs: In the Global Navigation click the Communication dropdown menu. Then click the Walkthroughs tab.
9. Filter Walkthroughs
Filter your walkthroughs based on the Campaign they are assigned to. Select the Campaign you want to delete.
10. Delete Walkthrough(s)
Select the walkthroughs that are only assigned to that campaign. Click the Delete link.
11. Campaign Shell
Once you delete the content imported through the campaign, check whether the campaign shell includes any more campaign content items.
12. Delete Campaign
If there are no more campaign content items left inside the campaign shell, you are ready to delete the campaign.
This guide covered how to delete a campaign and its content from my Impact Dashboard.
