How to configure a campaign

Before publishing your campaign, finalize changes to its layout and workflow first.

 

1. Configure the general layout of your campaigns and ideas
2. Configure permissions for campaigns and ideas in permission configuration
3. Adjust your specific campaign
4. Edit general information of the campaign
5. Campaign specific components

 

Once an ideation campaign has been published and started, some parts cannot be edited anymore. Workflow-specific fields such as to-do’s and phase descriptions cannot be edited once the campaign has been published. However, all other general campaign information fields, such as the campaign's description, assigned campaign manager, or start and end date, can still be edited.

 

Configure the general layout of your campaigns and ideas

You can define which properties and ratings are required for your specific campaign. You can also determine which properties and ratings should be filled out by your idea submitters (within your specific workspace).

 

There are two scenarios in which you would want to configure the layout of your elements:

Scenario 1: The property you want to add already exists

Go to the workspace-level element configuration and add existing properties and ratings to your campaign or idea.

Note: To perform this action, you must have the required role of Workspace Admin.

 

Scenario 2: The property you want to add does not exist

Go to the organization-level element configuration and create/configure new properties (learn more here) according to your needs. These can then be added to your campaign or idea element type on the workspace level, as described in Scenario 1.

Note: To perform this action, you must have the required role of Workspace Admin.

 

Learn more about how and where to configure different types of information in the Element Configuration Overview article.

 

Configure permissions for campaigns and ideas in permission configuration

You can configure which user role can perform which actions on a campaign and/or on ideas.

By default, ITONICS provides you with best practice settings. However, you can adjust these settings across all workspaces to meet your specific needs.

 

Default permission settings

In the tables below, the campaign and idea-specific permissions are listed:

 

Campaign

Action	User roles
View campaigns	Workspace Admin, Moderator, Scout, Collaborator, Viewer
Create campaigns	Workspace Admin, Moderator, Scout, Collaborator
Edit campaigns	Workspace Admin, Moderator
Start and stop campaigns	Workspace Admin, Moderator
Create, edit, delete to-do’s on campaign level that will be inherited to ideas	Workspace Admin, Moderator
Edit phase descriptions that will be inherited to ideas	Workspace Admin, Moderator
Move ideas to the next phase	Workspace Admin, Moderator
Change the phase status of ideas	Workspace Admin, Moderator

 

Idea

Action	User roles
View ideas	Workspace Admin, Moderator, Scout, Collaborator, Viewer
Create ideas	Workspace Admin, Moderator, Scout, Collaborator
Edit ideas	Workspace Admin, Moderator
Rate ideas	Workspace Admin, Moderator, Evaluator
Check/ uncheck to-do’s on ideas	Workspace Admin, Moderator
Change the phase status of ideas	Workspace Admin, Moderator
Move ideas to the next phase	Workspace Admin, Moderator

 

Adjust the permission settings

You can change the default permission settings by navigating to the organization-level permission configuration. Then modify the permission settings according to your needs.

Note: To perform this action, you must have the required role of Organization Admin.

 

Adjust your specific campaign

You can configure your campaign to meet your specific needs.

 

Configure phase descriptions

When configuring and editing phase descriptions, it is important to keep in mind the overall goals and objectives of the campaign. Therefore, the best practice blueprints provided by ITONICS can be a useful starting point, but they may not always align with the specific needs of your campaign.

To begin the configuration process, review the default phase descriptions and identify any that are not relevant to or necessary for your campaign. If that is the case, replace these with descriptions relevant to your specific use case.

You can also adjust the level of detail for each phase, depending on the complexity and importance of the phase. For example, a high-priority phase may require more detailed instructions than a low-priority phase.

 

To edit existing phase descriptions, follow these steps:

1. Hover over the description text. An edit pen icon will appear, indicating that the description is editable. 
2. To edit the text, click on the edit pen icon (1). This will open up a text field where you can make any necessary changes to the description. 

Click the checkmark icon (2) to save the changes and update the description accordingly.

 

 

Note: Phase descriptions can not be adjusted once the campaign has been started.

 

Configure the to-do’s per phase

When configuring, adjusting, or editing the to-do's on a campaign level, it is important to keep in mind the overall goals and objectives of the campaign. These to-do's will be inherited by all ideas within the campaign once it has been started.

To begin, review the current to-do's to identify any tasks that are not relevant or necessary to your campaign. These can then be removed or replaced with more appropriate tasks.

 

Next, consider the dependencies of each task.

You can also adjust the level of detail for each task, depending on the complexity and importance of the task. For example, a high-priority task may require more detailed instructions than a low-priority task.

Finally, consider incorporating any unique requirements or constraints of the campaign into the to-do's. This step may involve the addition of new tasks or the adjustment of existing ones.

Note: To-do’s cannot be adjusted once the campaign has been started.

 

Edit to-do’s

When editing existing to-do's on a campaign level, you can easily make changes by hovering over the to-do text. An edit pen and an x icon will appear, indicating that the respective to-do is editable.

1. Click on the edit pen icon (1). This will open up a text field where you can make any necessary changes to the to-do list item.
2. Once the changes have been made, you can click the checkmark button to save the changes and update the to-do list item accordingly (2).

 

 

Create new to-do’s

If you want to add a completely new to-do, follow these steps:

1. Click on the Add item button below the list (1). This will add a new text field where you can enter the text for a new to-do.
2. Once the text has been entered, click the Save checkmark icon to finally add the new to-do to the list (2).

 

 

Remove to-do’s

To remove a to-do, click on the x icon.

 

 

Edit general information of the campaign

You can find the edit functions of an element on the stack or its detail page.

Once you have opened the element either in its full detail page or the stack view, you can edit its information. For some properties, such as the title, summary or rich text fields, click on the edit icon first and then submit your changes once done.

 

Campaign-specific components

When opening a campaign in the stack view or a separate tab, you will see all relevant information. You can directly edit the campaign from here.

Additionally, the campaign detail page shows several campaign-specific components, such as:

• The SUBMIT button that redirects the user directly to the create form for a submission/idea. (1)
• The campaign-specific Board, that helps you to keep track and manage the submitted ideas. (2)

 

Check out this article to learn more on how to create an element and what makes a good element.