# Managing campaigns

The Campaigns Administration page lets you view, create, and edit your campaigns.

## Accessing the Campaigns Administration page <a href="#managingcampaigns-accessingthecampaignsadministrationpage" id="managingcampaigns-accessingthecampaignsadministrationpage"></a>

To navigate to the Campaigns Administration page:

* Select **Campaigns** from the main menu.
* Click on **Manage campaigns** in the navigation menu.

<figure><img src="/files/FRhZUHXgOIjfCROJ5GYm" alt="Accessing the Campaigns administration page" width="760"><figcaption></figcaption></figure>

Consult the table of all available campaigns on the Campaigns Administration page. The table is organized by:

* **Name**: Edit the campaign by clicking on its name.
* **Origin**: Campaigns can be **Custom**, **Copied from library** or **Installed from library**.
* **Tags**: View tags associated with a campaign.
* **Status**: Campaigns can be in a **Draft**, **Published** or **Retired** state.
* **Last published**: The date a campaign was last published.
* **Triggers**: The trigger method can be **Manual**, **Scheduled**, **Remote Action**, **API** or **Workflow**.

You can search for a specific campaign by name using the search box at the top right of the table.

Refer to the [Creating campaigns](/platform/user-guide/campaigns/managing-campaigns/creating-campaigns.md) documentation for more information about creating custom campaigns and configuring library campaigns.

## Working with campaign actions

Hover over a campaign to reveal the action menu on the right side of the row. The action menu is context-sensitive and changes based on the campaign status. See below for more details.

<figure><img src="/files/mRBGg3ft2faP7gS4N1jN" alt="Action menu-managing campaigns."><figcaption></figcaption></figure>

* **Details**: View details of the campaign results.
* **Edit**: Modify the configuration of custom campaigns or campaigns copied from the library.
* **Configure**: Modify campaigns installed from the Library module.
* **Manage tags**: Create, assign, and edit campaign tags. Refer to [#managingcampaigns-taggingacampaign](#managingcampaigns-taggingacampaign "mention") on this page.
* **Share**: Share with user roles and grant them appropriate permissions. Refer to the [#managingcampaigns-sharingacampaign-1](#managingcampaigns-sharingacampaign-1 "mention") on this page.
* **Publish**: Make draft campaigns active so that they can be triggered.
* **Republish:** Make retired campaigns active so that they can be triggered again.
* **Retire**: Retire a published campaign so it is no longer available for employees.
  * If the campaign is already displayed on an endpoint, users can continue interacting with it, and the system still records their responses and marks the campaign as answered.
* **Copy NQL ID**: Copy the NQL ID of the campaign for use with a remote action script to trigger the campaign.
* **Duplicate**: Create a duplicate draft of a campaign.
* **Export**: Export a campaign as a JSON file for use in another Nexthink instance.
* **Delete**: Delete a campaign. This option is only available if the campaign is in a draft or retired state.

{% hint style="warning" %}
When you delete a campaign, the system also deletes all responses associated with it.
{% endhint %}

{% hint style="warning" %}
Users who have a limited view domain can create, edit or publish campaigns only when the campaign uses a manual trigger.

* If a campaign uses a trigger type other than manual, the campaign opens in read-only mode.
* Duplicate the campaign and set a **Manual** trigger to create an editable version.
  {% endhint %}

### Sharing a campaign <a href="#managingcampaigns-sharingacampaign" id="managingcampaigns-sharingacampaign"></a>

Share a campaign with user profiles and grant them appropriate permissions to **View dashboards**, **Edit** or **Trigger** campaigns. Only users with the **Manage all campaigns** permission enabled can see the **Share** option. Refer to the [Roles](/platform/user-guide/administration/account-management/roles.md) documentation for more information about user permissions.

<figure><img src="/files/Y5FvFoeYSm0UAAlCrfpq" alt="Sharing campaigns" width="760"><figcaption></figcaption></figure>

* Hover over a campaign to reveal the action menu and select **Share**. The Share campaign modal opens.
* In the **Add profile** text field, type in the user profiles you wish to share the campaign with.
* From the **Select permissions** drop-down menu, select the appropriate permissions for the profile. The choices are:
  * **View dashboards**: Access the campaign dashboards from the navigation panel. The system shows published and retired campaigns.
  * **Edit**: Edit a campaign.
  * **Trigger**: Trigger a campaign from the Investigation module if the campaign's trigger has been set to *Manual*.
* Click **Clear all** to disable all permissions.
* Click the **Grant permissions** button to share the campaign.

{% hint style="warning" %}
Even when granted the **Edit** permission at a campaign level, users with a limited View domain cannot edit non-manual campaigns. This is to prevent targeting users outside of their current View domain.
{% endhint %}

### Tagging a campaign <a href="#managingcampaigns-taggingacampaign" id="managingcampaigns-taggingacampaign"></a>

Tagging allows you to sort and filter the campaigns table quickly. Open the **Tags** right-side panel to:

* Search for a specific tag at the top of the panel.
* Select one or more tags to filter the campaigns table.

To add one or more tags to a campaign, from the **Campaigns > Manage Campaigns** page:

1. Hover over a campaign to display the action menu and choose **Manage tags**.
2. From the **Manage tags** pop-up, you can:
   * Type in a new tag or choose an existing one to add it to the campaign.
   * Open the action menu of a specific tag item to **Delete tag** or change the tag color.
     * Deleting a tag only removes it from the campaign it is associated with.
3. Alternatively, select multiple campaigns to **Manage tags** in bulks.

<figure><img src="/files/EAorVVT1g0AZmNk3shFz" alt="Managing tags in bulks."><figcaption></figcaption></figure>

## Importing campaigns <a href="#managingcampaigns-importingacampaign" id="managingcampaigns-importingacampaign"></a>

To import campaigns—in JSON—from your local device:

1. Click the **Import** button in the top-right corner of the Campaigns Administration page.
2. **Choose** or **drag** multiple JSON files from your hard drive to import them into the system.

All imported items are listed as custom.

{% hint style="warning" %}
Before importing a [custom campaign](#custom-campaigns), export and modify an existing campaign as needed. This ensures your JSON file matches the required format, avoiding errors or malfunctions.

Nexthink does not guarantee that imports from external sources function correctly or remain editable.
{% endhint %}

## Branding your campaigns <a href="#managingcampaigns-brandingyourcampaigns" id="managingcampaigns-brandingyourcampaigns"></a>

Brand your campaigns with a logo and custom colors to make employees comfortable and build their trust when answering campaign questions.

* Click on the action menu at the top right corner of the page.
* Select **Manage campaign branding** to open the Campaign branding page.

Refer to the [Configuring Campaigns branding](/platform/user-guide/campaigns/managing-campaigns/campaigns-branding.md) documentation for more information.

<figure><img src="/files/nHxeiA6VB1TdoRExgsKF" alt="Manage campaign branding" width="757"><figcaption></figcaption></figure>


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