What is a campaign category and what is it used for?
It is an additional field through which you can classify your Campaigns and that facilitates the analysis of the data related to your campaigns.
If your organization, for example, is articulated in different local centres, you can create a category for each centre, example:
-category "Madrid";
-category "Valencia";
-category "Toledo";
and associate the campaigns of each centre with the relevant category so that in your CRM you can filter the data of interest by the centre.
Manage campaign categories:
a. Create a campaign category
To create Campaign Categories:
Go to Company > Campaign Categories
Click on New Category
Fill in the fields Name and Cost Centre
Click on Save changes
At this point, the Campaign Category you just created will be visible.
❗️❗️Once you have created your first category, when you create a new Campaign or modify the General Data of previously created campaigns, you will need to choose a category in order to save your changes.
b. Edit a Campaign Category
To edit Campaign Categories:
Go to Company > Campaign Categories.
Click on the gear icon and select Edit Category.
Change the values of the Name and Cost Centre fields.
Click on Save Changes.
At this point, you will see the new values you have just entered.
c. Delete a Campaign Category
To delete a Campaign Category:
Go to Company > Campaign Categories.
Click on the gear icon and select Remove Category.
At this point, the category will be deleted.
❗️❗️ It will not be possible to delete categories that are associated with one or more Campaigns.
When attempting to do so, the following warning will be displayed:
Choose a Category for your campaign
To choose a category:
Go to Campaign > General Configuration and click on Edit.
Click on the Category drop-down and select the campaign category.
Click on Save changes
How is the data related to the campaign categories sent to my CRM?
The values of the Name field of the campaign categories will be sent through the INVERSOR_PAYMENT_SUCCEEDED Webhook (event), which you can configure as explained in this article.
❗️❗️ Webhooks (events) related to donations prior to the selection of the category in the General Data of a Campaign will not collect the values in the Name field.