Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
The Summary tab provides an overview of the settings associated with a Campaign or Source.
The information displayed by the Summary tab is not editable, it simply serves as a recap. Any edits to Campaign/Source settings can be made in the other tabs.
| The options here may differ according to which Campaign/Source type and channel you are using. For more detailed information, reference the specific channel section. |
Viewing basic settings in the Summary tab
Campaign Summary tab
Source Summary tab
What you can do in the Summary tab
From the Summary tab, you can:
- View an overview of Campaign/Source settings (Terms, Fields & Assets/Creative).
- Download Asset/Creative files.
- Navigate to other tabs where you can edit the Campaign/Source settings.
- View the percentage towards Campaign/Source goal.
- View whether any collected leads have been accepted and rejected.
- Download any leads that have been collected in a Source.
- Resolve rejected leads and re-upload leads to a Source (not available on Content Syndication Sources matched to a Media Partner).
- Manually upload batches of leads to a Source (not available on Content Syndication Sources matched to a Media Partner).
- View lead upload API details (used primarily by Media Partners posting in via API - see Automated Lead Uploads via API).
A note on Content Syndication: the Summary tab is similar to what a Media Partner sees when you send them a Source. It provides them with details about your Source and the ability to upload leads. Where you only have a Download button, Media Partners also have an Upload button.
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Edit the Campaign/Source settings by completing the setup in the subsequent tabs. |
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