Relevant to: Demand Acceleration Platform | Content Syndication | Event Lead Management | Social Integrations | Webinar Integrations
In the My Campaigns page and Sources page you can view a list of all the Campaigns/Sources in your account and complete additional Campaign/Source actions using the in-line Options button.
In this article:
Viewing the My Campaigns page
The My Campaigns page is the default view when you first login to the Demand Acceleration Platform. It can then be found on Campaigns > My Campaigns.
What you can do in the My Campaigns page
- View a list of all the Campaigns in your account and see the status of each.
- Create or clone a Campaign.
- Customize the table view by setting which columns are visible.
- Find specific Campaigns by filtering and searching.
- Export the data in spreadsheet format.
- Navigate to a Campaign's Summary tab.
- Publish Campaigns that are in a unpublished state.
- Set notification settings to define which actions will trigger email alerts.
- Assign or reassign fields to Standard Fields to enable consistent reporting and insights.
Viewing the Sources page
In the Demand Acceleration Platform, click on Campaigns > Sources.
What you can do in the Sources page
- View a list of all the Sources in your account and see the status of each.
- Customize the table view by setting which columns are visible.
- Find specific Sources by filtering and searching.
- Export the data in spreadsheet format.
- Navigate to a Source's Summary tab.
- Pause and cancel Sources * to stop leads being accepted.
- Download lead data * from a Source.
- Assign or reassign fields to Standard Fields to enable consistent reporting and insights.
* The availability of these actions will depend on the Source's status.
| By default, the Sources page will initially filter out Sources in the Completed, Paused, and Archived statuses. You can adjust the filters to view Sources from other statuses. See the Campaign/Source status definitions section for more status information. |
Customizing the Campaign/Sources view
You can define how Sources are displayed in two ways:
- Hide columns from view using the Hide Columns drop-down menu.
- Click the Settings icon and scroll to Columns, where you can select which columns are displayed.
Searching and filtering Campaigns/Sources
Filter and find Campaign/Sources in two ways:
- Search for individual Campaigns/Sources using the Search icon.
- Filter the Campaign/Sources that are displayed by using the drop-down menus: Filter by Tags and Filter by Status.
Campaign/Source actions
Click the Options menu to view the available actions on each Campaign/Source. Some of the options will differ according to the status of your Campaign/Source.
This table explains the available Campaign actions:
| Available actions | Description |
| View Campaign | Navigates to the Campaign Summary tab. |
| Clone Campaign | Creates a copy of an existing Campaign. |
| Publish Campaign | Publishes the Campaign to begin creating Sources. |
| Set Notifications | Allows you to define which Campaign actions will trigger email alerts. |
| Map Standard Fields |
Assign or reassign fields to Integrate's Standard Fields to enable consistent reporting and insights. |
This table explains the available Source actions:
| Available actions | Description |
| View Source | Navigates to the Source Summary tab. |
| Pause Source | Temporarily stops a Live Source from accepting lead data. Lead flow will continue but leads will be categorized as rejected. |
| Cancel Source |
Cancelling a Source permanently archives it. Sources may only be cancelled prior to reaching the Live state. |
| Download Leads | Downloads a spreadsheet of lead data that has been collected in a Live Source. |
| Map Standard Fields | Assign or reassign fields to Integrate's Standard Fields to enable consistent reporting and insights. |
Campaign/Source status definitions
Identify the status of each Campaign/Source according to the icons displayed in the first column.
The tables below describes the various status of Campaigns/Sources and the order in which they typically progress.
Campaigns
| Status icon | Description |
 |
The Campaign is in a Unpublished state - it has not yet been published and no Sources have been created. |
 |
The Campaign is in a Published state - it is ready to have Sources created or has Sources already created. |
 |
The Campaign is in a Completed state - the Campaign end date has been reached (this does not impact associated Sources). For information about setting and extending end dates, see General Settings Tab. |
 |
The Campaign is in an Archived state - this feature is not currently functional. |
Media Partner CPL Sources
| Status icon | Description |
 |
The Source is in a Draft state - it is not live or collecting leads yet. It is not visible to the associated Media Partner. |
 |
If Seller Proofs being utilized - the Source requires proofs to be uploaded by the associated Media Partner. |
 |
If Seller Proofs being utilized - the Source contains proofs ready for you to review from the associated Media Partner. |
|
The Source is in a Pending state - it has been sent to the associated Media Partner and is waiting for their response. |
 |
The Source has been Accepted by the associated Media Partner and is ready to collect leads. The Source is not live yet as it is waiting for the start date to begin. |
|
The Source is in a Live state - it has been accepted by the associated Media Partner and all other applicable criteria has been met (the start date has been reached, proofs have been accepted, Source Agreement has been accepted). The Source is either collecting leads or is ready to collect leads. |
 |
The Source is in a Paused state - it has been temporarily stopped from accepting leads, but remains within the live dates. Lead flow will continue but leads will be categorized as rejected. |
|
The Source is in a Completed state - it is no longer collecting leads as the end date has been reached. For information about setting and extending end dates, see General Settings Tab. |
|
The Source is in an Archived state - it is not able to collect leads. Sources become archived if you cancel the build before it reaches the Live state or if a Media Partner declines the Source.
|
Event CPL Sources
| Status icon | Description |
|
The Source is in a Live state - the start date of the Source has been reached and the Source is either collecting leads or is ready to collect leads. |
|
The Source is in a Paused state - it has been temporarily stopped from accepting leads, but remains within the live dates. Lead flow will continue but leads will be categorized as rejected. |
|
The Source is in a Completed state - it is no longer collecting leads as the end date has been reached. For information about setting and extending end dates, see General Settings Tab. |
Social (LinkedIn | Facebook) & Webinar (BrightTalk | On24) Sources
| Status icon | Description |
|
The Source is in a Pending state - it has not yet been launched or is waiting for the start date to begin. It is not yet collecting leads from Social or Webinar integrations. |
|
The Source is in a Live state - it has been launched and the start date of the Source has been reached. The Source is either collecting leads or is ready to collect leads. |
|
The Source is in a Paused state - it has been temporarily stopped from accepting leads, but remains within the live dates. Lead flow will continue but leads will be categorized as rejected. |
|
The Source is in a Completed state - it is no longer collecting leads as the end date has been reached. For information about setting and extending end dates, see General Settings Tab. |
|
The Source is in an Archived state - it is not able to collect leads. Sources become archived if you cancel the build before it reaches the Live state.
|
Exporting page data
Click the Settings icon and Export... to download a list of Campaigns/Sources in the account as a .csv or .excel format.
| Export option | Description |
| Export all data as csv |
Downloads a .csv file of Campaigns/Sources with all the table columns.
|
| Export visible data as csv |
Downloads a .csv file of Campaigns/Sources with only the columns displayed in the table.
|
| Export visible data as excel |
Downloads an .excel file of Campaigns/Sources, exporting only the columns displayed in the table.
|
| Exported lists will include the number of Campaign/Sources that are displayed on the page. The default number of Campaigns/Sources displayed on the page is 25. If you have more than 25 Campaigns/Sources in your account, you can increase the number of items per page (up to 100) in order to export more in the spreadsheet. |
Frequently Asked Questions
Why is my Source is not appearing on the Sources page or in my search results?
Check your Source filters! Your Source may be in a status that is hidden (eg. Completed). By default, the Sources page will initially filter out Sources in the Completed, Paused and Archived statuses. You can adjust the filters to view Sources from other statuses.
Check your search spelling. The search functionality returns exact matches, so misspellings or additional spaces may be throwing off your results. If you are unsure of the exact wording, try using only part of the Source name to narrow down your results (eg. 'FY20Q4' instead of 'FY20Q4 Content Synd USCA').
Can I delete my Campaign/Source?
No. Deleting is not an option, however there are options to mark it as Paused, Archived or Completed depending on the Campaign/Source type and status. See the Campaign/Source status definitions section for details on the available statuses and actions available for each type of Campaign and Source.