Planful Marketing | Knowledge Base

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Planful Marketing | Knowledge Base

Manage Goals, Campaigns, and Expense Groups

Manage Goals, Campaigns, and Expense Groups

Everything you wanted to know about the Manage page, from the Allocation vs. Expense tabs to the view by options: by segment, goal, or campaign

Anatomy of the Manage Page

Getting to Know the Manage Page

Manage Page - Classic View

Manage Page - Table View

Manage Page - View by Segment, Goal, or Campaign

Important Concepts for the Manage Page

Understanding Goals, Campaigns, and Expense Groups

Campaign Framework - a Template for Planning

Creating, Updating, and Deleting

Actions on the Manage Page

Create a Campaign

Create an Expense Group

Duplicating Goals, Campaigns, & Expense Groups