Description
Once you have created a Campaign, you can configure the rules and settings to apply that Campaign using the Advanced Options. The Advanced Options for a Campaign work in the same way as the options available in the Manage screen for signatures, allowing you to configure rules to apply your Campaign in certain ways, such as targeting or excluding specific senders and/or recipients.
How to access it
To open the Advanced Options for a Campaign:
- Select Campaigns from the menu sidebar.
- Find your Campaign and select the cogwheel icon. This opens the Advanced Options screen, which has four tabs: Senders, Exceptions, Recipients, and Advanced Rules.
Select the cogwheel icon to open the Advanced Options screen.
Using the Advanced Options
Each tab in Advanced Options contains different rules to control how your Campaign is applied. For more information on using rules, see the Manage Signature Rules section of this knowledgebase or follow the links in the table below.
Select a tab to configure your Campaign.
The following table outlines the functionality available in each tab:
| Advanced Options tab | Configuration available |
|---|---|
| Senders | Apply the Campaign to specific senders, such as via specific domains or user attributes. |
| Exceptions | Exclude specific senders from using the Campaign. |
| Recipients | Apply the Campaign to specific recipients, such as Internal or External or on Salesforce lists, or by excluding recipients. |
| Advanced Rules |
NOTE: Advanced Rules is for server-side deployment only.
Apply or prevent a Campaign using trigger text in the subject or body text of the email. |
Once you have configured your Campaign, it will be automatically appended to your email when the send conditions are met. It appears in the emails you send along with your email signature(s).