Streamline your campaign set-up by converting an invoice workspace into a campaign.
How to Convert a Workspace into a Campaign
The filters available for a campaign "audience" are the same ones available for an invoices workspace. Rather than having to apply all the same filters to a campaign audience when setting up a campaign, you can simply take an existing workspace and apply the same filters to a campaign using the "Convert into Campaign" option in the workspace menu.
When you click "Convert into Campaign", a modal window will open for you to enter a campaign name:
Once you click "Set-Up Campaign" you will be navigated to the campaign set up page within the Campaigns module.
Update a Campaign Audience from the Audience Preview
Clicking on "Audience Preview" in Campaign Set-Up opens an invoices workspace using the same filter set as the campaign.
At the top of the Invoices workspace are two buttons, one to save any updates to the workspace back to the campaign, and one to close out the audience preview without saving any changes.
