User Level Campaign Operations

Prev Next

Since groups and roles define what you are authorized to do within your account, they also affect campaign operations. In larger companies, different departments often have distinct goals and promotions, and these departments may want to manage campaigns and their goals based on their region or team. For example, as a member of Group A, you will only have visibility for campaigns linked with Group A; if a member of Group B shares a campaign link that belongs to Group B with you, as a member of Group A, you will not be able to view the link, instead, you will be redirected to the listing page of Web Push.

Your title goes here
Old campaigns will be visible to all users by default, regardless of their assigned user roles and groups. However, if you assign an existing campaign to a group, then it will be visible only to users associated with this group. 

Account administrator actions

An account administrator can view, create, edit, and duplicate any Web Push campaign in the Insider One's InOne panel. 

While creating, editing, or duplicating a Web Push campaign, as an account administrator, you can select or remove groups to make the campaign visible for them on the launch step of the campaign. When you launch it, it will be visible only to account administrators, users within the selected groups, and unassigned users.

As an account administrator, you can see all the campaigns when you land on the listing page of Web Push. So you can also filter campaigns via the dropdown under Group Access. However, if you don't have any groups created, you will not see group-related filters on the listing page of Web Push.

Group administrator and member actions

A group administrator and group members can only view, create, edit, and duplicate a Web Push campaign in the Insider One's InOne panel if this campaign is visible to them.

Your title goes here
If you are associated with the group(s), while creating a campaign, you can only create a campaign for one of these groups.

While creating, editing, or duplicating a Web Push campaign, group administrators and group members can select or remove groups to make the campaign visible to them on the launch step. However, this visibility option is limited to the groups to which you are a member. For example, if you are a member of Groups A and B, then you will only see Groups A and B while launching the campaign. After you launch the campaign, it will be visible only to account administrators, users within the selected groups, and unassigned users.

Your title goes here
When editing or duplicating a campaign that is also visible to a group you are not part of, you cannot select or remove that group; they will be seen as disabled to you. You can only choose or remove groups to which you have access.

When you, as the group administrator or group member, land on the listing page of Web Push, you will only see the campaigns you have access to and the ones visible to every user. You can also filter campaigns that are visible to you based on group access by clicking the Filters button on the listing page. However, if you don't have any groups created, you will not see group-related filters on the listing page of Web Push.

Unassigned user actions

As an unassigned user, you can view all Web Push campaigns regardless of their groups. You can create a campaign, but you cannot select a group to give access to; the campaigns you create become visible to every user. In addition, you cannot edit a campaign's group access. When duplicating a campaign, as you can't edit its group access, it will also be visible to every user.

When you, as an unassigned user, land on the listing page of Web Push, you will see all the campaigns created by anyone. You will also see all the groups to filter them. However, if you don't have any groups created, you will not see group-related filters on the listing page of Web Push.