Jeto Ideas

Let us know what you want to see next in Jeto!

Have the ability to archive campains

With increasing volume of campaigns over time, it would be nice to have the ability to archive them, so they don't display in main campaign panel by default (but can still be reached in some way if necessary).

User Stories:

As a: Administrator
Given : Increasing volume of campaigns over time.
When : A campaign is over or outdated.
Then :

  • I would like to be able to archive each campaign individually.

  • I would like to be able to archive campaign in bulk based on applied filters in my campaign dashboard using (Campaign Type, Owner, Status, Create Date, Tags, Shared with…)

  • I would like to be able to automatically archive it based on a rule that I would add to the “Automated Campaign Launch workflow editor, in relationship with: Submit date or any Date field in campaign data. Ex: Automatically Archive Campaigns on “Event Date (campaign field) ” + 30 days”.

As a: Collaborator
Given : increasing volume of campaigns over time
When: I it would be nice to have the ability to archive them.
Then: Archived Campaigns would not display in main campaign panel by default, but can still be reached by editing default filter and adding “Archived” to the Campaign Status filter options.

  • David Desrosiers
  • Feb 6 2020
  • Planned
  • Attach files
  • Sarah Cherney commented
    18 Nov 11:12pm

    As a new Admin, I think this will help greatly to manage workflow, thanks!

  • Admin
    David Desrosiers commented
    17 Nov, 2020 08:12pm

    Quick update on adding the ability to archive campaigns.
    Unfortunately where not able to complete this in time for the November release but It's still on our radar in the next 0-3 months. Stay tuned...

  • Brendan Burk commented
    15 Oct, 2020 06:12pm

    I wholeheartedly agree with the above. As we roll out more and more campaigns, I can envision our dashboard getting very cluttered and difficult to navigate.

  • Admin
    David Desrosiers commented
    9 Sep, 2020 09:43pm

    I'd like to confirm functional requirements for this feature.

    Please see the newly added User Stories in description. As usual your input is essential to help us make sure these improvements will meet your needs, so please check it out and let me know if this aligns with what you are looking for! Also I'd love to know what would be "Essential" vs "Nice to have" for you in these statements - this will help us prioritize/balance our efforts.

    Thanks!