Campaign Design Ribbon Home Tab

The campaign design ribbon includes three standard tabs (Home, Insert, and View) and two contextual tabs (Element Tools and Path Tools) that become visible when an element or connector is selected. Each tab has one or more groups containing buttons for modifying the campaign or elements on the canvas.

The Home tab gives you access to options that impact the entire campaign. For example, you can manage campaign details, review results, create tasks, select element types, and validate, launch, and suspend the campaign.

Home Tab

Group/Button Description
Clipboard The buttons in this group provide access to basic editing commands when working with components on the canvas.
Paste Click this button to paste the contents of the clipboard.
Cut Click this button to cut selected components from the canvas to the clipboard.
Copy Click this button to copy selected components from the canvas to the clipboard.
Delete Click this button to delete selected components from the canvas.
Display The buttons in this group display different campaign details on the content pane.
Design Click this button to display the design canvas on the content pane. When a campaign is first created, this button is active by default.
Details Click this button to display the campaign details on the content pane. See Set Campaign Details.
Notes Click this button to add notes about the campaign.
Results Click this button to review the campaign results.
Audit Log Click this button to view the audit log.
Attachments Click this button to add attachments to the campaign.
Tasks Click this button to add tasks to the campaign. See Set Campaign Details.
Refresh Click this button to see the latest updated information as you are editing your campaign. For example, on a Scheduled Entry Point, clicking this button would update the last run, next run, and last modified information.
Elements The buttons in this group let you add campaign components to your flow diagram. For a description of available components, see Create a Campaign Flow Diagram.
Note: Components can also be accessed from the Campaign Components toolbox.
Launch The buttons in this group let you launch or suspend the campaign.
Launch Click this button to launch the campaign.
Suspend Click this button to suspend the campaign. When a campaign is first created, this button is active by default.
Validate Click this button to check the campaign flow diagram for errors. See Campaign Validation.
Spelling Click this button to check for spelling errors in the editable text portions of the campaign.
Info Click this button to view information about the campaign.