Subcampaigns

Subcampaigns, also known as nested campaigns, is a tool that helps you better organize your campaigns in the dashboard. Using this tool, you can set a campaign up to be a subcampaign of a different one. You can think of this almost as folders for campaigns, except that the "folder" is itself a campaign.

Two things happen when you set a campaign as a 'child' of another campaign. First, the child campaign is hidden underneath the parent campaign on the 'All Campaigns' page. This keeps the campaign listing page clean and tidy, especially if you have a lot of campaigns. Second, the campaign report from the child (or children) campaigns are 'rolled-up' into the parent campaign's stats report.

The primary use-case of subcampaigns is when you have a global campaign initiative with multiple active regions or markets; in this case you would create a parent campaign for the initiative ('Summer Giveaway 2021'), and then subcampaigns for each market ('East Coast Summer Giveaway', 'West Coast Summer Giveaway'). Each subcampaign gets its own report, while the parent report is the combination of all the subcampaigns' stats. You can also use subcampaigns in any situation where you want to segment campaign reports while still getting an overall combined report: eg, subcampaigns for celebs vs volunteers so you can track performance of those cohorts, with a parent campaign that combines everything into an overview report.

Read on for more details!

Subcampaign Reporting and Logistics

In general, you can treat subcampaigns as totally independent campaigns. Operate them as you would any other campaign.

The parent campaign is also a regular campaign that you can activate users into; however, the campaign report for the parent will also include the campaign reports from the children subcampaigns. There are therefore two different ways you can treat the parent campaign, and both are valid: you can activate users into the parent campaign (in which case you will have difficulty separating the stats of this cohort from the rest), or you can leave the parent campaign as a blank, empty campaign that you're using simply for organizational purposes and the roll-up reporting feature (in this case you will have a campaign with no activations in it).

Parent campaigns process their stats reports daily, just like all other campaigns. This means that you might see a day's lag in the campaign report numbers; if the parent campaign report updates before the subcampaigns, then the parent will see the subcampaigns' previous stats, and use those. So please allow an extra day for report figures to add up in the parent campaign. Please reach out to support if you need a report to be reconciled immediately.

Creating a Subcampaign

In order to create a subcampaign, first create both the 'parent' campaign and the 'child' campaign. Then open up the intended child campaign's settings, and find Advanced Settings -> Make this a Subcampaign Of. Simply select the parent campaign to use, and hit save. Your campaign is now a subcampaign. If you later use the 'copy a campaign' tool to create a new campaign copying this one, then the new campaign will also be a subcampaign. Simply select the '- Standalone Campaign -' option to undo this change.

 

Finding Subcampaigns

When you convert a campaign into a subcampaign, the child campaign is hidden underneath the parent campaign on the 'All Campaigns' page:

 

The child campaign can be revealed by clicking on the double-arrow icon ">>". Note that you can have subcampaigns of subcampaigns, as below:

You can also use the search icon on the All Campaigns page to show all subcampaigns and not organize them into folders:

 

Known Issues

  • In the campaign report for the parent campaign, the 'Most Engaging Posts' section will only display posts that were directly submitted to the parent campaign. It currently does not include subcampaign posts.