How-To Guides

To add a new stage to a campaign, if the campaign has already been created, follow these
steps:

1.  Go to the Campaign Section of Advvy.
2. Click into the campaign that you want to edit.
3. Go to the Workflow Activities Section of that campaign.
4. Click the plus sign, which is in the same row as the campaign name.
5. Fill out the required details, including name, reporting pillar (keep in mind that the reporting pillar already has to be existing in the system. If you need help creating a reporting pillar, please go to our help guide on reporting pillars), etc.
6. When you’re done adding all the information, click “Save and Close”
7. Give the new stage a few minutes to load.

The new stage will not have any activities listed underneath it. The user will need to create activities as part of that stage in the form of Ad Hoc Tasks. To add a new task to the stage that you just created, follow these steps:

1. Click the plus button or add a new task button that is located in the same row as the stage that you just created.
2. Fill out the appropriate information for the task you are creating.
3.  Click “Save and Close”
4. The new task will appear under the stage you just created.

Utilizing the new stage functionality allows users to have more control of their workflows at the campaign level; it gives users the ability to create multiple new stages and tasks within a workflow that has already been created.

NOTE: Please, keep in mind that, at this time, there is no way to copy a workflow that has been created within a campaign, so all of the additional stages and tasks added to a campaign are specific to that campaign only.