Add to a Campaign from View All Tables (How-To)

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Add to a Campaign from View All Tables

There are three View All pages in Gingr: View All Owners, View all Pets, and View All Reservations. From each of these pages. You can filter the results on these pages by one or more columns and then select +Add to Campaign.

  1. Navigate to the table you would like to use. The View All Owners and View all Animals tables are found under Left-hand Navigation: Owners & Pets. The View All Reservations table is found under Left-hand Navigation: Reservations.

  2. You can filter by one or multiple columns at once to narrow your search. In any column, click the header to change the sort direction. Click the little filter icon to display advanced search features such as filtering by equals, greater than, less than, not equal to, or in a set range.





  3. If you would like to filter by a form field that is not yet present on this table, you can add a new column. To add a column to this table, navigate to Left-hand Navigation: Admin » Owner Form, Admin » Animal Form, or Admin » Reservation Form for the corresponding table. Hover over the field you would like to add to this table and click the pencil edit button. At the bottom of the side window is the Tags section, where you can select View All. Save your changes to the side window and again at the bottom of the form.

  4. Once you have precisely the list of Owners you wish to target in your campaign, click the Add to Campaign Button on the top right section of the table.

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  5. Click the check box next to one or more existing campaigns or, if needed, create a new campaign from this popup.

 

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