On the Activities tab, when marketing activities are grouped into Categories and Sub-categories, detailed attributes can easily be added at the Folder level, when details of a campaign or events are consistent. This saves time and alleviates the need to complete the detailed entries for every marketing activity because the details will filter down from the top-level folder.
Tip: You can always go back and make minor adjustments at the marketing activity level after the initial entries were made at the Folder level.
- Click the Details Panel icon in line with the Category or Sub-category that you would like to enter details for. The Details Panel will open on the right side
- Fill in the fields that are the same for the marketing activities within this folder. The details will filter down to the marketing activities within the Category or Sub-category
Note: If you add a marketing activity under a Category or Sub-category after you have already filled in the Details Panel for that grouping, the new activity will automatically have those fields filled in.
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