Working With Campaigns

A "campaign" is a central schedule that enable you to centralize your scheduling across multiple devices. Instead of updating schedules on each device manually, campaigns allow you to control when and where content appears from one place—saving time and ensuring a consistent experience across locations.

Campaigns are especially useful for organizations with both global and local need as they offer centralized control with the flexibility to tailor content locally—so your digital signage strategy stays aligned, efficient, and adaptable.

Things To Know

As of July 2025 (Version 3.29), the following criteria apply when working with campaigns:

• A campaign consists of a group of events and a group of assigned devices. Events within a campaign have their own properties but are treated as a block when viewed on an individual device schedule. This means that events within a campaign cannot be reordered from an individual device schedule.
• Only devices can be assigned to campaigns. Scheduling to Walls is not yet available.
• Devices can be assigned to multiple campaigns simultaneously. When a device is assigned to multiple campaigns, each campaign event block will appear on the device schedule in the order it was assigned. The campaign that the device was last assigned to will appear at the bottom of the device schedule. See Figure 1.

• You must be in a specific Workspace in order to create a campaign. However, you can still assign devices from other Workspaces to the campaign. For guidance, see Creating a Campaign below.
• You can still schedule additional events to a device, even if a device is assigned to one or more campaigns. Individual events assigned to a device can be reordered to be positioned between events within a campaign. See Figure 2.

Creating a Campaign

To create a campaign:

1. Click on "Campaigns" in the left sidebar to access the Campaigns page.
2. Click the "Create Campaign" button, located to the right of the "Campaigns" title.
3. Enter a name for the campaign in the 'Name' field and click "Create".
4. To add events to the campaign:
   1. Click the "Add Events +" button, located on the right side of the events list under the date.
   2. Select which assets, playlists, or URLs to add and click "Add".
   3. To modify event details, select an event by clicking on it directly. Then, configure event details as needed in the "Event Details" on the right. For more guidance on configuring event details, see Advanced Scheduling Features.
5. To assign devices to a campaign:
   1. Click the "Canvases" tab, located under the campaign name on the left.
   2. The 'Target selection' panel will show the list of available devices in the current Workspace. Select the devices that should be assigned to the campaign.
   3. To add devices from another Workspace:
      1. Click the filter icon in the 'Target selection' panel, located under the search bar.
      2. Click "Advanced Filters".
      3. Locate the 'Workspace' field, under the "Advanced" section. You may need to scroll down if you are using a smaller screen.
      4. Click into the "Workspace" field and search for the target Workspace, or use the tree navigator.
      5. Click the target Workspace to select it.
      6. Click "Apply Filters".
      7. You will now see additional devices in the 'Target selection' panel. Select devices as needed to add them to the campaign.
      8. Repeat steps 5.3.1-5.3.7 to add devices from additional Workspaces.
6. Click the "Save & Schedule" button in the top right corner when finished.

Viewing Existing Campaigns

To view all existing campaigns in a specific Workspace or in All Workspaces context:

1. Select the target Workspace context using the Workspace navigator. For guidance selecting a Workspace context, see "Selecting a Workspace" in Getting Started with Portal3.
2. Click on "Campaigns" in the left sidebar to access the Campaigns page.

To view details about a specific campaign:

1. Navigate to the Campaigns page, as explained in steps 1-2 above.
2. Click on the target campaign to open the campaign drawer:
   • The "Content" tab shows the events assigned to the campaign.
   • The "Details" tab provides relevant metadata associated with the campaign, including a list of devices assigned to the campaign.
   • If available in your tenant, you can view and modify custom metadata in the "Custom Fields" tab.

Editing a Campaign

You can edit campaign details directly from the campaign drawer.

Renaming a campaign

To rename a campaign:

1. Open the target campaign drawer from the Campaigns page.
2. Click on the "Details" tab.
3. Click into the 'Name' field to select the current name.
4. Type a new name and click anywhere outside the field to save it.

Moving a campaign to different Workspace

To change the origin Workspace of the campaign:

1. Open the target campaign drawer from the Campaigns page.
2. Click on the "Details" tab.
3. Click the change icon, located to the right of the Workspace name in the 'Workspace' field.
4. Select the target Workspace.
5. Click the "Assign Campaign" to finish the action. 

Editing campaign content and assigned devices

To edit the content or devices assigned to a campaign:

1. Locate the target campaign on the Campaigns page.
2. Click the "Edit" icon, located in the 'Quick actions' column for the campaign.
3. Edit the campaign as needed.
4. Click the "Save & Schedule" button in the top right corner when finished.

Deleting a campaign

To delete a campaign from the Campaigns page:

1. Locate the target campaign on the Campaigns page.
2. Click the "Delete" icon, located in the 'Quick actions' column for the campaign.
3. Click the "Delete" button to confirm.