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How to manage your campaign details
How to manage your campaign details

This article explains what you can do from the campaign details page: admin details, fields, compliance, & validation.

Cole Bridge avatar
Written by Cole Bridge
Updated over 4 months ago

When managing a campaign and viewing the "details" tab, you can control a lot of important campaign features.

Admin

Under the admin section, you can do the following:

  • Change your campaign name

  • Link your campaign to an advertiser

  • Change the campaign status (active / inactive)

  • Assign the campaign to a vertical

  • Change the campaign owner

  • Apply a scrub rate

Basic & Custom Fields

Adding fields to a campaign is easy in Opta. Select from our basic fields or add a custom field of your own. The top table represents the fields you've added to your campaign.

This section shows collected fields (those that the user will enter information for). Hidden fields, or preset values, like IP address, browser agent, and more can be set up under your campaign posting flows.

If you'd like to hide a field but still require it, click the eye icon on the left side of your fields table. You can also have collected fields associated with the campaign without requiring them by toggling the required column.

Options

For dropdown fields, you can edit the dropdown options shown to the user after saving the field.

No. of options to be added: How many dropdown options do you want to show?

You can either manually add them by selecting a number, or you can upload a file for dropdowns with many values.

Option Text: This is what's showed to the user

Option Value: This is what's passed in the posting

You can easily deactivate or edit existing dropdown values or reorder them.

Compliance

To make TrustedForm or Jornaya required fields for your campaign, simply toggle them on. If you want to claim TrustedForm or Jornaya, you can set this up under your campaign posting (after you've set up your integration under system settings).

Validations

From the details page, you can also turn on address, email, ip address, phone, and email score validations, which are built into Opta. If you haven't yet turned those integrations on, you'll need to toggle each on in your system settings.

Our internal validation comes with a per record fee, which you can see in your Opta agreement.

Still have questions? Drop us a note at [email protected] and we're happy to help.

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