Best Practices for moving ideas

Moving ideas from one campaign to another

Path: Community Topbar >> Apps Icon >> Idea Management

At times the community moderator may come across a situation where they would need to move ideas from the current campaign to a more relevant campaign. During these times the best way to move forward in accomplishing this task would be with the following steps.

1. Moving selected ideas

2. Moving all ideas

Moving selected ideas

Idea Management allows moderators to transfer specific ideas from one campaign to another. To do so, click the More option to open the dropdown menu, then select Move. Next, choose the destination campaign and specify the stage where the ideas should be relocated.



While moving idea to a campaign from different funnel or archived campaign, system will give a warning.

Moving all ideas

To move multiple ideas from one campaign to another, simply select the desired campaign in Advanced Search and select the ideas from the result. Then, from Bulk actions select Move. A list of campaigns to choose from will appear along with their stages selection.