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.
Moving selected ideas
Idea Management offers to select and move specific ideas after we search for a campaign in the Search bar. Clicking the Action tab will open up a dropdown from which the moderator needs to select the Move option to move ideas from one campaign to another. They will also need to select the stage to which the ideas need to be moved.
To move ideas to a different stage within the same campaign, the moderator need to select the same campaign under 'Campaign' dropdown and then select the desired stage.
While moving idea to a campaign from different funnel or archived campaign, system will give a warning.
Moving all ideas
To move all ideas from one campaign to another, simply search for the ideas of the desired campaign and select them. Then, click the Action button and select Move. A list of campaigns to choose from will appear along with their stages selection.
Note: When moving ideas to a new campaign, keep in mind that selected ideas will all be moved to the same stage. To move ideas to different stages, complete the process separately for each stage.
Note: Campaign-specific custom field responses of ideas are not retained if an idea is moved to a campaign with different custom fields. It is recommended to export idea data or take a backup of ideas' custom fields response before moving ideas