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How to Edit Campaign Board Columns

Campaign Boards are now fully customizable so you can create your own workflows and rules!

Written by Guadalupe
Updated over 2 months ago

Influencer Hero allows you to use standard Campaign Boards with its built-in automations, or to fully edit every column so you can build the dashboard that fits your needs!

What You Can Customize:

You can edit column names, rearrange them, add new columns or even delete the ones you don't need.

You can even take it a step further and create automations so certain actions are triggered based on specific column rules! Learn how to set up automated workflows here.

⚠️ IMPORTANT

You can't delete a column if:

  • There are influencers in it or

  • There are automation rules involving the column

To be able to delete them:

  • Move influencers to another column or deactivate their deals,

  • Edit or delete the automation rule.

How to Edit Campaign Board Columns:

Step 1: Go to the Campaign Board and hit the arrow next to "Open Bulk Tool" to select "Manage Columns".

Step 2: Make the desired edits:

  • Alter an existing column's name

  • Delete or add a new column

  • Rearrange the order

Once that's done, save changes.

And that's it!

💡 PRO TIP: Remember you can create Automation Rules to trigger an action when an influencer is moved to a certain column, or viceversa—move them to a column when a specific action happens.

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