Skip to main content

Targeting: Choosing Which Locations Participate

Learn how to use targeting filters to control which locations are enrolled in a campaign.

When you create a campaign, you choose which locations should participate. This is called targeting, and it determines which franchisees see the campaign's tasks and assets.

How targeting works

Targeting uses the same filters available elsewhere in the platform — you can filter by country, region, brand, tags, or other location attributes depending on your setup.

The targeting you configure is stored on the campaign and re-evaluated periodically. If a location's attributes change (for example, it's added to a new region tag), the platform will automatically add or remove it from the campaign accordingly.

⚠️ Important: You must set at least one targeting filter before you can publish a campaign. A campaign with no targeting cannot be published.

Enrollment

Once targeting is configured and you publish, the platform creates an enrollment for each matching location. Enrolled locations are the ones that will:

  • See campaign tasks in their page calendar

  • See the campaign folder in their Asset Manager

  • Receive campaign notifications

In the current version, all matching locations are automatically enrolled when you publish — they can't opt out.

Viewing enrolled locations

From any Campaign View, the Locations panel shows a count of enrolled locations and a list of who's participating. This is read-only — enrollment is managed by the targeting filters, not manually.

The campaign list shows an enrolled count for each campaign. If you see a low enrollment count and expect more locations, check that your targeting filters match the right location attributes.

When locations are added or removed mid-campaign

If your location data changes while a campaign is active — for example, a new franchisee comes online and matches your targeting — the platform will automatically enroll that location. They'll start seeing tasks and assets from that point forward.

Similarly, if a location no longer matches (for example, it's removed from a region), it will be removed from the enrollment. Tasks that already published to that location are unaffected.

Did this answer your question?