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.

A campaign's locations are always matched within the location access of one manager — the one who last saved the campaign (initially its creator). This keeps the count consistent: every manager who opens the campaign sees the same number, and it always describes the actual set of locations the campaign runs on. If a different manager edits and saves the campaign, targeting is re-matched within their access - some locations may be added or dropped, and you'll confirm this in a dialog before saving.
​

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. When a location is removed from a campaign, its campaign tasks that haven't been approved yet disappear from its calendar. Posts that were already approved stay scheduled and will publish as planned. Already published posts are unaffected.

Warnings a user may see

On the campaign page / publish confirmation:

- "Locations you have access to that match the targeting filter but do not participate in this campaign" — your locations fit the filter but aren't in the campaign, because its targeting was saved by a manager with different access.

- "Locations in this campaign outside your access" — the campaign also covers locations you can't open.

When saving targeting changes — a confirmation dialog listing: locations that will be added, locations removed because the filter no longer matches them, and locations removed because you don't have access to them. Cancel keeps everything as is; changes apply immediately after confirming.

Did this answer your question?