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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.

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