Published at: 2026-10-12
Configure campaign nodes
Maintain process nodes that campaign types can reference.
Overview
Campaign nodes are the building blocks of campaign types. Campaign administrators can create custom nodes and manage the names and descriptions of preset nodes.
Before you start
❗
-
You have the Campaign Administrator role.
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You can open the Campaign app.
Procedure
View the node list
- Go to Campaign > Activity Settings > Campaign Node Settings.
- View all preset campaign nodes.
- Filter by node name when needed.
Create a custom node
- Click New Campaign Node.
- Enter the node details.
- Save.
Edit a node
- Click Edit in the node list.
- Modify fields allowed by the node status.
| Node status | Editable fields |
|---|---|
| Preset campaign node | Node Name and Node Description only |
| Custom node not used by a campaign type | All fields |
| Custom node used by a campaign type | Node Name and Node Description only |
Delete a node
- Click Delete in the node list.
- Confirm the deletion.
⚠️
Preset campaign nodes cannot be deleted and have no Delete entry. A custom node can be deleted while it is not used by a campaign type. A custom node cannot be deleted after it is used by a campaign type. The system displays: The node is already in use and cannot be deleted.
Verification
- Confirm that the new or updated node appears in the node list.
- Open the campaign type designer and confirm that the custom node can be added to a process.
Notes
- Define nodes before combining them into campaign types.
- Do not delete a custom node that is still used by a campaign type.