Connecting Ideas to Goals and Campaigns – how and why

Connecting ideas to specific goals help you reach the specific goal and have all the ideas visible in the goal.

It also allows you to view specific dashboard data in the dashboard section afterward.

Connecting ideas to campaigns has similar advantages.

How to connect Ideas to Goals and Campaigns?

To connect Ideas to Goals and Campaigns, follow these steps:

1. Click on Ideas in the main menu on the left side.
2. Choose and click on the ideal which you want to connect to the created goal or campaign.
3. A pop-up will appear from the right side of the screen. Click on Add button on the panel “Connected goals” or “Connected campaigns” at the bottom of the pop-up window.
4. A new pop-up will appear and you can choose the goal or the campaign to which you want to connect the idea or you can search by the name of the goal or the campaign.
5. Once you are happy with the chosen option, click on Save. 

Alternatively, follow this video: