Creating and Managing Campaigns

How to Create and Manage Campaigns in WellTender (Campaigns allow for users to group a bunch of issues with an ongoing campaign such as a workover)

Adding a Campaign

1. Click on Campaigns tab, in between Issues and Resources.

2. All Campaigns will appear in table view.

3. To Create a new Campaign, click on the green button.

4. Fill in the information and add any additional text, and then click the green button.

5. The saved Campaign will appear in the table.


Managing a Campaign

6. To view the Campaign, click on the Campaign to navigate to its page.

7. The Campaign page includes:

a. Feed (Any dialogue or status updates of an Issue associated with the campaign)

b. Issues (Any Issues associated with the Campaign)

c. Attachments (Any pdfs or photos associated with the Campaign)

d. Analytics (Insights on how the Campaign is going (issues closed, performance, etc.))

e. Scheduling (Gantt Chart view showing Issues scheduled for Campaign)


Add Custom Fields to Campaign