• Administration

Managing Categories and Campaigns

What Is the Difference between a Category and Campaign and When Should I Use Each One?

While Categories and Campaigns are both used for organizing your Kindling ideas, Campaigns are time-limited and therefore better suited to a focused challenge that needs to be addressed in a specific time frame. Categories, on the other hand, are more appropriate for long term initiatives or ongoing organizational goals.

How Do I Create a Category?

To create a Category, select Categories from the top menu. Then click the Create button.

Select Categories

Click Create Button

Name your Category, and provide a description to help set the context for the initiative. Category descriptions can be styled or include images, videos, or links. A Category’s Name and Description will both be visible to Users. Images can be uploaded from your computer to visually represent a Category.

new category basics w/ RTE

Categories can stand on their own, or be made into Subcategories by selecting a Parent Category from the menu. Subcategory names can be reused and need not be unique across different Parent Categories.

To associate a Category with a Parent Category, choose a Parent Category from the drop-down box. Subcategories help your Users better understand the relationship between Categories in Kindling. Groups can be granted access to a Subcategory without being granted access to the Parent Category, and if a group has access to a Category, they do not by default have access to any Subcategories it might have. Subcategories are listed beneath their Parents on the Categories page in Kindling.

Votes can be allocated according to the needs of each Category. If you anticipate a lot of Ideas or a longer decision-making period, you may want to offer a larger number of votes so that participants can support all of the Ideas they would like to see approved.

Vote Assignment

A Category Sponsor can be designated to help manage Ideas and motivate engagement in the Category.

To add Groups to a Category, click “Select Groups” from the left-hand column, then check the box next to a Group’s name to give it permission to access that Category.

new category groups

Moderators in that Group will be able to move Ideas in the Category through the Kindling Workflow, as well as send out Assessments for Ideas in the Category. It is possible to set up a Category and not give any Groups access to it; this is useful for setting up a new permanent Category that you want launch alongside some other announcement. (For projects with a specific end-date in mind, use a Campaign instead.)

Moderators may also be associated directly with a Category by clicking on the “Select Moderators” tab in the left-hand column. From this tab, you can select Moderators by checking the check boxes alongside their names.

new category moderators

To customize the Workflow for this Category, choose the “Configure Workflow” tab from the left-hand column. Here you filter out any workflow states not appropriate to the Category by clicking the “hide” button next to the name of the state.

new category workflow

Select “Review & Create” or click the “Next Step” button to review the details of the new Category. Then, click the “Create Category” button. The Category will not be created until “Create Category” has been selected.

How Do I Create a Campaign?

Campaigns are created by following the same steps as creating a Category; however, on the basics screen, there are some additional fields to complete: Starts On, Ends On, and Prize.

First, select Campaigns from the top menu. Then click the Create button.

Select Campaigns

This will open up the basics tab of the Campaign creation screen.

Campaign Basics

Name your Campaign and add a description to further clarify the goals of the Campaign. Campaign descriptions can be styled or include images, videos, or links. A Campaign’s Name and Description will both be visible to Users. Images can be uploaded from your computer to visually represent a Campaign.

You may optionally select a parent Category for Campaigns. Relating a Campaign to a Category helps give it context. For instance, if a Campaign named “Summer Innovation Challenge” is part of a “New Products” Category, it‘s clear to your participants that you‘re driving towards innovation in the New Products arena.

Since Campaigns are time limited, you‘ll need to select a start date and an end date for it. Clicking on the “Starts On” or “Ends On” field will reveal a calendar where you can select the dates for your Campaign. A Campaign will not become visible to participants in Kindling before its start date. After the end date, voting freezes, but Users can still comment on Ideas and create Posts, and Moderators can change the state of Ideas in the Campaign.

You can you can customize the voting experience according to the needs of your Category or Campaign. For instance, a short-lived Campaign (like a Hackathon) might be assigned only a few votes to quickly identify the most popular idea, while an longer Campaign, or one where a lot of participation is anticipated, might warrant more votes, so participants can support many ideas simultaneously. You can also enter a prize as additional motivation for participants in your Campaign.

Campaign Settings

Continue to step through Campaign creation, using the “Next Step” button to take you through selecting Groups, Moderators and Workflow and then Reviewing your selections. Then, click “Create Campaign”.

View Campaign

How Do I Edit a Category or Campaign?

To edit a category, click Categories in the top menu. Choose the desired Category from the list, then select the “Edit” button. To edit a Campaign, select “Campaigns” from the top menu instead.

Select Categories

Edit Categories

Alternatively, you can edit a Category by selecting Categories from the top menu, clicking the “Manage” button, then selecting the “Edit” option from the gear icon that appears to the right of the Category name.

Manage Categories

For both Categories and Campaigns, the title, description, and image can be modified. Moderators, Workflow configurations, and which Groups have access to the Category/Campaign can all be changed. Start and end dates can also be edited from this screen, as can optional prize information.

How Do I Edit a Parent Category of a Campaign

To edit the Parent Category of a Campaign, click on the “Edit” button above the Campaign.

Edit Campaign

When editing the Campaign, change the parent category from the drop down menu.

Change Parent Category

How Do I Close a Category or Campaign?

To close a Category or Campaign, choose the item you‘d like to close from the top menu, click Manage, click the gear icon next to the name of the Category or Campaign you‘d like to close, and select “Close”.

How To Close Campaigns

If a Category contains subcategories, closing the Parent Category will automatically close all of its children.

A closed Category or Campaign is moved to the “Closed” tab on the Categories and Campaigns pages. Users cannot vote on Ideas in a closed Category or Campaign, but they can comment and volunteer for them, and Moderators can change the states of these Ideas.

Closed Campaigns Tab

How Can I Hide a Category or Campaign from View?

To hide a Category or Campaign from view, simply remove all Group access to the Category or Campaign. Choose “Categories” or “Campaigns” from the top menu, click the Manage button, click the gear icon to the right of the Category/Campaign name, and select “Edit”.

Move to “Step 2: Select Groups”, and un-check all Groups associated with the Category/Campaign. Then, move to “Step 5: Review and Update” and click the “Update Category/Campaign” button.

How Do I Reopen a Campaign That Has Ended?

To reopen a Campaign that has ended, click on the “Edit” button above the Campaign.

Edit Campaign

When editing the Campaign, adjust the end date to a future date to reopen the Campaign.

Assessments Tab

When a Campaign is reopened, it will appear on the Activity Feed as a new Campaign.