Setting Up Entities and Connections in Your Campaign
Setting up your campaign's structure effectively can help streamline your work. Here's how to customize entities and connections for your campaign:
Accessing the Customize Menu
- Begin by opening your campaign.
- Navigate to the “Customize” menu inside your campaign.
- By default, the entity "People" is already enabled for every campaign.
- To add or remove entities:
- Go to the “General Tab”.
- Look for the "Entity Types" selection and choose the desired entities.
Selecting Your Primary Entity
- The Primary Entity is the main focus of your campaign and will be prominently displayed on the Wall Chart.
- Select the entity you want to set as the Primary Entity.
Configuring Connection Types
- You can integrate different Connection Types to showcase relationships.
- Note: Ensure that both entities related by a connection are present in the campaign before adding a connection type.
Saving Your Changes
- Once you've made all desired adjustments, click on “Save Changes”.
- It's crucial to do this before leaving the page to ensure all your preferences are stored.
This configuration will help you visualize the interactions and relationships within your campaign more effectively.