Enabling Entities and Connections

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.

Enabling Entities

• 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.