OVERVIEW
How to create a new campaign status
How to edit an existing campaign status

SCREEN OVERVIEW
New/edit campaign status
Existing campaign statuses
Buttons

Overview

When building out a campaign, it can be helpful to keep track of how the campaign is progressing. This can help to flesh out the trail of breadcrumbs and maintain a full and accurate record of what worked and what didn't at the campaign's end. That's why Method allows you to assign a status to a campaign, indicating the progress made by those responsible for the implementation of that campaign. Usually, the stock options are enough for most businesses, but sometimes the needs of your business will require an additional option or options. Thankfully Method allows you to create your own statuses and edit existing statuses as well. This section will show you how to create a new status, edit an existing status, and will provide a breakdown of the screen to explain each area in detail. Onward and upward!

back to top

How to create a new campaign status

1. From Method CRM, go to Campaigns > New Campaign.
2. Beside the Status drop down menu, click the ellipses button (...) or click on the drop down menu and choose . Either of these options will generate the New/Edit Campaign Statuses screen.
3. Choose a name for your new campaign status. It should reflect the kind of status you wish to denote (e.g. In planning stages).
4. Click Save to save the new status type. Once you refresh the screen, it will appear in the Existing campaign statuses grid below, as well as in the Status drop down menu on the New and Edit campaign screens. Clicking Save & New will save the changes and clear the field. Clicking Save & Close will save the changes and return you to the New campaign screen.

back to top

How to edit an existing campaign status

1. Follow steps 1 and 2 from above.
2. In the Existing Campaign Statuses grid, locate the status you wish to edit and click Select. This will populate the field above with the information associated with this status.
3. From here, you can change the name of the status (which is the only field associated with statuses).
4. Click Save to save the changes to the status type. Once you refresh the screen, the changes will be reflected in the Existing case statuses grid, as well as in the drop down menus. The buttons function the same as above.

back to top

Screen overview

The following is a breakdown of the New/edit campaign status screen. We'll take a closer look at each element of the screen (drop down menus, buttons, etc.) so you know exactly what each element does. We hope this will be a useful "glossary" of sorts for new users!

back to top

New/edit campaign status

Let's take a look at the requisite field required to either create a new campaign status or edit an existing one. Bear in mind that editing just requires you to change the information you want to change - as long as the field with the red asterisk next to them is filled out, Method will save the record!

• Campaign status: This is the only field required for Method to save your campaign status record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your campaign status a name, or to edit the existing name (which will appear here if you have selected a campaign status from the grid below).

back to top

Existing campaign statuses

Of course, this grid functions the same way as other grids in Method (see our article on Grid functionality for more information). Clicking Select next to the campaign status you want to edit will populate the campaign status field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

back to top

Buttons

As usual, you will find some familiar buttons at the bottom of this screen that offer you other options to be had. They are as follows:

• More actions: This button will allow you to Clear / New which will clear the field in preparation for a new campaign status, or Delete campaign status, which can't be undone.
• Save: This will save the changes.
• Save & New: This will save the changes and clear the field.
• Save & Close: This will save the changes and close the screen, returning you to the New campaign screen.
• Cancel/Close: This will close the screen without saving changes.

back to top