Method CRM Help Center

Now that you've created some campaigns and populated your Existing campaigns list, you may need to go back and edit some of the information associated with those campaigns. Because a campaign is a process, it is important to keep all the associated information up to date. The Edit campaign screen allows you to edit the details of existing campaigns, as well as associate them with other entities within Method. Let's go through the steps required to edit a campaign!

How to edit an existing campaign

In Method CRM, go to Campaigns > Campaigns list.
In the grid, choose the campaign you'd like to edit and click Go to. This will open the Edit campaign screen and also create a temporary tab link associated with the particular campaign you are editing. You will be able to switch tabs during this process without losing any changes you've made to the campaign.
Ensure the Assigned to and Name fields are filled out. These two fields are mandatory and must be filled out in order for Method to save the campaign.
From this screen, you can alter any of the existing fields - change the text in writable fields, change the chosen option in drop down menus, and change any of the information listed in the series of clickable tab sections at the bottom of the screen that each open their own unique set of options.
Click save at the bottom of the screen. This will save whatever changes you've made to the fields in this campaign and will update any changes that appear in the viewable portion of the Existing campaigns list. Save & Back will save the changes and return you to the list screen.

Screen overview

The following is a breakdown of the Edit campaign 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!

Edit campaign

Assigned to: This drop down menu contains all Method users attached to this account. Keep in mind you can only assign ONE Method user to a campaign.
Name: This field is used to name the campaign. You will be able to search for this campaign by name in the Existing campaigns grid.
Type: This drop down menu allows you to choose from existing campaign types, or to create your own. Please see the documentation on Campaign types for more information.
Status: This drop down menu allows you to choose from existing campaign statuses, or to create your own. Please see the documentation on Campaign statuses for more information.
Description: This writeable field allows you to include pertinent notes about this campaign that will be viewable from the Existing campaign grid. It's helpful to include additional information in this section as it can provide a clearer picture of the campaign's goals and intended targets.
Campaign is active?: This check box, when checked, will allow this campaign to appear in the Active view of the Existing campaigns grid.
You can also see who created this campaign and on what date, as well as who last modified the campaign and when, by looking at the created by and last modified by fields.

Planning info

Start date: This drop down menu generates a clickable calendar from which you can choose a start date for your campaign.
End date: This drop down menu generates a clickable calendar from which you can choose an end date for your campaign.
Total sent: If your campaign revolves around physical advertisements (for example: flyers, newspaper ads), or any type of advertising that can be numbered (for example: an email campaign), this field can be used to denote how many advertising units were sent out.
Expected response (%): This functions as sort of a Return on Investment section in which you can estimate the response to your campaign (for example: if 100 flyers are sent out and you estimate half of those flyers will result in a lead contacting your company, the expected response would be 50%).
Expected revenue: Another Return on Investment section, the expected revenue is how much potential or secured revenue you anticipate this campaign will generate, in dollars.
Budgeted cost: This field allows you to identify the projected cost of this campaign in dollars.
Actual cost: This field allows you to identify how much the campaign actually costs, in relation to your budgeted cost.

Statistics

This section derives numerical values for the success of your campaign by drawing on information from your Leads and Opportunities tables.

Total leads: This number refers to the total number of leads this campaign drew in. This number is generated by tallying the total number of leads that were associated with this campaign when they were added to Method (please see New lead for more details on how Leads work).
Total leads converted: This number refers to the total number of leads this campaign drew in that were later converted to customers.
Total opportunities:This number refers to the total number of opportunities this campaign drew in. This number is generated by tallying the total number of opportunities that were associated with leads drawn in my this campaign (please see New opportunity for more details on how Opportunities are associated with Leads).
Total opportunities lost: This number refers to the total number of opportunities this campaign drew in that were later lost.
Total opportunities won: This number refers to the total number of opportunities this campaign drew in that were later won.
Total value opportunities: This number totals the value of all opportunities drawn in by this campaign, based on the Amount value associated with each opportunity.
Total value opportunities lost: This number totals the value of all lost opportunities associated with this campaign.
Total value opportunities won: This number totals the value of all won opportunities associated with this campaign.

You can also see when the totals were last calculated by looking at the Totals last calculated on field.

The unique button Recalculate statistics will draw from the aforementioned tables and show you an up-to-the-minute expression of all the above numbers when you click it.

Contacts

This grid lists all the contacts currently associated with this campaign, including customers and leads. The Filter by menu allows you to search and sort the grid for My Customers and Contacts, My Leads and Contacts, and shared versions of both. The grid otherwise functions the same way most grids do in Method (see Grid functionality for more details).

The leads, customers, and contacts that appear in this grid will have been associated with this campaign in the Additional info sub-tab of the Edit Customer, Contact, or Lead screen. Please see Edit lead, Edit customer, and Contacts for more information.

Clicking on the lead or customer name will open the Edit screen associated with that lead or customer.

Activities

This grid lists all the activities currently associated with this campaign. The Filter by menu allows you to search and sort the grid for My activities and My activities on or before today, and shared versions of both. The grid otherwise functions the same way most grids do in Method.

The activities that appear in this grid will have been associated with the campaign when you created or edited the activity in question by choosing this campaign from the Related to campaign drop down menu. Please see New activity for more information.

Clicking on the activity number will open the Edit activity screen.

The unique button New activity will open the New activity screen, and when you click save, the activity will be henceforth associated with this campaign.

Opportunities

This grid lists all the opportunities currently associated with this campaign. The Filter by menu allows you to search and sort the grid for Closed, Lost, and Won opportunities, as well as My opportunities and My opportunities in the pipeline, and shared versions of each. The grid otherwise functions the same way most grids do in Method.

The opportunities that appear in this grid will have been associated with the campaign when you created or edited the opportunity in question by choosing this campaign from the Primary campaign source drop down menu. Please see New opportunity for more information.

Clicking on the opportunity number will open the Edit opportunity screen, and clicking on the contact, customer, or lead name will open the Edit screen associated with that record.

The unique button New opportunity will open the New opportunity screen, and when you click save, the opportunity will be henceforth associated with this campaign.

Estimates

This grid lists all the estimates currently associated with this campaign. The Filter by menu allows you to search and sort the grid for My estimates and Shared estimates. The grid otherwise functions the same way most grids do in Method.

The estimates that appear in this grid will have been associated with the campaign when you created or edited the estimate in question by choosing this campaign from the Campaign drop down menu. Please see Estimates for more information.

Clicking on the Edit estimate link will open the Edit estimate screen.

The unique button New estimate will open the New estimate screen, and when you click save, the estimate will be henceforth associated with this campaign.

Invoices

This grid lists all the invoices currently associated with this campaign. The Filter by menu allows you to search and sort the grid for My invoices and Shared invoices. The grid otherwise functions the same way most grids do in Method.

The invoices that appear in this grid will have been associated with the campaign when you created or edited the invoice in question by choosing this campaign from the Campaign drop down menu. Please see Invoices for more information.

Clicking on the Edit invoice link will open the Edit invoice screen.

The unique button New invoice will open the New invoice screen, and when you click save, the invoice will be henceforth associated with this campaign.

Buttons

More actions: This button gives you the option to Delete campaign which can't be undone, or Spell check - description.
Save: This button saves the changes in the above fields. The edited campaign will now be viewable in the Existing campaigns grid.
Save & Back: This button saves the information in the above fields and returns you to the List screen.
Go back: This closes the Edit campaign screen without saving.

Created on	Oct-16-2013
Last modified on	Sep-17-2015