OVERVIEW
How to create a new campaign

SCREEN OVERVIEW
New campaign
Planning info
Buttons
Video tutorial

Overview

As we mentioned in the overview of the Campaigns section, using the Campaign function in Method is a great way to track not only the progress of your marketing and advertising campaigns, but also their effectiveness. This allows you to create a trail of breadcrumbs for your marketing department to determine what works, what doesn't, and what might work in the future! This section will detail how to create a new campaign in Method, as well as provide a screen overview of all the pertinent fields and other elements on the screen.

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How to create a new campaign

1. In Method CRM, go to Campaigns > New campaign.
2. From the Assigned to drop down menu, choose a Method user to associate with this campaign.
3. Choose a Name for your campaign that reflects the nature of the actions that will be taken (for example, Newspaper Ads April) and type it into the writeable field.
4. Make sure Campaign is active is clicked if you want this campaign to appear in the Active view of the Existing campaigns grid.

   TIP:

   The above fields are the only required fields on this page and represent the minimum amount of information Method needs to create a record of this campaign. However, the more information you provide, the more useful your campaign record will be! For more information on the remaining fields on this page, please see our Screen Overview below.

5. Clicking Save will save all the above fields. Save & New will do the same but clear the fields in preparation for a new campaign, and Save & Edit will save the fields but allow you to continue working. This campaign will now be viewable in the Existing campaigns grid.

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Screen overview

The following is a breakdown of the New 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!

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New 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.

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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.

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Buttons

• More actions: This button gives you the option to Clear / New which will clear all fields in preparation for a new campaign, Delete campaign which can't be undone, or Spell check - description.
• Save: This button saves the information in the above fields. The campaign will now be viewable in the Existing campaigns grid.
• Save & New: This button saves the campaign and clears the fields in preparation for a new campaign.
• Save & Edit: This button saves the information in the above fields but allows you to keep working.

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Video tutorial

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