Edit a Campaign or a Campaign Step

A campaign and its steps can be edited after it is created and the accounts/contacts have been retrieved. If you make changes to any of the campaign steps, including adding or removing steps, you will need to retrieve the accounts/contacts again. To add a new campaign, see Add a Campaign. For more information about campaigns, see Campaigns Overview.

In this article:

Edit Campaign Information

To edit campaign information:

  1. Navigate to the Campaigns page for the area of Momentus Enterprise for the campaign (Event CRM, Registration, and so on) and select the campaign to edit.
  2. Right-click and select Edit. The Edit Campaign window opens.
  3. Make the necessary updates.
  4. Click OK.

Edit Campaign Steps

To edit campaign steps:

  1. Navigate to the Campaigns page for the area of Momentus Enterprise for the campaign (Event CRM, Registration, and so on) and select the campaign to edit.
  2. Right-click and select Edit. The Edit Campaign window opens.
  3. Select the Campaign Steps tab.
  4. Select the campaign step to edit.
  5. Right-click and select Edit. The Edit Campaign Step window opens.
  6. Make the necessary changes.
  7. Click OK.

Be sure to retrieve accounts/contacts again after editing campaign steps!

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Comments

3 comments

Date Votes
  • Sarah Gore-Clough

    Hello

    Are you able to multi edit project detail status within a campaign - cant see it on the tools facility

    Thanks Sarah

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)
    • Edited

    Select multiple records, right click, tools, campaigns, change detail status on campaign.

    Found that on a local 20.80L install (so if it's not available on your system it must be a configuration/access issue).

    Shout if you can't find it i'll hop on and take a look.

    L

    0 upvotes

  • Sarah Gore-Clough

    Thanks Lee not sure how I missed seeing that !

    Sarah

    0 upvotes

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