Campaign Statuses

You use campaign statuses to manage where a campaign is in your business process. You can use campaign detail statuses to manage the progress of an account/contact within a campaign. See Campaign Detail Statuses for more information.

Add a Status

1. Click the Campaign Statuses link from the Main Menu. The Campaign Statuses page opens.
2. Click the Add button. The Add Campaign Status window opens.
3. Enter the following information:
   • Description - Name for the status such as New.
   • Weight - Determines the order the status displays in the Status drop-down. Drop-downs display the order status in ascending order by weight. 
   • Active - If checked, the status is available for selection in the Status drop-down.
   • Text Color - Text color when the status displays in drop-downs and screens throughout the system.
   • Background Color - Background color when the status displays in drop-downs and screens throughout the system.
4. Select the Advanced tab.
5. Check the box(es) for each area of the system you want the campaign status available.
6. Click OK.

Change a Status

You can change the information for the campaign status after you have created it. When you change the description of a campaign status, it updates wherever the campaign status is used. If you don't want to update the already existing campaign status data, then you must add a new campaign status using the steps in Add a Status.

1. Click the Campaign Statuses link from the Main Menu. The Campaign Statuses page opens.
2. Select the status to edit.
3. Right-click and select Edit. The Edit Campaign Status window opens.
4. Make the desired change.
5. Click OK.

Inactivate a Status

If you no longer use a campaign status but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a campaign status inactive, it is no longer available for selection campaigns.

1. Click the Campaign Statuses link from the Main Menu. The Campaign Statuses page opens.
2. Select the status to make inactive.
3. Right-click and select Edit. The Edit Campaign Status window opens.
4. Check the Active box.
5. Click OK.

Delete a Status

f you no longer use a campaign status and don't want to keep a record of it, you can delete it. When you delete a campaign status that is used, you receive a prompt to select a campaign status to replace the campaign status you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Campaign Statuses link from the Main Menu. The Campaign Statuses window opens.
2. Right-click on the status to delete.
3. Select Mark for Delete.
4. Click the Save button. If the status is used, the Replace window opens.
5. Select the status from the drop-down to replace the deleted status.
6. Click OK.