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Campaign types
Solution No. 358

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

SCREEN OVERVIEW
New/edit campaign type
Existing campaign types
Buttons

Overview

Campaign types are designed to give further information to a user about the sort of campaign being embarked upon in a quick and easy way to identify. The out-of-the-box options in Method (such as banner ads, telemarketing, and email) are usually sufficient for most businesses, but the ability to advertise online and elsewhere is constantly growing and changing. You might find that what works best for your business marketing isn't listed in our stock options, which is why Method gives you the opportunity to create and edit your own types. This section will show you how to create a new type, edit an existing type, and will provide a breakdown of the screen to explain each area in detail. Up, up and away!

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How to create a new campaign type

  1. From Method CRM, go to Campaign > New campaign.
  2. Beside the type 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 Types screen.
  3. Choose a name for your new campaign type. It should reflect the kind of type you wish to denote.
  4. Click Save to save the new type. Once you refresh the screen, it will appear in the Existing campaign type grid below, as well as in the type 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.

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How to edit an existing campaign type

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

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Screen overview

The following is a breakdown of the New/edit campaign types 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/edit campaign type

Let's take a look at the requisite field required to either create a new campaign type 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 type: This is the only field required for Method to save your campaign type record - and the only field on this screen! As mentioned above, it is simply a writable field used to give your campaign type a name, or to edit the existing name (which will appear here if you have selected a campaign type from the grid below).

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Existing campaign types

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 type you want to edit will populate the campaign type field above. Since there is only one field on this screen, you can only order or search the grid using that criterion.

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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 type, or Delete campaign type, 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.

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